Windsor Capital Management LLC Has $2.54 Million Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Windsor Capital Management LLC decreased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,583 shares of the financial services provider’s stock after selling 456 shares during the period. Windsor Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $2,537,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in JPM. D Orazio & Associates Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 1.7% during the fourth quarter. D Orazio & Associates Inc. now owns 6,000 shares of the financial services provider’s stock worth $1,438,000 after purchasing an additional 103 shares during the period. Kingsview Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 3.6% during the fourth quarter. Kingsview Wealth Management LLC now owns 122,378 shares of the financial services provider’s stock worth $29,335,000 after purchasing an additional 4,283 shares during the period. Apollon Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 14.0% during the fourth quarter. Apollon Wealth Management LLC now owns 140,817 shares of the financial services provider’s stock worth $33,755,000 after purchasing an additional 17,306 shares during the period. Apollon Financial LLC lifted its holdings in shares of JPMorgan Chase & Co. by 44.6% during the fourth quarter. Apollon Financial LLC now owns 7,093 shares of the financial services provider’s stock worth $1,700,000 after purchasing an additional 2,187 shares during the period. Finally, Unison Asset Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 2.9% during the fourth quarter. Unison Asset Management LLC now owns 43,128 shares of the financial services provider’s stock worth $10,338,000 after purchasing an additional 1,216 shares during the period. Institutional investors own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,303 shares of the business’s stock in a transaction dated Thursday, January 16th. The shares were sold at an average price of $253.94, for a total transaction of $838,763.82. Following the completion of the sale, the general counsel now directly owns 47,620 shares of the company’s stock, valued at $12,092,622.80. The trade was a 6.49 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.79% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Trading Up 0.1 %

JPM opened at $276.61 on Monday. The company has a current ratio of 0.88, a quick ratio of 0.89 and a debt-to-equity ratio of 1.24. The company has a fifty day moving average price of $253.02 and a two-hundred day moving average price of $232.75. The company has a market cap of $778.74 billion, a P/E ratio of 14.01, a price-to-earnings-growth ratio of 2.94 and a beta of 1.12. JPMorgan Chase & Co. has a 1-year low of $176.15 and a 1-year high of $279.23.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Wednesday, January 15th. The financial services provider reported $4.81 EPS for the quarter, topping the consensus estimate of $4.03 by $0.78. The company 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%. The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same period in the previous year, the firm posted $3.04 earnings per share. Analysts predict that JPMorgan Chase & Co. will post 18.05 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 31st. Stockholders of record on Monday, January 6th were given a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 1.81%. The ex-dividend date was Monday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 25.33%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on JPM. Keefe, Bruyette & Woods boosted their target price on shares of JPMorgan Chase & Co. from $257.00 to $264.00 and gave the company a “market perform” rating in a report on Thursday, January 16th. Wolfe Research upgraded shares of JPMorgan Chase & Co. from a “peer perform” rating to an “outperform” rating and set a $269.00 target price on the stock in a report on Friday, January 3rd. Barclays boosted their target price on shares of JPMorgan Chase & Co. from $304.00 to $330.00 and gave the company an “overweight” rating in a report on Thursday, January 16th. Baird R W lowered shares of JPMorgan Chase & Co. from a “hold” rating to a “strong sell” rating in a report on Thursday, November 7th. Finally, Bank of America boosted their target price on shares of JPMorgan Chase & Co. from $260.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, January 7th. Two research analysts have rated the stock with a sell rating, eight have assigned a hold rating and ten have given a buy rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $251.78.

JPMorgan Chase & Co. Profile

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.