Sava Infond d.o.o. Has $9.15 Million Stake in JPMorgan Chase & Co. $JPM

Sava Infond d.o.o. reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 28,395 shares of the financial services provider’s stock after selling 1,780 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.2% of Sava Infond d.o.o.’s holdings, making the stock its 19th biggest position. Sava Infond d.o.o.’s holdings in JPMorgan Chase & Co. were worth $9,149,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in JPM. Dunhill Financial LLC raised its position in shares of JPMorgan Chase & Co. by 25.0% in the fourth quarter. Dunhill Financial LLC now owns 1,824 shares of the financial services provider’s stock valued at $588,000 after purchasing an additional 365 shares during the period. Wealth Alliance Advisory Group LLC grew its stake in JPMorgan Chase & Co. by 5.6% in the 4th quarter. Wealth Alliance Advisory Group LLC now owns 14,311 shares of the financial services provider’s stock valued at $4,611,000 after buying an additional 756 shares during the last quarter. Concurrent Investment Advisors LLC grew its stake in JPMorgan Chase & Co. by 78.2% in the 4th quarter. Concurrent Investment Advisors LLC now owns 236,711 shares of the financial services provider’s stock valued at $76,273,000 after buying an additional 103,899 shares during the last quarter. Kercheville Advisors LLC raised its holdings in JPMorgan Chase & Co. by 7.5% in the 4th quarter. Kercheville Advisors LLC now owns 6,195 shares of the financial services provider’s stock valued at $1,881,000 after acquiring an additional 430 shares during the period. Finally, Almanack Investment Partners LLC. lifted its position in JPMorgan Chase & Co. by 3.3% during the fourth quarter. Almanack Investment Partners LLC. now owns 4,760 shares of the financial services provider’s stock worth $1,534,000 after acquiring an additional 150 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is one of the lead banks on Meta’s roughly $13B El Paso data‑center financing, which could generate sizable fees and deepen corporate banking relationships. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal
• Positive Sentiment: HSBC raised its price target on JPMorgan (to $312) and RBC reaffirmed a Buy — analyst support can help sustain investor confidence. HSBC adjusts price target on JPMorgan
• Positive Sentiment: Chase announced product upgrades aimed at Gen‑Z/new‑to‑bank customers — a strategic push to grow low‑cost deposits and long‑term customer relationships. Chase Revamps Products to Win Gen Z Deposits
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries — a talent add that expands fee‑earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries
• Neutral Sentiment: CEO Jamie Dimon said he’s unsure how consumer‑facing AI will play out — a cautious view that signals management is watching tech risks/opportunities but indicates no immediate change to strategy. JPMorgan CEO Jamie Dimon isn’t sure how consumer AI will play out
• Neutral Sentiment: Market strategists at JPMorgan are urging investors to buy dips — a bullish market commentary that can lift financials broadly but is macro‑dependent. JPMorgan’s Matejka says buy any dip in stocks
• Negative Sentiment: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed stock sales (combined ~8,000 shares) executed under pre‑arranged Rule 10b5‑1 plans — routine but sometimes read negatively by market participants. Piepszak SEC filing Barnum SEC filing

Analyst Ratings Changes

Several research firms have recently commented on JPM. CICC Research assumed coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price on the stock. Piper Sandler boosted their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, April 14th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $337.12.

Insider Buying and Selling

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 79,849 shares of company stock worth $24,522,956. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. Stock Up 0.6%

Shares of NYSE JPM opened at $309.43 on Wednesday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. JPMorgan Chase & Co. has a 52 week low of $248.83 and a 52 week high of $337.25. The stock has a market capitalization of $829.95 billion, a P/E ratio of 14.82, a PEG ratio of 1.50 and a beta of 1.03. The stock’s fifty day moving average is $299.16 and its 200 day moving average is $307.08.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same period last year, the firm earned $5.07 EPS. Sell-side analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were paid a dividend of $1.50 per share. The ex-dividend date was Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

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.