CPC Advisors LLC Reduces Stock Position in JPMorgan Chase & Co. $JPM

Key Points

• CPC Advisors LLC reduced its stake in JPMorgan Chase & Co. by 8.0%, selling 4,780 shares and holding 54,662 shares valued at $17,613,000, which is 1.8% of its portfolio and the fund's 14th largest position.
• JPMorgan posted a quarterly beat with EPS $5.94 versus $5.50 expected and revenue of $50.54 billion (consensus $48.30 billion), while management continues buybacks and strategic investments.
• Notable insider selling occurred recently: the CEO sold 50,000 shares (a 31% reduction) and the General Counsel sold 3,404 shares, with insiders disposing of a total of 71,908 shares worth about $22.07 million in the past 90 days.

CPC Advisors LLC lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 8.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 54,662 shares of the financial services provider's stock after selling 4,780 shares during the quarter. JPMorgan Chase & Co. accounts for 1.8% of CPC Advisors LLC's portfolio, making the stock its 14th largest position. CPC Advisors LLC's holdings in JPMorgan Chase & Co. were worth $17,613,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. purchased a new stake in JPMorgan Chase & Co. in the third quarter worth approximately $32,000. Turning Point Benefit Group Inc. purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth $35,000. Miller Global Investments LLC purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth $52,000. Collier Financial purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth $60,000. Finally, Decker Retirement Planning Inc. boosted its stake in shares of JPMorgan Chase & Co. by 56.3% during the 3rd quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider's stock worth $74,000 after acquiring an additional 85 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Erste Group raised its FY2027 EPS forecast for JPM to $23.44, signaling continued analyst confidence in earnings power. What Are Wall Street Analysts' Target Price for JPMorgan Chase Stock?
• Positive Sentiment: JPMorgan filed its Form 10-Q for the quarter ended March 31, 2026 — a routine SEC disclosure that keeps financials transparent to investors. JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
• Positive Sentiment: Management continues strategic investments and buybacks (including a large Security & Resiliency initiative and substantial repurchases), supporting long-term growth and capital return policies. JPM Stock In Focus After Massive European Growth Initiative
• Positive Sentiment: Global branding/commercial upside from becoming a Global Banking Partner of the Olympic Games may boost deposits, client relationships and marketing reach. JPMorgan Chase becomes first global banking partner of Olympic Games
• Neutral Sentiment: JPMorgan is investing in tokenization initiatives; the market sees potential but other industry execs say productive use cases are still years away. JPMorgan Is Betting On Tokenization, But ETF Exec Says 'Good Use Cases' Are Years Away
• Neutral Sentiment: JPMorgan added experienced coverage staff (hiring KBW’s Chris Mihok) to its banking coverage team — a hire that should strengthen research and client coverage over time. JPMorgan hires KBW's Mihok as MD in banking team
• Negative Sentiment: Shares have been pressured by a lawsuit alleging misconduct by a JPM executive — a headline risk that can weigh on sentiment and near-term trading. JPMorgan stock edges lower as executive faces misconduct lawsuit
• Negative Sentiment: CEO Jamie Dimon’s public warnings about rising deficits, a potential bond crisis and stagflation underscore macro risks that could pressure bank margins and loan performance. Jamie Dimon Says Markets May Be Too Complacent As Deficits Rise, Warns A 'Bond Crisis' And Even Stagflation Could Be Coming

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business's stock in a transaction dated 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 completion of the sale, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,908 shares of company stock worth $22,065,882 in the last 90 days. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. Stock Performance

Shares of NYSE JPM opened at $312.89 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86. The company has a market cap of $839.25 billion, a P/E ratio of 14.99, a P/E/G ratio of 1.53 and a beta of 1.03. The firm's fifty day moving average is $299.19 and its two-hundred day moving average is $307.03. 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 announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. JPMorgan Chase & Co.'s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.07 EPS. As a group, analysts anticipate that JPMorgan Chase & Co. will post 22.42 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date was Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is currently 28.74%.

Analyst Ratings Changes

JPM has been the topic of several analyst reports. Wells Fargo & Company dropped their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a research note on Tuesday, February 17th. Zacks Research cut shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, April 8th. Autonomous Res dropped their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a research note on Monday, April 6th. Royal Bank Of Canada reiterated an "outperform" rating and set a $330.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, HSBC dropped their price target on shares of JPMorgan Chase & Co. from $319.00 to $288.00 and set a "hold" rating on the stock in a research note on Wednesday, April 1st. Fifteen equities research 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, JPMorgan Chase & Co. has an average rating of "Moderate Buy" and a consensus price target of $336.16.

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.

Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.