GLOBALT Investments LLC GA Sells 2,202 Shares of JPMorgan Chase & Co. $JPM

Posted by ABMN Staff on May 27th, 2026

GLOBALT Investments LLC GA reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 68,004 shares of the financial services provider’s stock after selling 2,202 shares during the quarter. JPMorgan Chase & Co. comprises 0.8% of GLOBALT Investments LLC GA’s holdings, making the stock its 26th largest position. GLOBALT Investments LLC GA’s holdings in JPMorgan Chase & Co. were worth $21,912,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Legal & General Group Plc raised its holdings in JPMorgan Chase & Co. by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after acquiring an additional 607,025 shares during the period. Fisher Asset Management LLC raised its holdings in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock valued at $4,959,330,000 after acquiring an additional 347,033 shares during the period. Invesco Ltd. raised its holdings in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock valued at $4,622,675,000 after acquiring an additional 322,735 shares during the period. Boston Partners raised its holdings in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock valued at $2,360,045,000 after acquiring an additional 168,184 shares during the period. Finally, California Public Employees Retirement System raised its holdings in JPMorgan Chase & Co. by 19.6% in the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock valued at $2,086,806,000 after acquiring an additional 1,082,913 shares during the period. 71.55% of the stock is owned by institutional investors.

Insider Activity

In related news, insider Robin Leopold sold 433 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the sale, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the sale, the chief operating officer owned 85,082 shares in the company, valued at $26,326,072.44. This represents a 5.47% decrease in their position. 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 quarter, insiders have sold 28,589 shares of company stock worth $8,747,496. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $306.81 on Wednesday. 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 firm has a market capitalization of $822.10 billion, a price-to-earnings ratio of 14.69, a P/E/G ratio of 1.49 and a beta of 1.03. The firm’s 50 day simple moving average is $301.79 and its 200 day simple moving average is $307.06. JPMorgan Chase & Co. has a 1 year low of $260.31 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly 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. The business 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%. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter last year, the business posted $5.07 EPS. As a group, research analysts expect that JPMorgan Chase & Co. will post 22.43 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared 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. The ex-dividend date 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 (DPR) is currently 28.74%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on JPM shares. HSBC increased their price target 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. Daiwa Securities Group lowered their price target on shares of JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, May 6th. Finally, Robert W. Baird set a $295.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $339.08.

Read Our Latest Analysis on JPM

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan and other major U.S. banks cleared the Fed and FDIC review of their 2025 living wills, removing a key regulatory hurdle and easing concerns about capital/planning scrutiny. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
Positive Sentiment: JPMorgan is expanding its AI use in investment banking, signaling a push toward automation and tech-enabled productivity that could improve efficiency over time. JPMorgan Expands AI Push as Banking Jobs Enter Transition Phase
Positive Sentiment: JPMorgan strategists said markets may be overpricing the risk of interest-rate hikes, a view that supports defensive stock leadership and suggests room for selective equity gains. JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes
Neutral Sentiment: JPMorgan continues to highlight low-volatility and income-focused ETF products, which may support asset-management flows, but these items are not a direct driver of the bank’s core earnings outlook. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
Neutral Sentiment: Separately, JPMorgan warned that rising oil prices and geopolitical stress could hurt growth and end the U.S. “Goldilocks” backdrop, which is a macro risk for banks and the broader market. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy
Negative Sentiment: JPMorgan’s warning that the Iran conflict and higher energy costs could trigger a negative growth shock raises recession risk, which could weigh on loan demand and credit quality if conditions worsen. Trump’s Iran War Has Killed ‘Goldilocks’ Scenario For The US Economy

JPMorgan Chase & Co. 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.