Wallington Asset Management LLC Reduces Holdings in JPMorgan Chase & Co. $JPM

Wallington Asset Management LLC cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 36.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,218 shares of the financial services provider’s stock after selling 1,835 shares during the period. Wallington Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $947,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of JPM. Fidelis Capital Partners LLC raised its stake in shares of 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 worth $22,580,000 after purchasing an additional 5,101 shares during the last quarter. Howard Capital Management Inc. increased its stake in JPMorgan Chase & Co. by 18.2% in the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after buying an additional 3,976 shares during the period. Andra AP fonden raised its position in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after buying an additional 3,300 shares during the last quarter. Newbridge Financial Services Group Inc. raised its position in JPMorgan Chase & Co. by 51.7% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after buying an additional 3,027 shares during the last quarter. Finally, Banco Santander S.A. lifted its stake in shares of 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 acquiring an additional 37,550 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

JPM has been the topic of a number of recent analyst reports. Argus boosted their price target on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Morgan Stanley increased their target price on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the stock an “equal weight” rating in a research note on Monday. Daiwa Securities Group decreased their price target on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 7th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Finally, Truist Financial raised their target price on JPMorgan Chase & Co. from $332.00 to $344.00 and gave the company a “hold” rating in a report on Friday, June 26th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $340.88.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan announced a massive $50 billion buyback and a 10% dividend increase after clearing the Fed stress test, signaling strong capital returns and balance-sheet resilience.
• Positive Sentiment: Analysts raised or reaffirmed upbeat views on JPMorgan’s earnings prospects, including an upgrade to Buy and higher forward EPS estimates, which supports the stock’s valuation story.
• Positive Sentiment: The bank continues to benefit from optimism around financials, with strategists arguing that stronger job growth and economic momentum could favor banks in the second half of 2026.
• Neutral Sentiment: JPMorgan publicly backed U.S. crypto legislation while warning that yield-bearing stablecoins need bank-like oversight, highlighting its push to shape regulation rather than directly changing near-term earnings. Article: JPMorgan (JPM) Backs US Crypto Rules While Warning On Shadow Banking
• Neutral Sentiment: JPMorgan AI chief Teresa Heitsenrether plans to retire at year-end, a leadership change in an important strategic area, but one that appears manageable for now.
• Neutral Sentiment: JPMorgan also appeared in market commentary about broader stock-market valuations and crypto regulation, but those items are more macro-focused than company-specific.
• Negative Sentiment: The stock could face some caution from headlines about the market becoming expensive and from JPMorgan’s warning that weaker oversight in crypto and shadow banking could create future regulatory or reputational risks.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the transaction, the chief operating officer 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 transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. This represents a 11.78% 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 33,623 shares of company stock valued at $10,427,835. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $333.97 on Thursday. The firm has a 50 day moving average of $312.52 and a 200-day moving average of $308.82. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $343.45. 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 company has a market cap of $894.88 billion, a price-to-earnings ratio of 15.99, a PEG ratio of 1.50 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter in the prior year, the firm posted $5.07 EPS. The company’s revenue was up 10.0% compared to the same quarter last year. As a group, equities analysts expect that JPMorgan Chase & Co. will post 22.75 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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