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JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by Silver Oak Securities Incorporated



Silver Oak Securities Incorporated boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 21.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 5,937 shares of the financial services provider’s stock after buying an additional 1,066 shares during the period. Silver Oak Securities Incorporated’s holdings in JPMorgan Chase & Co. were worth $1,010,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Etfidea LLC grew its position in shares of JPMorgan Chase & Co. by 5.4% during the 4th quarter. Etfidea LLC now owns 1,937 shares of the financial services provider’s stock valued at $329,000 after buying an additional 100 shares during the last quarter. TKG Advisors LLC lifted its holdings in JPMorgan Chase & Co. by 97.6% in the third quarter. TKG Advisors LLC now owns 13,205 shares of the financial services provider’s stock worth $1,915,000 after acquiring an additional 6,521 shares during the last quarter. Sutton Place Investors LLC lifted its holdings in JPMorgan Chase & Co. by 179.5% in the fourth quarter. Sutton Place Investors LLC now owns 13,099 shares of the financial services provider’s stock worth $2,228,000 after acquiring an additional 8,412 shares during the last quarter. Alley Investment Management Company LLC lifted its holdings in JPMorgan Chase & Co. by 0.4% in the third quarter. Alley Investment Management Company LLC now owns 126,913 shares of the financial services provider’s stock worth $18,405,000 after acquiring an additional 530 shares during the last quarter. Finally, Allen Investment Management LLC lifted its holdings in JPMorgan Chase & Co. by 15.8% in the third quarter. Allen Investment Management LLC now owns 174,738 shares of the financial services provider’s stock worth $25,341,000 after acquiring an additional 23,894 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In related news, CEO James Dimon sold 178,222 shares of the firm’s stock in a transaction that occurred on Monday, April 15th. The shares were sold at an average price of $184.18, for a total transaction of $32,824,927.96. Following the completion of the sale, the chief executive officer now directly owns 264,461 shares in the company, valued at $48,708,426.98. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. In other news, CEO James Dimon sold 178,222 shares of the business’s stock in a transaction on Monday, April 15th. The stock was sold at an average price of $184.18, for a total transaction of $32,824,927.96. Following the sale, the chief executive officer now directly owns 264,461 shares of the company’s stock, valued at $48,708,426.98. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Lori A. Beer sold 3,920 shares of the company’s stock in a transaction on Monday, March 25th. The shares were sold at an average price of $195.36, for a total value of $765,811.20. Following the sale, the insider now directly owns 64,783 shares of the company’s stock, valued at $12,656,006.88. The disclosure for this sale can be found here. Insiders have sold 1,020,696 shares of company stock worth $186,794,151 in the last ninety days. 0.79% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $190.51 on Friday. The company has a quick ratio of 0.91, a current ratio of 0.92 and a debt-to-equity ratio of 1.29. The business’s 50-day moving average price is $191.40 and its 200 day moving average price is $172.13. JPMorgan Chase & Co. has a 52-week low of $131.81 and a 52-week high of $200.94. The firm has a market cap of $547.08 billion, a P/E ratio of 11.50, a PEG ratio of 2.40 and a beta of 1.13.

JPMorgan Chase & Co. Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 30th. Stockholders of record on Friday, April 5th were paid a $1.15 dividend. The ex-dividend date of this dividend was Thursday, April 4th. This represents a $4.60 annualized dividend and a dividend yield of 2.41%. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.05. JPMorgan Chase & Co.’s payout ratio is currently 27.78%.

Wall Street Analysts Forecast Growth

JPM has been the topic of a number of recent research reports. Evercore ISI raised their target price on shares of JPMorgan Chase & Co. from $188.00 to $210.00 and gave the stock an “outperform” rating in a report on Thursday, April 4th. Jefferies Financial Group upped their price target on shares of JPMorgan Chase & Co. from $202.00 to $228.00 and gave the stock a “buy” rating in a research report on Monday, April 8th. Piper Sandler cut their price objective on shares of JPMorgan Chase & Co. from $220.00 to $215.00 and set an “overweight” rating on the stock in a research report on Monday, April 15th. Morgan Stanley decreased their target price on shares of JPMorgan Chase & Co. from $221.00 to $216.00 and set an “overweight” rating for the company in a research report on Monday, April 15th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and raised their price target for the company from $140.00 to $190.00 in a research note on Tuesday, January 9th. Eight research analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $192.05.

Get Our Latest Stock Analysis on JPMorgan Chase & Co.

JPMorgan Chase & Co. Company Profile

(Free Report)

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 deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking.

Featured Articles

Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPMFree Report).

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



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