Income Insurance Ltd Invests $2.69 Million in JPMorgan Chase & Co. $JPM

Income Insurance Ltd purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 8,359 shares of the financial services provider’s stock, valued at approximately $2,693,000. JPMorgan Chase & Co. comprises approximately 1.7% of Income Insurance Ltd’s portfolio, making the stock its 11th biggest holding.

Several other institutional investors and hedge funds have also modified their holdings of the business. D Orazio & Associates Inc. boosted its stake in shares of JPMorgan Chase & Co. by 1.6% during the 4th quarter. D Orazio & Associates Inc. now owns 6,354 shares of the financial services provider’s stock worth $2,047,000 after acquiring an additional 102 shares during the last quarter. Ballast Rock Private Wealth LLC purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth $3,729,000. Bryn Mawr Trust Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. by 1.3% during the 4th quarter. Bryn Mawr Trust Advisors LLC now owns 137,311 shares of the financial services provider’s stock worth $44,244,000 after acquiring an additional 1,703 shares during the last quarter. Advisor OS LLC boosted its stake in shares of JPMorgan Chase & Co. by 17.2% during the 4th quarter. Advisor OS LLC now owns 24,013 shares of the financial services provider’s stock worth $7,737,000 after acquiring an additional 3,516 shares during the last quarter. Finally, Frontier Asset Management LLC purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth $364,000. Hedge funds and other institutional investors 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 declared a quarterly dividend of $1.50 per share, reinforcing its shareholder-friendly capital return profile and highlighting management’s confidence in cash generation.
• Positive Sentiment: The bank has raised its dividend for 14 straight years, underscoring a long record of consistency that income-focused investors tend to favor. Article Title
• Positive Sentiment: Recent commentary continues to frame JPMorgan as undervalued relative to its long-term performance, suggesting some investors still see room for upside if earnings stay resilient. Article Title
• Positive Sentiment: The company was highlighted as one of the “Dogs of the Dow” and a favorite large-bank holding, aided by reports of record prime-brokerage balances during recent volatility. Article Title
• Neutral Sentiment: JPMorgan is expanding its retail banking presence in Germany with a digital-first launch, which is strategically positive over time but unlikely to move the stock materially in the short run. Article Title
• Neutral Sentiment: Erste Group slightly trimmed FY2027 EPS estimates for JPMorgan, though its outlook remains above consensus, so this looks like a modest watch item rather than a major setback.

Insiders Place Their Bets

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the transaction, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This trade represents a 8.52% decrease in their position. 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. Over the last three months, insiders have sold 73,553 shares of company stock worth $22,593,804. Company insiders own 0.41% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Wells Fargo & Company decreased their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Evercore raised their target price on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, April 17th. Autonomous Res decreased their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research note on Monday, April 6th. Daiwa Securities Group decreased their target price on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 7th. Finally, Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. 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, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $339.08.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $295.67 on Wednesday. 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. has a 12-month low of $256.00 and a 12-month high of $337.25. The stock has a 50-day moving average price of $299.94 and a 200 day moving average price of $307.25. The stock has a market capitalization of $792.25 billion, a P/E ratio of 14.16, a P/E/G ratio of 1.47 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter last year, the business posted $5.07 earnings per share. The firm’s revenue was up 10.0% on a year-over-year basis. Equities research analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 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.