JPMorgan Chase & Co. $JPM Shares Sold by waypoint wealth counsel

Posted by Joseph Griffin on Jul 3rd, 2026

waypoint wealth counsel reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 50.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 2,486 shares of the financial services provider’s stock after selling 2,571 shares during the period. waypoint wealth counsel’s holdings in JPMorgan Chase & Co. were worth $731,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in JPM. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $11,396,496,000. Cardano Risk Management B.V. grew its position in JPMorgan Chase & Co. by 889.3% during the fourth quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after buying an additional 7,796,814 shares during the period. Danske Bank A S acquired a new position in JPMorgan Chase & Co. during the third quarter worth about $696,885,000. American Assets Investment Management LLC increased its holdings in 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 buying an additional 2,081,800 shares in the last quarter. Finally, Holocene Advisors LP increased its holdings 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 buying an additional 1,964,958 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $333.91 on Friday. The business’s fifty day moving average price is $312.93 and its two-hundred day moving average price is $308.93. The stock has a market cap of $894.72 billion, a PE ratio of 15.99, a price-to-earnings-growth ratio of 1.53 and a beta of 0.99. 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 one year low of $279.10 and a one year high of $343.45.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter last year, the business posted $5.07 earnings per share. JPMorgan Chase & Co.’s revenue was up 10.0% compared to the same quarter last year. On average, analysts forecast that JPMorgan Chase & Co. will post 22.76 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

Analyst Ratings Changes

Several brokerages have recently commented on JPM. Autonomous Res decreased their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research note on Monday, April 6th. Daiwa Securities Group dropped their price objective 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. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Thursday, June 25th. Evercore boosted their target price on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. Finally, 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 report on Wednesday, April 15th. Fourteen 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, JPMorgan Chase & Co. has an average rating of “Hold” and an average price target of $340.88.

View Our Latest Analysis on JPMorgan Chase & Co.

More JPMorgan Chase & Co. News

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

Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS estimates for JPMorgan Chase, reinforcing expectations for continued earnings strength. JPMorgan Chase & Co. research update
Positive Sentiment: Analyst-focused coverage ahead of earnings says JPMorgan remains a banking sector leader, with Wall Street’s recent price-target hikes pointing to confidence in the company’s outlook. Is JPMorgan Chase & Co. (JPM) Stock Still a Banking Sector Leader Ahead of Earnings Season?
Positive Sentiment: Financial stocks were higher in afternoon trading, giving JPMorgan a supportive sector tailwind as investors rotated into banks. Sector Update: Financial Stocks Rise in Afternoon Trading
Neutral Sentiment: JPMorgan’s AI chief Teresa Heitsenrether is set to retire at year-end, with CTO Scot Baldry absorbing the role; this looks like an organizational change rather than a major near-term financial event. JPMorgan AI chief Teresa Heitsenrether retiring in 2026
Neutral Sentiment: JPMorgan also appeared in several non-core headlines, including stake disclosures in other companies and commentary on crypto regulation and Bitcoin market structure, which are unlikely to move JPM stock on their own. JPMorgan (JPM) Backs US Crypto Rules While Warning On Shadow Banking
Negative Sentiment: JPMorgan’s warning that Strategy’s financing overhaul could create extra risk in the Bitcoin market adds a cautious tone to its crypto-related commentary, though the impact on JPM itself appears limited. JPMorgan Says Saylor’s Strategy Adds New Risk to Bitcoin Market

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction dated 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 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 position. The sale 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 company’s stock in a transaction dated 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 in the company, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 33,623 shares of company stock worth $10,427,835. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Company Profile

(Free Report)

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.