Michael Brady & Co. LLC Takes $1.27 Million Position in JPMorgan Chase & Co. $JPM

Michael Brady & Co. LLC purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,952 shares of the financial services provider’s stock, valued at approximately $1,273,000. JPMorgan Chase & Co. accounts for about 1.3% of Michael Brady & Co. LLC’s holdings, making the stock its 11th largest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Howard Capital Management Inc. boosted its stake in JPMorgan Chase & Co. by 18.2% in the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after purchasing an additional 3,976 shares during the period. Andra AP fonden boosted its stake in JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after purchasing an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. boosted its stake in JPMorgan Chase & Co. by 51.7% in 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 purchasing an additional 3,027 shares during the period. Banco Santander S.A. boosted its stake in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after purchasing an additional 37,550 shares during the period. Finally, Brighton Jones LLC boosted its stake in JPMorgan Chase & Co. by 11.0% in 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.

JPMorgan Chase & Co. Stock Up 1.5%

Shares of JPM opened at $313.78 on Friday. The company has a market cap of $841.63 billion, a PE ratio of 15.03, a P/E/G ratio of 1.51 and a beta of 1.05. The business has a fifty day moving average of $299.19 and a 200 day moving average of $307.03. JPMorgan Chase & Co. has a 52-week low of $242.17 and a 52-week high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s revenue was up 10.0% on a year-over-year basis. During the same period last year, the company earned $5.07 earnings per share. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan was named the first Global Banking Partner of the Olympic Games, serving as Official Bank of Team USA and LA28 — a high-profile branding and client-engagement win that supports consumer/wealth marketing and global visibility. Article Title
• Positive Sentiment: Research analysts at Erste Group raised their FY estimates for JPMorgan, signaling stronger expected earnings — a driver for investor confidence in near-term profitability. Article Title
• Positive Sentiment: JPMorgan is expanding its Security & Resiliency Initiative into Europe and remains a major buyer of shares via large buybacks — both signal continued capital deployment into growth, tech/ops and shareholder returns. Article Title
• Positive Sentiment: JPMorgan hired Chris Mihok from KBW as a managing director on its North America banks coverage team — a targeted hire that strengthens its financial-institutions coverage and advisory bench. Article Title Article Title
• Neutral Sentiment: JPMorgan’s research team downgraded Meta to Neutral on rising AI capex — a notable research call that affects market flow and highlights JPM’s active role in equities research but has limited direct impact on JPM’s own fundamentals. Article Title
• Negative Sentiment: JPMorgan shares edged lower in pre-market trading after a lawsuit accused one of the bank’s executives of misconduct — legal/people risk that can pressure sentiment until resolved. Article Title
• Negative Sentiment: CEO Jamie Dimon warned of rising government debt and a possible global bond crisis/stagflation — comments that raise macro risk concerns investors may price into bank multiples given sensitivity to rates and credit cycles. Article Title

Insider Buying and Selling

In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Robin Leopold sold 433 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 71,908 shares of company stock valued at $22,065,882 over the last 90 days. 0.41% of the stock is currently owned by insiders.

Analyst Ratings Changes

JPM has been the subject of several recent analyst reports. Autonomous Res dropped their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Robert W. Baird set a $295.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. Daiwa Securities Group cut their target price on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. Finally, Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $336.16.

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.