On October 8, 2025, Osprey Personal Wealth LLC disclosed a purchase of 13,580 shares of JPMorgan Chase & Co.(JPM -0.63%), an estimated $4.04 million commerce.
What occurred
Based on its SEC submitting dated October 8, 2025, Osprey Personal Wealth LLC acquired a further 13,580 shares of JPMorgan Chase & Co. within the third quarter of 2025. The estimated worth of the shares bought is roughly $4.04 million, based mostly on the common closing worth for the quarter. The post-trade place stands at 48,910 shares, value $15.43 million at quarter-end.
What else to know
The fund elevated its JPMorgan Chase & Co. stake, now representing 5.6% of reportable belongings.
Osprey’s prime holdings after the submitting:
- Alphabet: $22.44 million (8.2% of AUM) as of September 30, 2025
- Nvidia: $21.11 million (7.7% of AUM) as of September 30, 2025
- JPMorgan Chase: $15.43 million (5.6% of AUM) as of September 30, 2025
- Meta Platforms: $14.74 million (5.4% of AUM) as of September 30, 2025
- Visa: $12.47 million (4.5% of AUM) as of September 30, 2025
As of October 7, 2025, shares had been priced at $307.69, up 45.9% over the previous yr, outperforming the S&P 500 by 32.0 share factors over the previous yr
Firm overview
| Metric | Worth |
|---|---|
| Internet earnings (TTM) | $56.2 billion |
| Dividend yield | 1.8% |
| Worth (as of market shut October 7, 2025) | $307.69 |
Firm snapshot
JPMorgan Chase:
- gives a complete suite of economic services and products, together with client banking, funding banking, business banking, asset and wealth administration, and fee options.
- serves a broad consumer base comprising particular person customers, small companies, firms, institutional buyers, and authorities entities worldwide.
- operates globally with important scale throughout a number of banking segments.
JPMorgan Chase & Co. is likely one of the world’s largest and most diversified monetary establishments, with important scale throughout client, business, and funding banking segments. The corporate’s built-in enterprise mannequin and international attain allow it to seize a variety of income streams and preserve a powerful aggressive place.
Silly take
Whereas Osprey’s addition of $4 million to its JPMorgan Chase place buy could seem encouraging to buyers, it is probably not as massive a deal because it seems.
Regardless of this hefty buy, Osprey’s portfolio allocation to JPMorgan Chase truly dipped from 5.7% to five.6%. This decline stems from the truth that the agency added to virtually all the investments it holds.
Finally, Osprey largely holds niche-leading shares which will show arduous to disrupt, so its 5.6% in JP Morgan Chase — making it the most important financial institution in the USA — suits this billing properly.
Regardless of being the most important financial institution right here within the states, JPMorgan Chase has grown its web earnings and dividend funds by 13% and 9% yearly over the past decade.
This progress, paired with the corporate’s strong return on fairness of 16%, cheap price-to-earnings ratio of 16, and top-quality management, makes JPMorgan Chase an excellent steady-Eddie funding to think about — and why it seems like a superb inventory for Osprey so as to add to.
Glossary
AUM: Belongings below administration – The overall market worth of investments managed by a fund or agency.
Reportable AUM: The portion of a fund’s belongings required to be disclosed in regulatory filings.
Stake: The possession curiosity or quantity of shares held in a selected firm or asset.
Holding: A particular safety or asset owned inside an funding portfolio.
Outperforming: Reaching a better return than a related benchmark or index over a given interval.
Dividend yield: Annual dividends per share divided by the share worth, expressed as a share.
Quarter-end: The final day of a fiscal quarter, used as a reference level for monetary information.
Built-in enterprise mannequin: An organization construction combining a number of enterprise traces or companies to create operational efficiencies.
Institutional buyers: Organizations comparable to pension funds, insurance coverage corporations, or endowments that make investments giant sums of cash.
TTM: The 12-month interval ending with the newest quarterly report.
JPMorgan Chase is an promoting companion of Motley Idiot Cash. Josh Kohn-Lindquist has positions in Alphabet, Nvidia, and Visa. The Motley Idiot has positions in and recommends Alphabet, JPMorgan Chase, Meta Platforms, Nvidia, and Visa. The Motley Idiot has a disclosure coverage.
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