JPMorgan Chase & Co. (NYSE:JPM) CFO Jeremy Barnum Sells 5,611 Shares of Stock

JPMorgan Chase & Co. (NYSE:JPM) CFO Jeremy Barnum sold 5,611 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total transaction of $1,720,052.05. Following the transaction, the chief financial officer owned 35,460 shares of the company’s stock, valued at $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• 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 transaction of $886,166.64.
• On Friday, January 16th, Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47.

JPMorgan Chase & Co. Stock Down 1.7%

Shares of NYSE:JPM opened at $305.99 on Thursday. JPMorgan Chase & Co. has a 52-week low of $226.34 and a 52-week high of $337.25. The firm has a fifty day moving average of $298.90 and a 200 day moving average of $306.77. The firm has a market capitalization of $820.72 billion, a PE ratio of 14.65, a price-to-earnings-growth ratio of 1.55 and a beta of 1.05. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.86.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analyst estimates of $48.30 billion. During the same period in the previous year, the business earned $5.07 earnings per share. The firm’s quarterly revenue was up 10.0% compared to the same quarter last year. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be given a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is 29.99%.

Institutional Trading of JPMorgan Chase & Co.

Several hedge funds have recently added to or reduced their stakes in 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 buying an additional 31 shares in 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 buying an additional 32 shares in the last quarter. Peterson Wealth Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.6% during the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares in 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 buying an additional 33 shares in the last quarter. Finally, 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 buying an additional 33 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Wells Fargo & Company cut their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday. CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price for the company. Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Finally, Autonomous Res lowered their price target on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $335.36.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Q1 beat and record markets/investment‑banking performance — JPM reported stronger‑than‑expected Q1 results (EPS and revenue up ~10%), with record trading revenue that drove net income growth. This explains optimism about JPM’s earnings power. Q1 Results
• Positive Sentiment: Analyst price‑target upgrades provide support — Multiple shops raised targets (Argus to $355, Piper Sandler to $345, Truist to $332), signaling analyst confidence after the quarter. Argus PT Raise
• Positive Sentiment: Dividend increases / preferred dividends declared — JPM increased its common dividend and declared dividends on multiple preferred series, supporting yield‑oriented demand. Preferred Dividends
• Neutral Sentiment: Management flags macro/regulatory risks — CEO Jamie Dimon reiterated that the U.S. consumer and business remain resilient but warned of a “complex set of risks” (geopolitics, energy, deficits). This is background risk rather than an immediate earnings shock. Dimon Risks
• Neutral Sentiment: Annual meeting / investor housekeeping — Shareholders’ virtual annual meeting set for May 19; procedural but relevant for governance watchers. Annual Meeting
• Negative Sentiment: Trimmed NII outlook weighed on the stock — While Q1 beat, management trimmed full‑year net‑interest‑income guidance, which reduced forward earnings visibility and pressured the share price. NII Outlook Trimmed
• Negative Sentiment: Management caution on buybacks / valuation — Jamie Dimon and other execs signaled the stock “isn’t cheap” and suggested restraint on buybacks at high multiples, which can reduce near‑term buyback tailwinds. Buybacks Commentary
• Negative Sentiment: Insider sales and institutional trimming — CFO Jeremy Barnum and COO Jennifer Piepszak disclosed multi‑thousand‑share sales (executed under Rule 10b5‑1 plans) and a fund (Badgley Phelps) reported a material reduction in JPM holdings—these flows can add selling pressure or feed negative sentiment. SEC filing: CFO Sale and fund update: Fund Trim

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.