Generate Investment Management Ltd Decreases Stake in JPMorgan Chase & Co. $JPM

Generate Investment Management Ltd cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 37.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,507 shares of the financial services provider’s stock after selling 16,725 shares during the period. Generate Investment Management Ltd’s holdings in JPMorgan Chase & Co. were worth $8,386,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in JPM. Timmons Wealth Management LLC acquired a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $27,000. Caitong International Asset Management Co. Ltd purchased a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $32,000. Osbon Capital Management LLC acquired a new position in JPMorgan Chase & Co. during the 4th quarter worth about $35,000. Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth about $35,000. Finally, Merrithew & Thorsten Inc acquired a new stake in JPMorgan Chase & Co. during the 4th quarter worth approximately $40,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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. Stock Down 0.2%

Shares of NYSE JPM opened at $333.52 on Thursday. The firm has a market cap of $893.68 billion, a P/E ratio of 15.97, a price-to-earnings-growth ratio of 1.55 and a beta of 1.00. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $338.09. The firm’s 50 day moving average price is $310.51 and its 200 day moving average price is $308.14.

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

JPMorgan Chase & Co. Announces Dividend

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 issued a $1.50 dividend. The ex-dividend date 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 currently 28.74%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on JPM shares. Royal Bank Of Canada reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Piper Sandler upped their target price 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. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Argus boosted their target price on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a report on Wednesday, April 15th. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $339.08.

Insider Buying and Selling

In other news, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the transaction, the chief financial officer directly owned 35,460 shares in the company, valued at approximately $10,870,263. This represents a 13.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the transaction, the chief operating officer directly owned 90,001 shares in the company, valued at $27,590,706.56. The trade was a 9.22% decrease in their position. 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. Over the last 90 days, insiders have sold 33,623 shares of company stock worth $10,427,835. 0.41% of the stock is currently owned by corporate insiders.

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.