Schmidt P J Investment Management Inc. Sells 4,912 Shares of JPMorgan Chase & Co. $JPM

Schmidt P J Investment Management Inc. lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 14.8% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 28,336 shares of the financial services provider’s stock after selling 4,912 shares during the period. JPMorgan Chase & Co. makes up 1.5% of Schmidt P J Investment Management Inc.’s portfolio, making the stock its 18th largest holding. Schmidt P J Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $8,938,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Geode Capital Management LLC increased its stake in shares of JPMorgan Chase & Co. by 0.5% during the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after purchasing an additional 300,160 shares during the period. Norges Bank bought a new position in JPMorgan Chase & Co. during the 2nd quarter worth $10,295,209,000. Laurel Wealth Advisors LLC lifted its holdings in shares of JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after buying an additional 16,727,530 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 4.2% during the second quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after buying an additional 577,860 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in shares of JPMorgan Chase & Co. by 1.0% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock valued at $2,181,338,000 after acquiring an additional 76,413 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently commented on JPM. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Keefe, Bruyette & Woods raised their target price on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Truist Financial set a $334.00 price target on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, The Goldman Sachs Group raised their price objective on JPMorgan Chase & Co. from $354.00 to $386.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Fourteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Hold” and a consensus price target of $336.32.

Insider Activity at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This represents a 9.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This represents a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Down 0.2%

NYSE JPM opened at $301.99 on Thursday. The business has a fifty day moving average price of $314.69 and a two-hundred day moving average price of $305.53. The stock has a market capitalization of $822.11 billion, a PE ratio of 15.09, a PEG ratio of 1.49 and a beta of 1.07. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the previous year, the firm earned $4.81 EPS. JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. Equities analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Recent quarterly results and analyst backdrop remain supportive: JPM reported an earnings beat and revenue growth in its last quarter, and several firms maintain overweight/buy ratings with a median price target near $350, which underpins longer?term upside. MarketBeat JPM Overview
• Positive Sentiment: Unusual bullish options activity — a large uptick in call buying — suggests some traders are positioning for upside in the near term. Investors Purchase Large Volume of Call Options
• Neutral Sentiment: Product and tech positioning: JPMorgan Asset Management and exchanges are discussing tokenized/24?7 ETF trading and JPM execs are speaking publicly on AI use cases — developments that could be positive over time but have limited immediate share?price impact. Bloomberg ETF IQ (YouTube)
• Neutral Sentiment: CEO commentary on AI and company initiatives continues to frame JPM as actively adapting to tech opportunities; useful context but not a near?term catalyst. Jamie Dimon on AI (YouTube)
• Neutral Sentiment: Lobbying and regulatory engagement remain high (large disclosed lobbying spend and discussions across numerous bills), signaling proactive policy work that could help manage regulatory risk but also reflect exposure to policy changes. Quiver Quant Lobbying Update
• Negative Sentiment: Political/legal risk rose after former President Trump threatened to sue JPMorgan over alleged “debanking,” creating headline risk and potential reputational/legal costs that can pressure the share price. Trump threatens to sue JPMorgan
• Negative Sentiment: CEO Jamie Dimon’s rare public criticism of the administration’s immigration actions and his vocal opposition to a proposed 10% credit?card rate cap have intensified political scrutiny; those comments raise the prospect of regulatory pushback or business?policy conflicts that investors may view as near?term negatives. Dimon criticizes immigration policy (CNBC) Dimon on credit card rate cap (Reuters)
• Negative Sentiment: Insider selling has been notable in recent months (multiple senior executives sold shares), which some investors interpret as a near?term negative signal even if sales could be routine or for diversification. Quiver Quant Insider / Lobbying Details

JPMorgan Chase & Co. Profile

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.