JPMorgan Chase & Co. $JPM Stock Position Reduced by Abel Hall LLC

Abel Hall LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 36.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,096 shares of the financial services provider’s stock after selling 4,152 shares during the period. JPMorgan Chase & Co. comprises about 0.4% of Abel Hall LLC’s investment portfolio, making the stock its 25th biggest holding. Abel Hall LLC’s holdings in JPMorgan Chase & Co. were worth $2,087,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Fidelis Capital Partners LLC grew its stake in JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after buying an additional 5,101 shares during the last quarter. Howard Capital Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after acquiring an additional 3,976 shares during the last quarter. Newbridge Financial Services Group Inc. boosted its holdings in shares of JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after acquiring an additional 3,027 shares in the last quarter. Brighton Jones LLC boosted its holdings in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Finally, KTF Investments LLC bought a new stake in JPMorgan Chase & Co. during the 4th quarter worth approximately $6,449,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines 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

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $335.20 on Friday. The firm has a market cap of $898.17 billion, a price-to-earnings ratio of 16.05, a PEG ratio of 1.51 and a beta of 0.99. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $343.45. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The stock has a 50-day moving average price of $315.32 and a 200 day moving average price of $309.60.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 net margin of 20.66% and a return on equity of 17.54%. The business’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period last year, the firm earned $5.07 earnings per share. Research analysts expect that JPMorgan Chase & Co. will post 22.82 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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 dividend of $1.50 per share. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.8%. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, 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 completion of the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. 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 90 days, insiders sold 33,623 shares of company stock valued at $10,427,835. Corporate insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on JPM. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Thursday, June 25th. Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research note on Monday. The Goldman Sachs Group set a $361.00 price target on JPMorgan Chase & Co. in a report on Tuesday, April 14th. Royal Bank Of Canada reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $345.33.

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.