TMB Capital Partners LLC Purchases New Shares in JPMorgan Chase & Co. $JPM

TMB Capital Partners LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, HoldingsChannel reports. The institutional investor acquired 20,913 shares of the financial services provider’s stock, valued at approximately $6,739,000. JPMorgan Chase & Co. makes up 2.3% of TMB Capital Partners LLC’s investment portfolio, making the stock its 10th biggest holding.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at approximately $11,396,496,000. Cardano Risk Management B.V. grew its position in JPMorgan Chase & Co. by 889.3% during the 4th quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after purchasing an additional 7,796,814 shares in the last quarter. Danske Bank A S acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $696,885,000. American Assets Investment Management LLC raised its stake in JPMorgan Chase & Co. by 1,172.2% during the 4th quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock valued at $728,024,000 after purchasing an additional 2,081,800 shares during the period. Finally, Holocene Advisors LP lifted its holdings in shares of JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock valued at $679,790,000 after purchasing an additional 1,964,958 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan’s latest earnings showed a solid beat on both profit and revenue, with strong year-over-year growth, reinforcing the bank’s underlying earnings power and supporting the long-term bull case for JPM.
• Positive Sentiment: JPMorgan Asset Management and Chase are still leaning into growth initiatives, including a wider European digital banking push and a new public/private model portfolio partnership with Morningstar, which could expand fee and retail banking opportunities over time. JPMorgan Chase Expands Chase Digital Bank Across Europe In Five Year Push
• Positive Sentiment: Some market commentary remains constructive on banks, with analysts noting that a higher-rate environment could boost net interest income for lenders like JPM, and that investors have been rotating into financials. Fed Holds Rates But Signals Hike: Key Takeaways for Bank Investors
• Neutral Sentiment: JPMorgan also tapped insider Ben Walter to lead its workplace solutions unit, a management update that looks incremental rather than stock-moving. JPMorgan taps Walter to lead workplace solutions unit as La Padula heads to IRS
• Neutral Sentiment: Several headlines simply reflect JPMorgan’s broader market influence, including its views on equities, European stocks, and crypto mining, but these are not direct catalysts for the bank’s shares.
• Negative Sentiment: Macro concerns are weighing on the stock, including renewed worries that the Fed could keep rates elevated or even hike, which can pressure funding costs, credit quality, and securities valuations for banks like JPM.
• Negative Sentiment: JPMorgan also reportedly restricted Anthropic’s Claude AI access for Hong Kong staff, highlighting tighter governance and geopolitical scrutiny around AI use in sensitive markets. JPMorgan Chase cuts off Anthropic access for its Hong Kong staff, FT reports

Insiders Place Their Bets

In other news, CFO Jeremy Barnum sold 5,611 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the transaction, the chief financial officer directly owned 35,460 shares in the company, valued at $10,870,263. The trade was a 13.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This represents a 10.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 28,589 shares of company stock valued at $8,747,496. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $325.28 on Friday. The company has a market capitalization of $871.58 billion, a PE ratio of 15.58, a price-to-earnings-growth ratio of 1.62 and a beta of 1.00. JPMorgan Chase & Co. has a one year low of $272.11 and a one year high of $338.09. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The company’s fifty day moving average price is $308.83 and its 200 day moving average price is $307.57.

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. The company had revenue of $50.54 billion during the quarter, compared to analysts’ expectations 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 in the prior year, the company earned $5.07 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 22.44 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Analyst Upgrades and Downgrades

JPM has been the subject of several research analyst reports. Truist Financial increased their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. Evercore increased their price target on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. UBS Group lowered their price objective on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. HSBC increased their target price 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. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Fourteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and an average target price of $339.08.

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.