Capital Advisory Group Advisory Services LLC Reduces Holdings in JPMorgan Chase & Co. $JPM

Capital Advisory Group Advisory Services LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 44.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 3,379 shares of the financial services provider’s stock after selling 2,682 shares during the period. Capital Advisory Group Advisory Services LLC’s holdings in JPMorgan Chase & Co. were worth $1,089,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in JPM. Triangle Securities Wealth Management grew its position in shares of 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 in the last quarter. Andra AP fonden raised its position in shares of JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after buying an additional 3,300 shares in the last quarter. Newbridge Financial Services Group Inc. raised its position in shares of JPMorgan Chase & Co. by 51.7% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after buying an additional 3,027 shares in the last quarter. Banco Santander S.A. boosted its stake in JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after buying an additional 37,550 shares during the period. Finally, Brighton Jones LLC boosted its stake in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

JPM has been the topic of several research analyst reports. Robert W. Baird upped their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 4th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Truist Financial cut their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Finally, The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $333.00.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Q1 beat and strong top-line: JPM reported better‑than‑expected Q1 revenue and EPS, with net income of $16.5B and revenue around $50.5B — the beat underpins earnings quality and shows resiliency across businesses. JPMorganChase Reports First-Quarter 2026 Financial Results
• Positive Sentiment: Record trading & investment-banking strength: Markets and IB revenues surged (trading produced the biggest quarterly haul), which materially lifted profitability and offsets weaker pockets of the business. JPMorgan profits surge to $16.5bn in second-best quarter on record
• Positive Sentiment: Shareholder return: JPM raised the quarterly dividend ~7% (to $1.50), supporting income investors and signaling confidence in capital position. JPMorgan Chase Raises Dividend 7.1% And Stock Has Room To Run
• Neutral Sentiment: Policy stance — backing less frequent reporting: JPM publicly supported the Trump administration’s proposal to end mandatory quarterly reports, a move framed as reducing regulatory burden but with uncertain market/flow implications. JPMorgan throws its weight behind Trump administration’s push to scrap quarterly reporting
• Neutral Sentiment: Digital strategy: Management is expanding blockchain/tokenization efforts (Onyx/JPM Coin, tokenized money‑market products) — long‑term strategic upside but not an immediate earnings driver. JPMorgan Deepens Blockchain Bet As Tokenization Meets Valuation Opportunity
• Negative Sentiment: Trimmed NII outlook and guidance caution: Management trimmed the full‑year NII view and emphasized the many inputs that will affect profitability (rates, deposits, loan mix), which dented forward expectations. That guidance cut is a primary reason shares pulled back despite the beat. JPMorgan’s markets and investment banking revenue surge, but here’s why the stock is pulling back
• Negative Sentiment: Management warnings on risks: CEO Jamie Dimon flagged geopolitical, energy‑price and fiscal‑deficit risks — investor caution increases around macro sensitivity and potential headwinds to consumer and credit trends. J.P. Morgan Sees Resiliency in U.S. Economy Despite Iran War
• Negative Sentiment: Regulatory/crypto concern flagged by CFO: JPM’s CFO warned stablecoins could create regulatory arbitrage if rules aren’t harmonized — potential headwind for crypto initiatives and regulatory oversight risk. JPMorgan CFO Flags Regulatory Arbitrage Risks From Stablecoins
• Negative Sentiment: Insider selling and market reaction: notable insider sales and a pre/early‑session pullback despite the beat have added near‑term selling pressure; monitor flows and institutional positioning. JPMorgan Chase Stock (JPM) Opinions on Q1 Earnings Beat

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel owned 65,353 shares of the company’s stock, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 72,029 shares of company stock valued at $22,195,693 over the last three months. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 0.8%

Shares of JPM opened at $311.16 on Wednesday. The stock has a market capitalization of $834.60 billion, a P/E ratio of 15.55, a PEG ratio of 1.56 and a beta of 1.05. 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 firm has a fifty day simple moving average of $299.12 and a two-hundred day simple moving average of $306.78. JPMorgan Chase & Co. has a twelve month low of $226.34 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the prior year, the company earned $5.07 earnings per share. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. On average, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is 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.