Hunter Perkins Capital Management LLC Sells 2,542 Shares of JPMorgan Chase & Co. $JPM

Hunter Perkins Capital Management LLC cut its position in JPMorgan Chase & Co. (NYSE:JPM) by 11.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,285 shares of the financial services provider’s stock after selling 2,542 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.4% of Hunter Perkins Capital Management LLC’s investment portfolio, making the stock its 21st biggest holding. Hunter Perkins Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $6,214,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Norges Bank acquired a new stake in JPMorgan Chase & Co. in the second quarter valued at approximately $10,295,209,000. Legal & General Group Plc increased its holdings in shares of JPMorgan Chase & Co. by 3.3% during the third 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 acquiring an additional 607,025 shares in the last quarter. Fisher Asset Management LLC raised its position in shares of JPMorgan Chase & Co. by 2.3% during the third quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock worth $4,959,330,000 after purchasing an additional 347,033 shares during the period. Invesco Ltd. raised its position in shares of JPMorgan Chase & Co. by 2.3% during the third quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock worth $4,622,675,000 after purchasing an additional 322,735 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in shares of JPMorgan Chase & Co. by 1.0% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock worth $2,181,338,000 after purchasing an additional 76,413 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan launched the multi-year “American Dream Initiative,” committing large-scale small-business lending and hiring (including plans to boost small‑business loans and hire more credit officers) — a clear growth push that could expand customer relationships and NII over time. Read More.
• Positive Sentiment: Analyst support lifted sentiment: Barclays reaffirmed a Buy and Piper Sandler reiterated an Overweight, underpinning demand for the stock amid volatile markets. Read More.
• Positive Sentiment: Corporate tech wins — Mitsubishi adoption of JPMorgan’s blockchain/Kinexys payments tech and other partnerships signal higher fee and payments volumes as the platform scales. That supports the bank’s long‑term tech-enabled growth story. Read More.
• Neutral Sentiment: Management is exploring new products — CEO Jamie Dimon said JPMorgan may one day offer regulated prediction‑market style services for non‑political, non‑sports outcomes; conceptually diversifying offerings but still early stage. Read More.
• Neutral Sentiment: Regulatory/portfolio moves: JPM disclosed notifiable stakes and changes in holdings (e.g., Hexagon Composites stake; ceasing to be a substantial holder in IPH Ltd.) — routine for a large bank but worth watching for strategic intent. Read More. Read More.
• Negative Sentiment: Industry deposit pressures and large withdrawals are being reported across banks — that backdrop increases funding and margin risk for lenders, and investors are pricing in elevated deposit/flow volatility. Read More.
• Negative Sentiment: HSBC cut its price target on JPMorgan to $288 (from $319) and moved to a Hold — a sign that some analysts are trimming near‑term expectations amid macro risks. Read More.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $295.25 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock has a market cap of $796.28 billion, a PE ratio of 14.75, a price-to-earnings-growth ratio of 1.40 and a beta of 1.05. The stock’s fifty day simple moving average is $299.19 and its two-hundred day simple moving average is $307.36. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

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

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders 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 yield of 2.0%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Insider Transactions at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s 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 transaction, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. The trade was a 31.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 72,029 shares of company stock worth $22,195,693. Company insiders own 0.47% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on JPM. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, March 10th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Robert W. Baird raised their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, HSBC decreased their target price on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating for the company in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $336.48.

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.