Sentinel Trust Co. LBA Lowers Position in JPMorgan Chase & Co. $JPM

Sentinel Trust Co. LBA trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 17.1% in the first quarter, Holdings Channel reports. The firm owned 25,625 shares of the financial services provider’s stock after selling 5,268 shares during the period. JPMorgan Chase & Co. comprises 0.7% of Sentinel Trust Co. LBA’s investment portfolio, making the stock its 22nd largest holding. Sentinel Trust Co. LBA’s holdings in JPMorgan Chase & Co. were worth $7,538,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Morgan Stanley lifted its holdings in shares of JPMorgan Chase & Co. by 1.4% in the 4th quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after acquiring an additional 939,421 shares during the last quarter. Norges Bank acquired a new stake in JPMorgan Chase & Co. in the 4th quarter valued at approximately $11,396,496,000. Bank of New York Mellon Corp increased its holdings in JPMorgan Chase & Co. by 5.4% in the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock valued at $7,547,837,000 after purchasing an additional 1,194,583 shares during the last quarter. Legal & General Group Plc raised its position in JPMorgan Chase & Co. by 0.6% in the fourth quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after purchasing an additional 110,586 shares during the period. Finally, Fisher Asset Management LLC raised its position in JPMorgan Chase & Co. by 1.9% in the fourth quarter. Fisher Asset Management LLC now owns 16,018,656 shares of the financial services provider’s stock valued at $5,161,532,000 after purchasing an additional 296,213 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan raised $9 billion through debt offerings, underscoring its access to cheap funding and strong balance-sheet flexibility. JPMorgan Chase Raises $9 Billion Through Debt Offerings
• Positive Sentiment: The company’s Q2 results showed record revenue and a record $21.2 billion quarterly profit, reinforcing earnings momentum and helping support the stock’s recent strength. JPMorgan Chase Q2 2026 Earnings Call Transcript
• Positive Sentiment: Multiple market commentary pieces highlighted JPMorgan’s AI-driven efficiency and growth potential, with some suggesting the bank could be on a path toward a $1 trillion market cap. JPMorgan’s AI Advantage Positions the Bank for a $1T Market Cap
• Neutral Sentiment: JPMorgan amended its bylaws to strengthen board independence, a governance-related move that is unlikely to move the stock on its own. JPMorgan Chase Strengthens Board Independence With Bylaw Change
• Negative Sentiment: House lawmakers grilled former executive Jes Staley over Jeffrey Epstein ties, keeping reputational risk and regulatory scrutiny in the headlines. House lawmakers grill former JPMorgan executive Jes Staley over Epstein ties

Analyst Ratings Changes

Several research analysts have recently commented on JPM shares. Morgan Stanley restated a “positive” rating and set a $370.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. UBS Group boosted their price objective on JPMorgan Chase & Co. from $375.00 to $384.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price on the stock in a research note on Wednesday. Dbs Bank raised JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Finally, Evercore reiterated an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus price target of $358.67.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This trade represents a 10.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the transaction, the chief financial officer 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 18,876 shares of company stock worth $5,907,051. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $349.40 on Friday. The company has a fifty day simple moving average of $322.64 and a two-hundred day simple moving average of $310.84. The company has a market cap of $936.23 billion, a price-to-earnings ratio of 14.97, a price-to-earnings-growth ratio of 1.54 and a beta of 0.99. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $351.24.

JPMorgan Chase & Co. Announces Dividend

The business 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. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 25.71%.

JPMorgan Chase & Co. 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.