Schwerin Boyle reduces JPMorgan stake: What does that mean for investors?

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Schwerin Boyle Capital Management is selling 4.2% of its JPMorgan shares. Latest financial developments and portfolio transactions.

Schwerin Boyle Capital Management verkauft 4,2% seiner JPMorgan-Anteile. Neueste Finanzentwicklungen und Portfoliotransaktionen.
Schwerin Boyle Capital Management is selling 4.2% of its JPMorgan shares. Latest financial developments and portfolio transactions.

Schwerin Boyle reduces JPMorgan stake: What does that mean for investors?

There's always something to report in the financial world, and recent changes at JPMorgan Chase & Co. are drawing attention. As MarketBeat reports, Schwerin Boyle Capital Management Inc. increased its stake in the banking giant in the first quarter 4.2% reduced. After selling 6,118 shares, the company now holds 140,118 shares, which represents 3.5% of its portfolio and is the 8th largest position. The total value of this holding is a gratifying $34,371,000.

But it's not just Schwerin Boyle who is active. Northern Trust Corp increased its stake by 15.4% in the fourth quarter and now owns 33,845,676 shares worth a cool $8,113,147,000. Other financial institutions are also getting in on the act: Bank of New York Mellon Corp increased its stake by 1.9% to 24,801,153 shares worth $6,083,723,000. A particularly eye-catching maneuver was achieved by GAMMA Investing LLC, which remarkably increased its stake by 25,861.9% to 23,556,011 shares in the first quarter; the value is $5,778,289,000.

The price is rising

But what do the current price developments say? On August 29, 2025, JPMorgan Chase & Co. shares closed at $301.42 on the NYSE, with a slight price change of +0.12% in the last five days and an impressive gain of +25.74% year-on-year, as MarketScreener has determined. This positive development also attracts institutional investors, who now own 71.55% of all shares.

The business figures also reflect dynamic development. In 2025, JPMorgan Chase & Co. reported total revenue of $179,864, an increase of 1.3% compared to the previous year. Operating income (EBIT) is $84,072, despite a small decrease of 1.97%. Earnings per share of $19.75 are also forecast in 2025.

A look at insider selling

An interesting detail concerns COO Jennifer Piepszak, who sold 6,128 shares on June 5 at an average price of $262.47, a total of around $1.608 million. After this sale, she still holds 62,455 shares valued at $16.392 million, a decrease of 8.94% in her ownership. A total of 0.47% of the shares are in the hands of company insiders.

Future developments remain exciting. Analysts are optimistic and expect that JPMorgan Chase & Co. will continue to generate solid growth and reasonable returns in the coming years. For interested investors, the stock remains one of the hottest topics on the market; Information on additional SEC filings from JPMorgan can be found here.

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