Modera Wealth Management LLC Sells 3,386 Shares of JPMorgan Chase & Co. $JPM

Modera Wealth Management LLC lowered its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 212,075 shares of the financial services provider’s stock after selling 3,386 shares during the period. Modera Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $62,384,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in JPM. Timmons Wealth Management LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $27,000. MBM Wealth Consultants LLC acquired a new position in shares of JPMorgan Chase & Co. during the 1st quarter valued at $29,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter valued at $32,000. Osbon Capital Management LLC bought a new position in JPMorgan Chase & Co. during the fourth quarter worth $35,000. Finally, Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. during the third quarter worth $35,000. 71.55% of the stock is currently owned by institutional investors.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan was named in Reuters reports as a potential participant in financing Japan’s planned $550 billion U.S. investment program, which could create additional fee and lending opportunities for the bank. Article Title
• Positive Sentiment: Analyst coverage remained constructive, with KBW initiating a Buy rating and a $384 price target, citing JPMorgan’s strong capital position, diversified revenue streams, and upside potential. Article Title
• Positive Sentiment: A separate note said JPMorgan may be about 4% undervalued based on fee growth and bond issuance activity, pointing to continued strength in capital markets and debt underwriting. Article Title
• Positive Sentiment: Financial stocks broadly moved higher during afternoon trading, and sector rotation commentary from Jim Cramer favoring banks over volatile tech stocks also supported the group. Article Title
• Neutral Sentiment: Jamie Dimon gave multiple interviews warning that markets are underestimating geopolitical, fiscal, and bond-market risks, and said he would not be buying stocks or long-term Treasurys at current levels. Those remarks may temper enthusiasm, but they also reinforce his reputation for caution rather than signaling a JPMorgan-specific problem. Article Title
• Neutral Sentiment: Dimon also said AI is already reducing jobs in some JPMorgan units, but framed it as a way to protect margins and improve efficiency rather than a direct earnings threat. Article Title
• Negative Sentiment: Dimon’s repeated warnings about geopolitics, U.S. debt, and bond-market risks could make some investors more cautious about the broader banking and market outlook. Article Title

Insider Buying and Selling

In related news, COO Jennifer Piepszak sold 4,919 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the transaction, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This trade represents a 5.47% decrease in their position. The sale was disclosed in a legal 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, General Counsel Stacey Friedman sold 5,467 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. This trade represents a 11.78% 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. Insiders have sold 18,876 shares of company stock worth $5,907,051 in the last quarter. Insiders own 0.41% of the company’s stock.

Analyst Upgrades and Downgrades

JPM has been the subject of several research analyst reports. Barclays lifted their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. Bank of America increased their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, July 6th. Truist Financial boosted their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research report on Wednesday, July 15th. Finally, Daiwa Securities Group dropped their price target on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average price target of $356.38.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $344.74 on Wednesday. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The firm has a fifty day simple moving average of $320.69 and a two-hundred day simple moving average of $310.48. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $351.24. The firm has a market capitalization of $923.73 billion, a PE ratio of 14.77, a price-to-earnings-growth ratio of 1.51 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same period last year, the firm earned $4.96 earnings per share. Analysts forecast that JPMorgan Chase & Co. will post 23.38 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued 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 currently 25.71%.

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.