Sen. Sheldon Whitehouse Sells Off Shares of JPMorgan Chase & Co. (NYSE:JPM)

Senator Sheldon Whitehouse (Democratic-Rhode Island) recently sold shares of JPMorgan Chase & Co. (NYSE:JPM). In a filing disclosed on May 04th, the Senator disclosed that they had sold between $15,001 and $50,000 in JPMorgan Chase & Co. stock on April 13th.

Senator Sheldon Whitehouse also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 3/30/2026.
• Sold $1,001 – $15,000 in shares of Verizon Communications (NYSE:VZ) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Mastercard (NYSE:MA) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 2/23/2026.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $309.43 on Wednesday. JPMorgan Chase & Co. has a one year low of $248.83 and a one year high of $337.25. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. The stock has a market cap of $829.95 billion, a PE ratio of 14.82, a P/E/G ratio of 1.50 and a beta of 1.03. The stock has a 50 day moving average price of $299.16 and a 200 day moving average price of $307.08.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. The firm had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter last year, the firm earned $5.07 earnings per share. Equities research analysts expect that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Monday, April 6th were issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

Analyst Ratings Changes

Several equities research analysts have issued reports on JPM shares. 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 note on Tuesday, April 7th. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday. CICC Research started coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price for the company. Finally, Piper Sandler raised their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $337.12.

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares of the company’s stock, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 79,849 shares of company stock valued at $24,522,956 in the last 90 days. Insiders own 0.41% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is one of the lead banks on Meta’s roughly $13B El Paso data?center financing, which could generate sizable fees and deepen corporate banking relationships. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal
• Positive Sentiment: HSBC raised its price target on JPMorgan (to $312) and RBC reaffirmed a Buy — analyst support can help sustain investor confidence. HSBC adjusts price target on JPMorgan
• Positive Sentiment: Chase announced product upgrades aimed at Gen?Z/new?to?bank customers — a strategic push to grow low?cost deposits and long?term customer relationships. Chase Revamps Products to Win Gen Z Deposits
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Boyle to lead private?equity secondaries — a talent add that expands fee?earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries
• Neutral Sentiment: CEO Jamie Dimon said he’s unsure how consumer?facing AI will play out — a cautious view that signals management is watching tech risks/opportunities but indicates no immediate change to strategy. JPMorgan CEO Jamie Dimon isn’t sure how consumer AI will play out
• Neutral Sentiment: Market strategists at JPMorgan are urging investors to buy dips — a bullish market commentary that can lift financials broadly but is macro?dependent. JPMorgan’s Matejka says buy any dip in stocks
• Negative Sentiment: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed stock sales (combined ~8,000 shares) executed under pre?arranged Rule 10b5?1 plans — routine but sometimes read negatively by market participants. Piepszak SEC filing Barnum SEC filing

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of JPM. Timmons Wealth Management LLC purchased a new position in JPMorgan Chase & Co. in the fourth quarter valued at $27,000. MBM Wealth Consultants LLC purchased a new position in JPMorgan Chase & Co. in the first quarter valued at $29,000. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. in the third quarter valued at $32,000. Caitong International Asset Management Co. Ltd purchased a new position in JPMorgan Chase & Co. in the fourth quarter valued at $32,000. Finally, Osbon Capital Management LLC purchased a new position in JPMorgan Chase & Co. in the fourth quarter valued at $35,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

About Senator Whitehouse

Sheldon Whitehouse (Democratic Party) is a member of the U.S. Senate from Rhode Island. He assumed office on January 3, 2007. His current term ends on January 3, 2031.

Whitehouse (Democratic Party) ran for re-election to the U.S. Senate to represent Rhode Island. He won in the general election on November 5, 2024.

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.