Contravisory Investment Management Inc. Sells 1,750 Shares of JPMorgan Chase & Co. $JPM

Contravisory Investment Management Inc. lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 39,196 shares of the financial services provider’s stock after selling 1,750 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 2.5% of Contravisory Investment Management Inc.’s investment portfolio, making the stock its 4th largest position. Contravisory Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $12,630,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. Triangle Securities Wealth Management increased its position in JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares during the period. Andra AP fonden lifted its position in shares of JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after purchasing an additional 3,300 shares during the period. Banco Santander S.A. lifted its position in shares of 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 worth $142,767,000 after purchasing an additional 37,550 shares during the period. Brighton Jones LLC boosted its stake 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 purchasing an additional 4,841 shares during the last quarter. Finally, Rakuten Investment Management Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $11,350,000. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Erste Group slightly raised its FY2026 EPS estimate for JPMorgan, a signal that some sell‑side forecasts are moving higher and supporting forward earnings expectations. Erste raises FY2026 EPS
• Positive Sentiment: JPMorgan is launching a private‑credit fund that permits 7.5% redemptions — a product push that can expand fee income and AUM, showing the bank is innovating its asset‑management offerings. JPMorgan Plans Private Credit Fund
• Positive Sentiment: Jefferies initiated coverage with a “Hold” and $310 price target—provides a baseline analyst view implying modest upside from current levels. Jefferies starts coverage
• Neutral Sentiment: JPMorgan is conducting large corporate bond underwriting and lending activity (including a widely noted $8B bond sale tied to the EA buyout and a $3.25B credit line extended to Robinhood) — these deals add fee and interest income but expose the bank to underwriting/credit market volatility. JPMorgan launches $8B bond sale Robinhood credit line
• Neutral Sentiment: Market commentary from JPMorgan (Dimon and research notes) highlights big thematic risks and opportunities—AI disruption, a dash‑to‑cash by investors, and tactical views on Bitcoin vs. metals—informing sentiment but not an immediate earnings shock. Jamie Dimon on AI Investors move back to cash
• Negative Sentiment: An investor group (Scott+Scott) is investigating JPMorgan’s directors and officers for alleged fiduciary breaches — litigation/governance risk tends to weigh on bank shares when raised publicly. Investor alert – Scott+Scott probe
• Negative Sentiment: J.P. Morgan strategists warn of a sequential crude‑supply shock from Strait of Hormuz disruptions that could push oil higher in April—higher oil risks inflation, squeezes consumer demand and corporate margins, and is a headwind for banks via market volatility and loan stress. Map shows crude supply risk
• Negative Sentiment: Financial sector weakness (XLF and bank peers off) is pressuring JPM shares as investors de‑risk the space ahead of earnings season and amid rate/inflation uncertainty. Financial stocks decline

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $291.56 on Friday. The business’s fifty day simple moving average is $300.65 and its 200 day simple moving average is $307.64. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The firm has a market capitalization of $786.34 billion, a P/E ratio of 14.57, a price-to-earnings-growth ratio of 1.22 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last released its 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. The firm had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the company earned $4.81 earnings per share. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 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 transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. The trade was a 9.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,029 shares of company stock worth $22,195,693 over the last quarter. Insiders own 0.47% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on JPM. Jefferies Financial Group assumed coverage on JPMorgan Chase & Co. in a research note on Thursday. They set a “hold” rating and a $310.00 target price for the company. TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Finally, Robert W. Baird lifted their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research note on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $338.70.

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.