JPMorgan Chase & Co. $JPM Shares Sold by Wellington Shields & Co. LLC

Posted by Brian Himes on Jun 4th, 2026

Wellington Shields & Co. LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 47,531 shares of the financial services provider’s stock after selling 1,777 shares during the period. JPMorgan Chase & Co. comprises 3.8% of Wellington Shields & Co. LLC’s portfolio, making the stock its 3rd biggest holding. Wellington Shields & Co. LLC’s holdings in JPMorgan Chase & Co. were worth $15,315,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. Merrithew & Thorsten Inc bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $40,000. WHI TRUST Co LLC acquired a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at $45,000. Cresta Advisors Ltd. acquired a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at $48,000. Finally, Miller Global Investments LLC bought a new position in JPMorgan Chase & Co. in the fourth quarter worth $52,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan is being linked to a high-profile SpaceX IPO roadshow, with CEO Jamie Dimon expected to pitch the deal to wealthy clients. That suggests JPMorgan could win more underwriting, advisory, and client-wallet share from one of the most anticipated listings in years. Article Title
Positive Sentiment: The bank also continued issuing new notes and expanding its preferred/funding strategy, including a $500 million fixed-to-floating notes deal and other structured-note activity. Investors may view this as evidence JPMorgan can fund itself efficiently and keep optimizing its balance sheet. Article Title
Positive Sentiment: Analysts and market commentary continue to frame JPMorgan as a defensive large-cap financial name, with some coverage pointing to valuation support and the stock’s resilience versus the broader market. Article Title
Neutral Sentiment: JPMorgan’s low-coupon fixed preferred shares were highlighted as still attractive on a standalone and relative basis, which may support income-focused demand but is not a major earnings catalyst for the common stock. Article Title
Neutral Sentiment: JPMorgan is also being mentioned in connection with financing for a $1 billion Argentina gas project and with Dimon’s broader comments on crypto regulation and a possible large acquisition. These items reflect active dealmaking, but they do not yet appear to be direct stock-moving developments. Article Title
Negative Sentiment: The main drag is that JPMorgan shares have recently shown soft short-term momentum, with articles noting consolidation and a roughly 2% decline over the past month. That suggests investors may be pausing after a strong run, even though the long-term trend remains positive. Article Title

JPMorgan Chase & Co. Stock Up 0.0%

Shares of NYSE:JPM opened at $301.06 on Thursday. The company’s fifty day moving average is $303.16 and its 200-day moving average is $306.39. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a 52 week low of $260.31 and a 52 week high of $337.25. The company has a market capitalization of $806.70 billion, a PE ratio of 14.42, a P/E/G ratio of 1.47 and a beta of 1.00.

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, topping analysts’ consensus estimates 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 business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter last year, the company posted $5.07 EPS. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. Equities research analysts predict that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

Insider Activity

In other news, COO Jennifer Piepszak sold 9,136 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $306.56, for a total value of $2,800,732.16. Following the transaction, the chief operating officer directly owned 90,001 shares of the company’s stock, valued at $27,590,706.56. The trade was a 9.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This represents a 10.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 28,589 shares of company stock worth $8,747,496. 0.41% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on JPM shares. Piper Sandler boosted their price target on shares of JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Robert W. Baird set a $295.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 8th. Finally, Autonomous Res cut 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. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $339.08.

View Our Latest Report on JPM

About JPMorgan Chase & Co.

(Free Report)

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.