Orange Investment Advisors Inc. Trims Stock Holdings in JPMorgan Chase & Co. $JPM

Orange Investment Advisors Inc. reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 14.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 45,361 shares of the financial services provider’s stock after selling 7,799 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.7% of Orange Investment Advisors Inc.’s portfolio, making the stock its 14th biggest position. Orange Investment Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $13,343,000 at the end of the most recent quarter.

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

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS estimates for JPMorgan Chase, reinforcing expectations for continued earnings strength. JPMorgan Chase & Co. research update
• Positive Sentiment: Analyst-focused coverage ahead of earnings says JPMorgan remains a banking sector leader, with Wall Street’s recent price-target hikes pointing to confidence in the company’s outlook. Is JPMorgan Chase & Co. (JPM) Stock Still a Banking Sector Leader Ahead of Earnings Season?
• Positive Sentiment: Financial stocks were higher in afternoon trading, giving JPMorgan a supportive sector tailwind as investors rotated into banks. Sector Update: Financial Stocks Rise in Afternoon Trading
• Neutral Sentiment: JPMorgan’s AI chief Teresa Heitsenrether is set to retire at year-end, with CTO Scot Baldry absorbing the role; this looks like an organizational change rather than a major near-term financial event. JPMorgan AI chief Teresa Heitsenrether retiring in 2026
• Neutral Sentiment: JPMorgan also appeared in several non-core headlines, including stake disclosures in other companies and commentary on crypto regulation and Bitcoin market structure, which are unlikely to move JPM stock on their own. JPMorgan (JPM) Backs US Crypto Rules While Warning On Shadow Banking
• Negative Sentiment: JPMorgan’s warning that Strategy’s financing overhaul could create extra risk in the Bitcoin market adds a cautious tone to its crypto-related commentary, though the impact on JPM itself appears limited. JPMorgan Says Saylor’s Strategy Adds New Risk to Bitcoin Market

JPMorgan Chase & Co. Trading Down 0.0%

NYSE:JPM opened at $333.91 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 has a fifty day moving average price of $312.93 and a two-hundred day moving average price of $308.93. The stock has a market capitalization of $894.72 billion, a price-to-earnings ratio of 15.99, a PEG ratio of 1.53 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The business’s revenue was up 10.0% on a year-over-year basis. During the same period in the previous year, the firm earned $5.07 EPS. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 22.76 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Thursday, June 25th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a research report on Tuesday, May 12th. Piper Sandler upped their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 price objective on JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Finally, Royal Bank Of Canada reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Fourteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and an average target price of $340.88.

Insider Activity

In other news, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction that occurred 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 completion of the sale, the chief financial officer directly owned 32,438 shares in the company, valued at approximately $10,036,641.58. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% 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. In the last three months, insiders sold 33,623 shares of company stock worth $10,427,835. Company insiders own 0.41% of the company’s stock.

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.