JPMorgan Chase & Co. $JPM Shares Purchased by Nations Financial Group Inc. IA ADV

Nations Financial Group Inc. IA ADV increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.5% in the 4th quarter, HoldingsChannel reports. The firm owned 63,679 shares of the financial services provider’s stock after buying an additional 7,081 shares during the quarter. JPMorgan Chase & Co. makes up 1.1% of Nations Financial Group Inc. IA ADV’s portfolio, making the stock its 16th largest position. Nations Financial Group Inc. IA ADV’s holdings in JPMorgan Chase & Co. were worth $20,519,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Danske Bank A S purchased a new stake in JPMorgan Chase & Co. in the 3rd quarter worth approximately $696,885,000. Holocene Advisors LP grew its stake in JPMorgan Chase & Co. by 1,033.3% in the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock worth $679,790,000 after acquiring an additional 1,964,958 shares during the period. Viking Global Investors LP grew its stake in JPMorgan Chase & Co. by 86.1% in the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after acquiring an additional 1,870,386 shares during the period. California Public Employees Retirement System grew its stake in shares of JPMorgan Chase & Co. by 19.6% during the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock valued at $2,086,806,000 after buying an additional 1,082,913 shares during the period. Finally, Legal & General Group Plc grew its stake in shares of JPMorgan Chase & Co. by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after buying an additional 607,025 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on JPM. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Daiwa Securities Group lowered their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fifteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target of $336.16.

JPMorgan Chase & Co. News Summary

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan is building a large private‑credit platform to deploy “tens of billions” into loans originated by its commercial bankers — a potential long‑term fee and yield driver for its asset management business. JPMorgan Is Building A Massive Private Credit Machine Powered By Bank Loans
• Positive Sentiment: Evercore ISI raised its valuation on JPM to $340 after an exceptional Q1, which supports upside investor sentiment and could attract buyers. Evercore ISI Boosts JPMorgan Chase & Co. (JPM) Valuation to $340 on Exceptional Q1 Performance
• Positive Sentiment: JPMorgan is involved in very large commercial lending deals (including reports of a near‑$38B Oracle data‑center loan), highlighting continued strength and market share in large corporate finance. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: JPMorgan closed a registered public debt offering totaling about $10 billion — a routine funding action but one investors watch for timing and cost of capital implications. JPMorgan Chase Issues $10 Billion in New Debt
• Neutral Sentiment: J.P. Morgan Asset Management announced April cash distributions for several Canadian‑listed JPMorgan ETFs — supportive for fee businesses but immaterial to bank operating earnings. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: While the private‑credit push is revenue‑accretive, it raises concentration and credit‑risk questions (and potential capital/stress‑test implications) as JPM plows bank‑originated loans into less liquid private strategies. JPMorgan Readies Fresh Private Credit Push After Needling Market
• Negative Sentiment: Industry reaction to recent DeFi exploits is prompting big banks (and JPM) to reevaluate crypto/blockchain exposure — a headwind for any institutional crypto growth plans and a short‑term reputational drag. Big banks reevaluate blockchain after $293 million KelpDAO exploit

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $308.56 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. The firm has a 50-day moving average of $298.79 and a two-hundred day moving average of $306.83. The stock has a market cap of $827.62 billion, a P/E ratio of 14.78, a PEG ratio of 1.52 and a beta of 1.05. JPMorgan Chase & Co. has a 1-year low of $238.43 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The company had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period in the prior year, the company posted $5.07 EPS. On average, research analysts expect that JPMorgan Chase & Co. will post 22.34 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider directly owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This represents a 0.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, COO Jennifer Piepszak sold 9,136 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer directly owned 90,001 shares of the company’s stock, valued at approximately $27,590,706.56. The trade was a 9.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,908 shares of company stock worth $22,065,882 over the last quarter. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.