JPMorgan Chase & Co. $JPM Shares Sold by Wallington Asset Management LLC

Posted by George Bondi on Jul 2nd, 2026

Wallington Asset Management LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 36.3% in the 1st quarter, HoldingsChannel reports. The fund owned 3,218 shares of the financial services provider’s stock after selling 1,835 shares during the period. Wallington Asset Management LLC’s holdings in JPMorgan Chase & Co. were worth $947,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Timmons Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. in the 4th quarter worth about $27,000. MBM Wealth Consultants LLC acquired a new position in shares of JPMorgan Chase & Co. during the 1st quarter valued at about $29,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth about $32,000. Osbon Capital Management LLC purchased a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth about $35,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter worth approximately $35,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

Positive Sentiment: JPMorgan announced a massive $50 billion buyback and a 10% dividend increase after clearing the Fed stress test, signaling strong capital returns and balance-sheet resilience.
Positive Sentiment: Analysts raised or reaffirmed upbeat views on JPMorgan’s earnings prospects, including an upgrade to Buy and higher forward EPS estimates, which supports the stock’s valuation story.
Positive Sentiment: The bank continues to benefit from optimism around financials, with strategists arguing that stronger job growth and economic momentum could favor banks in the second half of 2026.
Neutral Sentiment: JPMorgan publicly backed U.S. crypto legislation while warning that yield-bearing stablecoins need bank-like oversight, highlighting its push to shape regulation rather than directly changing near-term earnings. Article: JPMorgan (JPM) Backs US Crypto Rules While Warning On Shadow Banking
Neutral Sentiment: JPMorgan AI chief Teresa Heitsenrether plans to retire at year-end, a leadership change in an important strategic area, but one that appears manageable for now.
Neutral Sentiment: JPMorgan also appeared in market commentary about broader stock-market valuations and crypto regulation, but those items are more macro-focused than company-specific.
Negative Sentiment: The stock could face some caution from headlines about the market becoming expensive and from JPMorgan’s warning that weaker oversight in crypto and shadow banking could create future regulatory or reputational risks.

Insider Transactions at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the transaction, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 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 that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the transaction, the general counsel owned 40,961 shares of the company’s stock, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 33,623 shares of company stock valued at $10,427,835 over the last quarter. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPM opened at $333.97 on Thursday. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $343.45. The company has a 50 day moving average of $312.52 and a two-hundred day moving average of $308.82. The company has a market cap of $894.88 billion, a P/E ratio of 15.99, a P/E/G ratio of 1.50 and a beta of 0.99. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating 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 business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the business posted $5.07 EPS. The business’s quarterly revenue was up 10.0% on a year-over-year basis. On average, analysts expect that JPMorgan Chase & Co. will post 22.75 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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 paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Thursday, June 25th. Argus boosted their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Dbs Bank upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Finally, UBS Group reduced their target price on JPMorgan Chase & Co. from $380.00 to $375.00 in a report on Wednesday, May 6th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average price target of $340.88.

View Our Latest Stock Report on JPMorgan Chase & Co.

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.