Moody National Bank Trust Division Has $7.28 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Moody National Bank Trust Division trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 31.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 22,596 shares of the financial services provider’s stock after selling 10,575 shares during the quarter. JPMorgan Chase & Co. comprises about 0.7% of Moody National Bank Trust Division’s holdings, making the stock its 23rd biggest position. Moody National Bank Trust Division’s holdings in JPMorgan Chase & Co. were worth $7,281,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 28,813.7% during the 2nd 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 buying an additional 16,727,530 shares during the last quarter. Danske Bank A S bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $696,885,000. Holocene Advisors LP grew its stake in shares of JPMorgan Chase & Co. by 1,033.3% in the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock valued at $679,790,000 after buying an additional 1,964,958 shares in the last quarter. Finally, Viking Global Investors LP increased its holdings in JPMorgan Chase & Co. by 86.1% in the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock worth $1,171,826,000 after buying an additional 1,870,386 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,892 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction on 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 transaction, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 72,029 shares of company stock worth $22,195,693 in the last quarter. 0.47% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Stock Down 3.0%

JPM opened at $282.98 on Friday. The business has a 50 day moving average price of $300.06 and a 200 day moving average price of $307.64. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market cap of $763.20 billion, a P/E ratio of 14.14, a price-to-earnings-growth ratio of 1.17 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.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 prior year, the business earned $4.81 earnings per share. The company’s revenue was up 7.1% on a year-over-year basis. Research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Ratings Changes

JPM has been the topic of several recent research reports. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Royal Bank Of Canada restated an “outperform” rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $338.70.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Fed proposal to ease post‑2008 capital rules should free up capital and boost returns for large banks like JPMorgan, improving earnings power and capital deployment prospects. How to Approach JPMorgan Stock as Fed Set to Ease Capital Rules
• Positive Sentiment: Technical/flow signal: heavy put buying and extreme options activity in JPM has historically preceded rebounds — an indicator that contrarian buyers may step in. This can support a near‑term bounce. Option Activity Is Bullish For JPMorgan And Financial Sector (Technical Analysis)
• Positive Sentiment: Investment banking upside: Anthropic is considering an IPO and has talked with banks including JPMorgan — potential M&A/IB fee opportunities if JPM participates. Claude AI Maker Anthropic Considers IPO as Soon as October
• Neutral Sentiment: Asset‑management product update: JPMorgan plans a private‑credit fund with limited redemptions (7.5%) — expands product set and fee income but comes with liquidity/market‑timing considerations. JPMorgan Plans Private Credit Fund That Allows 7.5% Redemptions
• Neutral Sentiment: Back‑office/listing housekeeping: J.P. Morgan Asset Management will transfer 14 ETFs to new listing exchanges on April 16 — operational item with limited direct share‑price impact. J.P. Morgan to Transfer 14 ETFs From Current Exchanges
• Negative Sentiment: Heavy insider selling and disclosed lobbying spend: recent filings show extensive insider sales (multiple executives, including Dimon, sold shares) — can be perceived negatively by the market even if sales are for diversification/compensation reasons. Lobbying Update: $60,000 of JPMORGAN CHASE HOLDINGS LLC lobbying was just disclosed
• Negative Sentiment: Geopolitical and FX pressure: Middle East conflict and surge in the dollar are driving safe‑haven flows and market volatility — broader headwinds for financial stocks and trading revenues, which helps explain today’s weakness in JPM. Also, JPM strategists warn of oil‑flow shocks through the Strait of Hormuz that could fuel further volatility. Dollar’s Best Run Since July Roils Wall Street’s FX Roadmap This map shows a crude ticking time bomb that hits much of the world’s oil supply in April

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.