waypoint wealth counsel Trims Stock Position in JPMorgan Chase & Co. $JPM

waypoint wealth counsel lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 50.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor 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 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the company. Morgan Stanley grew its position in shares of JPMorgan Chase & Co. by 1.4% during the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after acquiring an additional 939,421 shares during the last quarter. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at $11,396,496,000. Bank of New York Mellon Corp raised its position in JPMorgan Chase & Co. by 5.4% in the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after purchasing an additional 1,194,583 shares during the last quarter. Legal & General Group Plc raised its position in JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after purchasing an additional 110,586 shares during the last quarter. Finally, Fisher Asset Management LLC boosted its stake in JPMorgan Chase & Co. by 1.9% during the 4th quarter. Fisher Asset Management LLC now owns 16,018,656 shares of the financial services provider’s stock worth $5,161,532,000 after purchasing an additional 296,213 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the stock. Robert W. Baird set a $295.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Autonomous Res reduced their target price on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Truist Financial increased their target price on shares of JPMorgan Chase & Co. from $332.00 to $344.00 and gave the stock a “hold” rating in a research note on Friday, June 26th. Argus raised their price target on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Finally, The Goldman Sachs Group set a $361.00 price target on JPMorgan Chase & Co. in a report on Tuesday, April 14th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $340.88.

JPMorgan Chase & Co. News Summary

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 Transactions at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 9,136 shares of the business’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 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction dated 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 transaction, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at $10,870,263. This represents a 13.66% decrease in their ownership of the stock. 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. Insiders have sold a total of 33,623 shares of company stock worth $10,427,835 over the last ninety days. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $333.91 on Friday. The firm’s fifty day moving average price is $312.93 and its 200 day moving average price is $308.93. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $343.45. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a market cap of $894.72 billion, a price-to-earnings ratio of 15.99, a price-to-earnings-growth ratio of 1.53 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.50 by $0.44. The company 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%. 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 company posted $5.07 EPS. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 22.76 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. Profile

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.