JPMorgan Chase & Co. $JPM Shares Sold by Confluence Wealth Services Inc.

Key Points

• Confluence Wealth Services reduced its stake in JPMorgan Chase by 7.2%, selling 3,565 shares and retaining 46,216 shares worth $14.891 million per its latest 13F filing.
• JPMorgan posted a quarterly beat with $5.94 EPS (vs. $5.50 est.) and $50.54 billion revenue, and recently paid a $1.50 quarterly dividend (annualized $6.00, ~1.9% yield).
• Significant insider selling occurred recently: COO Jennifer Piepszak sold 9,136 shares and CEO Troy L. Rohrbaugh sold 50,000 shares, with insiders offloading 71,908 shares (~$22.07M) over the past 90 days while insiders own 0.41% of the stock.

Confluence Wealth Services Inc. lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 46,216 shares of the financial services provider's stock after selling 3,565 shares during the period. Confluence Wealth Services Inc.'s holdings in JPMorgan Chase & Co. were worth $14,891,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in JPM. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $32,000. Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $35,000. Miller Global Investments LLC acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth $52,000. Collier Financial acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $60,000. Finally, Decker Retirement Planning Inc. increased its position in shares of JPMorgan Chase & Co. by 56.3% in the third 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 in the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Trending Headlines about JPMorgan Chase & Co.

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

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $312.89 on Friday. The firm has a market cap of $839.25 billion, a P/E ratio of 14.99, a P/E/G ratio of 1.52 and a beta of 1.03. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $248.83 and a 1-year high of $337.25. The firm has a fifty day moving average of $299.19 and a two-hundred day moving average of $307.02.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period last year, the business earned $5.07 EPS. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 22.42 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 9,136 shares of the firm's stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer directly owned 90,001 shares of the company's stock, valued at $27,590,706.56. This trade represents a 9.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm's stock in a transaction 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 approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 71,908 shares of company stock worth $22,065,882 over the last 90 days. Company insiders own 0.41% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Jefferies Financial Group raised their price target on shares of JPMorgan Chase & Co. from $310.00 to $320.00 and gave the company a "hold" rating in a report on Wednesday, April 15th. CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an "outperform" rating and a $355.00 price target for the company. Evercore raised their price target on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an "outperform" rating in a report on Friday, April 17th. Robert W. Baird set a $295.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Finally, Autonomous Res lowered their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating for the company in a report on Monday, April 6th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average 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.

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