JPMorgan Chase & Co. $JPM Shares Sold by Harvest Portfolios Group Inc.

Key Points

• Harvest Portfolios Group reduced its stake in JPMorgan by 8.3%, selling 8,076 shares and ending the quarter with 89,277 shares valued at about $28.16 million.
• Significant insider selling: COO Jennifer Piepszak and CEO Troy Rohrbaugh sold 8,571 and 50,000 shares respectively, and insiders sold 71,596 shares in the last three months worth roughly $22.07 million, leaving insiders with 0.47% ownership.
• Firm outlook and analyst view: JPMorgan is leading debt financing for a $55B EA leveraged buyout while expanding branches and AI, and analysts maintain a "Moderate Buy" consensus with an average target of $339.55 and a 2.0% dividend yield.

Harvest Portfolios Group Inc. reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 8.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 89,277 shares of the financial services provider's stock after selling 8,076 shares during the quarter. Harvest Portfolios Group Inc.'s holdings in JPMorgan Chase & Co. were worth $28,161,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of JPM. Peterson Wealth Advisors LLC raised its position in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider's stock worth $635,000 after buying an additional 33 shares during the last quarter. Rialto Wealth Management LLC increased its stake in shares of JPMorgan Chase & Co. by 3.6% during 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. TradeWell Securities LLC. raised its holdings in JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider's stock worth $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer raised its holdings in JPMorgan Chase & Co. by 1.9% during the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider's stock worth $563,000 after purchasing an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC lifted its position in JPMorgan Chase & Co. by 0.3% in the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock valued at $3,253,000 after purchasing an additional 34 shares during the period. Hedge funds and other institutional investors own 71.55% of the company's stock.

Insiders Place Their Bets

In related news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares of the company's stock, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 71,596 shares of company stock valued at $22,067,932. Insiders own 0.47% 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: JPMorgan is leading debt financing for a record-setting $55B leveraged buyout of Electronic Arts — a sizable fees opportunity that underscores the firm’s powerhouse investment-banking position. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Positive Sentiment: JPM is expanding U.S. branches into underserved areas and increasing AI deployment to boost efficiency and risk management — investments that can improve deposit growth and cut costs over time. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Neutral Sentiment: JPMorgan announced schedules for quarterly earnings review calls and is hosting investor events (including its India credit trip) — routine items that provide transparency but are unlikely to move the stock materially by themselves. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Negative Sentiment: Geopolitical risk tied to the Iran conflict is a major headwind: JPMorgan analysts warn a Strait of Hormuz blockade could choke Iraq and Kuwait oil flows quickly, and the U.S. lacks capacity to fully insure tanker transits — higher oil and inflation risk can pressure markets and bank trading/loan portfolios. Industry casts doubt on Trump plan to insure Gulf oil tankers as Iran war halts transit
• Negative Sentiment: JPMorgan’s public guidance to “buy the dip” contrasts with rising market volatility; CEO Jamie Dimon’s comments about a potential market “skunk” signal management’s caution — these increase investor focus on downside risk and could weigh on sentiment. JPMorgan Urges Investors To 'Buy The Dip' Amid US-Iran War: Mohammed El-Erian, Gary Black Diverge On Long-Term Economic Impact
• Neutral Sentiment: Market reports note JPM shares fell more than the broader market in the latest session but still outperformed over a recent window — a reminder that short-term moves reflect both sector rotation and the specific news items above. JPMorgan Chase & Co. stock falls Thursday, still outperforms market Here's Why JPMorgan Chase & Co. (JPM) Fell More Than Broader Market

Analysts Set New Price Targets

Several equities analysts have issued reports on the company. Wells Fargo & Company dropped their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a research report on Tuesday, February 17th. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. DZ Bank reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Weiss Ratings reissued a "buy (b+)" rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Finally, Royal Bank Of Canada restated an "outperform" rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $339.55.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $293.30 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The company has a market capitalization of $791.04 billion, a P/E ratio of 14.66, a price-to-earnings-growth ratio of 1.24 and a beta of 1.06. The firm has a 50-day moving average price of $311.19 and a two-hundred day moving average price of $308.53. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the prior year, the business earned $4.81 earnings per share. The company's quarterly revenue was up 7.1% on a year-over-year basis. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.'s payout ratio is 29.99%.

JPMorgan Chase & Co. Company 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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