JPMorgan Chase & Co. $JPM Shares Sold by Harrell Investment Partners LLC

Harrell Investment Partners LLC cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 48,355 shares of the financial services provider’s stock after selling 1,791 shares during the quarter. JPMorgan Chase & Co. comprises 3.4% of Harrell Investment Partners LLC’s investment portfolio, making the stock its 4th biggest position. Harrell Investment Partners LLC’s holdings in JPMorgan Chase & Co. were worth $15,828,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of JPM. Timmons Wealth Management LLC acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $27,000. MBM Wealth Consultants LLC acquired a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $32,000. Osbon Capital Management LLC purchased a new position in JPMorgan Chase & Co. during the fourth quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. during the third quarter worth approximately $35,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Blockchain platform wins first approved client mandate: JPMorgan is providing its Kinexys multichain tokenization infrastructure for Schroders’ tokenized U.S. dollar money-market fund share class. The move represents a transition from internal testing to regulated client deployment and could strengthen JPM’s position in digital-asset infrastructure and fund administration. JPMorgan Chase Wins First Approved Tokenised Money Market Fund Mandate
• Positive Sentiment: Payments partnership expands merchant reach: JPMorgan Payments is integrating Klarna’s flexible checkout options into its Commerce Platform, allowing merchants to add the service without significant technical work. The arrangement could increase payment volumes and reinforce JPM’s role in embedded payments. Klarna Group Following J.P. Morgan Payments Tie Up
• Positive Sentiment: Favorable market outlook and analyst support: JPMorgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing resilient earnings and AI-related growth. JPM was also added to Zacks’ Strong Buy and best-income-stock lists, supporting the investment case for its earnings, dividend and capital-return profile. Wall Street’s Biggest Bank Raised Its Market Outlook
• Positive Sentiment: Fee opportunities remain strong: JPMorgan is leading a $441 million debt financing for AI infrastructure company Global, while the bank expects technology bond issuance to exceed $500 billion in 2026. This points to continued investment-banking and financing demand tied to AI infrastructure.
• Neutral Sentiment: Portfolio activity: JPMorgan disclosed a notifiable 5% stake in Hexagon Composites, though the investment is not expected to materially affect JPM’s near-term earnings.
• Negative Sentiment: Dimon flags market vulnerabilities: The CEO warned that record margin debt and hidden leverage could amplify forced selling during a market decline. He also cautioned that a loss of U.S. economic leadership could eventually undermine the dollar’s reserve-currency status, highlighting longer-term volatility and macroeconomic risks.

JPMorgan Chase & Co. Stock Up 0.4%

Shares of JPM opened at $358.93 on Tuesday. The firm has a market cap of $961.76 billion, a P/E ratio of 15.38, a price-to-earnings-growth 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’s 50-day moving average price is $335.57 and its 200 day moving average price is $313.80. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared 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. The ex-dividend date was Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 25.71%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,467 shares of the business’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 value of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. The trade was a 11.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Barclays boosted their price objective on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. Piper Sandler lifted their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Robert W. Baird boosted their price target on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. Citigroup upped their price objective on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Finally, Truist Financial raised their price objective on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research 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 assigned a Hold rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $359.33.

JPMorgan Chase & Co. 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.