Mitsubishi UFJ Trust & Banking Corp Increases Stake in JPMorgan Chase & Co. Mitsubishi UFJ Trust & Banking Corp has raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.9% during the fourth quarter, according to its latest 13F filing with the Securities and Exchange Commission. The fund now holds 1,385,398 shares of the financial services company, representing an additional 52,437 shares acquired in the quarter. JPMorgan Chase & Co. constitutes 1.1% of Mitsubishi UFJ Trust & Banking Corp’s portfolio, ranking as its 11th largest holding. As of the most recent filing, the fund’s stake in JPMorgan Chase & Co. is valued at $446,427,000, or approximately 0.05% of the company’s total shares. Other institutional investors also adjusted their positions in JPMorgan Chase & Co. during the third and fourth quarters. Mountain Hill Investment Partners Corp. added a new stake valued at $32,000, while Turning Point Benefit Group Inc. acquired shares worth $35,000. Miller Global Investments LLC, Collier Financial, and Nvest Wealth Strategies Inc. each purchased stakes in the fourth quarter, valued at $52,000, $60,000, and $62,000, respectively. Institutional investors and hedge funds collectively own 71.55% of JPMorgan Chase & Co.’s outstanding shares. Wall Street analysts have issued mixed but largely positive assessments of JPMorgan Chase & Co. Barclays reaffirmed a "buy" rating on the stock in a recent report, while Royal Bank of Canada reiterated its "buy" recommendation. CICC Research initiated coverage with an "outperform" rating and a $355 price target, whereas Zacks Research downgraded the stock to a "hold" from a "strong-buy" in mid-April. Argus raised its price target to $355 from $340 and maintained a "buy" rating.#jpmorgan_chase_co #mountain_hill_investment_partners_corp #turning_point_benefit_group_inc #mitsubishi_ufj_trust_banking_corp #milller_global_investments_llc
Strategic Blueprint LLC Reduces JPMorgan Chase Stake; Institutional Investors Adjust Holdings Strategic Blueprint LLC decreased its holdings in JPMorgan Chase & Co. (JPM) by 19.2% during the fourth quarter, according to its most recent SEC filing. The fund sold 6,110 shares, reducing its stake to 25,708 shares valued at $8,284,000. Other institutional investors also modified their positions during the quarter. Mountain Hill Investment Partners Corp. purchased a new stake worth $32,000, Turning Point Benefit Group Inc. acquired shares valued at $35,000, Collier Financial added a position worth $60,000, Miller Global Investments LLC bought shares valued at $52,000, and Nvest Wealth Strategies Inc. acquired a stake worth $62,000. Hedge funds and institutional investors collectively own 71.55% of the company’s stock. Insider transactions at JPMorgan Chase included CEO Troy L. Rohrbaugh selling 50,000 shares on February 19 at an average price of $307.11, totaling $15,355,500. Following the sale, he directly owned 111,279 shares valued at $34,174,893.69, representing a 31% reduction in his stake. General Counsel Stacey Friedman sold 3,404 shares on February 17 at $306.40, totaling $1,042,985.60, leaving her with 61,949 shares valued at $18,981,173.60, a 5.21% decrease in ownership. Over the past 90 days, insiders sold 79,849 shares valued at $24,522,956. Corporate insiders collectively own 0.41% of the company’s stock. JPMorgan Chase’s stock opened at $301.93 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86, and a quick ratio of 0.85. Its 50-day simple moving average is $299.69, and the 200-day average is $307.26. The firm’s market capitalization is $809.04 billion, with a price-to-earnings ratio of 14.#jpmorgan_chase #strategic_blueprint_llc #mountain_hill_investment_partners_corp #turning_point_benefit_group_inc #collier_financial
