Lexington Hill Partners LLC Invests $869,000 in JPMorgan Chase & Co. $JPM

Lexington Hill Partners LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,698 shares of the financial services provider’s stock, valued at approximately $869,000.

Several other large investors have also recently bought and sold shares of the business. Fidelis Capital Partners LLC increased its stake in JPMorgan Chase & Co. by 7.9% in the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after purchasing an additional 5,101 shares during the last quarter. Howard Capital Management Inc. lifted its position in shares of 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 buying an additional 3,976 shares during the last quarter. Andra AP fonden lifted its position in shares of 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 buying an additional 3,300 shares during the last quarter. Newbridge Financial Services Group Inc. boosted its holdings in shares of 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 valued at $2,862,000 after buying an additional 3,027 shares in the last quarter. Finally, Banco Santander S.A. boosted its holdings in shares of 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 valued at $142,767,000 after buying an additional 37,550 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Down 2.5%

JPMorgan Chase & Co. stock opened at $325.28 on Friday. The stock has a 50 day moving average of $308.83 and a two-hundred day moving average of $307.57. JPMorgan Chase & Co. has a twelve month low of $272.11 and a twelve month high of $338.09. The stock has a market capitalization of $871.58 billion, a price-to-earnings ratio of 15.58, a PEG ratio of 1.62 and a beta of 1.00. 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. (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, beating analysts’ consensus estimates 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 business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the company posted $5.07 earnings per share. The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. As a group, research analysts expect that JPMorgan Chase & Co. will post 22.44 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analyst Weigh In

Several brokerages recently commented on JPM. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Argus raised their price objective on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Finally, Royal Bank Of Canada reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $339.08.

Insider Activity

In other news, CFO Jeremy Barnum sold 5,611 shares of the firm’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the completion of the sale, the chief financial officer owned 35,460 shares in the company, valued at approximately $10,870,263. This trade represents a 13.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider directly 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 SEC filing for this sale provides additional information. Over the last quarter, insiders sold 28,589 shares of company stock valued at $8,747,496. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan’s latest earnings showed a solid beat on both profit and revenue, with strong year-over-year growth, reinforcing the bank’s underlying earnings power and supporting the long-term bull case for JPM.
• Positive Sentiment: JPMorgan Asset Management and Chase are still leaning into growth initiatives, including a wider European digital banking push and a new public/private model portfolio partnership with Morningstar, which could expand fee and retail banking opportunities over time. JPMorgan Chase Expands Chase Digital Bank Across Europe In Five Year Push
• Positive Sentiment: Some market commentary remains constructive on banks, with analysts noting that a higher-rate environment could boost net interest income for lenders like JPM, and that investors have been rotating into financials. Fed Holds Rates But Signals Hike: Key Takeaways for Bank Investors
• Neutral Sentiment: JPMorgan also tapped insider Ben Walter to lead its workplace solutions unit, a management update that looks incremental rather than stock-moving. JPMorgan taps Walter to lead workplace solutions unit as La Padula heads to IRS
• Neutral Sentiment: Several headlines simply reflect JPMorgan’s broader market influence, including its views on equities, European stocks, and crypto mining, but these are not direct catalysts for the bank’s shares.
• Negative Sentiment: Macro concerns are weighing on the stock, including renewed worries that the Fed could keep rates elevated or even hike, which can pressure funding costs, credit quality, and securities valuations for banks like JPM.
• Negative Sentiment: JPMorgan also reportedly restricted Anthropic’s Claude AI access for Hong Kong staff, highlighting tighter governance and geopolitical scrutiny around AI use in sensitive markets. JPMorgan Chase cuts off Anthropic access for its Hong Kong staff, FT reports

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.