JPMorgan Chase & Co. $JPM Shares Sold by Smithbridge Asset Management Inc. DE

Posted by Stanley Muller on Jul 7th, 2026

Smithbridge Asset Management Inc. DE decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 41.0% in the 1st quarter, HoldingsChannel reports. The firm owned 52,066 shares of the financial services provider’s stock after selling 36,242 shares during the quarter. JPMorgan Chase & Co. makes up 2.3% of Smithbridge Asset Management Inc. DE’s portfolio, making the stock its 10th largest holding. Smithbridge Asset Management Inc. DE’s holdings in JPMorgan Chase & Co. were worth $15,316,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of JPM. Timmons Wealth Management LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $27,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter worth about $32,000. MBM Wealth Consultants LLC bought a new stake in shares of JPMorgan Chase & Co. during the 1st quarter worth about $29,000. Osbon Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 4th quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth approximately $35,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, April 15th. Morgan Stanley upped their target price on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the stock an “equal weight” rating in a research report on Monday, June 29th. Robert W. Baird set a $295.00 price target on JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Finally, Daiwa Securities Group lowered their price target on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Fourteen 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 stock presently has an average rating of “Hold” and a consensus price target of $342.50.

Get Our Latest Research Report on JPM

JPMorgan Chase & Co. Trading Up 0.7%

Shares of JPM traded up $2.50 during midday trading on Tuesday, hitting $340.22. The stock had a trading volume of 785,742 shares, compared to its average volume of 10,027,932. The business has a 50-day simple moving average of $313.35 and a two-hundred day simple moving average of $309.02. The firm has a market cap of $911.63 billion, a P/E ratio of 16.33, a price-to-earnings-growth ratio of 1.53 and a beta of 0.99. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $343.45.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. The business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm’s revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $5.07 earnings per share. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 22.76 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.

JPMorgan Chase & Co. News Roundup

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

Positive Sentiment: Wells Fargo raised its price target on JPMorgan Chase to $360 and kept an overweight rating, signaling continued upside expectations for the bank. Benzinga/The Fly report
Positive Sentiment: Analysts expect strong second-quarter results for large Wall Street banks, helped by a surge in trading activity and deal fees, including activity tied to the SpaceX IPO. Reuters
Positive Sentiment: JPMorgan’s own strategists have been constructive on risk assets, including recommending investors buy the semiconductor pullback and highlighting a broader market recovery later in 2026. Yahoo Finance/Investing.com
Positive Sentiment: The bank was also cited in reports about large U.S. banks exploring a possible Fiserv debit-network deal, which could eventually give major issuers more leverage over debit-fee economics. Reuters
Neutral Sentiment: JPMorgan was mentioned in reports about adding a high-yield dividend stock to its July U.S. Equity Analyst Focus List, but the article does not indicate a direct change to JPM’s own fundamentals. 24/7 Wall St.
Neutral Sentiment: JPMorgan is expected to report earnings soon, keeping investor attention focused on whether trading, investment banking, and lending strength can translate into another beat. American Banking News
Negative Sentiment: CEO Jamie Dimon reiterated that JPMorgan wants to fight stablecoin yield rules in the proposed CLARITY Act, underscoring ongoing regulatory and policy risk in digital assets. Motley Fool

Insider Activity

In other news, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction 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 completion of the sale, the chief financial officer owned 32,438 shares of the company’s stock, valued at $10,036,641.58. This trade represents a 8.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% 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 sold 33,623 shares of company stock worth $10,427,835 over the last quarter. Corporate insiders own 0.41% of the company’s stock.

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.