JPMorgan Chase & Co. $JPM Shares Acquired by First National Trust Co

First National Trust Co increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 178,857 shares of the financial services provider’s stock after purchasing an additional 1,772 shares during the quarter. JPMorgan Chase & Co. comprises about 1.9% of First National Trust Co’s portfolio, making the stock its 11th biggest holding. First National Trust Co’s holdings in JPMorgan Chase & Co. were worth $57,631,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Legal & General Group Plc lifted its holdings in JPMorgan Chase & Co. by 3.3% in the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock worth $5,964,459,000 after purchasing an additional 607,025 shares during the period. Fisher Asset Management LLC lifted 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 last quarter. Invesco Ltd. lifted 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 last quarter. Boston Partners lifted 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 last quarter. Finally, California Public Employees Retirement System lifted 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 last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

JPM has been the subject of a number of research analyst reports. Wells Fargo & Company cut their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Royal Bank Of Canada reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Finally, DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus price target of $339.08.

JPMorgan Chase & Co. Trading Down 0.8%

NYSE:JPM opened at $296.84 on Tuesday. The stock’s 50 day moving average price is $302.65 and its 200 day moving average price is $306.58. JPMorgan Chase & Co. has a 52 week low of $260.31 and a 52 week high of $337.25. The company has a market capitalization of $795.38 billion, a P/E ratio of 14.22, a P/E/G ratio of 1.46 and a beta of 1.00. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the prior year, the company posted $5.07 earnings per share. The firm’s revenue was up 10.0% on a year-over-year basis. On average, research analysts forecast that JPMorgan Chase & Co. will post 22.4 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company 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 2.0%. 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: JPMorgan’s Q2 2026 fee income is expected to rise, with markets revenue likely up 11% and investment banking fees up 10%, driven by volatility and stronger deal-making. JPMorgan’s Bullish Q2 Outlook Highlights Fee Income Potential
• Positive Sentiment: JPMorgan was highlighted in analyst and industry roundups as a preferred large-cap financial stock, reinforcing investor confidence in its earnings durability and valuation. The Zacks Analyst Blog Highlights JPMorgan Chase, GE Aerospace, Western Digital, Syntec Optics and Investors Title
• Positive Sentiment: Several market commentaries argued JPMorgan should hold up well even if the Fed hikes again, since higher rates can benefit the bank’s deposit franchise and net interest income. If the Fed Hikes Again, These 3 Financial Stocks Should Still Hold Up

Insider Transactions at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 9,136 shares of the 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 transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the transaction, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This represents a 10.54% 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. Over the last three months, insiders have sold 28,589 shares of company stock worth $8,747,496. Corporate insiders own 0.41% of the company’s stock.

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.