JPMorgan Chase & Co. (NYSE:JPM) Stock Sale Disclosed by Sen. Sheldon Whitehouse

Key Points

• Sen. Sheldon Whitehouse sold $15,001–$50,000 of JPMorgan Chase stock on September 4, according to a filing disclosed October 1. The senator also reported selling shares of Analog Devices, Visa, NVIDIA, Lam Research, Amgen and Lowe’s.
• JPMorgan recently reported strong quarterly results, with EPS of $6.14 beating estimates of $5.59 and revenue rising 27.7% year over year to $58.02 billion.
• The bank increased its quarterly dividend to $1.65 per share, or $6.60 annualized, representing a 2.0% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $363.29.

Senator Sheldon Whitehouse (Democratic-Rhode Island) recently sold part of their stake in JPMorgan Chase & Co. NYSE: JPM. In a filing disclosed on October 1st, the Senator disclosed that they had sold between $15,001 and $50,000 in JPMorgan Chase & Co. stock on September 4th.

Senator Sheldon Whitehouse also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Analog Devices NASDAQ: ADI on 9/4/2026.
• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 9/4/2026.
• Sold $15,001 - $50,000 in shares of NVIDIA NASDAQ: NVDA on 8/13/2026.
• Sold $1,001 - $15,000 in shares of NVIDIA NASDAQ: NVDA on 8/13/2026.
• Sold $1,001 - $15,000 in shares of Lam Research NASDAQ: LRCX on 8/13/2026.
• Sold $1,001 - $15,000 in shares of Amgen NASDAQ: AMGN on 8/12/2026.
• Sold $1,001 - $15,000 in shares of Lowe's Companies NYSE: LOW on 7/20/2026.

JPMorgan Chase & Co. Trading Down 0.3%

NYSE:JPM opened at $332.18 on Friday. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock has a fifty day simple moving average of $352.44 and a 200-day simple moving average of $327.11. The company has a market capitalization of $882.99 billion, a PE ratio of 14.23, a price-to-earnings-growth ratio of 1.39 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same period in the prior year, the business earned $4.96 earnings per share. The company's quarterly revenue was up 27.7% on a year-over-year basis. On average, equities research analysts expect that JPMorgan Chase & Co. will post 24.11 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be given a $1.65 dividend. This is an increase from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, October 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 25.71%.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the firm's stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $352.81, for a total transaction of $882,025.00. Following the transaction, the insider directly owned 71,047 shares of the company's stock, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company's stock.

Institutional Trading of JPMorgan Chase & Co.

Several large investors have recently modified their holdings of JPM. Concorde Asset Management LLC boosted its stake in JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Concorde Asset Management LLC now owns 2,660 shares of the financial services provider's stock valued at $871,000 after purchasing an additional 29 shares during the period. Elevation Wealth Management LLC increased its position in JPMorgan Chase & Co. by 1.0% during the 2nd quarter. Elevation Wealth Management LLC now owns 3,074 shares of the financial services provider's stock worth $1,006,000 after buying an additional 29 shares during the period. Henrickson Nauta Wealth Advisors Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 0.8% during the second quarter. Henrickson Nauta Wealth Advisors Inc. now owns 3,531 shares of the financial services provider's stock worth $1,156,000 after buying an additional 29 shares in the last quarter. Arkansas Financial Group Inc. boosted its position in shares of JPMorgan Chase & Co. by 1.1% in the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider's stock valued at $873,000 after acquiring an additional 30 shares during the period. Finally, Flynn Zito Capital Management LLC boosted its position in shares of JPMorgan Chase & Co. by 1.1% in the second quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider's stock valued at $926,000 after acquiring an additional 30 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s strong earnings-surprise history and favorable Zacks indicators suggest the bank may again exceed estimates in its upcoming quarterly report. Will JPMorgan Chase & Co. Beat Estimates Again?
• Positive Sentiment: Analysts collectively maintain a “Moderate Buy” recommendation, supporting the view that JPM’s valuation remains attractive despite recent weakness. JPMorgan Receives Moderate Buy Consensus
• Positive Sentiment: J.P. Morgan Payments partnered with Al Salam Bank on an overnight Murabaha liquidity solution, expanding its payments and Islamic-finance capabilities in Bahrain. Al Salam Bank and J.P. Morgan Payments Feature Liquidity Solution
• Positive Sentiment: The Federal Reserve’s revamped stress-testing framework could reduce volatility in banks’ capital requirements and improve planning visibility for JPMorgan. Fed Revamps Bank Stress Tests
• Positive Sentiment: JPMorgan remains highlighted as an income-oriented stock with an upcoming dividend ex-date, which may support demand from dividend investors. High-Yield Dividends With Ex-Dates Days Away
• Neutral Sentiment: JPMorgan’s bond-market activity shows continued access to wholesale funding, but investors are assessing whether the additional borrowing improves growth or pressures the capital structure. JPMorgan Taps Bond Markets
• Neutral Sentiment: The elevation of Doug Petno and Troy Rohrbaugh to co-presidents advances succession planning, but also increases investor focus on the eventual replacement for CEO Jamie Dimon. JPMorgan Elevates Co-Presidents
• Negative Sentiment: JPMorgan’s credit-loss reserve grew even though provisions declined year over year during the first half of 2026. The unusual combination may signal conservatism, but it also raises questions about management’s expectations for future loan losses ahead of third-quarter results. JPMorgan Reserves for Losses That Have Not Arrived
• Negative Sentiment: Broad selling across money-center banks has weighed on JPMorgan and the wider financial sector, reflecting reduced investor risk appetite rather than a company-specific catalyst. Bank Stocks Slide

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on JPM. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a "hold" rating to a "buy" rating and set a $375.00 price objective on the stock in a research report on Wednesday, July 22nd. Morgan Stanley restated a "positive" rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Evercore restated an "outperform" rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Keefe, Bruyette & Woods lifted their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an "outperform" rating in a research report on Wednesday, July 15th. Finally, Jefferies Financial Group reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Friday, September 25th. Sixteen investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of "Moderate Buy" and a consensus target price of $363.29.

About Senator Whitehouse

Sheldon Whitehouse (Democratic Party) is a member of the U.S. Senate from Rhode Island. He assumed office on January 3, 2007. His current term ends on January 3, 2031. Whitehouse (Democratic Party) ran for re-election to the U.S. Senate to represent Rhode Island. He won in the general election on November 5, 2024.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.

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