Third View Private Wealth LLC Purchases Shares of 23,348 JPMorgan Chase & Co. $JPM

Third View Private Wealth LLC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 23,348 shares of the financial services provider’s stock, valued at approximately $7,523,000. JPMorgan Chase & Co. accounts for about 1.0% of Third View Private Wealth LLC’s portfolio, making the stock its 21st largest holding.

Several other institutional investors have also recently modified their holdings of JPM. Danske Bank A S bought a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $696,885,000. Holocene Advisors LP increased its position in shares of JPMorgan Chase & Co. by 1,033.3% during the 3rd 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 during the last quarter. Viking Global Investors LP increased its position in shares of JPMorgan Chase & Co. by 86.1% during the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after purchasing an additional 1,870,386 shares during the last quarter. California Public Employees Retirement System increased its position in shares of JPMorgan Chase & Co. by 19.6% during the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock valued at $2,086,806,000 after purchasing an additional 1,082,913 shares during the last quarter. Finally, 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 last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $313.29 on Wednesday. The firm has a market cap of $840.31 billion, a P/E ratio of 15.00, a P/E/G ratio of 1.55 and a beta of 1.05. JPMorgan Chase & Co. has a fifty-two week low of $231.37 and a fifty-two week high of $337.25. The business’s 50 day moving average price is $298.45 and its 200-day moving average price is $306.76. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86.

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

JPMorgan Chase & Co. Dividend Announcement

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

Insider Transactions at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction that occurred 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 sale, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total value of $1,720,052.05. Following the completion of the sale, the chief financial officer owned 35,460 shares in the company, valued at approximately $10,870,263. This represents a 13.66% decrease in their ownership of the stock. 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. In the last quarter, insiders sold 71,908 shares of company stock worth $22,065,882. Corporate insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Daiwa Securities Group reduced their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Jefferies Financial Group raised their price target on JPMorgan Chase & Co. from $310.00 to $320.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Finally, Robert W. Baird set a $295.00 price target on JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $336.16.

Trending Headlines about JPMorgan Chase & Co.

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

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.