F m Investments LLC Cuts Holdings in JPMorgan Chase & Co. $JPM

Posted by Hanz Christensen on May 19th, 2026

F m Investments LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 5.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 103,988 shares of the financial services provider’s stock after selling 5,991 shares during the quarter. JPMorgan Chase & Co. makes up approximately 1.3% of F m Investments LLC’s portfolio, making the stock its 12th biggest position. F m Investments LLC’s holdings in JPMorgan Chase & Co. were worth $33,507,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of JPM. Mountain Hill Investment Partners Corp. purchased a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $32,000. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. Merrithew & Thorsten Inc purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $40,000. Cresta Advisors Ltd. purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $48,000. Finally, Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $52,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 1.0%

Shares of JPM opened at $300.91 on Tuesday. The stock has a market capitalization of $806.28 billion, a P/E ratio of 14.41, a PEG ratio of 1.45 and a beta of 1.03. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The firm has a fifty day simple moving average of $299.82 and a two-hundred day simple moving average of $307.32. JPMorgan Chase & Co. has a twelve month low of $256.00 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. The business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $5.07 EPS. On average, research analysts anticipate that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given 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 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

Insider Activity

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This represents a 31.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the sale, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at $10,036,641.58. The trade was a 8.52% 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. Over the last 90 days, insiders sold 73,553 shares of company stock worth $22,593,804. 0.41% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on JPM. Wells Fargo & Company cut their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, February 17th. UBS Group cut their price objective on shares of JPMorgan Chase & Co. from $380.00 to $375.00 in a research note on Wednesday, May 6th. Evercore upped their price objective on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a research note on Friday, April 17th. Truist Financial upped their price objective on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Finally, Piper Sandler upped their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Fifteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus target price of $338.12.

View Our Latest Stock Report on JPMorgan Chase & Co.

JPMorgan Chase & Co. News Summary

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

Positive Sentiment: JPMorgan was highlighted as one of the “Dogs of the Dow” picks for the rest of 2026, which may attract value and income-focused investors looking for large, established dividend names. JPMorgan Chase & Co. (JPM) – Among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026
Positive Sentiment: The company reaffirmed its shareholder-return appeal by declaring a quarterly common-stock dividend, supporting the stock’s income profile. JPMorganChase Declares Common Stock Dividend
Positive Sentiment: Recent commentary noted record balances in JPMorgan’s prime-brokerage business as clients positioned for higher market volatility, a sign that trading and client-activity trends may be favorable. JPMorgan Chase & Co. (JPM) – Among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026
Neutral Sentiment: J.P. Morgan’s 2026 Summer Reading List and related branding coverage are more of a visibility/corporate-image story than a direct earnings catalyst. J.P. Morgan Announces 2026 Summer Reading List and NextList Summer Series
Neutral Sentiment: Reports that Jamie Dimon may meet with New York City Mayor Zohran Mamdani are unlikely to have an immediate stock impact, though they could matter for the bank’s policy and city-business relationships over time. Dimon, Solomon to Meet With Mamdani as Mayor Pushes Higher Taxes
Negative Sentiment: Broader market coverage on surging bond yields and renewed inflation worries could be a headwind for financial markets and risk sentiment, although this is more of a macro overhang than JPMorgan-specific news. Global Bond Yields at Multiyear Highs on Mounting Inflation Risk

JPMorgan Chase & Co. Profile

(Free Report)

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.