TABR Capital Management LLC Takes Position in JPMorgan Chase & Co. $JPM

TABR Capital Management LLC purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 3,254 shares of the financial services provider’s stock, valued at approximately $1,049,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JPM. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. during the second quarter worth approximately $10,295,209,000. Legal & General Group Plc boosted its stake in JPMorgan Chase & Co. by 3.3% in 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 during the last quarter. Laurel Wealth Advisors LLC boosted its stake in JPMorgan Chase & Co. by 28,813.7% in the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after acquiring an additional 16,727,530 shares during the last quarter. Fisher Asset Management LLC grew its holdings in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock worth $4,959,330,000 after acquiring an additional 347,033 shares during the period. Finally, Invesco Ltd. grew its holdings in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock worth $4,622,675,000 after acquiring an additional 322,735 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

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 roughly $80B to U.S. small?business lending, hiring 1,000 bankers and targeted local investments — a direct growth play that can expand client volumes and fee income over time. BusinessWire: American Dream Initiative
• Positive Sentiment: JPMorgan’s Kinexys blockchain is gaining institutional traction — Mitsubishi Corporation will adopt the platform for cross?border transfers as JPMorgan pushes toward $10B daily volumes. This strengthens transaction?service revenue and positions the bank in high?growth payments infrastructure. Zacks: Kinexys/Mitsubishi Tie-Up
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” on JPM with a $325 price target (down from $345) — still constructive but signals more modest near?term upside. Benzinga: Piper Sandler Note
• Neutral Sentiment: Former JPM strategist commentary (Marko Kolanovic) warns the broader rally may lack durable catalysts — a market?level caution that could weigh on bank shares if volatility persists. TipRanks: Rally May Not Last
• Negative Sentiment: Investors raised concerns about terms on JPMorgan?led $7.2B financing tied to Sealed Air, creating underwriting and syndication risk and sparking investor pushback that could pressure fees or force repricing. Bloomberg: Sealed Air Deal Issues
• Negative Sentiment: JPMorgan must face a Wells Fargo lawsuit over a troubled $481M commercial?real?estate loan — a legal outcome could produce direct losses or reputational effects depending on judgment. Reuters: Wells Fargo Lawsuit
• Negative Sentiment: Truist trimmed its JPM price target slightly, citing macro pressures — a modest analyst downgrade that could cap near?term upside if macro risks (oil, geopolitics) persist. Yahoo/InsiderMonkey: Truist Cut

JPMorgan Chase & Co. Trading Up 3.7%

Shares of NYSE JPM opened at $294.26 on Wednesday. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The stock has a market cap of $793.63 billion, a price-to-earnings ratio of 14.71, a P/E/G ratio of 1.35 and a beta of 1.06. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The company’s fifty day moving average is $299.32 and its 200-day moving average is $307.45.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.81 EPS. Equities research analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Insider Buying and Selling

In related news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred 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 transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Robin Leopold sold 433 shares of the stock in a transaction that occurred 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 sale, the insider directly owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on JPM. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Zacks Research raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. Weiss Ratings reiterated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Piper Sandler reissued an “overweight” rating and issued a $325.00 target price (down from $345.00) on shares of JPMorgan Chase & Co. in a research note on Monday. Finally, The Goldman Sachs Group raised their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $337.83.

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.