Bessemer Group Inc. decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 13.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,698,539 shares of the financial services provider’s stock after selling 701,428 shares during the quarter. JPMorgan Chase & Co. makes up 2.3% of Bessemer Group Inc.’s investment portfolio, making the stock its 8th biggest holding. Bessemer Group Inc.’s holdings in JPMorgan Chase & Co. were worth $1,513,964,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors also recently bought and sold shares of the company. Turning Point Benefit Group Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $35,000. Merrithew & Thorsten Inc acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth about $40,000. Cresta Advisors Ltd. acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth about $48,000. Miller Global Investments LLC acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth about $52,000. Finally, Collier Financial acquired a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $60,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Trending Headlines about JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan is accelerating its push into AI, with Dimon saying the bank will add more AI staff and rely less on traditional banker roles, which could boost productivity and lower operating costs over time. CEO Dimon says JPMorgan to hire more AI staff, fewer bankers, Bloomberg News reports
- Positive Sentiment: Executives said global investment banking and IPO activity remain solid, with stronger deal flow expected in Hong Kong and mainland China, especially in AI and healthcare. JPMorgan’s Foley Sees Strong IPO Growth in HK, China
- Positive Sentiment: JPMorgan launched its Chase digital retail bank in Germany, expanding its consumer footprint in Europe and opening another growth channel. JPMorgan Launches Its German Retail Bank, Aiming for ‘Top’ Rank
- Positive Sentiment: Financial stocks were broadly higher, providing a supportive sector backdrop for JPMorgan shares. Sector Update: Financial Stocks Higher Friday Afternoon
- Neutral Sentiment: Dimon also warned that interest rates could move much higher, which underscores a tougher macro environment even though JPMorgan may benefit from volatility in trading and markets. Dimon Says Rates Risk Going Much Higher Even After Bond Selloff
- Neutral Sentiment: JPMorgan Asset Management disclosed a new stake in Kitron ASA, which appears to be routine portfolio activity rather than a direct driver for JPM stock. JPMorgan Asset Management Takes Notifiable 5.6% Stake in Kitron ASA
- Negative Sentiment: One bearish analysis argued JPMorgan still faces valuation and “capital trap” concerns despite its AI strategy and scale. JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade)
- Negative Sentiment: JPMorgan is also trying to offload exposure tied to more than $4 billion in private-equity-linked loans, suggesting management is actively managing downside risk in a slower PE funding environment. JPMorgan looks to offload exposure to $4 billion in private equity-linked loans, FT reports
JPMorgan Chase & Co. Stock Up 1.2%
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The firm had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business’s revenue was up 10.0% on a year-over-year basis. During the same period in the prior year, the firm earned $5.07 EPS. Equities research analysts forecast that JPMorgan Chase & Co. will post 22.43 earnings per share for the current year.
JPMorgan Chase & Co. Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is 28.74%.
Analysts Set New Price Targets
Several research analysts have recently issued reports on JPM shares. Truist Financial upped their price objective on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Monday, May 4th. Autonomous Res lowered their price objective on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Robert W. Baird set a $295.00 price objective on JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Finally, Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, May 6th. 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 company has an average rating of “Moderate Buy” and an average price target of $339.08.
Read Our Latest Analysis on JPM
Insider Transactions at JPMorgan Chase & Co.
In related news, insider Robin Leopold sold 433 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This represents a 0.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This trade represents a 5.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 28,589 shares of company stock valued at $8,747,496 in the last 90 days. Company insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. 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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