JPMorgan Chase & Co. $JPM is Clifford Swan Investment Counsel LLC’s 8th Largest Position

Posted by Francis Steltz on Jun 11th, 2026

Clifford Swan Investment Counsel LLC lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 180,992 shares of the financial services provider’s stock after selling 4,016 shares during the period. JPMorgan Chase & Co. comprises 1.9% of Clifford Swan Investment Counsel LLC’s portfolio, making the stock its 8th largest position. Clifford Swan Investment Counsel LLC’s holdings in JPMorgan Chase & Co. were worth $58,319,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Fidelis Capital Partners LLC lifted its holdings in JPMorgan Chase & Co. by 7.9% during the 4th quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after buying an additional 5,101 shares during the last quarter. Howard Capital Management Inc. lifted its holdings in JPMorgan Chase & Co. by 18.2% during the 4th quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock worth $8,308,000 after buying an additional 3,976 shares during the last quarter. Andra AP fonden lifted its holdings in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after buying an additional 3,300 shares during the last quarter. Newbridge Financial Services Group Inc. lifted its holdings in JPMorgan Chase & Co. by 51.7% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock worth $2,862,000 after buying an additional 3,027 shares during the last quarter. Finally, Banco Santander S.A. lifted its holdings in JPMorgan Chase & Co. by 9.0% during the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after buying an additional 37,550 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insider Buying and Selling

In other news, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the sale, the chief operating officer directly owned 85,082 shares in the company, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total value of $935,037.02. Following the sale, the chief financial officer owned 32,438 shares in the company, valued at $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 28,589 shares of company stock valued at $8,747,496 over the last quarter. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Stock Down 0.9%

Shares of JPMorgan Chase & Co. stock opened at $309.78 on Thursday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The business’s 50 day simple moving average is $305.39 and its 200-day simple moving average is $306.75. The stock has a market capitalization of $830.05 billion, a price-to-earnings ratio of 14.84, a PEG ratio of 1.53 and a beta of 1.00. JPMorgan Chase & Co. has a twelve month low of $262.71 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion for 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 quarterly 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 22.4 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on JPM shares. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Daiwa Securities Group reduced their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. Autonomous Res reduced their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a report on Monday, April 6th. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Finally, Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $339.08.

Read Our Latest Report on JPM

Key JPMorgan Chase & Co. News

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

Positive Sentiment: JPMorgan’s legal win in the Tricolor case removes one overhang, as a lawsuit accusing the bank of missing fraud “red flags” was dismissed. JPMorgan, Barclays, Fifth Third defeat lawsuit over missed ‘red flags’ at Tricolor
Positive Sentiment: The bank continues to be viewed as a leader in digital finance, with reports highlighting its push into tokenized deposits and blockchain-based payments, which could support future fee growth and payments leadership. JPMorgan Chase Tests Tokenized Deposits And Quantum AI For Future Payments
Positive Sentiment: JPMorgan is also expanding its AI ambitions, planning more autonomous AI agents across banking operations, reinforcing its reputation for operational efficiency and innovation. JPMorgan Chase plans to deploy more powerful AI agents this year
Neutral Sentiment: JPMorgan said consumers are still spending, but the cushion against higher prices is thinning, suggesting a mixed outlook for credit quality and loan demand. JPMorgan Watching Consumer Spending as Inflation Creeps Up
Neutral Sentiment: JPMorgan is facing a widening government investigation into alleged politically motivated account closures, which adds reputational and regulatory uncertainty, though no wrongdoing has been established. US Justice Department subpoenas major banks over alleged ‘debanking’, WSJ reports
Neutral Sentiment: Market headlines around inflation and interest rates may also be influencing JPMorgan, since hotter CPI data can affect Fed policy and bank earnings dynamics. May Inflation Hits 4.2% as Energy Prices Surge, Raising Pressure on Federal Reserve

JPMorgan Chase & Co. Company Profile

(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.