Town & Country Bank & Trust CO dba First Bankers Trust CO Has $7.03 Million Stake in JPMorgan Chase & Co. $JPM

Town & Country Bank & Trust CO dba First Bankers Trust CO trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,889 shares of the financial services provider’s stock after selling 1,680 shares during the period. JPMorgan Chase & Co. makes up 2.4% of Town & Country Bank & Trust CO dba First Bankers Trust CO’s investment portfolio, making the stock its 8th biggest holding. Town & Country Bank & Trust CO dba First Bankers Trust CO’s holdings in JPMorgan Chase & Co. were worth $7,027,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in JPM. Fidelis Capital Partners LLC boosted its position in shares of JPMorgan Chase & Co. by 7.9% in the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after acquiring an additional 5,101 shares during the period. Howard Capital Management Inc. increased its holdings in JPMorgan Chase & Co. by 18.2% during the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after acquiring an additional 3,976 shares during the period. Andra AP fonden increased its holdings in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after acquiring an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. lifted its stake in 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 purchasing an additional 3,027 shares in the last quarter. Finally, Banco Santander S.A. boosted its holdings in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after purchasing an additional 37,550 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Morningstar said JPMorgan is becoming increasingly attractive at current levels and highlighted it as one of the highest-quality financial stocks, reinforcing the bullish case for the bank. Article Title
• Positive Sentiment: Reports that JPMorgan is deploying agentic AI across parts of its banking operations suggest potential efficiency gains and margin support over time. Article Title
• Positive Sentiment: Recent earnings strength remains an important tailwind, as JPMorgan previously beat expectations on both EPS and revenue, backing up the stock’s premium valuation.
• Neutral Sentiment: General Counsel Stacey Friedman sold 5,467 shares under a pre-arranged 10b5-1 trading plan; the sale may draw attention, but the scheduled nature of the trade makes it a limited signal on fundamentals. Article Title
• Neutral Sentiment: Several headlines referenced JPMorgan strategists discussing market risks such as Fed policy, institutional rebalancing, and inflation; these are broader market themes rather than direct JPMorgan-specific catalysts.

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,467 shares of the 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 transaction, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This trade represents a 11.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction 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 transaction, the chief operating officer owned 85,082 shares in the company, valued at approximately $26,326,072.44. The trade was a 5.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 33,623 shares of company stock worth $10,427,835. 0.41% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, May 6th. Royal Bank Of Canada reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Jefferies Financial Group restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Finally, Truist Financial upped their target price on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $339.08.

JPMorgan Chase & Co. Price Performance

JPM opened at $334.95 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 stock has a market capitalization of $897.50 billion, a P/E ratio of 16.04, a PEG ratio of 1.54 and a beta of 1.00. The stock has a 50-day moving average price of $310.11 and a 200-day moving average price of $308.02. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $338.09.

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 for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The company 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%.JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period last year, the firm posted $5.07 EPS. Equities analysts predict that JPMorgan Chase & Co. will post 22.44 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared 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 of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

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.