Relyea Zuckerberg Hanson LLC Has $6.97 Million Stock Holdings in JPMorgan Chase & Co. $JPM

Relyea Zuckerberg Hanson LLC trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 14.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,699 shares of the financial services provider’s stock after selling 3,863 shares during the period. Relyea Zuckerberg Hanson LLC’s holdings in JPMorgan Chase & Co. were worth $6,971,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of JPM. Roxbury Financial LLC raised its holdings in 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 period. Collective Family Office LLC boosted its holdings in shares of JPMorgan Chase & Co. by 1.0% in the fourth 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 period. Essential Planning LLC. increased its position in shares of JPMorgan Chase & Co. by 2.4% in the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock worth $451,000 after acquiring an additional 33 shares in the last quarter. Tevis Investment Management increased its position in shares of JPMorgan Chase & Co. by 0.8% in the third quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock worth $1,337,000 after acquiring an additional 34 shares in the last quarter. Finally, Spinnaker Investment Group LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.7% during the fourth quarter. Spinnaker Investment Group LLC now owns 5,183 shares of the financial services provider’s stock valued at $1,670,000 after acquiring an additional 34 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Activity

In other news, CFO Jeremy Barnum sold 3,022 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the transaction, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. This represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the sale, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. 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 a total of 18,876 shares of company stock worth $5,907,051 in the last ninety days. Corporate insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan posted record quarterly profit and a major earnings beat, fueled by a rebound in dealmaking and very strong trading results. Reuters article
• Positive Sentiment: Investment banking fees and equity trading revenue jumped sharply, reinforcing the view that volatile markets and AI-related capital markets activity are supporting earnings. CNBC article
• Positive Sentiment: Analysts and media coverage highlighted the strong quarter as evidence that JPMorgan remains one of the best-positioned big banks, with expectations for continued dividend growth and solid net interest income. MarketBeat article
• Neutral Sentiment: Management said consumer spending and credit trends remain resilient, suggesting the U.S. economy is still supporting bank fundamentals, but this is more confirmation than a new catalyst. Yahoo Finance article
• Negative Sentiment: Shares gave back some gains because expenses are rising and JPMorgan raised its 2026 cost outlook, which tempered enthusiasm around the earnings beat. Zacks article
• Negative Sentiment: Ongoing scrutiny of Jamie Dimon and JPMorgan’s past ties to Jeffrey Epstein, plus his criticism of regulators, may be adding a small overhang, though it is not the main driver today. Reuters article

JPMorgan Chase & Co. Stock Performance

JPM stock opened at $342.74 on Wednesday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The stock has a market cap of $918.39 billion, a P/E ratio of 16.41, a P/E/G ratio of 1.53 and a beta of 0.99. The firm has a 50 day simple moving average of $316.95 and a 200 day simple moving average of $309.86. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $344.73.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data 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. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the prior year, the business earned $5.07 EPS. The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. Research analysts anticipate that JPMorgan Chase & Co. will post 22.82 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

Analysts Set New Price Targets

Several equities research analysts recently commented on JPM shares. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Wells Fargo & Company lifted their price objective on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. UBS Group boosted their target price on shares of JPMorgan Chase & Co. from $375.00 to $384.00 and gave the company a “buy” rating in a research note on Tuesday, July 7th. Piper Sandler increased their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Finally, Morgan Stanley raised their target price on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the stock an “equal weight” rating in a research report on Monday, June 29th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $348.96.

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.