JPMorgan Chase & Co. $JPM Position Decreased by Vaughan Nelson Investment Management L.P.

Vaughan Nelson Investment Management L.P. lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 22.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 417,661 shares of the financial services provider’s stock after selling 122,325 shares during the quarter. JPMorgan Chase & Co. makes up about 1.2% of Vaughan Nelson Investment Management L.P.’s portfolio, making the stock its 15th biggest holding. Vaughan Nelson Investment Management L.P.’s holdings in JPMorgan Chase & Co. were worth $122,859,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in JPM. Fidelis Capital Partners LLC lifted its stake in JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after buying an additional 5,101 shares in the last quarter. Howard Capital Management Inc. raised its holdings in shares of JPMorgan Chase & Co. by 18.2% during the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after acquiring an additional 3,976 shares during the period. Andra AP fonden raised its holdings in shares of JPMorgan Chase & Co. by 3.2% during the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock valued at $33,972,000 after acquiring an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. lifted its position in shares of JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock valued at $2,862,000 after acquiring an additional 3,027 shares in the last quarter. Finally, Banco Santander S.A. boosted its stake in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after purchasing an additional 37,550 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

JPM has been the topic of several research analyst reports. Argus lifted their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Truist Financial increased their target price on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Evercore raised their target price on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $339.08.

Insider Activity at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares of the company’s stock, valued at approximately $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the completion of the sale, the chief financial officer owned 35,460 shares of the company’s stock, valued at $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 33,623 shares of company stock valued at $10,427,835. 0.41% of the stock is currently owned by corporate insiders.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Morningstar said JPMorgan is becoming increasingly attractive at current levels and highlighted it as one of the highest-quality financial stocks, reinforcing the bullish case for the bank. Article Title
• Positive Sentiment: Reports that JPMorgan is deploying agentic AI across parts of its banking operations suggest potential efficiency gains and margin support over time. Article Title
• Positive Sentiment: Recent earnings strength remains an important tailwind, as JPMorgan previously beat expectations on both EPS and revenue, backing up the stock’s premium valuation.
• Neutral Sentiment: General Counsel Stacey Friedman sold 5,467 shares under a pre-arranged 10b5-1 trading plan; the sale may draw attention, but the scheduled nature of the trade makes it a limited signal on fundamentals. Article Title
• Neutral Sentiment: Several headlines referenced JPMorgan strategists discussing market risks such as Fed policy, institutional rebalancing, and inflation; these are broader market themes rather than direct JPMorgan-specific catalysts.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $334.95 on Wednesday. The company has a market capitalization of $897.50 billion, a PE ratio of 16.04, a PEG ratio of 1.54 and a beta of 1.00. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The company’s 50 day moving average price is $310.11 and its 200 day moving average price is $308.02. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $338.09.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the prior year, the firm earned $5.07 EPS. The company’s revenue was up 10.0% compared to the same quarter last year. Research analysts expect that JPMorgan Chase & Co. will post 22.44 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

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.