JPMorgan Chase & Co. $JPM Shares Sold by Modera Wealth Management LLC

Modera Wealth Management LLC decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.9% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 222,193 shares of the financial services provider’s stock after selling 4,312 shares during the period. Modera Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $70,086,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Geode Capital Management LLC raised its position in JPMorgan Chase & Co. by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after buying an additional 300,160 shares during the last quarter. Norges Bank acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter worth $10,295,209,000. Laurel Wealth Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares during the last quarter. Invesco Ltd. raised its holdings in shares of JPMorgan Chase & Co. by 4.2% during the second quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after purchasing an additional 577,860 shares during the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in JPMorgan Chase & Co. by 1.0% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock valued at $2,181,338,000 after purchasing an additional 76,413 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 15,834 shares of company stock valued at $4,951,910 over the last three months. 0.47% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on JPM shares. Robert W. Baird set a $280.00 price target on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Hold” and an average price target of $336.82.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $308.30 on Tuesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The business has a 50 day simple moving average of $314.95 and a 200-day simple moving average of $306.55. The firm has a market capitalization of $839.28 billion, a PE ratio of 15.41, a price-to-earnings-growth ratio of 1.49 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm posted $4.81 earnings per share. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan analysts remain strongly bullish on gold, calling for a sizable rally later this year — a view that positions the bank to benefit via trading and advisory revenue if volatility continues. JPMorgan Sees $6,300 Rally by Year-End
• Positive Sentiment: JPMorgan’s public call to “buy gold on weakness” reinforces its role as a go-to macro house — this visibility can boost client flows and trading volumes in commodities products. JPMorgan Chase (JPM) Tells Investors to ‘Buy Gold on Weakness’
• Neutral Sentiment: JPMorgan remains in the headlines for analyst activity (stock picks and sector calls) and is a trending stock on retail/analyst platforms — increased attention can amplify short-term flows but doesn’t change fundamentals. JPMorgan Chase & Co. (JPM) Is a Trending Stock
• Neutral Sentiment: Sensational short‑term pieces (e.g., ChatGPT price guesses) and JPMorgan analyst coverage of other stocks (Barrick/Agnico) are generating headlines but are unlikely to move JPM fundamentals materially. ChatGPT Thinks JPMorgan Stock Will Close At This Price
• Negative Sentiment: JPMorgan faces fresh reputational/legal scrutiny after claims around silver-market activity tied to a historic intraday crash — any regulatory action or fines would be a direct negative for earnings and investor sentiment. JPMorgan Faces Silver Manipulation Claims
• Negative Sentiment: Political/reputational headlines: reports that JPMorgan and peers will match certain employee political contributions and commentary about lobbying against UK banker taxes could provoke public backlash or regulatory scrutiny. JPMorgan Chase and Bank of America Will Match $1,000 US Contributions to Employee ‘Trump Accounts’
• Negative Sentiment: Coverage about JPMorgan’s suggested political pressure on UK policy (FT) raises reputational risk in Europe—monitor for any regulatory or political fallout. JPMorgan should ‘threaten’ UK over banker tax, Mandelson told Epstein

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.