JPMorgan Chase & Co. $JPM Position Lessened by Montrusco Bolton Investments Inc.

Montrusco Bolton Investments Inc. reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 26.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,005,426 shares of the financial services provider’s stock after selling 364,098 shares during the quarter. JPMorgan Chase & Co. makes up 3.9% of Montrusco Bolton Investments Inc.’s holdings, making the stock its 7th largest position. Montrusco Bolton Investments Inc.’s holdings in JPMorgan Chase & Co. were worth $313,328,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC lifted its position in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares during the last quarter. Ignite Planners LLC boosted its stake in JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares in the last quarter. Jump Financial LLC acquired a new stake in JPMorgan Chase & Co. in the second quarter valued at approximately $1,475,000. Finally, Betterment LLC grew its holdings in JPMorgan Chase & Co. by 27.5% in the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after purchasing an additional 425 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $309.43 on Wednesday. The firm has a market capitalization of $829.95 billion, a price-to-earnings ratio of 14.82, a price-to-earnings-growth ratio of 1.50 and a beta of 1.03. 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 business has a fifty day moving average of $299.16 and a 200 day moving average of $307.08. JPMorgan Chase & Co. has a 1 year low of $248.83 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced 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. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same period in the prior year, the company earned $5.07 earnings per share. The company’s revenue was up 10.0% on a year-over-year basis. As a group, research analysts expect that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Activity

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated 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 owned 61,949 shares of the company’s stock, valued at $18,981,173.60. The trade was a 5.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Jennifer Piepszak sold 9,136 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total value of $2,800,732.16. Following the completion of the sale, the chief operating officer owned 90,001 shares in the company, valued at $27,590,706.56. The trade was a 9.22% decrease in their position. 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 have sold a total of 79,849 shares of company stock valued at $24,522,956 over the last quarter. Insiders own 0.41% of the company’s stock.

More JPMorgan Chase & Co. News

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

Analysts Set New Price Targets

A number of research firms have recently weighed in on JPM. Autonomous Res lowered their price objective on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. CICC Research started coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price target for the company. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Finally, Royal Bank Of Canada restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Monday. Fifteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $337.12.

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.