Glenview Trust Co Has $128.70 Million Position in JPMorgan Chase & Co. $JPM

Posted by Francis Steltz on Jun 3rd, 2026

Glenview Trust Co lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 399,413 shares of the financial services provider’s stock after selling 7,926 shares during the period. JPMorgan Chase & Co. accounts for 2.0% of Glenview Trust Co’s portfolio, making the stock its 12th largest holding. Glenview Trust Co’s holdings in JPMorgan Chase & Co. were worth $128,699,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Elite Life Management LLC grew its stake in shares of JPMorgan Chase & Co. by 56.1% in the fourth quarter. Elite Life Management LLC now owns 2,634 shares of the financial services provider’s stock worth $849,000 after acquiring an additional 947 shares during the last quarter. HBK Sorce Advisory LLC grew its stake in shares of JPMorgan Chase & Co. by 0.5% in the fourth quarter. HBK Sorce Advisory LLC now owns 109,738 shares of the financial services provider’s stock worth $35,380,000 after acquiring an additional 504 shares during the last quarter. Allen Capital Group LLC grew its stake in shares of JPMorgan Chase & Co. by 2.5% in the fourth quarter. Allen Capital Group LLC now owns 46,067 shares of the financial services provider’s stock worth $14,844,000 after acquiring an additional 1,110 shares during the last quarter. LifePlan Investment Advisors Inc. grew its stake in shares of JPMorgan Chase & Co. by 2.4% in the fourth quarter. LifePlan Investment Advisors Inc. now owns 3,359 shares of the financial services provider’s stock worth $1,082,000 after acquiring an additional 80 shares during the last quarter. Finally, Wealthquest Corp bought a new position in JPMorgan Chase & Co. in the fourth quarter worth $3,027,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

Positive Sentiment: JPMorgan is being highlighted as a diversified, defensive stock outside the AI trade, which may attract investors looking for safety and quality in a rotation away from tech. Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification
Positive Sentiment: Analysts expect JPMorgan’s Q2 fee income to improve, supported by stronger markets revenue and investment banking fees, which could boost earnings expectations. JPMorgan’s Bullish Q2 Outlook Highlights Fee Income Potential
Positive Sentiment: JPMorgan expanded a $500 million fixed-to-floating notes offering, reinforcing its active capital markets franchise and funding flexibility. JPMorgan Chase Expands 2030 Fixed-to-Floating Notes Offering
Neutral Sentiment: JPMorgan CEO Jamie Dimon reportedly flagged a possible $20 billion acquisition and continued European expansion, which keeps deal-making and growth optionality in focus but adds uncertainty on execution. JPMorgan Weighs US$20b Deal While Expanding In Europe And Crypto Debate
Neutral Sentiment: Zacks noted that JPMorgan has recently been outperforming the market, reflecting continued investor confidence in the bank’s fundamentals. JPMorgan Chase & Co. (JPM) Exceeds Market Returns: Some Facts to Consider

JPMorgan Chase & Co. Stock Up 1.6%

Shares of NYSE JPM opened at $301.32 on Wednesday. The stock has a market cap of $807.38 billion, a PE ratio of 14.43, a PEG ratio of 1.45 and a beta of 1.00. The business has a fifty day moving average of $302.65 and a two-hundred day moving average of $306.58. JPMorgan Chase & Co. has a 52-week low of $260.31 and a 52-week high of $337.25. 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. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data 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 company 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 last year, the business earned $5.07 earnings per share. As a group, equities research analysts expect that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders 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 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 28.74%.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The stock was 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 of the company’s stock, valued at approximately $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 9,136 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the completion of the transaction, the chief operating officer directly owned 90,001 shares of the company’s stock, valued at $27,590,706.56. This represents a 9.22% 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 a total of 28,589 shares of company stock valued at $8,747,496 in the last ninety days. Insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on JPM shares. HSBC raised their target price on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. Evercore raised their target price on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, April 17th. Piper Sandler raised their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. The Goldman Sachs Group set a $361.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, April 14th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fifteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $339.08.

Get Our Latest Research Report on JPM

JPMorgan Chase & Co. 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.