Earnings Beat: Social media lit up as JPMorgan Chase reported first-quarter profits surpassing estimates, driven by a record trading haul and robust dealmaking activity. Investors highlighted the bank's EPS of $5.94 against expectations of around $5.45, signaling resilience amid market volatility.
Investment Banking Surge: Discussion focused on surging investment banking fees, with many noting how volatility boosted fixed income performance. The revenue figure near $50 billion exceeded forecasts, underscoring the firm's dominant position in a turbulent economic landscape.
Forward Outlook: While CEO comments on regulatory easing drew support, some voices tempered enthusiasm with reminders of broader risks like private credit pressures. Overall, the conversation reflects optimism about the bank's trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
JPMorgan Chase Insider Trading Activity
JPMorgan Chase insiders have traded $JPM stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $JPM stock by insiders over the last 6 months:
- JAMES DIMON (Chairman & CEO) has made 0 purchases and 6 sales selling 69,512 shares for an estimated $21,353,561.
- TROY L ROHRBAUGH (Co-CEO CIB) sold 50,000 shares for an estimated $15,355,670
- MARY E. ERDOES (CEO Asset & Wealth Management) has made 0 purchases and 2 sales selling 11,463 shares for an estimated $3,548,924.
- JENNIFER PIEPSZAK (Chief Operating Officer) sold 8,571 shares for an estimated $2,680,887
- MARIANNE LAKE (CEO CCB) has made 0 purchases and 2 sales selling 7,815 shares for an estimated $2,419,511.
- ASHLEY BACON (Chief Risk Officer) sold 7,364 shares for an estimated $2,303,392
- DOUGLAS B PETNO (Co-CEO CIB) has made 0 purchases and 2 sales selling 6,974 shares for an estimated $2,159,156.
- STACEY FRIEDMAN (General Counsel) has made 0 purchases and 2 sales selling 6,808 shares for an estimated $2,107,743.
- JEREMY BARNUM (Chief Financial Officer) has made 0 purchases and 2 sales selling 5,785 shares for an estimated $1,791,046.
- LORI A BEER (Chief Information Officer) has made 0 purchases and 2 sales selling 4,094 shares for an estimated $1,267,502.
- ROBIN LEOPOLD (Head of Human Resources) has made 0 purchases and 3 sales selling 1,831 shares for an estimated $561,756.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
JPMorgan Chase Revenue
JPMorgan Chase had revenues of $49.8B in Q1 2026. This is an increase of 9.99% from the same period in the prior year.
You can track JPM financials on Quiver Quantitative's JPM stock page.
JPMorgan Chase Congressional Stock Trading
Members of Congress have traded $JPM stock 11 times in the past 6 months. Of those trades, 8 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $JPM stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/29 and 0 sales.
- SENATOR KATIE BOYD BRITT sold up to $15,000 on 01/28.
- REPRESENTATIVE JONATHAN L. JACKSON purchased up to $15,000 on 01/20.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 12/29.
- REPRESENTATIVE ROGER WILLIAMS purchased up to $15,000 on 12/22.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
JPMorgan Chase Hedge Fund Activity
We have seen 2,077 institutional investors add shares of JPMorgan Chase stock to their portfolio, and 2,224 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 50,135,205 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $16,154,565,755
- CARDANO RISK MANAGEMENT B.V. added 7,796,814 shares (+889.3%) to their portfolio in Q4 2025, for an estimated $2,512,289,407
- CORIENT PRIVATE WEALTH LLC added 6,322,131 shares (+197.9%) to their portfolio in Q4 2025, for an estimated $2,037,117,050
- SG AMERICAS SECURITIES, LLC added 6,215,423 shares (+223496.0%) to their portfolio in Q4 2025, for an estimated $2,002,733,599
- CAPITAL WORLD INVESTORS removed 5,954,212 shares (-24.7%) from their portfolio in Q4 2025, for an estimated $1,918,566,190
- BARCLAYS PLC removed 4,312,292 shares (-30.7%) from their portfolio in Q4 2025, for an estimated $1,389,506,728
- WELLINGTON MANAGEMENT GROUP LLP removed 3,425,119 shares (-24.8%) from their portfolio in Q4 2025, for an estimated $1,103,641,844
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
JPMorgan Chase Analyst Ratings
Wall Street analysts have issued reports on $JPM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- CICC issued a "Outperform" rating on 01/14/2026
- Barclays issued a "Overweight" rating on 01/05/2026
- Wells Fargo issued a "Overweight" rating on 11/03/2025
To track analyst ratings and price targets for JPMorgan Chase, check out Quiver Quantitative's $JPM forecast page.
JPMorgan Chase Price Targets
Multiple analysts have issued price targets for $JPM recently. We have seen 8 analysts offer price targets for $JPM in the last 6 months, with a median target of $340.5.
Here are some recent targets:
- Glenn Schorr from Evercore ISI Group set a target price of $320.0 on 04/06/2026
- Scott Schrier from Piper Sandler set a target price of $325.0 on 03/30/2026
- David Chiaverini from Jefferies set a target price of $310.0 on 03/26/2026
- Mike Mayo from Wells Fargo set a target price of $350.0 on 02/17/2026
- An analyst from CICC set a target price of $355.0 on 01/14/2026
- John McDonald from Truist Securities set a target price of $331.0 on 01/06/2026
- Jason Goldberg from Barclays set a target price of $391.0 on 01/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
