Venture Visionary Partners LLC Has $78.11 Million Holdings in JPMorgan Chase & Co. $JPM

Posted by Danessa Lincoln on Jun 16th, 2026

Venture Visionary Partners LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 240,725 shares of the financial services provider’s stock after purchasing an additional 2,309 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.5% of Venture Visionary Partners LLC’s investment portfolio, making the stock its 7th biggest holding. Venture Visionary Partners LLC’s holdings in JPMorgan Chase & Co. were worth $78,109,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Timmons Wealth Management LLC bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at about $27,000. Caitong International Asset Management Co. Ltd bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at about $32,000. Turning Point Benefit Group Inc. bought a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at about $35,000. Merrithew & Thorsten Inc bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at about $40,000. Finally, WHI TRUST Co LLC bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at about $45,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $319.36 on Tuesday. The firm has a 50 day moving average of $306.78 and a 200 day moving average of $307.14. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The firm has a market capitalization of $855.74 billion, a price-to-earnings ratio of 15.30, a price-to-earnings-growth ratio of 1.57 and a beta of 1.00. JPMorgan Chase & Co. has a 12-month low of $266.85 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results 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 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% compared to the same quarter last year. During the same period in the previous year, the business posted $5.07 earnings per share. On average, research analysts anticipate that JPMorgan Chase & Co. will post 22.4 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were 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 directly owned 32,438 shares in the company, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the business’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 sale, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 28,589 shares of company stock valued at $8,747,496. 0.41% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of research analyst reports. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. HSBC increased their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Royal Bank Of Canada restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Finally, Evercore increased their price objective on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, April 17th. Fourteen investment 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.com, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average target price of $339.08.

Read Our Latest Analysis on JPMorgan Chase & Co.

Key Stories Impacting JPMorgan Chase & Co.

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

Positive Sentiment: JPMorganChase declared dividends on its Series CC preferred stock, a routine but supportive signal that the bank continues returning capital to investors. JPMorganChase Declares Preferred Stock Dividends
Positive Sentiment: The company announced it will hold a 2027 Investor Day in New York, which may help build confidence by giving management a platform to discuss long-term growth, capital plans, and strategy. JPMorganChase Announces 2027 Investor Day
Positive Sentiment: JPMorgan’s trading desk said the market could see a broad risk-on move after the Iran-related peace news, which could favor cyclicals and financials like JPM if investor sentiment improves. Stock Market Poised for ‘Broad Risk-On Impulse,’ Says JPMorgan
Neutral Sentiment: Several articles mentioned JPMorgan in market commentary and stock-picking notes, but they do not appear to change the bank’s fundamentals directly. Which is the Better Bank Stock to Buy: JPMorgan or Citigroup?
Negative Sentiment: One broader theme in the market is a possible rotation toward higher-beta and cyclically sensitive names, which could slightly pressure defensive large-cap financial trades if investors shift away from quality premiums. Morgan Stanley’s Wilson Sees US Stock Market Rally Broadening

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.