JPMorgan Chase & Co. (NYSE:JPM) Stock Unloaded Sen. Shelley Moore Capito

Key Points

• Senator Shelley Moore Capito sold shares of JPMorgan Chase & Co. valued between $1,001 and $15,000 on July 18th, as disclosed in a filing on August 4th.
• JPMorgan Chase & Co. achieved earnings per share of $4.96 for the last quarter, surpassing the consensus estimate, but reported a 10.5% year-over-year revenue decline.
• The company recently declared a quarterly dividend of $1.40, resulting in an annualized dividend yield of 1.9% and a payout ratio of 28.73%.

Senator Shelley Moore Capito (R-West Virginia) recently sold shares of JPMorgan Chase & Co. NYSE: JPM. In a filing disclosed on August 04th, the Senator disclosed that they had sold between $1,001 and $15,000 in JPMorgan Chase & Co. stock on July 18th.

Senator Shelley Moore Capito also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of General Dynamics NYSE: GD on 7/31/2025.
• Sold $1,001 - $15,000 in shares of Colgate-Palmolive NYSE: CL on 7/31/2025.
• Sold $1,001 - $15,000 in shares of PPG Industries NYSE: PPG on 7/31/2025.
• Sold $1,001 - $15,000 in shares of PPG Industries NYSE: PPG on 7/30/2025.
• Purchased $1,001 - $15,000 in shares of Alphabet NASDAQ: GOOGL on 7/29/2025.
• Purchased $1,001 - $15,000 in shares of Meta Platforms NASDAQ: META on 7/29/2025.
• Sold $1,001 - $15,000 in shares of Apple NASDAQ: AAPL on 7/18/2025.
• Sold $1,001 - $15,000 in shares of Broadcom NASDAQ: AVGO on 7/18/2025.
• Sold $1,001 - $15,000 in shares of Aflac NYSE: AFL on 7/18/2025.
• Sold $1,001 - $15,000 in shares of Microsoft NASDAQ: MSFT on 7/18/2025.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $294.11 on Tuesday. The company's 50 day simple moving average is $281.70 and its 200-day simple moving average is $261.93. The company has a debt-to-equity ratio of 1.25, a quick ratio of 0.89 and a current ratio of 0.88. JPMorgan Chase & Co. has a 1 year low of $190.90 and a 1 year high of $301.29. The company has a market capitalization of $817.36 billion, a price-to-earnings ratio of 15.09, a price-to-earnings-growth ratio of 1.94 and a beta of 1.11.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, July 15th. The financial services provider reported $4.96 earnings per share for the quarter, beating the consensus estimate of $4.48 by $0.48. JPMorgan Chase & Co. had a net margin of 20.52% and a return on equity of 16.93%. The firm had revenue of $44.91 billion during the quarter, compared to the consensus estimate of $43.76 billion. During the same quarter last year, the firm earned $6.12 EPS. The firm's revenue for the quarter was down 10.5% on a year-over-year basis. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, July 31st. Stockholders of record on Thursday, July 3rd were paid a $1.40 dividend. This represents a $5.60 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Thursday, July 3rd. JPMorgan Chase & Co.'s payout ratio is 28.73%.

Hedge Funds Weigh In On JPMorgan Chase & Co.

Several hedge funds have recently added to or reduced their stakes in JPM. Harbor Asset Planning Inc. purchased a new stake in JPMorgan Chase & Co. in the second quarter valued at $26,000. MJT & Associates Financial Advisory Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the first quarter worth about $28,000. Redwood Park Advisors LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $29,000. University of Illinois Foundation purchased a new stake in shares of JPMorgan Chase & Co. in the 1st quarter valued at about $30,000. Finally, Curat Global LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 1st quarter valued at about $33,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 6,608 shares of the firm's stock in a transaction that occurred on Tuesday, May 20th. The shares were sold at an average price of $265.71, for a total transaction of $1,755,811.68. Following the transaction, the general counsel directly owned 36,520 shares in the company, valued at approximately $9,703,729.20. This trade represents a 15.32% 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, COO Jennifer Piepszak sold 6,128 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, June 5th. The shares were sold at an average price of $262.47, for a total transaction of $1,608,416.16. Following the completion of the transaction, the chief operating officer directly owned 62,455 shares in the company, valued at $16,392,563.85. The trade was a 8.94% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 15,557 shares of company stock worth $4,113,796 in the last 90 days. 0.47% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Phillip Securities downgraded JPMorgan Chase & Co. from a "moderate buy" rating to a "hold" rating in a report on Wednesday, July 16th. Cowen reissued a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 16th. Hsbc Global Res cut shares of JPMorgan Chase & Co. from a "hold" rating to a "moderate sell" rating in a report on Tuesday, July 8th. KGI Securities began coverage on shares of JPMorgan Chase & Co. in a research note on Sunday, April 13th. They set a "hold" rating on the stock. Finally, Morgan Stanley raised their price target on shares of JPMorgan Chase & Co. from $296.00 to $298.00 and gave the company an "equal weight" rating in a research report on Wednesday, July 16th. Three investment analysts have rated the stock with a sell rating, seven have issued a hold rating, thirteen have assigned a buy rating and one has issued a strong buy rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $288.68.

About Senator Capito

Shelley Moore Capito (Republican Party) is a member of the U.S. Senate from West Virginia. She assumed office on January 3, 2015. Her current term ends on January 3, 2027. Capito (Republican Party) ran for re-election to the U.S. Senate to represent West Virginia. She won in the general election on November 3, 2020. Capito was first elected to the Senate in 2014, becoming the first female U.S. Senator in the state's history. Prior to serving in the Senate, Capito was a member of the West Virginia House of Representatives from 1997 to 2001 and a member of the United States House of Representatives from 2001 to 2015. At the start of the 116th Congress, Capito was a member of the U.S. Senate committees on Appropriations, Commerce, Science, and Transportation, Environment and Public Works, and Rules and Administration. As of a 2014 analysis of multiple outside rankings, Capito is a more moderate right of center Republican Party vote. As a result, she may break with the Republican Party line more than her fellow members. Capito earned her bachelor's degree from Duke University. After earning her M.Ed. from the University of Virginia, Capito was a college counselor and then director of an educational information center. She was the only Republican in the West Virginia congressional delegation until the 2010 elections and is the first Republican woman elected to Congress from West Virginia. Capito is a former chairwoman of the Congressional Caucus for Women's Issues, as well as a member of the Congressional Arts Caucus. After an explosion responsible for the death of 29 coal workers, Capito founded the Congressional Coal Caucus. Prior to her election to the U.S. House, Capito served in the West Virginia House of Delegates.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate.

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