Universal Beteiligungs und Servicegesellschaft mbH Sells 65,814 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Universal Beteiligungs reduced its JPMorgan Chase stake by 3.2%, selling 65,814 shares and now holds 1,980,599 shares (about 0.07% of JPM), a position valued at roughly $634.6 million and representing its 12th-largest holding.
• JPMorgan beat expectations for the quarter with EPS $5.94 (vs. $5.50 consensus) and $50.54 billion in revenue, and announced a quarterly dividend of $1.50 (annualized $6.00, ~1.9% yield).
• Insiders sold 71,908 shares (≈$22.07 million) over the last three months, while institutional investors hold 71.55% of shares and analysts' consensus is a Moderate Buy with a $336.16 price target.

Universal Beteiligungs und Servicegesellschaft mbH lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,980,599 shares of the financial services provider's stock after selling 65,814 shares during the period. JPMorgan Chase & Co. comprises 1.0% of Universal Beteiligungs und Servicegesellschaft mbH's holdings, making the stock its 12th biggest holding. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.07% of JPMorgan Chase & Co. worth $634,572,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Roxbury Financial LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.4% during the fourth quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider's stock worth $2,581,000 after purchasing an additional 31 shares during the last quarter. Collective Family Office LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.0% during the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider's stock worth $1,076,000 after purchasing an additional 32 shares during the last quarter. Rialto Wealth Management LLC grew its holdings 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 purchasing an additional 33 shares during the last quarter. Essential Planning LLC. grew its holdings in shares of JPMorgan Chase & Co. by 2.4% during the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider's stock worth $451,000 after purchasing an additional 33 shares during the last quarter. Finally, Granite Group Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock worth $3,253,000 after purchasing an additional 34 shares during the last quarter. Institutional investors own 71.55% of the company's stock.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 433 shares of the company's stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the sale, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. This represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of the company's stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the completion of the sale, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,908 shares of company stock valued at $22,065,882 over the last three months. Insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $312.89 on Friday. The business's 50 day simple moving average is $299.19 and its 200 day simple moving average is $307.03. JPMorgan Chase & Co. has a one year low of $248.83 and a one year high of $337.25. The stock has a market capitalization of $839.25 billion, a PE ratio of 14.99, a PEG ratio of 1.53 and a beta of 1.03. 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. (NYSE:JPM - Get Free Report) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion for the quarter, compared to analysts' expectations of $48.30 billion. During the same period in the prior year, the business posted $5.07 earnings per share. The firm's revenue was up 10.0% on a year-over-year basis. As a group, research analysts forecast that JPMorgan Chase & Co. will post 22.42 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Erste Group raised its FY2027 EPS forecast for JPM to $23.44, signaling continued analyst confidence in earnings power. What Are Wall Street Analysts' Target Price for JPMorgan Chase Stock?
• Positive Sentiment: JPMorgan filed its Form 10-Q for the quarter ended March 31, 2026 — a routine SEC disclosure that keeps financials transparent to investors. JPMorganChase Files Form 10-Q for the Quarter Ended March 31, 2026
• Positive Sentiment: Management continues strategic investments and buybacks (including a large Security & Resiliency initiative and substantial repurchases), supporting long-term growth and capital return policies. JPM Stock In Focus After Massive European Growth Initiative
• Positive Sentiment: Global branding/commercial upside from becoming a Global Banking Partner of the Olympic Games may boost deposits, client relationships and marketing reach. JPMorgan Chase becomes first global banking partner of Olympic Games
• Neutral Sentiment: JPMorgan is investing in tokenization initiatives; the market sees potential but other industry execs say productive use cases are still years away. JPMorgan Is Betting On Tokenization, But ETF Exec Says 'Good Use Cases' Are Years Away
• Neutral Sentiment: JPMorgan added experienced coverage staff (hiring KBW’s Chris Mihok) to its banking coverage team — a hire that should strengthen research and client coverage over time. JPMorgan hires KBW's Mihok as MD in banking team
• Negative Sentiment: Shares have been pressured by a lawsuit alleging misconduct by a JPM executive — a headline risk that can weigh on sentiment and near-term trading. JPMorgan stock edges lower as executive faces misconduct lawsuit
• Negative Sentiment: CEO Jamie Dimon’s public warnings about rising deficits, a potential bond crisis and stagflation underscore macro risks that could pressure bank margins and loan performance. Jamie Dimon Says Markets May Be Too Complacent As Deficits Rise, Warns A 'Bond Crisis' And Even Stagflation Could Be Coming

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on JPM shares. DZ Bank restated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. CICC Research started coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an "outperform" rating and a $355.00 price target on the stock. Robert W. Baird set a $295.00 price target on JPMorgan Chase & Co. in a report on Wednesday, April 15th. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Finally, Autonomous Res reduced their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a report on Monday, April 6th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $336.16.

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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