Transcend Capital Advisors LLC Sells 5,035 Shares of JPMorgan Chase & Co. $JPM

Transcend Capital Advisors LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 45,715 shares of the financial services provider’s stock after selling 5,035 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.1% of Transcend Capital Advisors LLC’s portfolio, making the stock its 15th biggest position. Transcend Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $14,730,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. bought a new position in JPMorgan Chase & Co. during the 3rd quarter valued at approximately $32,000. Turning Point Benefit Group Inc. purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $35,000. Miller Global Investments LLC purchased a new stake in JPMorgan Chase & Co. during the 4th quarter valued at $52,000. Collier Financial purchased a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $60,000. Finally, Decker Retirement Planning Inc. boosted its stake in JPMorgan Chase & Co. by 56.3% during the 3rd quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider’s stock valued at $74,000 after purchasing an additional 85 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $313.29 on Wednesday. The business’s fifty day moving average price is $298.45 and its 200-day moving average price is $306.76. The stock has a market capitalization of $840.31 billion, a price-to-earnings ratio of 15.00, a PEG ratio of 1.55 and a beta of 1.05. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $231.37 and a 1-year high of $337.25.

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

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued 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 (DPR) is currently 28.74%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Analyst upgrade pushed JPM shares higher earlier — a recent upgrade/coverage note sparked an intraday rally (reported as a ~2.1% lift). This likely supported buying interest before broader weakness set in. JPMorgan Chase & Co. (NYSE:JPM) Shares Up 2.1% on Analyst Upgrade
• Positive Sentiment: Truist raised its price target on JPM to $332 (from $323), signaling some analyst confidence in the stock after Q1 results. That upgrade provides a near-term support narrative for investors focused on analyst-driven flows. Truist Lifts PT on JPMorgan Chase & Co. (JPM) to $332 From $323
• Positive Sentiment: Strategic expansion: JPM extended its $1.5T Security & Resiliency Initiative into Europe — a long‑term, revenue- and franchise-building program across defense, tech and supply chain finance. That supports longer-term growth expectations. JPMorganChase Expands Security and Resiliency Initiative Across Europe
• Positive Sentiment: Deal/AI exposure — JPMorgan is a backer in a large AI funding round (reported in coverage of a Bezos-backed round), showing the bank’s participation in high-profile tech financing. That can underpin fee and advisory revenue. Bezos Nears $10 Billion AI Funding Round Valuing Prometheus At $38 Billion
• Neutral Sentiment: JPMorgan’s bullish market calls (raising the S&P 500 target) improve macro sentiment but have limited direct, immediate impact on JPM stock performance — more relevant for market positioning than bank fundamentals. JPMorgan Raises S&P 500 Target To 7,600, Sees 7% Upside On AI Strength
• Negative Sentiment: Legal overhang: the U.S. Supreme Court declined to block a muni-bond price‑fixing class action against major banks (including JPM), keeping litigation risk and potential reserve/penalty uncertainty in play. Banks Rejected By Supreme Court in Muni Bond Price-Fixing Case
• Negative Sentiment: Large insider selling and fund trimming are visible in filings — extensive insider sales and reported institutional reductions (e.g., Robeco trimming ~20% of its JPM position) create supply pressure and can weigh on sentiment. Fund Update: Robeco Institutional Asset Management B.V. Just Disclosed New Holdings Lobbying/Insider Activity Update

Analysts Set New Price Targets

JPM has been the topic of several recent analyst reports. Robert W. Baird set a $295.00 target price on JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Royal Bank Of Canada reiterated an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Argus increased their target price on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Finally, The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $336.16.

Insider Buying and Selling

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 71,908 shares of company stock worth $22,065,882 in the last quarter. Company insiders own 0.47% of the company’s stock.

About JPMorgan Chase & Co.

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.