JPMorgan Chase & Co. $JPM Shares Sold by Envestnet Portfolio Solutions Inc.

Key Points

• Envestnet Portfolio Solutions cut its JPMorgan stake by 9.6% in the second quarter, selling 17,550 shares and retaining 164,847 shares valued at approximately $53.9 million. Institutional investors collectively own 71.55% of JPM’s outstanding stock.
• JPMorgan recently reported stronger-than-expected quarterly results, with EPS of $6.14 and revenue of $58.02 billion, up 27.7% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $363.29.
• The bank raised its quarterly dividend to $1.65 per share, equivalent to $6.60 annually and a 2.0% yield. Shares opened at $332.18, within a 52-week range of $279.10 to $366.50.

Envestnet Portfolio Solutions Inc. lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 9.6% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 164,847 shares of the financial services provider's stock after selling 17,550 shares during the period. Envestnet Portfolio Solutions Inc.'s holdings in JPMorgan Chase & Co. were worth $53,946,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in JPM. Concorde Asset Management LLC raised its holdings in JPMorgan Chase & Co. by 1.1% in the second quarter. Concorde Asset Management LLC now owns 2,660 shares of the financial services provider's stock valued at $871,000 after acquiring an additional 29 shares in the last quarter. Elevation Wealth Management LLC grew its holdings in JPMorgan Chase & Co. by 1.0% during the 2nd quarter. Elevation Wealth Management LLC now owns 3,074 shares of the financial services provider's stock worth $1,006,000 after acquiring an additional 29 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. grew its holdings in JPMorgan Chase & Co. by 0.8% during the 2nd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 3,531 shares of the financial services provider's stock worth $1,156,000 after acquiring an additional 29 shares in the last quarter. Arkansas Financial Group Inc. increased its position in shares of JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider's stock valued at $873,000 after purchasing an additional 30 shares during the last quarter. Finally, Flynn Zito Capital Management LLC increased its position in shares of JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider's stock valued at $926,000 after purchasing an additional 30 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s strong earnings-surprise history and favorable Zacks indicators suggest the bank may again exceed estimates in its upcoming quarterly report. Will JPMorgan Chase & Co. Beat Estimates Again?
• Positive Sentiment: Analysts collectively maintain a “Moderate Buy” recommendation, supporting the view that JPM’s valuation remains attractive despite recent weakness. JPMorgan Receives Moderate Buy Consensus
• Positive Sentiment: J.P. Morgan Payments partnered with Al Salam Bank on an overnight Murabaha liquidity solution, expanding its payments and Islamic-finance capabilities in Bahrain. Al Salam Bank and J.P. Morgan Payments Feature Liquidity Solution
• Positive Sentiment: The Federal Reserve’s revamped stress-testing framework could reduce volatility in banks’ capital requirements and improve planning visibility for JPMorgan. Fed Revamps Bank Stress Tests
• Positive Sentiment: JPMorgan remains highlighted as an income-oriented stock with an upcoming dividend ex-date, which may support demand from dividend investors. High-Yield Dividends With Ex-Dates Days Away
• Neutral Sentiment: JPMorgan’s bond-market activity shows continued access to wholesale funding, but investors are assessing whether the additional borrowing improves growth or pressures the capital structure. JPMorgan Taps Bond Markets
• Neutral Sentiment: The elevation of Doug Petno and Troy Rohrbaugh to co-presidents advances succession planning, but also increases investor focus on the eventual replacement for CEO Jamie Dimon. JPMorgan Elevates Co-Presidents
• Negative Sentiment: JPMorgan’s credit-loss reserve grew even though provisions declined year over year during the first half of 2026. The unusual combination may signal conservatism, but it also raises questions about management’s expectations for future loan losses ahead of third-quarter results. JPMorgan Reserves for Losses That Have Not Arrived
• Negative Sentiment: Broad selling across money-center banks has weighed on JPMorgan and the wider financial sector, reflecting reduced investor risk appetite rather than a company-specific catalyst. Bank Stocks Slide

Insiders Place Their Bets

In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of the sale, the insider directly owned 71,047 shares of the company's stock, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $332.18 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The company has a market capitalization of $882.99 billion, a PE ratio of 14.23, a P/E/G ratio of 1.39 and a beta of 1.02. The company has a fifty day moving average of $352.44 and a two-hundred day moving average of $327.11.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping analysts' consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion for the quarter, compared to analysts' expectations of $50.72 billion. During the same quarter in the previous year, the firm earned $4.96 earnings per share. The business's revenue was up 27.7% compared to the same quarter last year. As a group, analysts expect that JPMorgan Chase & Co. will post 24.11 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be given a dividend of $1.65 per share. This represents a $6.60 annualized dividend and a yield of 2.0%. This is a positive change from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.'s dividend payout ratio is presently 25.71%.

Analysts Set New Price Targets

JPM has been the subject of several recent analyst reports. Jefferies Financial Group reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Friday, September 25th. Morgan Stanley reissued a "positive" rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a "hold" rating to a "buy" rating and set a $375.00 price target on the stock in a research note on Wednesday, July 22nd. Evercore reaffirmed an "outperform" rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Finally, Keefe, Bruyette & Woods increased their price objective on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an "outperform" rating in a report on Wednesday, July 15th. Sixteen analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and an average price target of $363.29.

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.

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