TLDR
- JPMorgan declared a quarterly dividend of $1.50 per share, payable July 31, 2026, marking 14 consecutive years of dividend increases.
- Q1 2026 results beat estimates — EPS of $5.94 vs. $5.50 expected, revenue up 10% YoY to $50.54 billion.
- JPM lowered its full-year 2026 net interest income guidance from $104.5 billion to ~$103 billion.
- Institutional ownership stands at 71.55%, with several funds adding to positions; insiders have been net sellers recently.
- Analyst consensus is “Moderate Buy” with an average price target of $339.08; stock opened at $306.49 on Monday.
JPMorgan Chase (JPM) stock opened at $306.49 on Monday, sitting between its 50-day moving average of $300.85 and its 200-day moving average of $307.12. The stock has a 52-week range of $256.00 to $337.25 and a market cap of $821.25 billion.
On May 19, the bank declared a quarterly dividend of $1.50 per share — $6.00 annualized — giving the stock a yield of 2.0%. The dividend is payable on July 31 to holders of record as of July 6, 2026.
This marks 14 straight years of dividend increases for JPMorgan. The payout ratio sits at 28.74%, leaving plenty of room for further growth.
The dividend news follows a strong Q1 2026 earnings report. JPMorgan posted EPS of $5.94, beating the $5.50 consensus by $0.44. A year ago, the figure was $5.07.
Revenue for the quarter came in at $50.54 billion, up 10% year-over-year and well above analyst estimates of $48.30 billion. Net income rose 13% to $16.49 billion.
One blemish: JPMorgan trimmed its full-year 2026 net interest income guidance to approximately $103 billion, down from the prior estimate of $104.5 billion.
Institutional Buying Continues
Institutional interest remains firm. Quent Long Short Global Small Cap Fund LP opened a new position worth roughly $4.75 million in Q4. Several other funds added to existing positions, including Howard Capital Management (+18.2%), Newbridge Financial Services (+51.7%), and Brighton Jones LLC (+11.0%).
Overall, 71.55% of JPM stock is held by institutional investors.
Insiders, however, have been trimming. General Counsel Stacey Friedman sold 5,468 units on May 20 at an average of $300.27, reducing her stake by 10.54%. COO Jennifer Piepszak sold 9,136 units on April 15 at $306.56, a 9.22% reduction. Both trades were executed under pre-arranged Rule 10b5-1 plans.
In total, insiders sold 28,589 units worth roughly $8.75 million over the past three months. Insiders now hold 0.41% of the stock.
Analysts Mixed But Leaning Constructive
Fifteen analysts rate JPM a Buy; fifteen rate it a Hold. The average price target is $339.08, implying upside from current levels.
Piper Sandler lifted its target to $345 with an “overweight” rating. Goldman Sachs has a $361 target. Truist raised its target to $332 but kept a “hold.” HSBC moved its target to $312, also a “hold.” Autonomous Research cut its target to $324 with a “neutral” rating.
On the business side, CEO Jamie Dimon has said the bank plans to hire more AI staff while reducing reliance on traditional banker roles. JPMorgan also launched its Chase digital retail bank in Germany.
The bank reported a return on equity of 17.54% and a net margin of 20.66% for Q1. Analysts currently forecast full-year 2026 EPS of $22.43.
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