Moody Lynn Lieberson & Walker LLC Sells 5,542 Shares of JPMorgan Chase & Co. $JPM

Moody Lynn Lieberson & Walker LLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 195,923 shares of the financial services provider’s stock after selling 5,542 shares during the period. JPMorgan Chase & Co. comprises approximately 3.4% of Moody Lynn Lieberson & Walker LLC’s portfolio, making the stock its 7th biggest position. Moody Lynn Lieberson & Walker LLC’s holdings in JPMorgan Chase & Co. were worth $64,131,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Timmons Wealth Management LLC purchased a new position in JPMorgan Chase & Co. during the 4th quarter valued at about $27,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth approximately $32,000. MBM Wealth Consultants LLC purchased a new position in JPMorgan Chase & Co. during the first quarter valued at approximately $29,000. Osbon Capital Management LLC acquired a new position in JPMorgan Chase & Co. in the 4th quarter valued at approximately $35,000. Finally, Turning Point Benefit Group Inc. purchased a new stake in JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Down 0.5%

Shares of JPMorgan Chase & Co. stock opened at $363.37 on Friday. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock has a 50 day moving average price of $339.11 and a two-hundred day moving average price of $315.12. The stock has a market capitalization of $965.91 billion, a P/E ratio of 15.57, 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, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The company had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same quarter last year, the firm posted $4.96 earnings per share. Equities analysts expect that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Analysts Set New Price Targets

JPM has been the topic of several research analyst reports. HSBC boosted their price target on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. Jefferies Financial Group set a $350.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Barclays lifted their price target on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. Morgan Stanley restated a “positive” rating and issued a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Finally, Truist Financial lifted their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $359.33.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan shares reached an all-time high. The milestone reflects continued investor enthusiasm after the bank’s latest earnings beat, which included $6.14 in EPS and $58.02 billion in revenue—well above analyst estimates. The stock is up 5.3% since that report and remains well above its 50-day and 200-day moving averages. JPMorgan reaches all-time high
• Positive Sentiment: Analyst sentiment remains supportive. JPMorgan received a “Moderate Buy” consensus rating, while UBS raised its price target to $400 and Zacks Research upgraded the stock to “Strong Buy.” JPM was also included on Zacks’ list of top-rated income stocks. JPMorgan analyst rating Zacks income stock ranking
• Positive Sentiment: Corporate banking growth is improving. JPMorgan’s Asia-Pacific corporate banking revenue increased more than 20%, helped by AI investment, data-center financing and intra-Asia trade. The trend could support revenue growth into 2027. JPMorgan Asia-Pacific corporate banking growth
• Positive Sentiment: JPMorgan raised its S&P 500 target to 8,000. The bank cited stronger earnings and productive AI investment. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses, although this is not a direct change to JPM’s earnings outlook. JPMorgan raises S&P 500 target
• Neutral Sentiment: Recent institutional activity is mixed. Ballast increased its JPM position, while UMB Bank reduced its holdings by approximately 11%. These disclosed portfolio changes are relatively small compared with JPMorgan’s nearly $1 trillion market value. Ballast JPMorgan purchase
• Negative Sentiment: Macro and regulatory risks remain. CEO Jamie Dimon warned about persistent inflation, leverage and potential market volatility. Separately, political pressure alleging discriminatory banking practices could create reputational or regulatory uncertainty. An executive’s 2,500-share sale under a pre-arranged 10b5-1 plan is a minor additional overhang. Jamie Dimon macroeconomic warning

Insider Activity

In other news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total value of $903,525.00. Following the transaction, 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 transaction was disclosed in a document filed with the SEC, which is accessible 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 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 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 13,435 shares of company stock worth $4,353,502. 0.41% of the stock is currently owned by company insiders.

About JPMorgan Chase & Co.

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.