Northeast Investment Management Sells 1,911 Shares of JPMorgan Chase & Co. $JPM

Northeast Investment Management trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 193,920 shares of the financial services provider’s stock after selling 1,911 shares during the quarter. JPMorgan Chase & Co. accounts for about 2.4% of Northeast Investment Management’s holdings, making the stock its 11th largest position. Northeast Investment Management’s holdings in JPMorgan Chase & Co. were worth $62,485,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew 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 buying an additional 4,841 shares in the last quarter. Acorns Advisers LLC boosted its holdings in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after purchasing an additional 100 shares in the last quarter. Ignite Planners LLC boosted its holdings in shares of JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after purchasing an additional 78 shares in the last quarter. Jump Financial LLC purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter worth about $1,475,000. Finally, Betterment LLC boosted its holdings in shares of JPMorgan Chase & Co. by 27.5% in the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock worth $571,000 after purchasing an additional 425 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Up 0.4%

JPM opened at $303.13 on Friday. The business has a 50 day simple moving average of $300.47 and a two-hundred day simple moving average of $307.14. The firm has a market capitalization of $812.24 billion, a price-to-earnings ratio of 14.52, a PEG ratio of 1.47 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a one year low of $256.00 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced 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 firm had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the prior year, the company earned $5.07 EPS. The business’s revenue was up 10.0% compared to the same quarter last year. Analysts predict that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on JPM. Argus upped their price objective on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. UBS Group cut their price objective on JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Finally, Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fifteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $339.08.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: CEO Jamie Dimon said JPMorgan will hire more AI specialists and fewer traditional bankers, signaling a push for efficiency and productivity gains without mass layoffs. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
• Positive Sentiment: JPMorgan rolled out AI tools across its global investment banking business, reinforcing the idea that technology investments could improve margins and competitiveness. JPMorgan rolls out AI tools in investment banking globally, senior banker says
• Positive Sentiment: JPMorgan opened its Chase digital retail bank in Germany, expanding its consumer banking footprint and creating a new long-term growth avenue in Europe. JPMorgan’s digital retail bank in Germany open for business
• Positive Sentiment: JPMorgan shareholders backed the board, pay, and governance plan at the annual meeting, reducing governance uncertainty. JPMorgan Shareholders Back Board, Pay, and Governance Approach
• Neutral Sentiment: Management also warned that interest rates could go materially higher, which is a macro risk for markets even though it may support JPMorgan’s trading activity. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
• Negative Sentiment: One recent commentary took a bearish view on valuation, arguing JPMorgan faces “capital traps” despite its scale and AI initiatives. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)

Insider Transactions at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 9,136 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total value of $2,800,732.16. Following the sale, the chief operating officer owned 90,001 shares in the company, valued at $27,590,706.56. This represents a 9.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 28,589 shares of company stock worth $8,747,496 over the last 90 days. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. 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.