JPMorgan Chase & Co. $JPM Shares Sold by Exchange Traded Concepts LLC

Exchange Traded Concepts LLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 18.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 60,353 shares of the financial services provider’s stock after selling 13,844 shares during the quarter. Exchange Traded Concepts LLC’s holdings in JPMorgan Chase & Co. were worth $19,447,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC grew its holdings in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the third quarter worth $35,000. Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. in the fourth quarter worth $52,000. Finally, Collier Financial acquired a new stake in JPMorgan Chase & Co. in the third quarter valued at $60,000. Institutional investors and hedge funds 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: JPMorgan launched the multi‑year “American Dream Initiative” committing roughly $80B to U.S. small‑business lending, hiring 1,000 bankers and targeted local investments — a direct growth play that can expand client volumes and fee income over time. BusinessWire: American Dream Initiative
• Positive Sentiment: JPMorgan’s Kinexys blockchain is gaining institutional traction — Mitsubishi Corporation will adopt the platform for cross‑border transfers as JPMorgan pushes toward $10B daily volumes. This strengthens transaction‑service revenue and positions the bank in high‑growth payments infrastructure. Zacks: Kinexys/Mitsubishi Tie-Up
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” on JPM with a $325 price target (down from $345) — still constructive but signals more modest near‑term upside. Benzinga: Piper Sandler Note
• Neutral Sentiment: Former JPM strategist commentary (Marko Kolanovic) warns the broader rally may lack durable catalysts — a market‑level caution that could weigh on bank shares if volatility persists. TipRanks: Rally May Not Last
• Negative Sentiment: Investors raised concerns about terms on JPMorgan‑led $7.2B financing tied to Sealed Air, creating underwriting and syndication risk and sparking investor pushback that could pressure fees or force repricing. Bloomberg: Sealed Air Deal Issues
• Negative Sentiment: JPMorgan must face a Wells Fargo lawsuit over a troubled $481M commercial‑real‑estate loan — a legal outcome could produce direct losses or reputational effects depending on judgment. Reuters: Wells Fargo Lawsuit
• Negative Sentiment: Truist trimmed its JPM price target slightly, citing macro pressures — a modest analyst downgrade that could cap near‑term upside if macro risks (oil, geopolitics) persist. Yahoo/InsiderMonkey: Truist Cut

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $294.26 on Wednesday. The business’s fifty day moving average price is $299.32 and its two-hundred day moving average price is $307.45. The stock has a market cap of $793.63 billion, a PE ratio of 14.71, a price-to-earnings-growth ratio of 1.35 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the previous year, the firm posted $4.81 earnings per share. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. On average, analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.

Analyst Ratings Changes

Several equities research analysts have commented on JPM shares. Truist Financial decreased their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $337.83.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.80, for a total value of $1,064,771.20. Following the transaction, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the sale, the chief executive officer directly owned 111,279 shares in the company, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 in the last ninety days. Company insiders own 0.47% 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.