JPMorgan Chase & Co. $JPM Shares Sold by Prospera Financial Services Inc

Prospera Financial Services Inc trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 233,284 shares of the financial services provider’s stock after selling 6,225 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.2% of Prospera Financial Services Inc’s holdings, making the stock its 10th largest holding. Prospera Financial Services Inc’s holdings in JPMorgan Chase & Co. were worth $75,198,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Hartline Investment Corp raised its position in JPMorgan Chase & Co. by 3.2% during the fourth quarter. Hartline Investment Corp now owns 14,320 shares of the financial services provider’s stock worth $4,614,000 after acquiring an additional 444 shares during the period. Beck Bode LLC raised its position in JPMorgan Chase & Co. by 3.0% during the fourth quarter. Beck Bode LLC now owns 48,016 shares of the financial services provider’s stock worth $15,472,000 after acquiring an additional 1,399 shares during the period. Coldstream Capital Management Inc. raised its position in JPMorgan Chase & Co. by 1.3% during the fourth quarter. Coldstream Capital Management Inc. now owns 100,526 shares of the financial services provider’s stock worth $32,392,000 after acquiring an additional 1,301 shares during the period. Life Cycle Investment Partners Ltd purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $120,435,000. Finally, Pathfinder Wealth Consulting Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter worth $1,481,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s Q2 2026 fee income is expected to rise, with markets revenue likely up 11% and investment banking fees up 10%, driven by volatility and stronger deal-making. JPMorgan’s Bullish Q2 Outlook Highlights Fee Income Potential
• Positive Sentiment: JPMorgan was highlighted in analyst and industry roundups as a preferred large-cap financial stock, reinforcing investor confidence in its earnings durability and valuation. The Zacks Analyst Blog Highlights JPMorgan Chase, GE Aerospace, Western Digital, Syntec Optics and Investors Title
• Positive Sentiment: Several market commentaries argued JPMorgan should hold up well even if the Fed hikes again, since higher rates can benefit the bank’s deposit franchise and net interest income. If the Fed Hikes Again, These 3 Financial Stocks Should Still Hold Up

Insider Activity at JPMorgan Chase & Co.

In other news, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction 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 transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on 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 transaction, the general counsel directly 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. 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 28,589 shares of company stock valued at $8,747,496 over the last 90 days. Company insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Piper Sandler upped their target price on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Wells Fargo & Company dropped 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 report on Tuesday, February 17th. Autonomous Res lowered their target price on shares of 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. Royal Bank Of Canada reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Finally, The Goldman Sachs Group set a $361.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $339.08.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $296.84 on Tuesday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The firm has a market cap of $795.38 billion, a PE ratio of 14.22, a price-to-earnings-growth ratio of 1.46 and a beta of 1.00. The company’s 50 day simple moving average is $302.65 and its 200-day simple moving average is $306.58. JPMorgan Chase & Co. has a 12-month low of $260.31 and a 12-month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same period last year, the firm posted $5.07 earnings per share. The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. As a group, equities analysts predict that JPMorgan Chase & Co. will post 22.4 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

About JPMorgan Chase & Co.

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.