J.W. Cole Advisors Inc. Cuts Position in JPMorgan Chase & Co. $JPM

Posted by Stanley Muller on Jun 11th, 2026

J.W. Cole Advisors Inc. lessened its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 117,768 shares of the financial services provider’s stock after selling 3,132 shares during the quarter. JPMorgan Chase & Co. accounts for 0.7% of J.W. Cole Advisors Inc.’s investment portfolio, making the stock its 18th largest position. J.W. Cole Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $37,947,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the business. Convergence Financial LLC grew its stake in JPMorgan Chase & Co. by 1.9% in the 4th quarter. Convergence Financial LLC now owns 15,472 shares of the financial services provider’s stock valued at $4,986,000 after acquiring an additional 282 shares during the last quarter. Avise Financial Cooperative Inc. acquired a new stake in JPMorgan Chase & Co. in the 4th quarter valued at about $409,000. Vise Technologies Inc. grew its stake in JPMorgan Chase & Co. by 66.0% in the 4th quarter. Vise Technologies Inc. now owns 132,017 shares of the financial services provider’s stock valued at $42,538,000 after acquiring an additional 52,479 shares during the last quarter. Continuum Advisory LLC grew its stake in JPMorgan Chase & Co. by 6.0% in the 4th quarter. Continuum Advisory LLC now owns 19,755 shares of the financial services provider’s stock valued at $6,365,000 after acquiring an additional 1,120 shares during the last quarter. Finally, Daiwa Securities Group Inc. grew its stake in JPMorgan Chase & Co. by 3.5% in the 4th quarter. Daiwa Securities Group Inc. now owns 541,340 shares of the financial services provider’s stock valued at $174,430,000 after acquiring an additional 18,460 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently commented on JPM shares. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Monday, May 4th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, April 14th. Finally, Zacks Research cut shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 8th. Fourteen equities 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 presently has a consensus rating of “Hold” and an average price target of $339.08.

View Our Latest Stock Analysis on JPM

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction dated 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 sale, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This trade represents a 10.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the sale, the chief financial officer directly owned 32,438 shares in the company, valued at $10,036,641.58. This represents a 8.52% 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 28,589 shares of company stock valued at $8,747,496 over the last quarter. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $309.78 on Thursday. JPMorgan Chase & Co. has a 12-month low of $262.71 and a 12-month high of $337.25. The stock has a market capitalization of $830.05 billion, a P/E ratio of 14.84, a P/E/G ratio of 1.53 and a beta of 1.00. The firm’s 50-day moving average is $305.39 and its two-hundred day moving average is $306.75. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86.

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, topping the consensus estimate 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 company had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. During the same period last year, the company earned $5.07 EPS. The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. Equities analysts predict that JPMorgan Chase & Co. will post 22.4 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be paid a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.74%.

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.