JPMorgan Chase & Co. $JPM Stock Position Decreased by Adams Diversified Equity Fund Inc.

Adams Diversified Equity Fund Inc. trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.0% in the 1st quarter, Holdings Channel reports. The firm owned 204,863 shares of the financial services provider’s stock after selling 2,000 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.1% of Adams Diversified Equity Fund Inc.’s portfolio, making the stock its 9th largest position. Adams Diversified Equity Fund Inc.’s holdings in JPMorgan Chase & Co. were worth $60,262,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Acorns Advisers LLC grew its stake in JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC grew its stake in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after acquiring an additional 78 shares in the last quarter. Jump Financial LLC acquired a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at about $1,475,000. Finally, Betterment LLC raised its holdings in JPMorgan Chase & Co. by 27.5% in the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock valued at $571,000 after acquiring an additional 425 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Buying and Selling

In related news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the sale, the chief financial officer directly owned 32,438 shares in the company, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were 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 directly owned 85,082 shares in the company, valued at $26,326,072.44. The trade was a 5.47% 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. In the last ninety days, insiders sold 33,623 shares of company stock valued at $10,427,835. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Trading Up 2.0%

Shares of JPMorgan Chase & Co. stock opened at $333.97 on Thursday. The firm has a market capitalization 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. has a fifty-two week low of $279.10 and a fifty-two week high of $343.45. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The stock has a 50 day moving average of $312.52 and a 200 day moving average of $308.82.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter last year, the firm earned $5.07 earnings per share. The firm’s quarterly revenue was up 10.0% compared to the same quarter last year. As a group, research analysts predict that JPMorgan Chase & Co. will post 22.75 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

JPMorgan Chase & Co. News Roundup

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.

Analyst Ratings Changes

Several research analysts have recently weighed in on JPM shares. Morgan Stanley boosted their target price on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the stock an “equal weight” rating in a report on Monday. Truist Financial lifted their price objective on JPMorgan Chase & Co. from $332.00 to $344.00 and gave the stock a “hold” rating in a research report on Friday, June 26th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $340.88.

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.