JPMorgan Chase & Co. $JPM Shares Acquired by Triasima Portfolio Management inc.

Triasima Portfolio Management inc. lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 11.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 31,715 shares of the financial services provider’s stock after acquiring an additional 3,223 shares during the quarter. JPMorgan Chase & Co. comprises about 1.5% of Triasima Portfolio Management inc.’s investment portfolio, making the stock its 21st biggest holding. Triasima Portfolio Management inc.’s holdings in JPMorgan Chase & Co. were worth $10,219,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. Legal & General Group Plc increased its position 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 purchasing an additional 607,025 shares during the period. Fisher Asset Management LLC increased its position in shares of JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after purchasing an additional 347,033 shares during the period. Invesco Ltd. increased its position in shares of JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock valued at $4,622,675,000 after purchasing an additional 322,735 shares during the period. Boston Partners raised its position in JPMorgan Chase & Co. by 2.3% in the third quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock worth $2,360,045,000 after acquiring an additional 168,184 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. raised its position in JPMorgan Chase & Co. by 0.5% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider’s stock worth $2,147,894,000 after acquiring an additional 31,421 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the 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 completion of the sale, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robin Leopold sold 433 shares of the stock in a transaction on 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 sale, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 79,849 shares of company stock valued at $24,522,956. 0.41% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on JPM shares. HSBC boosted their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. Autonomous Res dropped their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Piper Sandler increased their target price 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. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $338.12.

JPMorgan Chase & Co. Trading Down 0.1%

Shares of JPM opened at $299.93 on Friday. The business’s 50-day moving average price is $299.70 and its 200 day moving average price is $307.39. The stock has a market capitalization of $803.66 billion, a P/E ratio of 14.36, a P/E/G ratio of 1.46 and a beta of 1.03. JPMorgan Chase & Co. has a 1-year low of $256.00 and a 1-year high of $337.25. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the business earned $5.07 earnings per share. The firm’s revenue was up 10.0% compared to the same quarter last year. Analysts expect that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Monday, April 6th were issued a dividend of $1.50 per share. The ex-dividend date was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan’s early investment in startup relationships is paying off, with reports saying the bank now leads global tech investment banking after winning major mandates from companies like Pattern Group. This supports the view that JPM is gaining share in a lucrative fee-generating business. Article Title
• Positive Sentiment: JPMorgan Asset Management launched a second tokenized money market fund on Ethereum, reinforcing its leadership in blockchain-based financial products and potentially opening a new growth avenue tied to stablecoin and on-chain liquidity demand. Article Title
• Positive Sentiment: JPMorgan’s asset and wealth management business remains a standout, with revenue and assets under management rising, which should help offset slower areas and support earnings durability. Article Title
• Neutral Sentiment: Several articles focused on JPMorgan’s strategic positioning in tech banking, private-credit trading, and leadership changes in investment banking. These are generally operationally constructive but not immediate stock catalysts. Article Title
• Neutral Sentiment: DBS Bank reportedly upgraded JPM to “hold,” which suggests steadier sentiment but not a strong near-term bullish shift. Article Title
• Negative Sentiment: CEO Jamie Dimon warned that JPMorgan could reconsider its planned London headquarters expansion if the UK becomes “hostile” to banks through higher taxes or tighter regulation. That adds geopolitical and policy uncertainty around a major long-term investment. Article Title
• Negative Sentiment: Recent fund-flow reporting showed Smead Capital Management reduced its JPM position, which may reinforce some caution around the shares, even if the impact is limited. Article Title

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.