Belpointe Asset Management LLC Sells 5,207 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Belpointe Asset Management cut its JPMorgan stake by 11.2%, selling 5,207 shares and now holding 41,255 shares valued at $13.294 million.
• JPMorgan posted a strong quarter, reporting $5.94 EPS vs $5.50 expected and $50.54 billion in revenue vs $48.30 billion, and declared a $1.50 quarterly dividend ($6.00 annual, 1.9% yield).
• Notable insider selling: CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.36M) and insiders have sold 71,908 shares worth about $22.07M over the past 90 days.

Belpointe Asset Management LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 11.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 41,255 shares of the financial services provider's stock after selling 5,207 shares during the period. Belpointe Asset Management LLC's holdings in JPMorgan Chase & Co. were worth $13,294,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Legal & General Group Plc raised its stake in JPMorgan Chase & Co. by 3.3% during the third quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider's stock worth $5,964,459,000 after buying an additional 607,025 shares during the last quarter. Fisher Asset Management LLC boosted its position in JPMorgan Chase & Co. by 2.3% during the third quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider's stock valued at $4,959,330,000 after acquiring an additional 347,033 shares during the last quarter. Invesco Ltd. grew its holdings in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider's stock worth $4,622,675,000 after acquiring an additional 322,735 shares during the period. Boston Partners grew its holdings in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider's stock worth $2,360,045,000 after acquiring an additional 168,184 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. raised its position in shares of JPMorgan Chase & Co. by 0.5% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,809,417 shares of the financial services provider's stock worth $2,147,894,000 after acquiring an additional 31,421 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

JPM has been the topic of a number of recent analyst reports. Keefe, Bruyette & Woods reissued an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Argus raised their target price on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. Zacks Research downgraded JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Wednesday, April 8th. CICC Research began coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price target on the stock. Finally, Jefferies Financial Group increased their price target on JPMorgan Chase & Co. from $310.00 to $320.00 and gave the stock a "hold" rating in a report on Wednesday, April 15th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $336.16.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Q1 beat and solid start to 2026: Analysts note JPMorgan’s strong Q1 results (record Markets performance, higher net interest income) that underpin earnings momentum and valuation support for the stock. Zacks: JPM Off to a Solid 2026 Start
• Positive Sentiment: Major marketing/brand partnership: JPMorgan was named the first-ever Global Banking Partner of the Olympic Games (LA28 and 2030 Winter Games) — a reputational win that can help corporate & payment flows over time. Reuters: JPMorgan to become global partner of 2028 Olympics
• Positive Sentiment: Operational win—fraud prevention partnership: JPMorgan is integrating its payment verification tools with ACI Worldwide to reduce real‑time payment fraud, which supports payments franchise resilience and could reduce loss-related volatility. PYMNTS: JPMorgan and ACI team to combat real-time payment fraud
• Positive Sentiment: Deal flow / lending activity: JPMorgan is part of a ~$6bn financing syndicate for prospective buyers of a Kuwaiti oil-pipeline stake — underscores ongoing fee and lending opportunities in energy infrastructure. Reuters: JPMorgan among banks providing financing for Kuwaiti oil pipeline stake deal
• Neutral Sentiment: Leadership hires in life-sciences banking: JPMorgan named new leaders for biopharma and life‑sciences banking — strategic for sector coverage but unlikely to move near‑term results materially. Bloomberg: JPMorgan names new leaders for biopharma, life sciences banking
• Neutral Sentiment: Investor events / guidance signals: Management will present at the Bernstein Strategic Decisions Conference on May 27 — a scheduled event where investors may seek clarity on capital allocation and risk outlook. Business Wire: JPMorgan Chase to Present at Bernstein Conference
• Negative Sentiment: CEO warnings on credit and bond risks: Jamie Dimon publicly warned of a potential private‑credit downturn and a possible “bond crisis” driven by rising government debt and stretched credit — remarks that raise concerns about future loan losses, reserve needs and market volatility for banks. CNBC: Jamie Dimon warns of 'some kind of bond crisis' PYMNTS: JPMorgan CEO sounds warning on private credit downturn
• Negative Sentiment: Sentiment/valuation questions after big run: Commentary asking whether JPM should be reassessed after a ~30% one‑year rally injects short‑term caution about upside vs. valuation and possible profit‑taking. Yahoo Finance: Is It Time To Reassess JPMorgan Chase?

Insider Activity

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer directly owned 111,279 shares of the company's stock, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the transaction, the general counsel owned 61,949 shares in the company, valued at approximately $18,981,173.60. This represents a 5.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 71,908 shares of company stock valued at $22,065,882. Corporate insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $311.68 on Wednesday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. The company's 50-day moving average is $299.07 and its 200-day moving average is $306.96. The stock has a market capitalization of $836.00 billion, a PE ratio of 14.93, a price-to-earnings-growth ratio of 1.52 and a beta of 1.05. JPMorgan Chase & Co. has a 1 year low of $238.43 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued 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 business had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same period in the previous year, the company posted $5.07 EPS. The firm's revenue was up 10.0% compared to the same quarter last year. Equities research analysts expect that JPMorgan Chase & Co. will post 22.34 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 28.74%.

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.

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