JPMorgan Chase & Co. $JPM is Sapient Capital LLC’s 9th Largest Position

Sapient Capital LLC trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 351,479 shares of the financial services provider’s stock after selling 14,756 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.5% of Sapient Capital LLC’s portfolio, making the stock its 9th biggest position. Sapient Capital LLC’s holdings in JPMorgan Chase & Co. were worth $115,050,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in JPM. Next Level Private LLC raised its holdings in JPMorgan Chase & Co. by 0.6% during the second quarter. Next Level Private LLC now owns 58,008 shares of the financial services provider’s stock worth $18,988,000 after purchasing an additional 342 shares in the last quarter. Focus Financial Network Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 5.8% in the 2nd quarter. Focus Financial Network Inc. now owns 33,578 shares of the financial services provider’s stock valued at $10,991,000 after buying an additional 1,841 shares in the last quarter. Vertrix Wealth Management LLC boosted its holdings in shares of JPMorgan Chase & Co. by 0.5% in the 2nd quarter. Vertrix Wealth Management LLC now owns 21,084 shares of the financial services provider’s stock valued at $6,901,000 after buying an additional 98 shares in the last quarter. Allied Private Wealth LLC acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $724,000. Finally, Deane Retirement Strategies Inc. purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $2,711,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $357.44 on Monday. The firm’s fifty day simple moving average is $334.33 and its 200-day simple moving average is $313.41. The stock has a market capitalization of $957.76 billion, a price-to-earnings ratio of 15.31, 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 company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. Announces Dividend

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

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the transaction, the general counsel directly owned 46,428 shares in the company, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: AI spending could support economic growth. Dimon said hyperscalers’ heavy AI infrastructure spending is likely to pay off, contributing to U.S. GDP growth, job creation and demand for construction materials. Sustained AI-related financing and advisory activity could benefit JPMorgan’s investment banking and commercial businesses. AI spending and Jamie Dimon
• Positive Sentiment: Payments platform gains a new merchant offering. Klarna’s integration with J.P. Morgan Payments is now live in the U.S., allowing merchants to offer installment and flexible-payment options without a separate integration. The deal may strengthen JPMorgan’s payments ecosystem and help retain or attract commerce-platform clients. Klarna integration with J.P. Morgan Payments
• Positive Sentiment: Swift framework expands cross-border payments. JPMorgan and Bank of America have launched Swift’s new payment framework, supporting faster international transfers for U.S. users and reinforcing JPMorgan’s position in global transaction banking. Swift payment framework launch
• Neutral Sentiment: Quarterly filing provides updated disclosure. JPMorgan filed its Form 10-Q for the quarter ended June 30, but the available announcement does not highlight new financial results or material changes. Investors will need to review the filing for details on credit quality, capital, trading performance and expenses. JPMorgan Form 10-Q filing
• Negative Sentiment: Dimon’s leverage warning creates a risk overhang. He said margin debt is at record highs and that hidden borrowing through hedge funds, prime brokerages and leveraged ETFs could trigger a sudden market disruption. He also warned that AI-driven capital demand, geopolitical tensions and fiscal deficits could keep inflation and interest rates elevated, potentially pressuring asset values and trading conditions. Jamie Dimon leverage warning

Analysts Set New Price Targets

Several equities research analysts recently commented on JPM shares. Keefe, Bruyette & Woods lifted their price target on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Morgan Stanley reaffirmed a “positive” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Evercore reiterated an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Finally, Truist Financial boosted their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a report on Wednesday, July 15th. One research 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 MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $359.33.

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.