Vaughan David Investments LLC IL Lowers Holdings in JPMorgan Chase & Co. $JPM

Vaughan David Investments LLC IL trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 332,365 shares of the financial services provider’s stock after selling 8,354 shares during the period. JPMorgan Chase & Co. makes up approximately 2.3% of Vaughan David Investments LLC IL’s holdings, making the stock its 3rd largest holding. Vaughan David Investments LLC IL’s holdings in JPMorgan Chase & Co. were worth $107,095,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. acquired a new stake in JPMorgan Chase & Co. during the third quarter valued at approximately $35,000. Merrithew & Thorsten Inc acquired a new stake in JPMorgan Chase & Co. during the fourth quarter valued at approximately $40,000. WHI TRUST Co LLC acquired a new stake in JPMorgan Chase & Co. during the fourth quarter valued at approximately $45,000. Cresta Advisors Ltd. acquired a new stake in JPMorgan Chase & Co. during the fourth quarter valued at approximately $48,000. Finally, Miller Global Investments LLC acquired a new stake in JPMorgan Chase & Co. during the fourth quarter valued at approximately $52,000. 71.55% of the stock is currently owned by institutional investors.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Erste Group lifted its FY2027 EPS forecast for JPMorgan Chase to $23.55 from $23.47 and kept FY2026 above the broader consensus, signaling confidence in earnings growth. Erste Group raises JPMorgan earnings estimates
• Positive Sentiment: JPMorgan’s involvement in tokenized Treasury settlement and broader digital-asset infrastructure suggests the bank is benefiting from innovation in capital markets and payment systems. Tokenized Treasuries Are Moving Onto the XRP Ledger
• Positive Sentiment: Reports that JPMorgan is expanding private banking and deploying capital in the Gulf point to continued international growth in wealth management and institutional banking. JPMorgan deploys $20bn in Gulf
• Neutral Sentiment: Market commentary around inflation, interest-rate expectations, and oil volatility may affect bank stocks broadly, but the impact on JPMorgan is indirect for now.
• Neutral Sentiment: Analyst and media coverage of JPMorgan’s own market calls and client activity adds visibility, but does not materially change the near-term fundamental outlook on its own.
• Negative Sentiment: The Justice Department’s subpoenas in the “debanking” probe create headline risk and could lead to regulatory scrutiny of JPMorgan’s account-closure practices. DoJ subpoenas major banks over account closures

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the company’s stock in a transaction on 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 of the company’s stock, valued at approximately $13,940,935.56. This represents a 10.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 28,589 shares of company stock worth $8,747,496 in the last quarter. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Stock Up 1.5%

Shares of JPM opened at $313.85 on Friday. The company has a market capitalization of $840.97 billion, a P/E ratio of 15.03, a PEG ratio of 1.51 and a beta of 1.00. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. JPMorgan Chase & Co. has a one year low of $262.71 and a one year high of $337.25. The business’s 50 day simple moving average is $305.78 and its 200-day simple moving average is $306.87.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter in the prior year, the business earned $5.07 EPS. The business’s revenue for the quarter was up 10.0% compared to the same quarter last year. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 22.4 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 28.74%.

Analyst Upgrades and Downgrades

JPM has been the topic of a number of recent research reports. HSBC lifted their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a report on Monday, May 4th. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. UBS Group decreased their price objective on JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Monday, May 4th. Finally, Truist Financial lifted their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Fourteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $339.08.

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.