KMG Fiduciary Partners LLC Sells 16,957 Shares of JPMorgan Chase & Co. $JPM

KMG Fiduciary Partners LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 14.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 104,464 shares of the financial services provider’s stock after selling 16,957 shares during the period. JPMorgan Chase & Co. accounts for approximately 3.2% of KMG Fiduciary Partners LLC’s investment portfolio, making the stock its 7th biggest position. KMG Fiduciary Partners LLC’s holdings in JPMorgan Chase & Co. were worth $34,194,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Fulton Bank N.A. lifted its stake in JPMorgan Chase & Co. by 4.8% in the 2nd quarter. Fulton Bank N.A. now owns 50,355 shares of the financial services provider’s stock worth $16,483,000 after purchasing an additional 2,324 shares in the last quarter. Mendota Financial Group LLC purchased a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $207,000. Paladin Wealth LLC grew its position in shares of JPMorgan Chase & Co. by 6.7% in the second quarter. Paladin Wealth LLC now owns 4,641 shares of the financial services provider’s stock valued at $1,519,000 after purchasing an additional 293 shares in the last quarter. Financial Management Professionals Inc. increased its holdings in shares of JPMorgan Chase & Co. by 1.7% in the second quarter. Financial Management Professionals Inc. now owns 11,693 shares of the financial services provider’s stock valued at $3,827,000 after purchasing an additional 190 shares during the last quarter. Finally, Shrier Wealth Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 0.6% in the second quarter. Shrier Wealth Management LLC now owns 18,778 shares of the financial services provider’s stock valued at $6,147,000 after purchasing an additional 111 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Keefe, Bruyette & Woods upped their target price on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. Jefferies Financial Group set a $350.00 price target on JPMorgan Chase & Co. in a report on Tuesday, July 14th. Truist Financial boosted their price target on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research report on Wednesday, July 15th. Barclays upped their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. Finally, Evercore restated an “outperform” rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $359.33.

JPMorgan Chase & Co. Stock Up 0.4%

Shares of NYSE:JPM opened at $358.93 on Tuesday. The company has a market capitalization of $961.76 billion, a price-to-earnings ratio of 15.38, a PEG ratio of 1.47 and a beta of 0.99. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $363.00. The business has a 50-day moving average price of $335.57 and a 200 day moving average price of $313.80. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Monday, July 6th were given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 25.71%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Blockchain platform wins first approved client mandate: JPMorgan is providing its Kinexys multichain tokenization infrastructure for Schroders’ tokenized U.S. dollar money-market fund share class. The move represents a transition from internal testing to regulated client deployment and could strengthen JPM’s position in digital-asset infrastructure and fund administration. JPMorgan Chase Wins First Approved Tokenised Money Market Fund Mandate
• Positive Sentiment: Payments partnership expands merchant reach: JPMorgan Payments is integrating Klarna’s flexible checkout options into its Commerce Platform, allowing merchants to add the service without significant technical work. The arrangement could increase payment volumes and reinforce JPM’s role in embedded payments. Klarna Group Following J.P. Morgan Payments Tie Up
• Positive Sentiment: Favorable market outlook and analyst support: JPMorgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing resilient earnings and AI-related growth. JPM was also added to Zacks’ Strong Buy and best-income-stock lists, supporting the investment case for its earnings, dividend and capital-return profile. Wall Street’s Biggest Bank Raised Its Market Outlook
• Positive Sentiment: Fee opportunities remain strong: JPMorgan is leading a $441 million debt financing for AI infrastructure company Global, while the bank expects technology bond issuance to exceed $500 billion in 2026. This points to continued investment-banking and financing demand tied to AI infrastructure.
• Neutral Sentiment: Portfolio activity: JPMorgan disclosed a notifiable 5% stake in Hexagon Composites, though the investment is not expected to materially affect JPM’s near-term earnings.
• Negative Sentiment: Dimon flags market vulnerabilities: The CEO warned that record margin debt and hidden leverage could amplify forced selling during a market decline. He also cautioned that a loss of U.S. economic leadership could eventually undermine the dollar’s reserve-currency status, highlighting longer-term volatility and macroeconomic risks.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel directly owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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.