Vista Capital Partners Inc. Has $2.05 Million Holdings in JPMorgan Chase & Co. $JPM

Vista Capital Partners Inc. lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 47.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,354 shares of the financial services provider’s stock after purchasing an additional 2,041 shares during the period. JPMorgan Chase & Co. accounts for about 0.2% of Vista Capital Partners Inc.’s investment portfolio, making the stock its 28th biggest holding. Vista Capital Partners Inc.’s holdings in JPMorgan Chase & Co. were worth $2,047,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Howard Capital Management Inc. lifted its position in JPMorgan Chase & Co. by 18.2% during the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after acquiring an additional 3,976 shares during the last quarter. Andra AP fonden lifted its position in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after acquiring an additional 3,300 shares during the last quarter. Newbridge Financial Services Group Inc. lifted its position in JPMorgan Chase & Co. by 51.7% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after acquiring an additional 3,027 shares during the last quarter. Banco Santander S.A. lifted its position in JPMorgan Chase & Co. by 9.0% during the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after acquiring an additional 37,550 shares during the last quarter. Finally, Brighton Jones LLC increased its holdings in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on JPM shares. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday. Royal Bank Of Canada restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Finally, Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $338.12.

Trending Headlines about JPMorgan Chase & Co.

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

Insiders Place Their Bets

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at $34,174,893.69. The trade was a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 79,849 shares of company stock valued at $24,522,956 over the last 90 days. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

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

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results 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. The business had revenue of $50.54 billion for 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 firm’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $5.07 earnings per share. As a group, research analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Monday, April 6th were paid a $1.50 dividend. The ex-dividend date of this dividend was Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is presently 28.74%.

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.