JPMorgan Chase & Co. $JPM Shares Sold by Lee Johnson Capital Management LLC

Lee Johnson Capital Management LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 90.0% during the first quarter, Holdings Channel reports. The fund owned 2,417 shares of the financial services provider’s stock after selling 21,827 shares during the quarter. Lee Johnson Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $711,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Norges Bank purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth $11,396,496,000. Cardano Risk Management B.V. grew its position in shares of JPMorgan Chase & Co. by 889.3% in the fourth quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock valued at $2,794,785,000 after purchasing an additional 7,796,814 shares during the period. Danske Bank A S purchased a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at $696,885,000. American Assets Investment Management LLC grew its position in shares of JPMorgan Chase & Co. by 1,172.2% in the fourth quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock valued at $728,024,000 after purchasing an additional 2,081,800 shares during the period. Finally, Holocene Advisors LP increased its stake in JPMorgan Chase & Co. by 1,033.3% in the third quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider’s stock valued at $679,790,000 after purchasing an additional 1,964,958 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $334.95 on Wednesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $338.09. The company has a market capitalization of $897.50 billion, a price-to-earnings ratio of 16.04, a PEG ratio of 1.54 and a beta of 1.00. The business has a 50-day moving average of $310.11 and a 200-day moving average of $308.02.

JPMorgan Chase & Co. (NYSE:JPM) last announced its 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 business had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company’s revenue was up 10.0% on a year-over-year basis. During the same period last year, the business posted $5.07 EPS. On average, equities 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 given a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Morningstar said JPMorgan is becoming increasingly attractive at current levels and highlighted it as one of the highest-quality financial stocks, reinforcing the bullish case for the bank. Article Title
• Positive Sentiment: Reports that JPMorgan is deploying agentic AI across parts of its banking operations suggest potential efficiency gains and margin support over time. Article Title
• Positive Sentiment: Recent earnings strength remains an important tailwind, as JPMorgan previously beat expectations on both EPS and revenue, backing up the stock’s premium valuation.
• Neutral Sentiment: General Counsel Stacey Friedman sold 5,467 shares under a pre-arranged 10b5-1 trading plan; the sale may draw attention, but the scheduled nature of the trade makes it a limited signal on fundamentals. Article Title
• Neutral Sentiment: Several headlines referenced JPMorgan strategists discussing market risks such as Fed policy, institutional rebalancing, and inflation; these are broader market themes rather than direct JPMorgan-specific catalysts.

Analyst Upgrades and Downgrades

JPM has been the topic of several recent analyst reports. Daiwa Securities Group reduced their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Autonomous Res dropped their price objective on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Piper Sandler increased their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, May 6th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $339.08.

Insider Activity

In other news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the transaction, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at 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 company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 33,623 shares of company stock worth $10,427,835 over the last 90 days. Company insiders own 0.41% of the company’s stock.

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.