JPMorgan Chase & Co. $JPM Shares Sold by Northside Capital Management LLC

Northside Capital Management LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 12.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 36,212 shares of the financial services provider’s stock after selling 4,937 shares during the quarter. Northside Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $11,853,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Fidelis Capital Partners LLC grew its holdings in shares of JPMorgan Chase & Co. by 7.9% during the 4th 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 period. Howard Capital Management Inc. increased its position in shares of JPMorgan Chase & Co. by 18.2% during the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after purchasing an additional 3,976 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services raised its holdings in JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after buying an additional 6,492 shares during the period. Brighton Jones LLC raised its holdings in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the period. Finally, FAS Wealth Partners Inc. lifted its position in JPMorgan Chase & Co. by 4.3% in the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock valued at $12,804,000 after buying an additional 1,794 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This represents a 11.78% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. The trade was a 3.29% 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. Insiders have sold 13,435 shares of company stock worth $4,353,502 in the last three months. Corporate insiders own 0.41% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Analysts raised JPMorgan’s earnings forecasts. Erste Group lifted its 2026 EPS estimate to $25.00 from $24.90 and its 2027 forecast to $25.04 from $24.86. Both projections are above consensus, signaling confidence in the bank’s earnings outlook. JPMorgan earnings estimate report
• Positive Sentiment: JPMorgan is gaining exposure to AI infrastructure and digital assets. The bank led a $441 million debt financing for Global AI, which is raising capital to expand data-center capacity. Its Kinexys blockchain platform also powered Schroders’ first approved tokenized U.S. dollar money-market fund share class, providing evidence of commercial adoption for JPMorgan’s financial technology. AI infrastructure financing Tokenized money-market fund mandate
• Positive Sentiment: JPMorgan raised its 2026 S&P 500 target to 8,000. The firm cited stronger earnings and increasing evidence that AI investments are producing returns. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses. JPMorgan S&P 500 target
• Neutral Sentiment: JPMorgan announced a major Olympics sponsorship. The first-ever global banking partnership covers the 2028 Los Angeles and 2030 French Alps Games and reportedly costs more than $200 million per four-year cycle. It should strengthen the brand, but the near-term financial return is uncertain. JPMorgan Olympics partnership
• Neutral Sentiment: Insider Robin Leopold sold 2,500 shares worth $903,525. The sale reduced her holdings by 3.29%, but it was executed under a pre-arranged Rule 10b5-1 plan, and she continues to own 73,547 shares. This limits the transaction’s value as a bearish signal. SEC insider transaction filing
• Negative Sentiment: Jamie Dimon reiterated economic and market-risk warnings. The CEO cautioned that inflation may remain elevated and that heavy margin debt and hidden leverage could intensify forced selling during a downturn. Higher-for-longer interest rates and greater volatility could pressure loan demand, credit quality and investor sentiment. Dimon market-risk warning
• Negative Sentiment: Political scrutiny is increasing. President Trump has urged JPMorgan and Bank of America to stop allegedly restricting conservatives’ access to banking services. The accusations could create reputational, regulatory and legal risks, although no specific financial impact was reported. Political scrutiny of big banks

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $361.93 on Wednesday. The business has a 50-day moving average of $336.78 and a 200 day moving average of $314.23. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $363.12. The stock has a market capitalization of $962.09 billion, a price-to-earnings ratio of 15.51, a price-to-earnings-growth ratio of 1.48 and a beta of 0.99. 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. Dividend Announcement

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

Wall Street Analyst Weigh In

Several research analysts have weighed in on JPM shares. Bank of America increased their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Jefferies Financial Group set a $350.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Barclays upped their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, July 15th. Royal Bank Of Canada increased their price objective on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a report on Wednesday, July 22nd. 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 data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target 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.