Bravias Capital Group LLC Sells 1,608 Shares of JPMorgan Chase & Co. $JPM

Posted by Renee Jackson on Jul 10th, 2026

Bravias Capital Group LLC lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 37.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,657 shares of the financial services provider’s stock after selling 1,608 shares during the quarter. Bravias Capital Group LLC’s holdings in JPMorgan Chase & Co. were worth $782,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of JPM. Peak Financial Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 4.9% in the first quarter. Peak Financial Management Inc. now owns 778 shares of the financial services provider’s stock valued at $229,000 after purchasing an additional 36 shares in the last quarter. Mount Vernon Associates Inc. MD boosted its stake in JPMorgan Chase & Co. by 1.6% in the 1st quarter. Mount Vernon Associates Inc. MD now owns 24,644 shares of the financial services provider’s stock valued at $7,249,000 after buying an additional 383 shares in the last quarter. St. Johns Investment Management Company LLC grew its holdings in shares of JPMorgan Chase & Co. by 4.1% in the 1st quarter. St. Johns Investment Management Company LLC now owns 11,878 shares of the financial services provider’s stock worth $3,494,000 after purchasing an additional 472 shares during the last quarter. Montrusco Bolton Investments Inc. increased its holdings in shares of JPMorgan Chase & Co. by 23.9% during the first quarter. Montrusco Bolton Investments Inc. now owns 1,246,180 shares of the financial services provider’s stock worth $356,018,000 after buying an additional 240,754 shares in the last quarter. Finally, Integral Investment Advisors Inc. raised its holdings in shares of JPMorgan Chase & Co. by 2.8% in the first quarter. Integral Investment Advisors Inc. now owns 15,769 shares of the financial services provider’s stock valued at $4,639,000 after buying an additional 433 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Up 1.4%

Shares of JPM stock opened at $335.20 on Friday. The stock has a market cap of $898.17 billion, a P/E ratio of 16.05, a price-to-earnings-growth ratio of 1.51 and a beta of 0.99. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $343.45. The stock has a 50 day simple moving average of $315.32 and a 200 day simple moving average of $309.60.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The company had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same period in the previous year, the company earned $5.07 EPS. The business’s revenue for the quarter was up 10.0% compared to the same quarter last year. On average, research analysts predict that JPMorgan Chase & Co. will post 22.82 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

Insider Activity

In other news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the completion of the sale, the chief operating officer owned 90,001 shares in the company, valued at $27,590,706.56. The trade was a 9.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 33,623 shares of company stock valued at $10,427,835. Insiders own 0.41% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan is expanding its investment-banking reach with a new small-cap and mid-cap advisory push, which could open a fresh revenue stream from companies valued between $100 million and $500 million. JPMorgan to pursue smaller deals in latest growth push
Positive Sentiment: Analysts remain constructive on JPM ahead of Q2 results, with Wall Street expecting solid earnings and revenue growth and some firms highlighting improving estimates and strong profitability. Unveiling JPMorgan Chase & Co. (JPM) Q2 Outlook: Wall Street Estimates for Key Metrics
Positive Sentiment: JPMorgan is also being cited as a beneficiary of stronger capital returns, including a higher dividend and a large buyback authorization, which supports the stock’s appeal to income-focused investors. Why JPMorgan’s (JPM) Dividend Hike and $50 Billion Buyback Make It a Strong Capital-Return Tax Case
Positive Sentiment: Several recent articles frame JPM as a high-quality bank stock heading into earnings, with support from strong profits, AI-related initiatives, and favorable sector trends. Buy 5 Financial Transaction Stocks to Enhance Your Portfolio Returns
Neutral Sentiment: JPMorgan’s positions in overseas companies such as Healius and Umicore fell below disclosure thresholds, but these updates appear to be routine portfolio changes rather than major catalysts for JPM shares. JPMorgan Group Drops Below Substantial Holder Threshold in Healius Umicore – Transparency notification by JP Morgan Chase & Co.
Neutral Sentiment: Commentary around JPMorgan’s stablecoin views, its SambaNova AI partnership, and broader market chatter adds to the bullish narrative, but these items are still more thematic than immediate earnings drivers. Jamie Dimon Said the Clarity Act’s Stablecoin Rules Will “Blow Up” the System Intel-Backed SambaNova Raises $1Billion

Analyst Ratings Changes

JPM has been the topic of several analyst reports. HSBC increased their price objective 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 restated 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 target price on shares of JPMorgan Chase & Co. in a report on Monday. Piper Sandler raised their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Finally, DZ Bank restated 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 assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $345.33.

View Our Latest Stock Report 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.