CPC Advisors LLC Sells 49,925 Shares of JPMorgan Chase & Co. $JPM

CPC Advisors LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 91.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 4,737 shares of the financial services provider’s stock after selling 49,925 shares during the period. CPC Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $1,393,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of JPM. Johnson Bixby & Associates LLC lifted its stake in shares of JPMorgan Chase & Co. by 16.2% during the 1st quarter. Johnson Bixby & Associates LLC now owns 753 shares of the financial services provider’s stock valued at $222,000 after buying an additional 105 shares in the last quarter. jvl associates llc boosted its holdings in JPMorgan Chase & Co. by 17.6% in the 1st quarter. jvl associates llc now owns 2,428 shares of the financial services provider’s stock worth $714,000 after buying an additional 363 shares during the period. Smith Salley Wealth Management increased its stake in JPMorgan Chase & Co. by 1.7% in the 1st quarter. Smith Salley Wealth Management now owns 161,087 shares of the financial services provider’s stock worth $47,385,000 after buying an additional 2,733 shares in the last quarter. Sunbeam Capital Management LLC increased its stake in JPMorgan Chase & Co. by 4.4% in the 1st quarter. Sunbeam Capital Management LLC now owns 9,328 shares of the financial services provider’s stock worth $2,744,000 after buying an additional 394 shares in the last quarter. Finally, Spectrum Planning & Advisory Services Inc. raised its holdings in JPMorgan Chase & Co. by 11.3% during the first quarter. Spectrum Planning & Advisory Services Inc. now owns 1,190 shares of the financial services provider’s stock valued at $350,000 after acquiring an additional 121 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the transaction, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. This represents a 11.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 33,623 shares of company stock valued at $10,427,835 in the last ninety days. Corporate insiders own 0.41% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on JPM shares. Piper Sandler boosted their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Daiwa Securities Group cut their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. Royal Bank Of Canada reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Truist Financial boosted their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Finally, Evercore upped their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, April 17th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $339.08.

Key Headlines Impacting JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan Chase announced a $50 billion buyback and a planned dividend increase to $1.65 per share after passing the Fed’s stress test, reinforcing a strong capital return story. JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress test
• Positive Sentiment: JPMorgan also released its 2026 Dodd-Frank stress test results, which appears to have cleared the way for the higher dividend and repurchase plan. JPMorganChase Announces 2026 Dodd-Frank Act Stress Test Results
• Positive Sentiment: Analyst commentary continues to be constructive, with Morningstar saying JPMorgan is increasingly attractive at current levels and one of the highest-quality financial stocks to own. Morningstar says JPMorgan is becoming increasingly attractive at current levels
• Positive Sentiment: JPMorgan’s recent earnings beat remains a supportive backdrop, with stronger-than-expected EPS and revenue still reinforcing investor confidence.
• Neutral Sentiment: The company’s general counsel sold 5,467 shares under a pre-arranged trading plan; the filing may weigh on sentiment slightly, but the planned nature makes it less meaningful as a fundamental signal. Stacey Friedman Sells 5,467 Shares of JPMorgan Chase & Co. Stock
• Neutral Sentiment: JPMorgan also drew attention for broader market calls, including a higher S&P 500 target and commentary on energy demand and AI trends, but these are more macro than JPM-specific catalysts. J.P. Morgan lifts its S&P 500 target to 7,800 but warns that a flash crash remains a risk

JPMorgan Chase & Co. Trading Down 0.2%

Shares of JPMorgan Chase & Co. stock opened at $333.52 on Thursday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $338.09. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The business has a 50-day moving average price of $310.51 and a 200-day moving average price of $308.14. The firm has a market cap of $893.68 billion, a price-to-earnings ratio of 15.97, a PEG ratio of 1.55 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the business earned $5.07 earnings per share. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. Equities research analysts anticipate that JPMorgan Chase & Co. will post 22.44 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is presently 28.74%.

About JPMorgan Chase & Co.

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.