JPMorgan Chase & Co. $JPM Holdings Trimmed by Pzena Investment Management LLC

Pzena Investment Management LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 337,262 shares of the financial services provider’s stock after selling 5,128 shares during the quarter. Pzena Investment Management LLC’s holdings in JPMorgan Chase & Co. were worth $99,209,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Heritage Oak Wealth Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 28.9% during the first quarter. Heritage Oak Wealth Advisors LLC now owns 976 shares of the financial services provider’s stock valued at $287,000 after buying an additional 219 shares in the last quarter. TSG Advice Partners LLC lifted its stake in JPMorgan Chase & Co. by 2.0% in the 1st quarter. TSG Advice Partners LLC now owns 10,563 shares of the financial services provider’s stock worth $3,107,000 after acquiring an additional 203 shares in the last quarter. KPP Advisory Services LLC lifted its stake in JPMorgan Chase & Co. by 7.9% in the 1st quarter. KPP Advisory Services LLC now owns 19,285 shares of the financial services provider’s stock worth $5,673,000 after acquiring an additional 1,420 shares in the last quarter. BetterWealth LLC boosted its position in JPMorgan Chase & Co. by 43.0% during the 1st quarter. BetterWealth LLC now owns 905 shares of the financial services provider’s stock worth $266,000 after acquiring an additional 272 shares during the period. Finally, Eagle Bluffs Wealth Management LLC boosted its position in JPMorgan Chase & Co. by 1.2% during the 1st quarter. Eagle Bluffs Wealth Management LLC now owns 13,047 shares of the financial services provider’s stock worth $3,838,000 after acquiring an additional 160 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In other news, COO Jennifer Piepszak sold 9,136 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the sale, the chief operating officer owned 90,001 shares in the company, valued at approximately $27,590,706.56. This represents a 9.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the transaction, the chief financial officer directly owned 35,460 shares in the company, valued at approximately $10,870,263. This represents a 13.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 33,623 shares of company stock valued at $10,427,835 over the last three months. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Stock Up 0.7%

NYSE JPM traded up $2.50 during trading on Tuesday, reaching $340.22. The company’s stock had a trading volume of 785,742 shares, compared to its average volume of 10,027,932. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The stock has a market capitalization of $911.63 billion, a PE ratio of 16.33, a PEG ratio of 1.53 and a beta of 0.99. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $343.45. The business has a 50-day moving average price of $313.35 and a 200-day moving average price of $309.02.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. JPMorgan Chase & Co.’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $5.07 EPS. On average, research analysts forecast that JPMorgan Chase & Co. will post 22.76 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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 issued a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Wells Fargo raised its price target on JPMorgan Chase to $360 and kept an overweight rating, signaling continued upside expectations for the bank. Benzinga/The Fly report
• Positive Sentiment: Analysts expect strong second-quarter results for large Wall Street banks, helped by a surge in trading activity and deal fees, including activity tied to the SpaceX IPO. Reuters
• Positive Sentiment: JPMorgan’s own strategists have been constructive on risk assets, including recommending investors buy the semiconductor pullback and highlighting a broader market recovery later in 2026. Yahoo Finance/Investing.com
• Positive Sentiment: The bank was also cited in reports about large U.S. banks exploring a possible Fiserv debit-network deal, which could eventually give major issuers more leverage over debit-fee economics. Reuters
• Neutral Sentiment: JPMorgan was mentioned in reports about adding a high-yield dividend stock to its July U.S. Equity Analyst Focus List, but the article does not indicate a direct change to JPM’s own fundamentals. 24/7 Wall St.
• Neutral Sentiment: JPMorgan is expected to report earnings soon, keeping investor attention focused on whether trading, investment banking, and lending strength can translate into another beat. American Banking News
• Negative Sentiment: CEO Jamie Dimon reiterated that JPMorgan wants to fight stablecoin yield rules in the proposed CLARITY Act, underscoring ongoing regulatory and policy risk in digital assets. Motley Fool

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Thursday, June 25th. Evercore restated an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a report on Monday. Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. HSBC upped their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research note on Monday, May 4th. Finally, Wells Fargo & Company increased their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $342.50.

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.