JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by Advisor OS LLC

Advisor OS LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 8.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,166 shares of the financial services provider’s stock after acquiring an additional 580 shares during the period. Advisor OS LLC’s holdings in JPMorgan Chase & Co. were worth $1,135,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Gryphon Financial Partners LLC boosted its stake in shares of JPMorgan Chase & Co. by 14.5% during the 4th quarter. Gryphon Financial Partners LLC now owns 15,240 shares of the financial services provider’s stock worth $2,414,000 after purchasing an additional 1,935 shares during the last quarter. TCW Group Inc. boosted its stake in shares of JPMorgan Chase & Co. by 2.9% during the 4th quarter. TCW Group Inc. now owns 595,230 shares of the financial services provider’s stock worth $94,254,000 after purchasing an additional 16,884 shares during the last quarter. Northstar Group Inc. boosted its stake in shares of JPMorgan Chase & Co. by 2.6% during the 4th quarter. Northstar Group Inc. now owns 4,070 shares of the financial services provider’s stock worth $644,000 after purchasing an additional 105 shares during the last quarter. First American Trust FSB boosted its stake in shares of JPMorgan Chase & Co. by 3.0% during the 4th quarter. First American Trust FSB now owns 94,194 shares of the financial services provider’s stock worth $14,915,000 after purchasing an additional 2,712 shares during the last quarter. Finally, Black Swift Group LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $7,136,000. 69.39% of the stock is currently owned by hedge funds and other institutional investors.

In other news, CEO Jennifer Piepszak sold 4,668 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, April 14th. The shares were sold at an average price of $126.19, for a total transaction of $589,054.92. Following the sale, the chief executive officer now owns 11,135 shares in the company, valued at $1,405,125.65. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.79% of the company’s stock.

Shares of JPM traded up $1.30 during mid-day trading on Monday, reaching $127.42. 217,908 shares of the stock traded hands, compared to its average volume of 16,588,867. The firm has a market cap of $374.59 billion, a price-to-earnings ratio of 9.36, a P/E/G ratio of 2.28 and a beta of 1.11. The stock has a fifty day simple moving average of $140.10 and a 200 day simple moving average of $154.09. JPMorgan Chase & Co. has a 12-month low of $125.02 and a 12-month high of $172.96. The company has a quick ratio of 0.83, a current ratio of 0.82 and a debt-to-equity ratio of 1.16.

JPMorgan Chase & Co. (NYSE:JPMGet Rating) last posted its quarterly earnings data on Wednesday, April 13th. The financial services provider reported $2.63 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.70 by ($0.07). The firm had revenue of $30.72 billion for the quarter, compared to analysts’ expectations of $30.53 billion. JPMorgan Chase & Co. had a net margin of 33.61% and a return on equity of 16.58%. The company’s revenue for the quarter was down 4.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.50 EPS. On average, equities research analysts expect that JPMorgan Chase & Co. will post 11.06 earnings per share for the current fiscal year.

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, April 30th. Stockholders of record on Wednesday, April 6th will be paid a dividend of $1.00 per share. The ex-dividend date of this dividend is Tuesday, April 5th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 3.14%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.67%.

Several equities research analysts have issued reports on the stock. The Goldman Sachs Group set a $151.00 price target on shares of JPMorgan Chase & Co. and gave the stock a “buy” rating in a research note on Thursday. Zacks Investment Research upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating and set a $147.00 price objective on the stock in a report on Monday, March 21st. Societe Generale lowered shares of JPMorgan Chase & Co. from a “buy” rating to a “hold” rating in a report on Wednesday, January 5th. Keefe, Bruyette & Woods cut their price objective on shares of JPMorgan Chase & Co. from $166.00 to $157.00 and set a “market perform” rating on the stock in a report on Monday, January 17th. Finally, Morgan Stanley cut their price objective on shares of JPMorgan Chase & Co. from $170.00 to $161.00 and set an “underweight” rating on the stock in a report on Monday, March 28th. One analyst has rated the stock with a sell rating, eleven have issued a hold rating and six have issued a buy rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus target price of $164.00.

JPMorgan Chase & Co. Profile (Get Rating)

JPMorgan Chase & Co operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services.

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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