JPMorgan Chase & Co. (NYSE:JPM) CFO Jeremy Barnum Sells 3,022 Shares

Key Points

• JPMorgan CFO Jeremy Barnum sold 3,022 shares on May 5 at an average price of $309.41 for about $935,037; the trade was executed under a pre‑arranged Rule 10b5‑1 plan and reduced his holdings to 32,438 shares (an 8.52% drop).
• JPMorgan recently beat quarterly estimates with $5.94 EPS (vs. $5.50 expected) and $50.54B revenue, paid a $1.50 quarterly dividend ($6.00 annual, ~1.9% yield), and its stock traded near $309 with an average analyst rating of "Moderate Buy" and a $337 average price target.

JPMorgan Chase & Co. (NYSE:JPM) CFO Jeremy Barnum sold 3,022 shares of the company's stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the transaction, the chief financial officer directly owned 32,438 shares in the company, valued at $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jeremy Barnum also recently made the following trade(s):

• On Wednesday, April 15th, Jeremy Barnum sold 5,611 shares of JPMorgan Chase & Co. stock. The stock was sold at an average price of $306.55, for a total value of $1,720,052.05.
• On Tuesday, February 17th, Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock. The stock was sold at an average price of $306.42, for a total value of $886,166.64.

JPMorgan Chase & Co. Stock Up 0.6%

NYSE JPM traded up $1.78 during trading on Tuesday, reaching $309.43. 6,309,287 shares of the company's stock were exchanged, compared to its average volume of 10,393,046. JPMorgan Chase & Co. has a fifty-two week low of $248.83 and a fifty-two week high of $337.25. The firm has a market capitalization of $829.95 billion, a PE ratio of 14.82, a P/E/G ratio of 1.52 and a beta of 1.03. 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's fifty day simple moving average is $299.19 and its 200-day simple moving average is $307.06.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts' consensus estimates 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 firm had revenue of $50.54 billion during the quarter, compared to analyst estimates of $48.30 billion. During the same period last year, the company posted $5.07 EPS. The business's quarterly revenue was up 10.0% compared to the same quarter last year. Sell-side analysts predict that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were given a dividend of $1.50 per share. The ex-dividend date was 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 (DPR) is presently 28.74%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on JPM shares. Wall Street Zen raised JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research report on Sunday, January 18th. Royal Bank Of Canada reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Monday. CICC Research started coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 target price on the stock. HSBC upped their target price on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a research report on Monday. Finally, Freedom Capital raised JPMorgan Chase & Co. to a "hold" rating in a research report on Wednesday, January 14th. Fifteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $337.12.

Institutional Trading of JPMorgan Chase & Co.

Several large investors have recently made changes to their positions in JPM. Brighton Jones LLC boosted its stake in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock worth $11,682,000 after acquiring an additional 4,841 shares in the last quarter. Acorns Advisers LLC boosted its stake in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock worth $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC boosted its stake in shares of JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock worth $3,185,000 after acquiring an additional 78 shares in the last quarter. Jump Financial LLC bought a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $1,475,000. Finally, Betterment LLC boosted its stake in shares of JPMorgan Chase & Co. by 27.5% during the 2nd quarter. Betterment LLC now owns 1,970 shares of the financial services provider's stock worth $571,000 after acquiring an additional 425 shares in the last quarter. 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 one of the lead banks on Meta’s roughly $13 billion financing for an El Paso AI data‑center campus — a large corporate financing that should generate meaningful investment‑banking fees and strengthen JPMorgan’s tech financing pipeline. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal (Reuters)
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries, a senior talent add that supports expansion of its alternatives and fee‑based businesses. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries (Bloomberg)
• Positive Sentiment: Chase is rolling out new and enhanced products aimed at Gen Z and customers new to banking — a strategic push to grow low‑cost deposits and lifetime customer relationships that supports long‑term net interest income and cross‑sell. Chase Revamps Products to Win Gen Z Deposits (PYMNTS)
• Positive Sentiment: Analyst actions are supportive: HSBC raised its price target on JPMorgan to $312 and RBC reaffirmed its buy rating, which can lend technical support and attract investor interest. HSBC adjusts price target on JPMorgan (MarketScreener) RBC reaffirms buy on JPMorgan (MarketScreener)
• Neutral Sentiment: JPMorgan disclosed a stake in Hexagon Composites via its securities arm — notable for transparency but unlikely to move JPM’s core fundamentals materially in isolation. JPMorgan Discloses 5% Stake in Hexagon Composites (TipRanks)
• Neutral Sentiment: Market commentary from JPMorgan strategists urging investors to “buy any dip” is bullish for sentiment but speaks more to market positioning than JPM’s near‑term fundamentals. JPMorgan’s Matejka says buy any dip in stocks (Yahoo/Investing.com)
• Neutral Sentiment: Coverage pieces (Zacks and others) highlight JPMorgan as a momentum/value pick — useful for longer‑term flows but not an immediate catalyst. Why JPMorgan Chase is a Top Momentum Stock (Zacks)
• Negative Sentiment: CEO Jamie Dimon expressed uncertainty about how consumer AI will play out, injecting caution around execution and product risk as the bank expands AI‑adjacent financing and services. Jamie Dimon on consumer AI uncertainty (Yahoo Finance)
• Negative Sentiment: Industry chatter that major banks are seeking to offload some datacenter exposures amid AI strain, plus officials warning about AI‑driven cyber threats, highlight operational and credit risks tied to rapid AI infrastructure growth. Market Chatter: banks offload datacenter risks (Yahoo) Bessent warns of AI-powered bank hacks (PYMNTS)

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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