JPMorgan Chase & Co. $JPM Stock Position Decreased by Albion Financial Group UT

Key Points

• Albion Financial trimmed its stake in JPMorgan by 4.1% to 92,572 shares, worth about $29.83 million and representing 1.9% of Albion’s portfolio (JPM is its 12th-largest holding).
• Significant insider selling: CFO Jeremy Barnum sold 2,892 shares and CEO Troy L. Rohrbaugh sold 50,000 shares, with insiders offloading 72,029 shares (~$22.2M) in the last quarter, leaving corporate insiders with 0.47% ownership.
• Company fundamentals: JPMorgan beat Q results (EPS $5.23 vs. $4.93), declared a $1.50 quarterly dividend (annualized $6.00, ~1.9% yield, ex-dividend April 6), and trades at a market cap of ~$831.4B with a P/E around 15.5.

Albion Financial Group UT cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 92,572 shares of the financial services provider's stock after selling 4,001 shares during the quarter. JPMorgan Chase & Co. accounts for 1.9% of Albion Financial Group UT's portfolio, making the stock its 12th largest holding. Albion Financial Group UT's holdings in JPMorgan Chase & Co. were worth $29,829,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Mountain Hill Investment Partners Corp. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth $32,000. Family Legacy Financial Solutions LLC boosted its stake in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider's stock worth $33,000 after acquiring an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth $35,000. Miller Global Investments LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter worth $52,000. Finally, Collier Financial bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth $60,000. 71.55% of the stock is owned by institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total transaction of $886,166.64. Following the completion of the sale, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. This trade represents a 10.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction on 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 72,029 shares of company stock valued at $22,195,693 in the last quarter. Corporate insiders own 0.47% of the company's stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Goldman Sachs raised its price target on JPMorgan and reiterated a buy stance, signaling continued analyst confidence that could support the shares into earnings. Goldman raises JPMorgan target
• Positive Sentiment: JPMorgan participated in financing for a large M&A transaction (Sun Pharma’s bid for Organon), illustrating ongoing investment-banking deal flow and fee opportunities. Strong IB activity would help offset margin pressure elsewhere. Organon buyout financed by JPMorgan
• Positive Sentiment: JPMorgan continues to post top-sector profitability metrics — it ranks among the highest return-on-equity banks — a structural strength investors favor in bank multiples. JPMorgan ROE coverage
• Neutral Sentiment: Analysts and outlets are previewing JPMorgan’s Q1 results (expectations focus on net interest income, trading, and IB fees); the report is the near-term catalyst to watch. TipRanks Q1 preview
• Neutral Sentiment: JPMorgan is set to join the limited group of corporate partners for the 2028 Los Angeles Olympics — a branding/relationship move with limited near-term earnings impact. FT: JPMorgan Olympic sponsor
• Neutral Sentiment: J.P. Morgan Asset Management announced March cash distributions for several ETFs on the TSX — relevant to AM fee flows but not a major stock driver. JPMAM ETF distributions
• Negative Sentiment: Zacks Research downgraded JPMorgan from "strong-buy" to "hold," a direct negative from the sell-side that can pressure sentiment ahead of earnings. Zacks downgrade / TickerReport
• Negative Sentiment: Bloomberg reports that Anthropic’s new AI model prompted an emergency meeting of top bank bosses and regulators to discuss cyber risks — increased regulatory scrutiny and potential remediation costs are a risk factor for large banks including JPMorgan. Anthropic/ emergency banking meeting
• Negative Sentiment: JPMorgan warned oil could test wartime highs if Strait of Hormuz disruptions persist, highlighting macro and market-volatility risks that could hurt credit conditions and trading revenue if sustained. JPM oil risk warning

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $309.96 on Monday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 1 year low of $225.00 and a 1 year high of $337.25. The business has a fifty day simple moving average of $299.10 and a 200 day simple moving average of $306.82. The firm has a market cap of $831.39 billion, a price-to-earnings ratio of 15.49, a P/E/G ratio of 1.54 and a beta of 1.05.

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

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 29.99%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. Daiwa Securities Group decreased their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating for the company in a research report on Tuesday, April 7th. Wolfe Research cut JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a research report on Wednesday, January 7th. 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. Robert W. Baird raised their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a "neutral" rating in a research report on Wednesday, March 4th. Finally, Wells Fargo & Company decreased their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating for the company in a research report on Tuesday, February 17th. Fourteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of "Hold" and a consensus price target of $333.17.

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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