JPMorgan Chase & Co. $JPM Shares Sold by Moody Lynn Lieberson & Walker LLC

Key Points

• Moody Lynn Lieberson & Walker LLC reduced its JPMorgan stake by 2.8% in the second quarter, selling 5,542 shares and retaining 195,923 shares valued at approximately $64.1 million. Institutional investors and hedge funds collectively own 71.55% of the stock.
• JPMorgan reported a strong latest quarter, with earnings of $6.14 per share and revenue of $58.02 billion, beating analyst estimates; revenue rose 27.7% year over year. The stock was trading near its 52-week high, supported by a “Moderate Buy” consensus rating and a $359.33 average price target.
• Company insiders sold 13,435 shares worth about $4.35 million over the past 90 days, though the reported transactions were made under pre-arranged Rule 10b5-1 plans. JPMorgan also maintains a quarterly dividend of $1.50 per share, equivalent to a 1.7% annual yield.

Moody Lynn Lieberson & Walker LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 195,923 shares of the financial services provider's stock after selling 5,542 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 3.4% of Moody Lynn Lieberson & Walker LLC's holdings, making the stock its 7th biggest holding. Moody Lynn Lieberson & Walker LLC's holdings in JPMorgan Chase & Co. were worth $64,131,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Fidelis Capital Partners LLC boosted its stake in JPMorgan Chase & Co. by 7.9% during the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider's stock valued at $22,580,000 after acquiring an additional 5,101 shares during the last quarter. Howard Capital Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 18.2% in the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider's stock valued at $8,308,000 after purchasing an additional 3,976 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services lifted its position in shares of JPMorgan Chase & Co. by 18.7% during the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider's stock worth $12,125,000 after purchasing an additional 6,492 shares during the last quarter. Brighton Jones LLC grew its stake in JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock worth $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Finally, FAS Wealth Partners Inc. increased its holdings in JPMorgan Chase & Co. by 4.3% in the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider's stock valued at $12,804,000 after buying an additional 1,794 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the transaction, the general counsel directly owned 46,428 shares in the company, valued at $13,940,935.56. The trade was a 10.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company's stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the sale, the insider directly owned 73,547 shares of the company's stock, valued at approximately $26,580,621.27. This represents a 3.29% 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. In the last 90 days, insiders sold 13,435 shares of company stock worth $4,353,502. 0.41% of the stock is currently owned by company insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan shares reached an all-time high. The milestone reflects continued investor enthusiasm after the bank’s latest earnings beat, which included $6.14 in EPS and $58.02 billion in revenue—well above analyst estimates. The stock is up 5.3% since that report and remains well above its 50-day and 200-day moving averages. JPMorgan reaches all-time high
• Positive Sentiment: Analyst sentiment remains supportive. JPMorgan received a “Moderate Buy” consensus rating, while UBS raised its price target to $400 and Zacks Research upgraded the stock to “Strong Buy.” JPM was also included on Zacks’ list of top-rated income stocks. JPMorgan analyst rating Zacks income stock ranking
• Positive Sentiment: Corporate banking growth is improving. JPMorgan’s Asia-Pacific corporate banking revenue increased more than 20%, helped by AI investment, data-center financing and intra-Asia trade. The trend could support revenue growth into 2027. JPMorgan Asia-Pacific corporate banking growth
• Positive Sentiment: JPMorgan raised its S&P 500 target to 8,000. The bank cited stronger earnings and productive AI investment. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses, although this is not a direct change to JPM’s earnings outlook. JPMorgan raises S&P 500 target
• Neutral Sentiment: Recent institutional activity is mixed. Ballast increased its JPM position, while UMB Bank reduced its holdings by approximately 11%. These disclosed portfolio changes are relatively small compared with JPMorgan’s nearly $1 trillion market value. Ballast JPMorgan purchase
• Negative Sentiment: Macro and regulatory risks remain. CEO Jamie Dimon warned about persistent inflation, leverage and potential market volatility. Separately, political pressure alleging discriminatory banking practices could create reputational or regulatory uncertainty. An executive’s 2,500-share sale under a pre-arranged 10b5-1 plan is a minor additional overhang. Jamie Dimon macroeconomic warning

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Zacks Research raised JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. Barclays lifted their price objective on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an "overweight" rating in a report on Wednesday, July 15th. Jefferies Financial Group set a $350.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Truist Financial raised their price target on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a "hold" rating in a research report on Wednesday, July 15th. Finally, Dbs Bank raised shares of JPMorgan Chase & Co. to a "hold" rating in a research report on Tuesday, May 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $359.33.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $363.37 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The business's 50-day moving average price is $339.11 and its 200 day moving average price is $315.12. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The firm has a market cap of $965.91 billion, a P/E ratio of 15.57, a PEG ratio of 1.50 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts' consensus estimates of $5.59 by $0.55. The company had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. JPMorgan Chase & Co.'s revenue was up 27.7% on a year-over-year basis. During the same period in the prior year, the company earned $4.96 EPS. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 24.28 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Monday, July 6th were given a $1.50 dividend. The ex-dividend date was Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 1.7%. JPMorgan Chase & Co.'s payout ratio is 25.71%.

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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