JPMorgan Chase & Co. $JPM Shares Sold by Choreo LLC

Key Points

• Choreo LLC trimmed its stake in JPMorgan by 3.0%, selling 5,187 shares and retaining 165,515 shares valued at about $53.53 million.
• Insiders sold 71,908 shares worth roughly $22.07 million last quarter, including CFO Jeremy Barnum's 5,611‑share sale under a Rule 10b5‑1 plan, which could create short‑term selling pressure or negative optics.
• JPMorgan posted a strong Q1 beat — EPS $5.94 vs. $5.50 and revenue $50.54B vs. $48.30B — announced a $1.50 quarterly dividend, and several analysts have raised price targets (consensus ≈ $336.16).

Choreo LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 165,515 shares of the financial services provider's stock after selling 5,187 shares during the quarter. Choreo LLC's holdings in JPMorgan Chase & Co. were worth $53,531,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Aldebaran Financial Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 1.7% in the 4th quarter. Aldebaran Financial Inc. now owns 11,830 shares of the financial services provider's stock valued at $3,826,000 after buying an additional 202 shares during the period. HF Advisory Group LLC lifted its holdings in shares of JPMorgan Chase & Co. by 7.1% in the 4th quarter. HF Advisory Group LLC now owns 16,906 shares of the financial services provider's stock valued at $5,447,000 after buying an additional 1,118 shares during the period. Valley Brook Capital Group Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 3.6% in the 4th quarter. Valley Brook Capital Group Inc. now owns 18,056 shares of the financial services provider's stock valued at $5,818,000 after buying an additional 633 shares during the period. Integrated Financial Solutions Inc. acquired a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $270,000. Finally, Curtis Advisory Group LLC increased its stake in shares of JPMorgan Chase & Co. by 86.8% in the 4th quarter. Curtis Advisory Group LLC now owns 7,100 shares of the financial services provider's stock valued at $2,288,000 after purchasing an additional 3,300 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. 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 directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Jeremy Barnum sold 5,611 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.55, for a total value of $1,720,052.05. Following the sale, the chief financial officer owned 35,460 shares of the company's stock, valued at approximately $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,908 shares of company stock worth $22,065,882 in the last quarter. Corporate insiders own 0.47% of the company's stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan reported a strong Q1 (EPS and revenue beat, trading/investment‑banking strength) that underpins near‑term earnings momentum and supports the stock. Read More.
• Positive Sentiment: Evercore raised its price target to $340 (maintained outperform), and other shops have lifted targets after the quarter — analyst upgrades provide upside support. Read More.
• Positive Sentiment: Regulatory overhang reduced after the OCC terminated a March 2024 consent order tied to the bank’s trade‑surveillance program — removes a risk premium and is favorable for confidence in controls. Read More.
• Neutral Sentiment: JPMorgan is active in industry plumbing: it projects CLARITY Act passage progress (positive for crypto services over time) and is a lead underwriter on large IPOs (e.g., Kailera), which are business opportunities but not immediate EPS drivers. Read More. • Read More.
• Negative Sentiment: Management trimmed full‑year net interest income (NII) guidance and cautioned that the stock isn't cheap, which weakens forward earnings visibility and reduces buyback flexibility — these comments can limit multiple expansion. Read More.
• Negative Sentiment: Significant insider selling (CFO and COO disclosed multi‑thousand‑share sales; broader reports of multiple insiders selling) — trades were reported under Rule 10b5‑1 plans but can still add short‑term selling pressure or negative optics. Read More. • Read More.
• Neutral Sentiment: Macro/regulatory risks remain on management’s radar (geopolitics, energy, deficits). These are background risks investors should monitor but don’t negate the quarter’s strength. Read More.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $310.67 on Monday. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a twelve month low of $226.34 and a twelve month high of $337.25. The business has a 50-day moving average price of $298.65 and a 200 day moving average price of $306.67. The firm has a market cap of $833.29 billion, a PE ratio of 14.88, a P/E/G ratio of 1.52 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings data 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 company 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 business earned $5.07 EPS. JPMorgan Chase & Co.'s quarterly revenue was up 10.0% on a year-over-year basis. Sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share 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 dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s payout ratio is 28.74%.

Wall Street Analysts Forecast Growth

JPM has been the subject of several recent analyst reports. Argus lifted their price target on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a "buy" rating in a research note on Wednesday, April 15th. Truist Financial lifted their price target on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a research note on Wednesday. Autonomous Res cut their price target on 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. Wall Street Zen upgraded JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research note on Sunday, January 18th. Finally, Zacks Research lowered JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, April 8th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $336.16.

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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