JPMorgan Chase & Co. $JPM Stock Holdings Cut by Smith Salley Wealth Management

Key Points

• Smith Salley Wealth Management trimmed its stake in JPMorgan by 6.3% in Q4 to 158,354 shares worth about $51.03M, representing ~2.5% of its portfolio and the firm's 8th-largest holding.
• Company insiders have been net sellers — notably CEO Troy L. Rohrbaugh sold 50,000 shares (a 31% reduction in his position), with insiders offloading 71,908 shares (~$22.07M) over the last quarter.
• JPMorgan beat quarterly expectations with EPS of $5.94 vs. $5.50 and revenue of $50.54B (+10% YoY), and announced a quarterly dividend of $1.50 per share (annualized $6.00, ~1.9% yield).

Smith Salley Wealth Management lowered its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 6.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 158,354 shares of the financial services provider's stock after selling 10,730 shares during the quarter. JPMorgan Chase & Co. comprises about 2.5% of Smith Salley Wealth Management's portfolio, making the stock its 8th biggest holding. Smith Salley Wealth Management's holdings in JPMorgan Chase & Co. were worth $51,025,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also made changes to their positions in JPM. Brighton Jones LLC increased its holdings in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock valued at $11,682,000 after purchasing an additional 4,841 shares during the last quarter. Acorns Advisers LLC lifted its stake in JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock worth $379,000 after purchasing an additional 100 shares in the last quarter. Ignite Planners LLC boosted its position in shares of JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock worth $3,185,000 after buying an additional 78 shares during the period. Jump Financial LLC purchased a new position in shares of JPMorgan Chase & Co. during the second quarter worth $1,475,000. Finally, Betterment LLC grew its stake in shares of JPMorgan Chase & Co. by 27.5% in the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider's stock valued at $571,000 after buying an additional 425 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the transaction, the insider owned 64,920 shares in the company, valued at $19,155,295.20. The trade was a 0.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business's stock in a transaction that occurred 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 owned 111,279 shares of the company's stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,908 shares of company stock valued at $22,065,882 over the last quarter. Insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Trading Down 0.7%

JPM opened at $309.21 on Thursday. The business has a fifty day moving average price of $299.07 and a 200 day moving average price of $306.98. 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 12 month low of $238.43 and a 12 month high of $337.25. The stock has a market capitalization of $829.36 billion, a price-to-earnings ratio of 14.81, a PEG ratio of 1.52 and a beta of 1.05.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.JPMorgan Chase & Co.'s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter last year, the company earned $5.07 EPS. Sell-side analysts expect that JPMorgan Chase & Co. will post 22.34 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio is presently 28.74%.

Wall Street Analyst Weigh In

JPM has been the topic of several research analyst reports. Truist Financial boosted their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a report on Wednesday, April 15th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Argus boosted their price target on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. Autonomous Res reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a research report on Monday, April 6th. Finally, Jefferies Financial Group raised their price objective on shares of JPMorgan Chase & Co. from $310.00 to $320.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. Fifteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $336.16.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Large capital returns and share repurchases remain a tailwind — JPMorgan has been a heavy buyback spender (roughly $27.6B in the prior 12 months) and recently expanded repurchase capacity, supporting EPS and shareholder returns. 5 Stocks with the Biggest Share Buybacks
• Positive Sentiment: Analyst/upside revision to JPM’s own forecast — Erste Group raised its FY2026 EPS estimate for JPMorgan, which signals positive earnings visibility versus Street consensus. Erste Group raises FY2026 EPS estimate
• Positive Sentiment: Large tech & AI investment to boost productivity and future revenue — JPMorgan’s CIO is implementing a $19.8B annual tech/AI budget to reshape workflows across advisory, wealth and engineering teams, which can improve margins and competitive positioning over time. How JPMorgan’s CIO is reshaping work
• Positive Sentiment: Brand and fee-opportunity boost from Olympic partnership — JPMorgan was named a global banking partner for the LA28 Olympics and future Games, a reputational and client-fee opportunity. JPMorgan to become global partner of 2028 Olympics
• Neutral Sentiment: Executive commentary and culture notes are headline-grabbing but not directly market-moving — Jamie Dimon’s remarks on bureaucracy and meeting efficiency highlight management approach but have limited immediate financial impact. Jamie Dimon on bureaucracy
• Neutral Sentiment: Business reorganization: new leaders for biopharma & life-sciences banking — operationally relevant but incremental for near-term stock moves. JPMorgan names new leaders for biopharma banking
• Negative Sentiment: CEO warnings about a potential global bond crisis and a tougher private‑credit downturn are stoking investor fear — Jamie Dimon’s repeated public cautions raise uncertainty about future credit losses and flow of investor capital out of equities. Jamie Dimon warns of 'bond crisis'
• Negative Sentiment: Rising Treasury yields and Fed dissent risk increase funding/market volatility — a Bloomberg report shows two‑year yields jumped on bets for tighter policy, which can pressure trading revenues and create mark‑to‑market volatility. Treasuries slump as Fed dissents spur wagers
• Negative Sentiment: Global FX and geopolitical risk: a weak yen and heightened market uncertainty could prompt risk-off flows — FX stress and geopolitical jitters increase volatility across JPM’s markets and capital-markets businesses. Yen falls below 160 per dollar

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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