Bangor Savings Bank Sells 4,009 Shares of JPMorgan Chase & Co. $JPM

Bangor Savings Bank trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 39,116 shares of the financial services provider’s stock after selling 4,009 shares during the quarter. JPMorgan Chase & Co. comprises about 1.0% of Bangor Savings Bank’s portfolio, making the stock its 20th biggest holding. Bangor Savings Bank’s holdings in JPMorgan Chase & Co. were worth $12,604,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of the business. Roxbury Financial LLC lifted its position in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after buying an additional 31 shares during the last quarter. Collective Family Office LLC lifted its position in shares of JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after buying an additional 32 shares during the last quarter. Peterson Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares during the last quarter. Rialto Wealth Management LLC lifted its position in shares of JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after buying an additional 33 shares during the last quarter. Finally, Essential Planning LLC. lifted its position in shares of JPMorgan Chase & Co. by 2.4% during the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock worth $451,000 after buying an additional 33 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Goldman Sachs raised its price target to $365 and reiterated a buy rating — a bullish institutional signal that supports upside expectations for JPM. Goldman Sachs raises PT to $365
• Positive Sentiment: Analysts expect solid Q1 results for big U.S. banks including JPMorgan, and coverage highlighting JPM’s earnings growth and price strength supports investor confidence in the stock’s near-term fundamentals. US banks set to deliver solid first quarter results
• Positive Sentiment: Financial sector stocks are trading higher today, which provides a favorable market backdrop for JPM given its heavyweight role in the sector. Financial stocks higher late afternoon
• Neutral Sentiment: Autonomous Research trimmed its price target to $324 and maintained a neutral rating — a mixed signal that tempers consensus upside but isn’t a sell indicator. Autonomous trims PT to $324
• Neutral Sentiment: JPMorgan notified DroneShield that it has ceased to be a substantial holder — a routine portfolio action with minimal direct impact on JPM’s core business. JPMorgan ceases to be substantial holder in DroneShield
• Negative Sentiment: CEO Jamie Dimon’s annual letter warns the Iran war could push inflation and interest rates higher, and flags geopolitical, AI and private‑credit risks — comments that raise macro uncertainty and could pressure financial multiples if rate-risk and inflation fears intensify. Dimon warns on geopolitical and inflation risks
• Negative Sentiment: SEC filing and Quiver coverage estimate a roughly 7% increase in Jamie Dimon’s 2025 pay and show extensive insider selling over recent months — large insider sales can be interpreted negatively by some investors as reduced insider conviction. Chairman and CEO 2025 pay revealed; insider selling activity

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This trade represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Robin Leopold sold 433 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This represents a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,029 shares of company stock valued at $22,195,693 over the last ninety days. Insiders own 0.47% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 1st. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Zacks Research upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, March 10th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Finally, HSBC dropped their price objective on JPMorgan Chase & Co. from $319.00 to $288.00 and set a “hold” rating for the company in a research report on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $334.21.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $295.66 on Tuesday. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market capitalization of $797.40 billion, a price-to-earnings ratio of 14.78, a price-to-earnings-growth ratio of 1.41 and a beta of 1.05. The business has a 50-day moving average of $298.84 and a 200-day moving average of $307.00.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) 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 the consensus estimate of $45.98 billion. During the same period last year, the company earned $4.81 earnings per share. The firm’s revenue was up 7.1% compared to the same quarter last year. As a group, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

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