Polar Asset Management Partners Inc. Acquires Shares of 3,688 JPMorgan Chase & Co. $JPM

Polar Asset Management Partners Inc. acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor acquired 3,688 shares of the financial services provider’s stock, valued at approximately $1,163,000.

Other hedge funds have also modified their holdings of the company. Peterson Wealth Advisors LLC grew its position in JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after acquiring an additional 33 shares during the period. Rialto Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after acquiring an additional 33 shares during the period. TradeWell Securities LLC. boosted its stake in shares of JPMorgan Chase & Co. by 0.3% in the 3rd quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer boosted its stake in shares of JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after purchasing an additional 34 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 432 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider owned 65,353 shares of the company’s stock, valued at $20,072,520.42. This represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’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 completion of the transaction, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,596 shares of company stock valued at $22,067,932 over the last quarter. 0.47% of the stock is currently owned by corporate insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Fed capital-buffer reset could free up more lending capacity and boost bank growth, a direct tailwind for JPMorgan’s lending franchise and return-on-equity profile. Fed’s Capital Reset
• Positive Sentiment: Regulatory proposal to loosen bank capital rules would reduce holding costs and can lift net interest margin / return metrics for big banks including JPMorgan. Big Banks Win With Proposal
• Positive Sentiment: JPMorgan Asset Management launched two active equity-premium ETFs (ROCY, ROCQ), expanding fee-generating products that can incrementally lift AUM and management-fee revenue over time. J.P. Morgan Debuts ETFs
• Positive Sentiment: JPMorgan’s trading desks are net beneficiaries of heightened oil market volatility (on-shore and on-chain trading flows such as Hyperliquid), supporting fees and FICC volumes. Non-Crypto Traders Using Hyperliquid
• Neutral Sentiment: JPMorgan’s new athlete-wealth advisory push and Athlete Council broaden client segmentation and long-term deposit/AUM opportunities, but revenue impact will be gradual. JPMorgan Athlete Wealth Push
• Neutral Sentiment: JPMorgan remains a trending stock with ongoing analyst and retail attention — this raises liquidity/volatility but is not a direct earnings swing. Trending Stock Facts
• Negative Sentiment: JPMorgan’s pilot “bossware” to track junior bankers’ hours has drawn negative press and morale/regulatory scrutiny risks that can create reputational noise and potential HR costs. JPMorgan deploys tech to monitor junior bankers
• Negative Sentiment: Large, unusual put buying (135,219 puts on March 19) signals elevated bearish/options hedging interest in JPM and can amplify short-term downside pressure.
• Negative Sentiment: Market-risk notes from JPMorgan (cutting the S&P 500 target amid oil/Mideast risks) plus Fed commentary on rising inflation increase recession and earnings-risk narratives that weigh on big-bank multiples. JPMorgan Slashes S&P 500 Forecast

JPMorgan Chase & Co. Price Performance

JPM opened at $286.59 on Friday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The stock has a market capitalization of $772.95 billion, a P/E ratio of 14.32, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06. The company’s 50 day simple moving average is $302.33 and its 200-day simple moving average is $307.83. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

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

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wolfe Research cut shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 10th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Finally, The Goldman Sachs Group boosted 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 issued a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $340.00.

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.