JPMorgan Chase & Co. $JPM Shares Sold by Jennison Associates LLC

Jennison Associates LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,477,091 shares of the financial services provider’s stock after selling 56,697 shares during the quarter. Jennison Associates LLC’s holdings in JPMorgan Chase & Co. were worth $465,919,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank acquired a new position in JPMorgan Chase & Co. during the second quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC raised its holdings in JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after acquiring an additional 16,727,530 shares during the last quarter. Viking Global Investors LP grew its holdings in JPMorgan Chase & Co. by 86.1% in the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after buying an additional 1,870,386 shares during the period. Montrusco Bolton Investments Inc. purchased a new stake in JPMorgan Chase & Co. in the second quarter valued at approximately $485,802,000. Finally, International Assets Investment Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter valued at $458,104,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $305.59 on Monday. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The business’s 50-day moving average price is $314.74 and its 200 day moving average price is $306.42. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The firm has a market cap of $831.90 billion, a P/E ratio of 15.27, a PEG ratio of 1.49 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter last year, the firm posted $4.81 EPS. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Trending Headlines about JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: Acquisition expands wealth footprint in UK — JPMorgan acquired WealthOS, a UK pensions platform, bolstering its wealth-management and recurring-fees business in Europe, which supports long-term revenue diversification. JPMorgan (JPM) Buys UK Pensions Platform WealthOS
• Positive Sentiment: New ETF launch targets international flows — JPM launched an active international ETF focused on developed markets, giving the firm an additional product to capture asset-gathering and management fees as investors diversify away from U.S. equities. Global Diversification Is Back: JPMorgan Launches New Active International ETF
• Neutral Sentiment: Participation in government “Trump Accounts” program — JPMorgan is listed as a supporting partner for the new youth tax-advantaged accounts, which could drive deposits and interchange/credit-card volume, but political exposure and program details leave net benefit uncertain. Rewards-to-Savings Trump Accounts Rely on Interchange and Credit Cards
• Neutral Sentiment: Research publications drive market narratives but limited direct P&L impact — JPMorgan’s in-house research warned silver could fall to $50 (which may influence commodities trading flows) and the firm has published stock picks and short ideas; these items shape market positioning but are unlikely to meaningfully change JPM’s core earnings immediately. Silver Price Predictions: Why JPMorgan Warns Silver Will Crash Back to $50 in 2026 JPMorgan Just Revealed its Top Short Ideas. Time to Sell?
• Negative Sentiment: Third‑party sell-side/market commentary favors alternatives — some analyst/commentary pieces recommend switching from JPM to peers or fintech competitors (e.g., Nu Holdings), which can pressure JPM stock via flow rotation and sentiment even as JPM’s fundamentals remain solid. Should You Forget JPMorgan Chase and Buy Nu Holdings Stock Instead?

Insiders Place Their Bets

In other news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This represents a 10.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Robin Leopold sold 966 shares of the stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. This represents a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 15,834 shares of company stock worth $4,951,910 over the last quarter. Company insiders own 0.47% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on JPM shares. HSBC reiterated a “hold” rating and set a $245.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Morgan Stanley set a $331.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Hsbc Global Res upgraded JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Finally, TD Cowen reissued a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $336.82.

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.