Sageworth Trust Co Buys 4,845 Shares of JPMorgan Chase & Co. $JPM

Posted by Jeff Wilder on Jul 13th, 2026

Sageworth Trust Co lifted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 201.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,247 shares of the financial services provider’s stock after buying an additional 4,845 shares during the period. Sageworth Trust Co’s holdings in JPMorgan Chase & Co. were worth $2,132,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of JPM. Timmons Wealth Management LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $27,000. MBM Wealth Consultants LLC bought a new stake in JPMorgan Chase & Co. in the first quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $32,000. Osbon Capital Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $35,000. Finally, Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. in the third quarter worth approximately $35,000. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $336.03 on Monday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The company has a market cap of $900.40 billion, a PE ratio of 16.09, a P/E/G ratio of 1.53 and a beta of 0.99. The business has a 50 day moving average of $315.85 and a 200 day moving average of $309.69. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week 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, beating the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion for the quarter, compared to analysts’ expectations 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 for the quarter was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $5.07 earnings per share. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 22.82 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insider Activity

In related news, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the transaction, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This trade represents a 8.52% 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 90 days, insiders have sold 33,623 shares of company stock valued at $10,427,835. Corporate insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently commented on JPM. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Autonomous Res cut their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a report on Monday, April 6th. Evercore restated an “outperform” rating and issued a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Truist Financial boosted their price objective on shares of JPMorgan Chase & Co. from $332.00 to $344.00 and gave the company a “hold” rating in a research report on Friday, June 26th. Finally, Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 8th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Hold” and a consensus target price of $345.33.

Check Out Our Latest Research Report on JPM

Key Headlines Impacting JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan’s AI agents reportedly beat both a 60/40 portfolio and the bank’s rules-based model in backtests, suggesting the company may have a useful edge in applying AI to investing and portfolio construction. JPMorgan AI Agents Beat Traditional Investment Portfolios in Historical Simulations
Positive Sentiment: Analysts are turning more constructive ahead of earnings, with JPMorgan’s upcoming Q2 results expected to benefit from strong trading and deal activity, which could support earnings momentum. JPMorgan Q2 Earnings Preview — Analysts Raise JPM Stock Price Targets
Positive Sentiment: JPMorgan is being highlighted as one of the more attractive financial stocks, and a higher price target from Morgan Stanley has added to the bullish tone around the name. JPMorgan (JPM) Ranks Among Most Profitable Stocks
Neutral Sentiment: Market commentary suggests the broader banking sector could get a boost from upcoming earnings, but results will need to confirm that optimism before it becomes a stronger stock driver. Bank Earnings to Get Wall Street Boost. Can Main Street Keep Up?

About JPMorgan Chase & Co.

(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.