Torren Management LLC Lowers Stock Holdings in JPMorgan Chase & Co. $JPM

Torren Management LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 95.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 123 shares of the financial services provider’s stock after selling 2,538 shares during the period. Torren Management LLC’s holdings in JPMorgan Chase & Co. were worth $36,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Roxbury Financial LLC grew its stake in shares of JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after purchasing an additional 31 shares during the last quarter. Collective Family Office LLC raised its stake in shares of JPMorgan Chase & Co. by 1.0% during the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after purchasing an additional 32 shares during the last quarter. Essential Planning LLC. lifted its holdings in shares of JPMorgan Chase & Co. by 2.4% during the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock worth $451,000 after purchasing an additional 33 shares during the period. Tevis Investment Management lifted its holdings in shares of JPMorgan Chase & Co. by 0.8% during the third quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock worth $1,337,000 after purchasing an additional 34 shares during the period. Finally, Spinnaker Investment Group LLC grew its position in JPMorgan Chase & Co. by 0.7% in the 4th quarter. Spinnaker Investment Group LLC now owns 5,183 shares of the financial services provider’s stock valued at $1,670,000 after buying an additional 34 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel owned 46,428 shares of the company’s stock, valued at $13,940,935.56. The trade was a 10.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the business’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 in the company, valued at $10,036,641.58. This 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. Insiders sold a total of 18,876 shares of company stock worth $5,907,051 over the last 90 days. 0.41% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have issued reports on JPM shares. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Truist Financial lifted their target price on shares of JPMorgan Chase & Co. from $332.00 to $344.00 and gave the company a “hold” rating in a report on Friday, June 26th. Autonomous Res dropped 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 research note on Monday, April 6th. HSBC boosted their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. Finally, Daiwa Securities Group reduced their price objective on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average target price of $348.96.

JPMorgan Chase & Co. Stock Performance

JPM opened at $342.74 on Wednesday. The stock has a market cap of $918.39 billion, a P/E ratio of 16.41, a P/E/G ratio of 1.53 and a beta of 0.99. 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 stock’s 50 day simple moving average is $316.95 and its 200 day simple moving average is $309.86. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $344.73.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data 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 firm had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.’s quarterly revenue was up 10.0% on a year-over-year basis. During the same period last year, the business posted $5.07 EPS. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 22.82 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders 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 yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan posted record quarterly profit and a major earnings beat, fueled by a rebound in dealmaking and very strong trading results. Reuters article
• Positive Sentiment: Investment banking fees and equity trading revenue jumped sharply, reinforcing the view that volatile markets and AI-related capital markets activity are supporting earnings. CNBC article
• Positive Sentiment: Analysts and media coverage highlighted the strong quarter as evidence that JPMorgan remains one of the best-positioned big banks, with expectations for continued dividend growth and solid net interest income. MarketBeat article
• Neutral Sentiment: Management said consumer spending and credit trends remain resilient, suggesting the U.S. economy is still supporting bank fundamentals, but this is more confirmation than a new catalyst. Yahoo Finance article
• Negative Sentiment: Shares gave back some gains because expenses are rising and JPMorgan raised its 2026 cost outlook, which tempered enthusiasm around the earnings beat. Zacks article
• Negative Sentiment: Ongoing scrutiny of Jamie Dimon and JPMorgan’s past ties to Jeffrey Epstein, plus his criticism of regulators, may be adding a small overhang, though it is not the main driver today. Reuters article

JPMorgan Chase & Co. Company 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.