Citizens & Northern Corp Sells 4,583 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Citizens & Northern Corp trimmed its stake in JPMorgan Chase & Co. by 18.6%, selling 4,583 shares and leaving it with 20,091 shares valued at $6.47 million (1.6% of the firm's holdings; JPM is its 16th largest holding).
• JPMorgan beat quarterly estimates, reporting $5.94 EPS versus $5.50 expected and revenue of $50.54 billion (up 10% year‑over‑year); the bank also paid a $1.50 quarterly dividend ($6.00 annualized, ~1.9% yield).
• Significant insider selling was reported: insiders sold 71,908 shares worth $22.07 million in the past three months, including Robin Leopold (433 shares) and CFO Jeremy Barnum (5,611 shares, executed under a Rule 10b5‑1 plan); insiders now own about 0.41% of the stock.

Citizens & Northern Corp cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 18.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 20,091 shares of the financial services provider's stock after selling 4,583 shares during the period. JPMorgan Chase & Co. accounts for 1.6% of Citizens & Northern Corp's holdings, making the stock its 16th biggest holding. Citizens & Northern Corp's holdings in JPMorgan Chase & Co. were worth $6,474,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of JPM. Roxbury Financial LLC increased its holdings in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock valued at $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC increased its holdings in JPMorgan Chase & Co. by 1.0% in the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock valued at $1,076,000 after buying an additional 32 shares in the last quarter. Rialto Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock worth $304,000 after acquiring an additional 33 shares during the period. Essential Planning LLC. raised its holdings in JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock worth $451,000 after purchasing an additional 33 shares during the period. Finally, Granite Group Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock worth $3,253,000 after buying an additional 34 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 433 shares of the business's stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Jeremy Barnum sold 5,611 shares of the company's stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the completion of the transaction, the chief financial officer directly owned 35,460 shares of the company's stock, valued at $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. 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. In the last three months, insiders sold 71,908 shares of company stock worth $22,065,882. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $307.71 on Tuesday. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $825.35 billion, a P/E ratio of 14.74, a P/E/G ratio of 1.52 and a beta of 1.03. The stock's fifty day moving average is $299.19 and its two-hundred day moving average is $307.06. JPMorgan Chase & Co. has a 52 week low of $248.83 and a 52 week high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly 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. 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 last year, the business posted $5.07 earnings per share. The company's quarterly revenue was up 10.0% on a year-over-year basis. Equities analysts expect that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Analyst Ratings Changes

JPM has been the subject of several research analyst reports. Wolfe Research downgraded shares of JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research report on Wednesday, January 7th. Evercore increased their price target on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an "outperform" rating in a report on Friday, April 17th. Zacks Research downgraded JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, April 8th. Daiwa Securities Group lowered their price objective on JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 7th. Finally, DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $337.12.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is one of the lead arrangers on a roughly $13 billion financing for Meta’s planned El Paso data center, a large fee-bearing mandate that supports investment-banking and lending revenue. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Andy Boyle to lead its private-equity secondaries effort, signaling expansion in higher-fee alternative-asset capabilities. That supports future fee revenue and product diversification. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries
• Neutral Sentiment: HSBC nudged up its JPMorgan price target to $312 while Jefferies reiterated a neutral rating — small analyst moves that provide limited directional pressure. HSBC adjusts price target on JPMorgan Chase & Co.
• Neutral Sentiment: Chase published a survey showing many small-business owners lack succession plans — a PR item highlighting client insights but with limited near-term earnings impact. Local Snapshot: Most Small Business Owners Aren't Prepared for Succession
• Negative Sentiment: Market reports say major banks, including JPMorgan, are exploring ways to offload data-center exposure amid AI-driven capacity and cost strains — a potential credit/risk-management headwind for future underwriting. Market Chatter: JPMorgan Chase, Other Major Banks Seek to Offload Risks
• Negative Sentiment: JPMorgan flagged regulatory shifts as a material risk, which could affect capital, liquidity and growth assumptions — a reminder of downside scenarios that can pressure the multiple investors pay for the stock. JPMorgan warns regulatory shifts could reshape capital, liquidity, and growth prospects
• Negative Sentiment: Political scrutiny (reporting on President Trump’s accusations that big banks discriminate against conservatives) and broader warnings about AI-driven cyber threats add reputational and security risk attention for the sector, which can weigh on investor sentiment. Trump Adds Fuel to Claims That Big Banks Discriminate Against Conservatives

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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