Northside Capital Management LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 12.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 36,212 shares of the financial services provider’s stock after selling 4,937 shares during the quarter. Northside Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $11,853,000 as of its most recent SEC filing.
A number of other large investors have also recently made changes to their positions in JPM. 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. boosted its position in shares of 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 acquiring an additional 3,976 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services increased its holdings in shares of JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after acquiring an additional 6,492 shares during the last quarter. Brighton Jones LLC increased its holdings in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after acquiring an additional 4,841 shares during the last quarter. Finally, FAS Wealth Partners Inc. increased its holdings in shares of JPMorgan Chase & Co. by 4.3% in the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock valued at $12,804,000 after acquiring an additional 1,794 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling
In other news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the transaction, the insider directly owned 73,547 shares in the company, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares in the company, valued at $13,940,935.56. The trade was a 10.54% 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. Over the last 90 days, insiders have sold 13,435 shares of company stock worth $4,353,502. Insiders own 0.41% of the company’s stock.
Analysts Set New Price Targets
Get Our Latest Stock Analysis on JPMorgan Chase & Co.
Key JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: Analysts raised JPMorgan’s earnings forecasts. Erste Group lifted its 2026 EPS estimate to $25.00 from $24.90 and its 2027 forecast to $25.04 from $24.86. Both projections are above consensus, signaling confidence in the bank’s earnings outlook. JPMorgan earnings estimate report
- Positive Sentiment: JPMorgan is gaining exposure to AI infrastructure and digital assets. The bank led a $441 million debt financing for Global AI, which is raising capital to expand data-center capacity. Its Kinexys blockchain platform also powered Schroders’ first approved tokenized U.S. dollar money-market fund share class, providing evidence of commercial adoption for JPMorgan’s financial technology. AI infrastructure financing Tokenized money-market fund mandate
- Positive Sentiment: JPMorgan raised its 2026 S&P 500 target to 8,000. The firm cited stronger earnings and increasing evidence that AI investments are producing returns. A stronger market could benefit JPMorgan’s investment banking, trading and asset-management businesses. JPMorgan S&P 500 target
- Neutral Sentiment: JPMorgan announced a major Olympics sponsorship. The first-ever global banking partnership covers the 2028 Los Angeles and 2030 French Alps Games and reportedly costs more than $200 million per four-year cycle. It should strengthen the brand, but the near-term financial return is uncertain. JPMorgan Olympics partnership
- Neutral Sentiment: Insider Robin Leopold sold 2,500 shares worth $903,525. The sale reduced her holdings by 3.29%, but it was executed under a pre-arranged Rule 10b5-1 plan, and she continues to own 73,547 shares. This limits the transaction’s value as a bearish signal. SEC insider transaction filing
- Negative Sentiment: Jamie Dimon reiterated economic and market-risk warnings. The CEO cautioned that inflation may remain elevated and that heavy margin debt and hidden leverage could intensify forced selling during a downturn. Higher-for-longer interest rates and greater volatility could pressure loan demand, credit quality and investor sentiment. Dimon market-risk warning
- Negative Sentiment: Political scrutiny is increasing. President Trump has urged JPMorgan and Bank of America to stop allegedly restricting conservatives’ access to banking services. The accusations could create reputational, regulatory and legal risks, although no specific financial impact was reported. Political scrutiny of big banks
JPMorgan Chase & Co. Trading Up 0.6%
NYSE:JPM opened at $361.93 on Wednesday. The stock’s 50 day moving average price is $336.78 and its 200 day moving average price is $314.23. The company has a market capitalization of $962.09 billion, a PE ratio of 15.51, a P/E/G ratio of 1.48 and a beta of 0.99. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $363.12.
JPMorgan Chase & Co. Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Monday, July 6th were issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.
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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