JPMorgan Chase & Co. $JPM Shares Sold by Mainstay Capital Management LLC ADV

Mainstay Capital Management LLC ADV lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 50.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,448 shares of the financial services provider’s stock after selling 11,470 shares during the quarter. JPMorgan Chase & Co. comprises approximately 0.4% of Mainstay Capital Management LLC ADV’s portfolio, making the stock its 22nd largest position. Mainstay Capital Management LLC ADV’s holdings in JPMorgan Chase & Co. were worth $3,611,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in JPM. Saranac Partners Ltd grew its holdings in shares of JPMorgan Chase & Co. by 6.4% during the 3rd quarter. Saranac Partners Ltd now owns 26,968 shares of the financial services provider’s stock worth $8,508,000 after purchasing an additional 1,617 shares during the period. IFP Advisors Inc raised its holdings in JPMorgan Chase & Co. by 5.6% in the 3rd quarter. IFP Advisors Inc now owns 48,897 shares of the financial services provider’s stock valued at $15,424,000 after buying an additional 2,594 shares during the period. Innova Wealth Partners raised its holdings in JPMorgan Chase & Co. by 2.8% in the 3rd quarter. Innova Wealth Partners now owns 1,733 shares of the financial services provider’s stock valued at $547,000 after buying an additional 47 shares during the period. Stillwater Wealth Management Group acquired a new position in JPMorgan Chase & Co. in the third quarter valued at about $4,739,000. Finally, Tevis Investment Management lifted its position in JPMorgan Chase & Co. by 0.8% in the third quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after buying an additional 34 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Fed capital-buffer reset could free up more lending capacity and boost bank growth, a direct tailwind for JPMorgan’s lending franchise and return-on-equity profile. Fed’s Capital Reset
• Positive Sentiment: Regulatory proposal to loosen bank capital rules would reduce holding costs and can lift net interest margin / return metrics for big banks including JPMorgan. Big Banks Win With Proposal
• Positive Sentiment: JPMorgan Asset Management launched two active equity-premium ETFs (ROCY, ROCQ), expanding fee-generating products that can incrementally lift AUM and management-fee revenue over time. J.P. Morgan Debuts ETFs
• Positive Sentiment: JPMorgan’s trading desks are net beneficiaries of heightened oil market volatility (on-shore and on-chain trading flows such as Hyperliquid), supporting fees and FICC volumes. Non-Crypto Traders Using Hyperliquid
• Neutral Sentiment: JPMorgan’s new athlete-wealth advisory push and Athlete Council broaden client segmentation and long-term deposit/AUM opportunities, but revenue impact will be gradual. JPMorgan Athlete Wealth Push
• Neutral Sentiment: JPMorgan remains a trending stock with ongoing analyst and retail attention — this raises liquidity/volatility but is not a direct earnings swing. Trending Stock Facts
• Negative Sentiment: JPMorgan’s pilot “bossware” to track junior bankers’ hours has drawn negative press and morale/regulatory scrutiny risks that can create reputational noise and potential HR costs. JPMorgan deploys tech to monitor junior bankers
• Negative Sentiment: Large, unusual put buying (135,219 puts on March 19) signals elevated bearish/options hedging interest in JPM and can amplify short-term downside pressure.
• Negative Sentiment: Market-risk notes from JPMorgan (cutting the S&P 500 target amid oil/Mideast risks) plus Fed commentary on rising inflation increase recession and earnings-risk narratives that weigh on big-bank multiples. JPMorgan Slashes S&P 500 Forecast

Wall Street Analyst Weigh In

JPM has been the subject of a number of recent analyst reports. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wells Fargo & Company dropped their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Finally, Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $340.00.

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,596 shares of company stock valued at $22,067,932 over the last ninety days. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Down 0.5%

Shares of JPMorgan Chase & Co. stock opened at $286.59 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a market capitalization of $772.95 billion, a P/E ratio of 14.32, a P/E/G ratio of 1.19 and a beta of 1.06. The company has a 50 day moving average of $302.33 and a 200 day moving average of $307.83.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the prior year, the firm posted $4.81 EPS. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm 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 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

JPMorgan Chase & Co. 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.