JPMorgan Chase & Co. $JPM Position Decreased by Sara Bay Financial

Posted by Hanz Christensen on Jun 26th, 2026

Sara Bay Financial reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 59,392 shares of the financial services provider’s stock after selling 2,083 shares during the period. JPMorgan Chase & Co. makes up approximately 5.4% of Sara Bay Financial’s portfolio, making the stock its 4th largest position. Sara Bay Financial’s holdings in JPMorgan Chase & Co. were worth $17,471,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in JPM. Fidelis Capital Partners LLC increased its holdings in shares of JPMorgan Chase & Co. by 7.9% in the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock valued at $22,580,000 after purchasing an additional 5,101 shares in the last quarter. Howard Capital Management Inc. boosted its stake in shares of JPMorgan Chase & Co. by 18.2% during the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after acquiring an additional 3,976 shares in the last quarter. Andra AP fonden grew its holdings in shares of JPMorgan Chase & Co. by 3.2% in the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after acquiring an additional 3,300 shares during the period. Newbridge Financial Services Group Inc. grew its holdings in shares of JPMorgan Chase & Co. by 51.7% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after acquiring an additional 3,027 shares during the period. Finally, Banco Santander S.A. increased its stake in JPMorgan Chase & Co. by 9.0% in the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after purchasing an additional 37,550 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $335.01 on Friday. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $343.45. 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’s 50 day moving average price is $310.99 and its 200 day moving average price is $308.28. The firm has a market cap of $897.67 billion, a P/E ratio of 16.04, a PEG ratio of 1.55 and a beta of 1.00.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $48.30 billion. During the same quarter in the prior year, the firm earned $5.07 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 10.0% on a year-over-year basis. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 22.44 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on JPM shares. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Truist Financial upped their target price on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Autonomous Res cut their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Evercore lifted their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, April 17th. Finally, Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Fourteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Hold” and an average price target of $339.08.

View Our Latest Report on JPMorgan Chase & Co.

More JPMorgan Chase & Co. News

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

Positive Sentiment: JPMorgan unveiled a $50 billion share buyback and said it will raise its quarterly dividend to $1.65 from $1.50, a sign of strong capital generation after the bank passed the Federal Reserve’s stress test. JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress test
Positive Sentiment: The Federal Reserve stress test results showed major U.S. banks remain resilient, supporting expectations for higher payouts and signaling JPMorgan has excess capital to return to shareholders. JPMorganChase Announces 2026 Dodd-Frank Act Stress Test Results
Positive Sentiment: JPMorgan promoted Doug Petno and Troy Rohrbaugh to co-presidents, which helped clarify the CEO succession pipeline and eased uncertainty around the eventual replacement for Jamie Dimon. JPMorgan names Doug Petno, Troy Rohrbaugh as co-presidents
Neutral Sentiment: JPMorgan also said it will open a private banking office in Hamburg, a modest expansion that points to international wealth-management growth but is unlikely to move the stock on its own. JPMorgan Chase Set to Open Private Banking Office in Hamburg
Negative Sentiment: News that JPMorgan will lay off nearly 250 employees in North Texas may raise concerns about cost-cutting or restructuring in some business lines, though the financial impact appears limited relative to the bank’s overall scale. JPMorgan Chase to layoff nearly 250 employees in North Texas

Insider Activity at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the sale, the chief operating officer owned 85,082 shares in the company, valued at approximately $26,326,072.44. This trade represents a 5.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the transaction, the general counsel directly owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was 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 a total of 33,623 shares of company stock valued at $10,427,835 over the last quarter. Insiders own 0.41% of the company’s stock.

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.