JPMorgan Chase & Co. $JPM Shares Sold by Carmignac Gestion

Carmignac Gestion lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 71.0% during the first quarter, Holdings Channel.com reports. The firm owned 3,308 shares of the financial services provider’s stock after selling 8,092 shares during the period. Carmignac Gestion’s holdings in JPMorgan Chase & Co. were worth $973,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Norges Bank purchased a new stake in JPMorgan Chase & Co. in the 4th quarter valued at about $11,396,496,000. Bank of America Corp DE boosted its stake in JPMorgan Chase & Co. by 15.8% during the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after buying an additional 8,941,351 shares during the period. Cardano Risk Management B.V. boosted its stake in JPMorgan Chase & Co. by 889.3% during the fourth quarter. Cardano Risk Management B.V. now owns 8,673,530 shares of the financial services provider’s stock worth $2,794,785,000 after buying an additional 7,796,814 shares during the period. American Assets Investment Management LLC increased its position in shares of JPMorgan Chase & Co. by 1,172.2% during the fourth quarter. American Assets Investment Management LLC now owns 2,259,400 shares of the financial services provider’s stock valued at $728,024,000 after acquiring an additional 2,081,800 shares during the last quarter. Finally, Viking Global Investors LP increased its position in shares of JPMorgan Chase & Co. by 86.1% during the second quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after acquiring an additional 1,870,386 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,467 shares of the 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 sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the transaction, the chief financial officer owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This trade 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. Over the last 90 days, insiders have sold 18,876 shares of company stock valued at $5,907,051. 0.41% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

JPM has been the topic of several recent analyst reports. Bank of America upped their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Robert W. Baird upped their price target on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. Piper Sandler raised their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $358.67.

JPMorgan Chase & Co. Trading Up 0.1%

NYSE JPM opened at $352.18 on Monday. The firm has a 50 day simple moving average of $328.81 and a 200-day simple moving average of $311.79. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $359.30. The firm has a market cap of $943.68 billion, a price-to-earnings ratio of 15.09, a PEG ratio of 1.45 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The firm had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the prior year, the firm earned $4.96 EPS. The firm’s revenue for the quarter was up 27.7% on a year-over-year basis. Equities research analysts anticipate that JPMorgan Chase & Co. will post 24.27 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: New ETF expands fee-generating asset-management platform: J.P. Morgan Asset Management launched the actively managed JPMorgan U.S. Large Cap Value Plus ETF (JLVP), its first ETF using a long/short extension strategy. The product gives retail investors access to the firm’s value-investing research and could support long-term asset-gathering and fee revenue. J.P. Morgan Asset Management Launches JLVP
• Positive Sentiment: Analyst earnings outlook improved: Erste Group Bank raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76, above the $24.27 consensus estimate. The revision reinforces confidence in JPMorgan’s diversified revenue base and earnings momentum. Erste Group raises JPMorgan earnings estimate
• Positive Sentiment: Higher-for-longer rates may support net interest income: Analysis of the Federal Reserve’s hawkish pause highlighted JPMorgan’s rising 2026 net-interest-income outlook, strong capital position and diversified businesses as potential advantages if rates remain elevated. Fed’s hawkish pause analysis
• Neutral Sentiment: JPMorgan is leading the arranger group for CoreWeave’s $2.6 billion first-lien term loan. The transaction should generate underwriting fees, but the wider-than-initially marketed pricing reflects elevated borrower risk and does not materially change JPMorgan’s investment case. CoreWeave completes term loan
• Neutral Sentiment: A correction lowered previously reported cash distributions for two Canadian-listed JPMorgan ETFs. The change affects fund investors more directly than JPMorgan’s corporate earnings. JPMorgan ETF distribution correction
• Negative Sentiment: Dimon’s warnings that investors should prepare for volatility and avoid certain low-yield investments may reinforce concerns that markets and bank valuations face macroeconomic risks. Jamie Dimon investor warning
• Negative Sentiment: Coverage of JPMorgan’s involvement in FIFA’s plans to raise billions has triggered another football-related backlash, creating a reputational risk even though the direct financial impact is unclear. JPMorgan and FIFA controversy

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.