Audent Global Asset Management LLC Trims Stake in JPMorgan Chase & Co. $JPM

Audent Global Asset Management LLC cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 51.2% in the first quarter, HoldingsChannel reports. The firm owned 6,208 shares of the financial services provider’s stock after selling 6,507 shares during the period. JPMorgan Chase & Co. comprises about 1.9% of Audent Global Asset Management LLC’s investment portfolio, making the stock its 20th largest holding. Audent Global Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,826,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Morgan Stanley boosted its stake in shares of JPMorgan Chase & Co. by 1.4% during the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock valued at $21,390,662,000 after purchasing an additional 939,421 shares in the last quarter. Norges Bank bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at $11,396,496,000. Bank of New York Mellon Corp boosted its position in JPMorgan Chase & Co. by 5.4% during the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after acquiring an additional 1,194,583 shares in the last quarter. Legal & General Group Plc increased its holdings in shares of JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after acquiring an additional 110,586 shares during the period. Finally, Fisher Asset Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 1.9% in the 4th quarter. Fisher Asset Management LLC now owns 16,018,656 shares of the financial services provider’s stock valued at $5,161,532,000 after acquiring an additional 296,213 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on JPM. HSBC upped their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. Citigroup raised their target price on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research note on Monday. Barclays lifted their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, July 15th. Morgan Stanley reiterated a “positive” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Finally, Robert W. Baird raised their price objective on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $358.67.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan posted record Q2 2026 results, with record revenue across all business lines and net income of $16.9 billion, underscoring strong underlying business momentum. JPMorgan Chase (JPM) Q2 2026 Earnings Call Transcript
• Positive Sentiment: Analysts and media outlets highlighted JPM as one of the top big-bank picks after strong earnings and an improving outlook, which supports the stock’s valuation narrative. Buy 3 Top-Ranked Big Investment Banks Amid Solid Q2 Earnings & Outlook
• Positive Sentiment: JPMorgan stock was noted as being on track for its longest weekly winning streak since early 2024 after the earnings beat, showing momentum traders are still piling in. QUICK SPARK: JPMorgan Stock Eyes Longest Weekly Winning Streak Since Early 2024
• Positive Sentiment: Coverage around JPMorgan’s AI adoption suggested automation is already reducing costs in some units, which could help protect margins even if revenue growth moderates. Jamie Dimon Says AI Has Already Cut 30% to 40% of Jobs in Some JPMorgan Units
• Positive Sentiment: Reports that JPMorgan may help finance Japan’s $550 billion U.S. investment plan and other large global deals point to additional fee opportunities. JPMorgan, other US banks set to help finance Japan’s $550 billion US investment plan, sources say
• Neutral Sentiment: Jamie Dimon repeated warnings about macro risks, bond market stress, and geopolitical uncertainty. These comments do not directly change JPM’s fundamentals, but they can temper enthusiasm for bank stocks if investors become more cautious. ‘Worse than people expect’: Jamie Dimon sounds alarm about the next credit crisis
• Neutral Sentiment: Several articles focused on Dimon’s broader market commentary, including his view that stocks and long-term Treasurys look expensive; while notable, this is more about market caution than JPM’s own operating results. JPMorgan CEO Urges Investor Patience

JPMorgan Chase & Co. Stock Up 1.0%

NYSE:JPM opened at $348.72 on Thursday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.86. The company’s fifty day moving average price is $321.65 and its 200-day moving average price is $310.67. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $351.24. The firm has a market capitalization of $934.39 billion, a P/E ratio of 14.94, a PEG ratio of 1.52 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the previous year, the firm posted $4.96 earnings per share. The firm’s quarterly revenue was up 27.7% on a year-over-year basis. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 23.59 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be paid 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 dividend yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

Insiders Place Their Bets

In other news, COO Jennifer Piepszak sold 4,919 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were 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 of the company’s stock, valued at $26,326,072.44. This trade represents a 5.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 JPMorgan Chase & Co. stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was a 11.78% 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. In the last 90 days, insiders have sold 18,876 shares of company stock worth $5,907,051. Corporate insiders own 0.41% of the company’s stock.

About JPMorgan Chase & Co.

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.