Capital Advisors Inc. OK lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 489,783 shares of the financial services provider's stock after acquiring an additional 4,533 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.3% of Capital Advisors Inc. OK's holdings, making the stock its 7th biggest holding. Capital Advisors Inc. OK's holdings in JPMorgan Chase & Co. were worth $117,406,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Rappaport Reiches Capital Management LLC increased its position in JPMorgan Chase & Co. by 3.8% during the fourth quarter. Rappaport Reiches Capital Management LLC now owns 1,068 shares of the financial services provider's stock worth $256,000 after buying an additional 39 shares during the period. Yoder Wealth Management Inc. raised its position in JPMorgan Chase & Co. by 2.8% in the 4th quarter. Yoder Wealth Management Inc. now owns 1,436 shares of the financial services provider's stock valued at $344,000 after purchasing an additional 39 shares during the last quarter. Almanack Investment Partners LLC. boosted its stake in JPMorgan Chase & Co. by 0.8% during the 4th quarter. Almanack Investment Partners LLC. now owns 5,143 shares of the financial services provider's stock worth $1,233,000 after purchasing an additional 39 shares during the period. Powers Advisory Group LLC grew its position in JPMorgan Chase & Co. by 0.7% during the 4th quarter. Powers Advisory Group LLC now owns 6,131 shares of the financial services provider's stock worth $1,470,000 after purchasing an additional 42 shares during the last quarter. Finally, Financial Avengers Inc. raised its holdings in shares of JPMorgan Chase & Co. by 5.2% in the third quarter. Financial Avengers Inc. now owns 868 shares of the financial services provider's stock valued at $183,000 after buying an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.
JPMorgan Chase & Co. Trading Down 1.0 %
Shares of JPM stock traded down $2.66 during mid-day trading on Friday, hitting $264.14. 12,801,234 shares of the company's stock were exchanged, compared to its average volume of 9,465,503. The stock has a market cap of $738.56 billion, a price-to-earnings ratio of 13.38, a PEG ratio of 2.96 and a beta of 1.12. The stock has a 50-day simple moving average of $255.63 and a two-hundred day simple moving average of $234.48. JPMorgan Chase & Co. has a fifty-two week low of $179.20 and a fifty-two week high of $280.25. The company has a quick ratio of 0.89, a current ratio of 0.88 and a debt-to-equity ratio of 1.24.
JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Wednesday, January 15th. The financial services provider reported $4.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.03 by $0.78. The firm had revenue of $42.77 billion during the quarter, compared to the consensus estimate of $41.90 billion. JPMorgan Chase & Co. had a net margin of 20.96% and a return on equity of 16.99%. JPMorgan Chase & Co.'s revenue was up 10.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.04 earnings per share. Equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Friday, January 31st. Shareholders of record on Monday, January 6th were given a dividend of $1.25 per share. The ex-dividend date of this dividend was Monday, January 6th. This represents a $5.00 dividend on an annualized basis and a yield of 1.89%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 25.33%.
Analysts Set New Price Targets
A number of equities analysts recently issued reports on the company. Keefe, Bruyette & Woods raised their price target on JPMorgan Chase & Co. from $257.00 to $264.00 and gave the stock a "market perform" rating in a report on Thursday, January 16th. Wells Fargo & Company raised their price target on JPMorgan Chase & Co. from $240.00 to $270.00 and gave the company an "overweight" rating in a report on Friday, November 15th. Barclays increased their price objective on JPMorgan Chase & Co. from $304.00 to $330.00 and gave the stock an "overweight" rating in a research report on Thursday, January 16th. UBS Group upped their price target on shares of JPMorgan Chase & Co. from $276.00 to $287.00 and gave the stock a "buy" rating in a research note on Thursday, January 16th. Finally, Bank of America raised their price objective on shares of JPMorgan Chase & Co. from $260.00 to $280.00 and gave the company a "buy" rating in a research note on Tuesday, January 7th. Two equities research analysts have rated the stock with a sell rating, eight have assigned a hold rating and ten have issued a buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $251.78.
View Our Latest Stock Analysis on JPM
Insider Buying and Selling at JPMorgan Chase & Co.
In other news, insider Robin Leopold sold 1,250 shares of the business's stock in a transaction on Thursday, February 20th. The shares were sold at an average price of $270.09, for a total transaction of $337,612.50. Following the transaction, the insider now directly owns 50,377 shares of the company's stock, valued at approximately $13,606,323.93. The trade was a 2.42 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, General Counsel Stacey Friedman sold 3,303 shares of the firm's stock in a transaction on Thursday, January 16th. The shares were sold at an average price of $253.94, for a total transaction of $838,763.82. Following the sale, the general counsel now directly owns 47,620 shares of the company's stock, valued at approximately $12,092,622.80. The trade was a 6.49 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 46,326 shares of company stock valued at $12,448,445 over the last ninety days. Corporate insiders own 0.79% of the company's stock.
JPMorgan Chase & Co. Company Profile
(
Free Report)
JPMorgan Chase & Co is a financial holding company, which engages in the provision of financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research.
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