JPMorgan Chase & Co. (NYSE:JPM) Position Cut by Trust Co. of Vermont

July 2, 2025

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Trust Co. of Vermont cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 212,167 shares of the financial services provider’s stock after selling 2,153 shares during the period. JPMorgan Chase & Co. accounts for about 2.6% of Trust Co. of Vermont’s portfolio, making the stock its 6th biggest position. Trust Co. of Vermont’s holdings in JPMorgan Chase & Co. were worth $52,045,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in JPM. Norges Bank purchased a new stake in JPMorgan Chase & Co. during the fourth quarter valued at approximately $8,310,884,000. GAMMA Investing LLC grew its stake in shares of JPMorgan Chase & Co. by 25,861.9% during the first quarter. GAMMA Investing LLC now owns 23,556,011 shares of the financial services provider’s stock valued at $5,778,289,000 after buying an additional 23,465,278 shares during the last quarter. Northern Trust Corp grew its stake in shares of JPMorgan Chase & Co. by 15.4% during the fourth quarter. Northern Trust Corp now owns 33,845,676 shares of the financial services provider’s stock valued at $8,113,147,000 after buying an additional 4,515,147 shares during the last quarter. Proficio Capital Partners LLC grew its stake in shares of JPMorgan Chase & Co. by 34,259.3% during the fourth quarter. Proficio Capital Partners LLC now owns 3,499,499 shares of the financial services provider’s stock valued at $838,865,000 after buying an additional 3,489,314 shares during the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in shares of JPMorgan Chase & Co. by 31.4% during the fourth quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 10,684,810 shares of the financial services provider’s stock valued at $2,561,256,000 after buying an additional 2,551,899 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 JPMorgan Chase & Co. news, Director Linda Bammann sold 9,500 shares of the company’s stock in a transaction on Tuesday, May 6th. The stock was sold at an average price of $250.00, for a total transaction of $2,375,000.00. Following the completion of the sale, the director owned 91,539 shares in the company, valued at $22,884,750. This represents a 9.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jeremy Barnum sold 40,014 shares of the company’s stock in a transaction on Tuesday, May 6th. The stock was sold at an average price of $250.77, for a total value of $10,034,310.78. Following the sale, the chief financial officer owned 18,017 shares of the company’s stock, valued at approximately $4,518,123.09. This represents a 68.95% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 71,200 shares of company stock worth $18,060,015 in the last three months. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.2%

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JPMorgan Chase & Co. stock opened at $290.43 on Wednesday. The business has a fifty day moving average of $263.87 and a two-hundred day moving average of $253.51. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 1.23. The firm has a market cap of $807.13 billion, a P/E ratio of 14.26, a P/E/G ratio of 2.70 and a beta of 1.10. JPMorgan Chase & Co. has a twelve month low of $190.90 and a twelve month high of $292.65.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Friday, April 11th. The financial services provider reported $5.07 earnings per share for the quarter, topping analysts’ consensus estimates of $4.63 by $0.44. The company had revenue of $45.30 billion during the quarter, compared to analyst estimates of $43.62 billion. JPMorgan Chase & Co. had a return on equity of 16.88% and a net margin of 21.21%. JPMorgan Chase & Co.’s revenue was up 8.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.44 earnings per share. On average, analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 31st. Shareholders of record on Thursday, July 3rd will be issued a dividend of $1.40 per share. The ex-dividend date of this dividend is Thursday, July 3rd. This represents a $5.60 dividend on an annualized basis and a yield of 1.93%. JPMorgan Chase & Co.’s dividend payout ratio is currently 27.49%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. TD Securities reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, June 4th. TD Cowen assumed coverage on JPMorgan Chase & Co. in a research note on Thursday, May 15th. They set a “buy” rating and a $305.00 target price on the stock. Citigroup reaffirmed a “neutral” rating and set a $275.00 target price (up previously from $250.00) on shares of JPMorgan Chase & Co. in a research note on Wednesday, June 25th. Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, May 20th. Finally, KGI Securities assumed coverage on JPMorgan Chase & Co. in a research note on Sunday, April 13th. They set a “hold” rating on the stock. Two investment analysts have rated the stock with a sell rating, eleven have assigned a hold rating and eleven have issued a buy rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $273.15.

Read Our Latest Stock Analysis on JPMorgan Chase & Co.

JPMorgan Chase & Co. Company Profile

(Free Report)

JPMorgan Chase & Co is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate.