Sen. Sheldon Whitehouse Sells JPMorgan Chase & Co. (NYSE:JPM) Stock

Key Points

• Sen. Sheldon Whitehouse disclosed he sold between $15,001 and $50,000 of JPMorgan Chase (JPM) stock on April 13, with the filing made public on May 4, and has recorded several smaller recent sales in other companies.
• JPMorgan beat expectations this quarter with $5.94 EPS versus $5.50 expected and revenue of $50.54 billion (up 10% YoY), reinforcing strong operating metrics and analyst forecasts for the year.
• Insiders have sold roughly 79,849 shares (~$24.5M) over the past 90 days even as analysts maintain a consensus Moderate Buy with a ~$337 target; the stock pays a $1.50 quarterly dividend (≈1.9% yield).

Senator Sheldon Whitehouse (Democratic-Rhode Island) recently sold shares of JPMorgan Chase & Co. NYSE: JPM. In a filing disclosed on May 04th, the Senator disclosed that they had sold between $15,001 and $50,000 in JPMorgan Chase & Co. stock on April 13th.

Senator Sheldon Whitehouse also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of PepsiCo NASDAQ: PEP on 3/30/2026.
• Sold $1,001 - $15,000 in shares of Verizon Communications NYSE: VZ on 2/23/2026.
• Sold $1,001 - $15,000 in shares of Home Depot NYSE: HD on 2/23/2026.
• Sold $1,001 - $15,000 in shares of Mastercard NYSE: MA on 2/23/2026.
• Sold $1,001 - $15,000 in shares of PepsiCo NASDAQ: PEP on 2/23/2026.

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $309.43 on Wednesday. JPMorgan Chase & Co. has a 52 week low of $248.83 and a 52 week high of $337.25. 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 stock has a market cap of $829.95 billion, a price-to-earnings ratio of 14.82, a price-to-earnings-growth ratio of 1.50 and a beta of 1.03. The company has a 50-day moving average price of $299.16 and a two-hundred day moving average price of $307.08.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating 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 company had revenue of $50.54 billion for the quarter, compared to analysts' expectations of $48.30 billion. During the same quarter in the previous year, the company posted $5.07 earnings per share. The business's revenue for the quarter was up 10.0% compared to the same quarter last year. Analysts forecast that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Monday, April 6th were given 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 (DPR) is currently 28.74%.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the transaction, the chief operating officer owned 85,082 shares in the company, valued at $26,326,072.44. This trade represents a 5.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated 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 completion of the transaction, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. This represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 79,849 shares of company stock valued at $24,522,956 over the last 90 days. 0.41% of the stock is owned by insiders.

Analyst Ratings Changes

Several research analysts have recently issued reports on JPM shares. CICC Research began coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an "outperform" rating and a $355.00 price target for the company. Jefferies Financial Group reaffirmed a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Monday. Truist Financial raised their target price on shares of JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Finally, Argus upped their price target on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. Fifteen investment 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, JPMorgan Chase & Co. presently has an average rating of "Moderate Buy" and a consensus target price of $337.12.

Hedge Funds Weigh In On JPMorgan Chase & Co.

Hedge funds have recently made changes to their positions in the business. Morgan Stanley increased its holdings in shares of JPMorgan Chase & Co. by 1.4% in the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider's stock valued at $21,390,662,000 after buying an additional 939,421 shares in the last quarter. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter worth $11,396,496,000. Bank of New York Mellon Corp grew its holdings in shares of JPMorgan Chase & Co. by 5.4% in the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider's stock worth $7,547,837,000 after acquiring an additional 1,194,583 shares during the last quarter. Legal & General Group Plc grew its holdings in shares of JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider's stock worth $6,128,484,000 after acquiring an additional 110,586 shares during the last quarter. Finally, Fisher Asset Management LLC raised its position in shares of JPMorgan Chase & Co. by 1.9% during the fourth quarter. Fisher Asset Management LLC now owns 16,018,656 shares of the financial services provider's stock worth $5,161,532,000 after purchasing an additional 296,213 shares during the period. Institutional investors and hedge funds own 71.55% of the company's stock.

Key Headlines Impacting JPMorgan Chase & Co.

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 $13B El Paso data‑center financing, which could generate sizable fees and deepen corporate banking relationships. Meta taps Morgan Stanley, JPMorgan for El Paso data center deal
• Positive Sentiment: HSBC raised its price target on JPMorgan (to $312) and RBC reaffirmed a Buy — analyst support can help sustain investor confidence. HSBC adjusts price target on JPMorgan
• Positive Sentiment: Chase announced product upgrades aimed at Gen‑Z/new‑to‑bank customers — a strategic push to grow low‑cost deposits and long‑term customer relationships. Chase Revamps Products to Win Gen Z Deposits
• Positive Sentiment: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries — a talent add that expands fee‑earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle to Lead PE Secondaries
• Neutral Sentiment: CEO Jamie Dimon said he’s unsure how consumer‑facing AI will play out — a cautious view that signals management is watching tech risks/opportunities but indicates no immediate change to strategy. JPMorgan CEO Jamie Dimon isn't sure how consumer AI will play out
• Neutral Sentiment: Market strategists at JPMorgan are urging investors to buy dips — a bullish market commentary that can lift financials broadly but is macro‑dependent. JPMorgan’s Matejka says buy any dip in stocks
• Negative Sentiment: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed stock sales (combined ~8,000 shares) executed under pre‑arranged Rule 10b5‑1 plans — routine but sometimes read negatively by market participants. Piepszak SEC filing Barnum SEC filing

About Senator Whitehouse

Sheldon Whitehouse (Democratic Party) is a member of the U.S. Senate from Rhode Island. He assumed office on January 3, 2007. His current term ends on January 3, 2031. Whitehouse (Democratic Party) ran for re-election to the U.S. Senate to represent Rhode Island. He won in the general election on November 5, 2024.

JPMorgan Chase & Co. Company Profile

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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