Beacon Financial Advisory LLC Sells 2,551 Shares of JPMorgan Chase & Co. $JPM

Beacon Financial Advisory LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 18.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,564 shares of the financial services provider’s stock after selling 2,551 shares during the period. JPMorgan Chase & Co. makes up 0.9% of Beacon Financial Advisory LLC’s portfolio, making the stock its 21st biggest position. Beacon Financial Advisory LLC’s holdings in JPMorgan Chase & Co. were worth $3,726,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JPM. Brighton Jones LLC boosted its holdings 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 during the last quarter. Acorns Advisers LLC lifted its holdings in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after purchasing an additional 100 shares in the last quarter. Ignite Planners LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after purchasing an additional 78 shares in the last quarter. Jump Financial LLC bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $1,475,000. Finally, Betterment LLC lifted its holdings in shares of JPMorgan Chase & Co. by 27.5% during the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider’s stock valued at $571,000 after purchasing an additional 425 shares in the last quarter. Institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on JPM shares. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. 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. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Finally, Piper Sandler lifted their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average 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: JPMorgan’s trading desk and broader market commentary point to a “risk-on” move that favors banks, as easing oil shock fears and lower rate-cut expectations support financial stocks. Stock Market Poised for ‘Broad Risk-On Impulse,’ Says JPMorgan
• Positive Sentiment: Reports that JPMorgan Chase is planning to expand its Chase digital bank into at least three additional European countries, with France, Spain and Italy among the markets under consideration, suggest a new long-term growth opportunity. JPMorgan mulls Chase expansion into Europe’s largest markets, FT reports
• Positive Sentiment: JPMorgan also highlighted that the AI buildout is becoming a major financing opportunity, reinforcing the bank’s role as a key lender and capital markets provider in a large new funding cycle. The AI Boom Is Becoming A $4.1 Trillion Debt Story, JPMorgan Says
• Neutral Sentiment: JPMorgan Chase & Co. announced it will host its second-quarter 2026 earnings call on July 14, keeping investors focused on upcoming results but not changing fundamentals by itself. JPMorganChase to Host Second-Quarter 2026 Earnings Call
• Neutral Sentiment: Articles noting that JPM has attracted investor attention and is trading near recent highs mainly reflect strong sentiment and momentum rather than new company-specific financial data. JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

JPMorgan Chase & Co. Trading Up 3.7%

NYSE JPM opened at $331.13 on Wednesday. The stock has a market capitalization of $887.27 billion, a price-to-earnings ratio of 15.86, a PEG ratio of 1.56 and a beta of 1.00. The stock’s 50 day moving average price is $307.51 and its two-hundred day moving average price is $307.30. 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. has a 52 week low of $267.80 and a 52 week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released 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. The firm had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $5.07 EPS. As a group, analysts anticipate that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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 paid 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 payout ratio is presently 28.74%.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total value of $935,037.02. Following the sale, the chief financial officer owned 32,438 shares in the company, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The shares were 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. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 28,589 shares of company stock worth $8,747,496. 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.