JPMorgan Chase & Co. $JPM Stake Cut by Border to Coast Pensions Partnership Ltd

Border to Coast Pensions Partnership Ltd lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 399,401 shares of the financial services provider’s stock after selling 30,836 shares during the period. JPMorgan Chase & Co. makes up about 2.0% of Border to Coast Pensions Partnership Ltd’s portfolio, making the stock its 9th biggest holding. Border to Coast Pensions Partnership Ltd’s holdings in JPMorgan Chase & Co. were worth $117,848,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in JPM. Timmons Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. in the 4th quarter worth approximately $27,000. MBM Wealth Consultants LLC acquired a new position in JPMorgan Chase & Co. during the 1st quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of JPMorgan Chase & Co. in the fourth quarter worth $32,000. Osbon Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $35,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $35,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on JPM. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. UBS Group dropped their price target on JPMorgan Chase & Co. from $380.00 to $375.00 in a research note on Wednesday, May 6th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Morgan Stanley raised their price objective on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the stock an “equal weight” rating in a research note on Monday. Finally, Piper Sandler lifted their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock 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.com, the stock has a consensus rating of “Hold” and a consensus price target of $340.88.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan announced a $50 billion share buyback and a 10% dividend increase after passing the Federal Reserve’s 2026 stress test, reinforcing the bank’s strong capital position and shareholder-return story. America’s Biggest Banks Passed Their Stress Tests. Now They’re Showering Investors With Cash.
• Positive Sentiment: Several research notes highlighted JPMorgan’s earnings and price momentum, and Zacks upgraded the stock to Buy, signaling optimism about profit trends and near-term upside. JPMorgan Chase & Co. (JPM) Upgraded to Buy: Here’s Why
• Positive Sentiment: Analysts and media coverage also pointed to JPMorgan’s AI leadership and strong strategic positioning, which may support longer-term growth expectations. What a global ranking of banks on AI prowess says about the tech’s ‘flywheel’ effect
• Neutral Sentiment: Reports that JPMorgan is backing the crypto CLARITY Act only with “durable safeguards” suggest it remains engaged in the policy debate, but the stance is more about risk management than a clear earnings catalyst. JPMorgan Says Crypto Regulatory Clarity Matters Only If ‘Paired With Durable Safeguards,’ Flags Stablecoin Yield Risks
• Neutral Sentiment: Coverage of JPMorgan’s succession planning and leadership reshuffle keeps the long-term transition to the post-Dimon era in focus, but it is not an immediate fundamental change. Focus: As JPMorgan succession takes shape, insiders say this time it is for real
• Negative Sentiment: JPMorgan’s name also surfaced in a few cautionary headlines, including a dispute over a wrongful-termination verdict and commentary on potential stablecoin and shadow-banking risks, which may be adding some noise around the stock. JPMorgan Pushes for Reform Following $4 Million Deli Meat Verdict

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $326.91 on Wednesday. The firm’s fifty day moving average is $312.17 and its two-hundred day moving average is $308.70. The firm has a market cap of $875.96 billion, a price-to-earnings ratio of 15.66, a PEG ratio of 1.51 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. has a one year low of $279.10 and a one year high of $343.45.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter in the previous year, the firm posted $5.07 EPS. The company’s revenue for the quarter was up 10.0% on a year-over-year basis. Research analysts expect that JPMorgan Chase & Co. will post 22.72 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend 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 presently 28.74%.

Insiders Place Their Bets

In related news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the 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 sale, the chief operating officer directly owned 85,082 shares in the company, valued at $26,326,072.44. This trade represents a 5.47% decrease in their ownership of the stock. 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 90 days, insiders have sold 33,623 shares of company stock worth $10,427,835. 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.