WestEnd Advisors LLC Cuts Stock Position in JPMorgan Chase & Co. $JPM

Key Points

• WestEnd Advisors LLC trimmed its stake in JPMorgan Chase by 3.5% in Q4, selling 5,900 shares to hold 161,557 shares worth about $52.06M, which represents roughly 1.2% of its portfolio and its 23rd-largest position.
• Insiders have been net sellers recently — CEO Troy L. Rohrbaugh sold 50,000 shares (~$15.36M) and insiders sold a total of 71,908 shares (~$22.07M) in the past 90 days, leaving insiders with just 0.41% ownership.
• JPMorgan beat estimates with EPS of $5.94 and revenue of $50.54B (up 10% YoY), pays a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield), and holds a consensus "Moderate Buy" rating with an average target of $336.16.

WestEnd Advisors LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 161,557 shares of the financial services provider's stock after selling 5,900 shares during the quarter. JPMorgan Chase & Co. makes up approximately 1.2% of WestEnd Advisors LLC's investment portfolio, making the stock its 23rd largest position. WestEnd Advisors LLC's holdings in JPMorgan Chase & Co. were worth $52,058,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Mountain Hill Investment Partners Corp. purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter worth about $32,000. Turning Point Benefit Group Inc. purchased a new position in JPMorgan Chase & Co. in the 3rd quarter valued at about $35,000. Miller Global Investments LLC purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $52,000. Collier Financial acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter worth about $60,000. Finally, Decker Retirement Planning Inc. increased its stake in JPMorgan Chase & Co. by 56.3% during the 3rd quarter. Decker Retirement Planning Inc. now owns 236 shares of the financial services provider's stock worth $74,000 after buying an additional 85 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan is part of a large financing syndicate backing prospective buyers of a stake in Kuwait’s crude oil pipeline network — a ~$6 billion financing where JPM is a mandated lender. This is meaningful fee and lending activity in energy infrastructure. Article Title
• Positive Sentiment: JPMorgan named new leaders for its biopharma and life sciences banking group — a signal the firm is investing in growth vertical coverage that can drive advisory and lending revenue in healthcare. Article Title
• Positive Sentiment: JPMorgan partnered with ACI Worldwide to embed account/payee verification into payment workflows to fight real‑time payment fraud — a product tie-up that can protect payment flows, lower losses and bolster fee/transaction franchise. Article Title
• Positive Sentiment: JPMorgan’s strategists continue to push a buy‑the‑dip message for markets, reflecting confidence in second‑half rate easing and rising earnings—this bullish market stance supports brokerage, trading and asset management flows. Article Title
• Neutral Sentiment: KBRA assigned preliminary ratings to classes in a JP Morgan Mortgage Trust RMBS (JPMMT 2026‑LTV1) — routine securitization activity that shows ongoing mortgage origination/securitization flow but is not material to the bank’s headline earnings. Article Title
• Neutral Sentiment: CEO Jamie Dimon will speak at the Bernstein Strategic Decisions Conference (May 27) — a scheduled investor event where management may give additional color on outlook, capital return and strategy; useful but not an immediate earnings event. Article Title
• Negative Sentiment: Public criticism of JPMorgan’s investor conference (e.g., by commentators like Jim Cramer) can dent near‑term sentiment even if it doesn’t affect fundamentals—monitor for any messaging or guidance revisions. Article Title
• Negative Sentiment: JPMorgan reduced its reported stake in New Hope Corporation (regulatory filing) — a small investor/holdings update that is unlikely to move fundamentals but can be read as portfolio repositioning. Article Title

Insider Transactions at JPMorgan Chase & Co.

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the firm's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,908 shares of company stock valued at $22,065,882 in the last ninety days. 0.41% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $311.74 on Tuesday. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a 50-day moving average price of $298.97 and a 200 day moving average price of $306.89. JPMorgan Chase & Co. has a 12-month low of $238.43 and a 12-month high of $337.25. The stock has a market cap of $836.16 billion, a P/E ratio of 14.93, a PEG ratio of 1.51 and a beta of 1.05.

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

JPMorgan Chase & Co. Announces Dividend

The firm 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 $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio is currently 28.74%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on JPM. Freedom Capital raised JPMorgan Chase & Co. to a "hold" rating in a report on Wednesday, January 14th. Daiwa Securities Group dropped their price target 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. Royal Bank Of Canada reissued an "outperform" rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Piper Sandler raised their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an "overweight" rating in a report on Wednesday, April 15th. Finally, Truist Financial upped their target price on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a "hold" rating in a report on Wednesday, April 15th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price 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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