Hartford Investment Management Co. Has $50.70 Million Stake in JPMorgan Chase & Co. $JPM

Hartford Investment Management Co. decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 157,351 shares of the financial services provider’s stock after selling 3,822 shares during the period. JPMorgan Chase & Co. comprises 1.5% of Hartford Investment Management Co.’s portfolio, making the stock its 11th largest holding. Hartford Investment Management Co.’s holdings in JPMorgan Chase & Co. were worth $50,702,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Legal & General Group Plc increased its holdings in shares of JPMorgan Chase & Co. by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after purchasing an additional 607,025 shares during the period. Fisher Asset Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after purchasing an additional 347,033 shares during the period. Invesco Ltd. increased its holdings in JPMorgan Chase & Co. by 2.3% in the third quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock worth $4,622,675,000 after buying an additional 322,735 shares during the last quarter. Boston Partners increased its holdings in JPMorgan Chase & Co. by 2.3% in the third quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock worth $2,360,045,000 after buying an additional 168,184 shares during the last quarter. Finally, California Public Employees Retirement System increased its holdings in JPMorgan Chase & Co. by 19.6% in the third quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock worth $2,086,806,000 after buying an additional 1,082,913 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. The trade was a 5.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 28,589 shares of company stock worth $8,747,496 over the last ninety days. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.4%

Shares of JPMorgan Chase & Co. stock opened at $303.13 on Friday. The stock has a market capitalization of $812.24 billion, a P/E ratio of 14.52, a PEG ratio of 1.47 and a beta of 1.03. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The stock has a 50 day moving average price of $300.47 and a two-hundred day moving average price of $307.14. JPMorgan Chase & Co. has a 12-month low of $256.00 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced 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. The firm had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company’s revenue was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $5.07 earnings per share. Equities analysts expect that JPMorgan Chase & Co. will post 22.43 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on JPM. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Evercore increased their price objective on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a report on Friday, April 17th. HSBC increased their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a report on Monday, May 4th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Finally, Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $339.08.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: CEO Jamie Dimon said JPMorgan will hire more AI specialists and fewer traditional bankers, signaling a push for efficiency and productivity gains without mass layoffs. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
• Positive Sentiment: JPMorgan rolled out AI tools across its global investment banking business, reinforcing the idea that technology investments could improve margins and competitiveness. JPMorgan rolls out AI tools in investment banking globally, senior banker says
• Positive Sentiment: JPMorgan opened its Chase digital retail bank in Germany, expanding its consumer banking footprint and creating a new long-term growth avenue in Europe. JPMorgan’s digital retail bank in Germany open for business
• Positive Sentiment: JPMorgan shareholders backed the board, pay, and governance plan at the annual meeting, reducing governance uncertainty. JPMorgan Shareholders Back Board, Pay, and Governance Approach
• Neutral Sentiment: Management also warned that interest rates could go materially higher, which is a macro risk for markets even though it may support JPMorgan’s trading activity. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
• Negative Sentiment: One recent commentary took a bearish view on valuation, arguing JPMorgan faces “capital traps” despite its scale and AI initiatives. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)

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.