JPMorgan Chase & Co. $JPM Shares Sold by Harbor Advisory Corp MA

Posted by Renee Jackson on Mar 8th, 2026

Harbor Advisory Corp MA trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.5% in the third quarter, HoldingsChannel.com reports. The fund owned 29,290 shares of the financial services provider’s stock after selling 2,038 shares during the period. JPMorgan Chase & Co. accounts for 2.7% of Harbor Advisory Corp MA’s holdings, making the stock its 15th largest position. Harbor Advisory Corp MA’s holdings in JPMorgan Chase & Co. were worth $9,239,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Peterson Wealth Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. by 1.6% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after purchasing an additional 33 shares during the period. Rialto Wealth Management LLC boosted its holdings in shares of JPMorgan Chase & Co. by 3.6% during the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after purchasing an additional 33 shares during the period. TradeWell Securities LLC. grew its position in JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer grew its position in JPMorgan Chase & Co. by 1.9% during the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC increased its stake in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after buying an additional 34 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

More JPMorgan Chase & Co. News

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

Positive Sentiment: JPMorgan is the lead arranger on the $55B leveraged buyout of Electronic Arts, a mandate that should generate significant advisory and underwriting fees for the bank. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
Positive Sentiment: JPMorgan announced two senior hires for J.P. Morgan Asset Management (Head of Private Wealth Alternatives and a National Manager), which supports growth in fee income and wealth business scale. JPMorgan Chase & Co (JPM) Announces Two Key Hires for JPM Asset Management
Positive Sentiment: Chase expanded community engagement via a partnership with Hudl to deliver financial education to student-athletes — small reputational/branding benefit that supports retail deposit franchise over time. Chase and Hudl Team Up
Neutral Sentiment: Reports say JPMorgan shifted more of EA buyout financing toward high-yield (junk) bonds — this helps complete the deal but increases credit-market exposure and ties the bank to broader junk-bond market health. Investors should watch underwriting exposure and covenant structures. JPMorgan shifts more of EA buyout financing toward junk bonds
Neutral Sentiment: SoftBank’s pursuit of up to $40B in dollar borrowing to expand its OpenAI investment is pressuring the credit and loan markets; large dollar issuance could affect funding spreads and demand dynamics relevant to large bank syndications. SoftBank Seeks Up to $40 Billion Loan
Negative Sentiment: JPMorgan shares were among the large-cap decliners that helped drag the Dow lower, amplifying negative sentiment and short-term headline-driven selling pressure. JPMorgan Chase, American Express share losses contribute to Dow’s 581-point drop
Negative Sentiment: High-profile insider selling has been notable recently (multiple executive sales reported), which can weigh on investor sentiment even if largely planned or tax-driven. VTI is down 1.0% today, on JPM stock price movement
Negative Sentiment: Market commentary and analyst notes pointing to JPM’s relative underperformance and broader macro/geopolitical volatility (oil, Middle East tensions) are pressuring financials; JPM’s stock is pulling back with the sector. JPMorgan Chase & Co. stock falls Thursday, still outperforms market

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $289.59 on Friday. The company’s fifty day moving average is $310.42 and its 200-day moving average is $308.65. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The firm has a market cap of $781.03 billion, a price-to-earnings ratio of 14.47, a price-to-earnings-growth ratio of 1.20 and a beta of 1.06. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.81 EPS. Equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.1%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Insider Buying and Selling

In other news, insider Robin Leopold sold 432 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider owned 65,353 shares in the company, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the transaction, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group increased their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Piper Sandler upped their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Royal Bank Of Canada reiterated an “outperform” rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, Daiwa Securities Group boosted their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

Get Our Latest Stock Analysis on JPM

JPMorgan Chase & Co. Company Profile

(Free Report)

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.