Mon May 12 10:30:00 UTC 2025: ## EPG Wealth Management Trims JPMorgan Chase Stake; Mixed Signals from Analysts and Insiders

**New York, NY –** EPG Wealth Management LLC reduced its holdings in JPMorgan Chase & Co. (JPM) by 6.6% during the fourth quarter, selling 1,778 shares, according to a recent SEC filing. Despite the reduction, JPM remains EPG’s 12th largest holding, representing 1.6% of its portfolio, valued at approximately $5.99 million at the end of the quarter.

This move comes amidst a flurry of activity from other institutional investors. Several firms, including Redwood Park Advisors LLC, Sellwood Investment Partners LLC, Investment Counsel Co. of Nevada, Prudent Man Investment Management Inc., and Midwest Capital Advisors LLC, all initiated new positions in JPM during the fourth quarter, albeit with relatively small investments. Institutional ownership of JPM currently stands at 71.55%.

Analyst sentiment towards JPM is mixed. While UBS Group raised its target price to $305 and Barclays increased theirs to $330, assigning buy and overweight ratings respectively, Truist Financial set a more conservative target of $261. Conversely, Bank of America lowered its price objective to $284 (while maintaining a buy rating) and StockNews.com downgraded the stock to a sell rating. The overall consensus rating from MarketBeat.com is a Hold, with a target price of $255.67.

JPM’s stock price closed at $253.20 on Friday, down $0.27, on a trading volume lower than its average. The company recently reported strong Q1 earnings, exceeding analyst expectations with $5.07 EPS, compared to the anticipated $4.63. Revenue also surpassed forecasts. JPM also announced a dividend increase to $1.40 per share.

However, recent insider trading activity presents a contrasting picture. COO Jennifer Piepszak sold 6,129 shares, representing an 8.2% decrease in her holdings, while insider Robin Leopold sold 1,250 shares, a 2.42% reduction. Overall, insiders sold a significant number of shares in the last quarter.

JPMorgan Chase & Co. is a major financial services company operating across various segments including consumer banking, investment banking, and asset management. While exhibiting strong financial performance, the mixed signals from analysts and insider selling warrant close monitoring by investors.

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