JPMorgan Chase & Co. $JPM Stock Position Reduced by Hudson Edge Investment Partners Inc.

Hudson Edge Investment Partners Inc. lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,430 shares of the financial services provider’s stock after selling 2,059 shares during the quarter. JPMorgan Chase & Co. makes up about 1.4% of Hudson Edge Investment Partners Inc.’s holdings, making the stock its 8th largest position. Hudson Edge Investment Partners Inc.’s holdings in JPMorgan Chase & Co. were worth $9,161,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Krilogy Financial LLC increased its holdings in JPMorgan Chase & Co. by 4.2% in the fourth quarter. Krilogy Financial LLC now owns 20,173 shares of the financial services provider’s stock valued at $6,073,000 after buying an additional 816 shares during the last quarter. Earned Wealth Advisors LLC increased its holdings in JPMorgan Chase & Co. by 171.6% in the fourth quarter. Earned Wealth Advisors LLC now owns 27,812 shares of the financial services provider’s stock valued at $8,962,000 after buying an additional 17,572 shares during the last quarter. Berkshire Money Management Inc. purchased a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth about $521,000. Mine & Arao Wealth Creation & Management LLC. grew its holdings in shares of JPMorgan Chase & Co. by 1.1% during the fourth quarter. Mine & Arao Wealth Creation & Management LLC. now owns 24,940 shares of the financial services provider’s stock worth $8,036,000 after purchasing an additional 281 shares during the last quarter. Finally, Benedict Financial Advisors Inc. grew its holdings in shares of JPMorgan Chase & Co. by 3.0% during the fourth quarter. Benedict Financial Advisors Inc. now owns 13,462 shares of the financial services provider’s stock worth $4,338,000 after purchasing an additional 398 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Q1 beat and solid start to 2026: Analysts note JPMorgan’s strong Q1 results (record Markets performance, higher net interest income) that underpin earnings momentum and valuation support for the stock. Zacks: JPM Off to a Solid 2026 Start
• Positive Sentiment: Major marketing/brand partnership: JPMorgan was named the first-ever Global Banking Partner of the Olympic Games (LA28 and 2030 Winter Games) — a reputational win that can help corporate & payment flows over time. Reuters: JPMorgan to become global partner of 2028 Olympics
• Positive Sentiment: Operational win—fraud prevention partnership: JPMorgan is integrating its payment verification tools with ACI Worldwide to reduce real‑time payment fraud, which supports payments franchise resilience and could reduce loss-related volatility. PYMNTS: JPMorgan and ACI team to combat real-time payment fraud
• Positive Sentiment: Deal flow / lending activity: JPMorgan is part of a ~$6bn financing syndicate for prospective buyers of a Kuwaiti oil-pipeline stake — underscores ongoing fee and lending opportunities in energy infrastructure. Reuters: JPMorgan among banks providing financing for Kuwaiti oil pipeline stake deal
• Neutral Sentiment: Leadership hires in life-sciences banking: JPMorgan named new leaders for biopharma and life‑sciences banking — strategic for sector coverage but unlikely to move near‑term results materially. Bloomberg: JPMorgan names new leaders for biopharma, life sciences banking
• Neutral Sentiment: Investor events / guidance signals: Management will present at the Bernstein Strategic Decisions Conference on May 27 — a scheduled event where investors may seek clarity on capital allocation and risk outlook. Business Wire: JPMorgan Chase to Present at Bernstein Conference
• Negative Sentiment: CEO warnings on credit and bond risks: Jamie Dimon publicly warned of a potential private‑credit downturn and a possible “bond crisis” driven by rising government debt and stretched credit — remarks that raise concerns about future loan losses, reserve needs and market volatility for banks. CNBC: Jamie Dimon warns of ‘some kind of bond crisis’ PYMNTS: JPMorgan CEO sounds warning on private credit downturn
• Negative Sentiment: Sentiment/valuation questions after big run: Commentary asking whether JPM should be reassessed after a ~30% one‑year rally injects short‑term caution about upside vs. valuation and possible profit‑taking. Yahoo Finance: Is It Time To Reassess JPMorgan Chase?

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Jennifer Piepszak sold 9,136 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the sale, the chief operating officer owned 90,001 shares of the company’s stock, valued at approximately $27,590,706.56. The trade was a 9.22% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,908 shares of company stock valued at $22,065,882 over the last 90 days. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $311.68 on Wednesday. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The company has a market cap of $836.00 billion, a P/E ratio of 14.93, a PEG ratio of 1.52 and a beta of 1.05. JPMorgan Chase & Co. has a 52 week low of $238.43 and a 52 week high of $337.25. The company has a 50-day moving average price of $299.07 and a 200 day moving average price of $306.96.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 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%. The firm’s revenue was up 10.0% compared to the same quarter last year. During the same quarter last year, the firm earned $5.07 earnings per share. Research analysts predict that JPMorgan Chase & Co. will post 22.34 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 Thursday, April 30th. Investors of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

Analyst Ratings Changes

JPM has been the topic of several research reports. Truist Financial raised their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Finally, Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $336.16.

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.