JPMorgan Chase & Co. $JPM Shares Sold by Paradigm Asset Management Co. LLC

Paradigm Asset Management Co. LLC reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 29,391 shares of the financial services provider’s stock after selling 1,900 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.2% of Paradigm Asset Management Co. LLC’s holdings, making the stock its 2nd biggest holding. Paradigm Asset Management Co. LLC’s holdings in JPMorgan Chase & Co. were worth $9,470,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Roxbury Financial LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.4% in the fourth quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after acquiring an additional 31 shares during the last quarter. Collective Family Office LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after acquiring an additional 32 shares during the last quarter. Rialto Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after acquiring an additional 33 shares during the last quarter. Essential Planning LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 2.4% in the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock worth $451,000 after acquiring an additional 33 shares during the last quarter. Finally, Tevis Investment Management lifted its holdings in shares of JPMorgan Chase & Co. by 0.8% in the third quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock worth $1,337,000 after acquiring an additional 34 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Analysts Set New Price Targets

JPM has been the subject of a number of research reports. Argus increased their target price on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Wells Fargo & Company dropped their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Finally, Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Fifteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $339.08.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: CEO Jamie Dimon said JPMorgan will hire more AI specialists and fewer traditional bankers, signaling a push for efficiency and productivity gains without mass layoffs. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
• Positive Sentiment: JPMorgan rolled out AI tools across its global investment banking business, reinforcing the idea that technology investments could improve margins and competitiveness. JPMorgan rolls out AI tools in investment banking globally, senior banker says
• Positive Sentiment: JPMorgan opened its Chase digital retail bank in Germany, expanding its consumer banking footprint and creating a new long-term growth avenue in Europe. JPMorgan’s digital retail bank in Germany open for business
• Positive Sentiment: JPMorgan shareholders backed the board, pay, and governance plan at the annual meeting, reducing governance uncertainty. JPMorgan Shareholders Back Board, Pay, and Governance Approach
• Neutral Sentiment: Management also warned that interest rates could go materially higher, which is a macro risk for markets even though it may support JPMorgan’s trading activity. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
• Negative Sentiment: One recent commentary took a bearish view on valuation, arguing JPMorgan faces “capital traps” despite its scale and AI initiatives. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)

JPMorgan Chase & Co. Stock Up 0.4%

Shares of NYSE JPM opened at $303.13 on Friday. The company has a 50 day simple moving average of $300.47 and a 200 day simple moving average of $307.14. The firm has a market cap of $812.24 billion, a PE ratio of 14.52, a price-to-earnings-growth ratio of 1.47 and a beta of 1.03. JPMorgan Chase & Co. has a 1 year low of $256.00 and a 1 year high of $337.25. 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. (NYSE:JPM) last issued its quarterly earnings data 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 business had revenue of $50.54 billion during the quarter, compared to analyst estimates 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 quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the business earned $5.07 EPS. On average, research analysts forecast that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the transaction, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction 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 position. The SEC filing for this sale provides additional information. Insiders have sold 28,589 shares of company stock worth $8,747,496 in the last 90 days. Corporate insiders own 0.41% of the company’s stock.

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.