JPMorgan Chase & Co. $JPM Shares Sold by 1ST Source Bank

1ST Source Bank lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 66,000 shares of the financial services provider’s stock after selling 1,805 shares during the quarter. JPMorgan Chase & Co. accounts for 1.1% of 1ST Source Bank’s portfolio, making the stock its 17th largest position. 1ST Source Bank’s holdings in JPMorgan Chase & Co. were worth $20,818,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of JPM. Brighton Jones LLC increased 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 valued at $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Acorns Advisers LLC boosted its holdings in JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after purchasing an additional 100 shares during the period. Ignite Planners LLC increased its stake in JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after purchasing an additional 78 shares during the last quarter. United Bank raised its holdings in shares of JPMorgan Chase & Co. by 5.2% during the second quarter. United Bank now owns 28,014 shares of the financial services provider’s stock worth $8,122,000 after purchasing an additional 1,392 shares during the period. Finally, Schnieders Capital Management LLC. lifted its position in shares of JPMorgan Chase & Co. by 0.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 60,730 shares of the financial services provider’s stock worth $17,606,000 after buying an additional 565 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 432 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the sale, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the transaction, the chief financial officer owned 23,804 shares of the company’s stock, valued at $7,294,021.68. This trade represents a 10.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by corporate insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: J.P. Morgan Asset Management bolstered its private-wealth alternatives team with senior hires to deepen advisor coverage and grow fee-bearing businesses, a revenue-positive move for the asset-management franchise. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
• Positive Sentiment: JPMorgan is expanding its physical footprint (160+ new branches, ~600 renovations) and increasing AI investment — a long-term growth and distribution push that should support deposit growth and fee income. How JPMorgan’s Nationwide Branch and Community Center Expansion Will Impact JPMorgan Chase (JPM) Investors
• Neutral Sentiment: JPMorgan published its 2027 earnings-call schedule (dates for each quarter), a routine disclosure that helps investors plan but has no direct earnings surprise. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Neutral Sentiment: JPMorgan’s leadership on stablecoin regulation and comments that stablecoin issuers paying interest should face bank-like rules signal the firm’s regulatory stance; this is strategic positioning more than an immediate earnings driver. JPMorgan CEO Jamie Dimon Pushes Bank Rules for Stablecoin Issuers
• Negative Sentiment: CEO Jamie Dimon’s public warnings — citing rising complacency in markets and a potentially worse-than-normal credit cycle — are shifting investor sentiment toward risk-off for banks, increasing concern about future loan losses and capital needs. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
• Negative Sentiment: Geopolitical tensions (Strait of Hormuz disruption / Iran conflict) and JPMorgan analyses warning of materially higher oil prices are elevating macro and inflation risk — a headwind for investor sentiment and a source of uncertainty for credit and markets exposure. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait’s Oil Flows In Under Two Weeks JPMorgan: Oil Prices Could Hit $120 Per Barrel

Wall Street Analysts Forecast Growth

JPM has been the subject of a number of recent research reports. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Weiss Ratings reissued a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price objective for the company in a research report on Tuesday, February 3rd. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $339.55.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $299.43 on Thursday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The business’s 50-day moving average price is $311.90 and its 200 day moving average price is $308.64. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The firm has a market cap of $807.57 billion, a P/E ratio of 14.96, a PEG ratio of 1.24 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the prior year, the company earned $4.81 EPS. JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. As a group, sell-side analysts predict 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 declared a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

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.