JPMorgan Chase & Co. $JPM Shares Sold by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 177,945 shares of the financial services provider’s stock after selling 3,047 shares during the period. JPMorgan Chase & Co. accounts for about 1.8% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 9th biggest position. Clifford Swan Investment Counsel LLC’s holdings in JPMorgan Chase & Co. were worth $52,344,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JPM. Fidelis Capital Partners LLC raised its stake in shares of JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after purchasing an additional 5,101 shares during the period. Howard Capital Management Inc. boosted its stake in shares of JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after purchasing an additional 3,976 shares during the period. Newbridge Financial Services Group Inc. grew its holdings in JPMorgan Chase & Co. by 51.7% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock valued at $2,862,000 after purchasing an additional 3,027 shares in the last quarter. Brighton Jones LLC grew its stake in shares of 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 acquiring an additional 4,841 shares in the last quarter. Finally, KTF Investments LLC purchased a new position in JPMorgan Chase & Co. in the fourth quarter valued at about $6,449,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan posted record Q2 2026 results, with record revenue across all business lines and net income of $16.9 billion, underscoring strong underlying business momentum. JPMorgan Chase (JPM) Q2 2026 Earnings Call Transcript
• Positive Sentiment: Analysts and media outlets highlighted JPM as one of the top big-bank picks after strong earnings and an improving outlook, which supports the stock’s valuation narrative. Buy 3 Top-Ranked Big Investment Banks Amid Solid Q2 Earnings & Outlook
• Positive Sentiment: JPMorgan stock was noted as being on track for its longest weekly winning streak since early 2024 after the earnings beat, showing momentum traders are still piling in. QUICK SPARK: JPMorgan Stock Eyes Longest Weekly Winning Streak Since Early 2024
• Positive Sentiment: Coverage around JPMorgan’s AI adoption suggested automation is already reducing costs in some units, which could help protect margins even if revenue growth moderates. Jamie Dimon Says AI Has Already Cut 30% to 40% of Jobs in Some JPMorgan Units
• Positive Sentiment: Reports that JPMorgan may help finance Japan’s $550 billion U.S. investment plan and other large global deals point to additional fee opportunities. JPMorgan, other US banks set to help finance Japan’s $550 billion US investment plan, sources say
• Neutral Sentiment: Jamie Dimon repeated warnings about macro risks, bond market stress, and geopolitical uncertainty. These comments do not directly change JPM’s fundamentals, but they can temper enthusiasm for bank stocks if investors become more cautious. ‘Worse than people expect’: Jamie Dimon sounds alarm about the next credit crisis
• Neutral Sentiment: Several articles focused on Dimon’s broader market commentary, including his view that stocks and long-term Treasurys look expensive; while notable, this is more about market caution than JPM’s own operating results. JPMorgan CEO Urges Investor Patience

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on JPM. Piper Sandler raised their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Robert W. Baird raised their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a report on Wednesday, July 15th. Keefe, Bruyette & Woods raised their target price on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Argus boosted their price target on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Finally, HSBC increased their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $358.67.

Insider Activity

In related news, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the sale, the chief operating officer directly owned 85,082 shares in the company, valued at $26,326,072.44. This represents a 5.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the transaction, the general counsel owned 46,428 shares in the company, valued at approximately $13,940,935.56. This trade represents a 10.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 18,876 shares of company stock worth $5,907,051. 0.41% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Trading Up 1.0%

NYSE:JPM opened at $348.72 on Thursday. The company has a market capitalization of $934.39 billion, a P/E ratio of 14.94, a P/E/G ratio of 1.52 and a beta of 0.99. The stock’s 50 day moving average price is $321.65 and its 200 day moving average price is $310.67. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $351.24.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue was up 27.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.96 earnings per share. On average, research analysts forecast that JPMorgan Chase & Co. will post 23.59 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.

JPMorgan Chase & Co. Company 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.