AEGON ASSET MANAGEMENT UK Plc Trims Position in JPMorgan Chase & Co. $JPM

AEGON ASSET MANAGEMENT UK Plc reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 9.1% during the first quarter, Holdings Channel.com reports. The firm owned 560,897 shares of the financial services provider’s stock after selling 56,484 shares during the period. JPMorgan Chase & Co. accounts for about 2.2% of AEGON ASSET MANAGEMENT UK Plc’s portfolio, making the stock its 10th largest position. AEGON ASSET MANAGEMENT UK Plc’s holdings in JPMorgan Chase & Co. were worth $164,258,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JPM. Timmons Wealth Management LLC bought a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at approximately $27,000. Caitong International Asset Management Co. Ltd purchased a new stake in JPMorgan Chase & Co. in the fourth quarter worth $32,000. Turning Point Benefit Group Inc. bought a new position in JPMorgan Chase & Co. in the third quarter worth $35,000. Osbon Capital Management LLC bought a new position in JPMorgan Chase & Co. in the fourth quarter worth $35,000. Finally, Merrithew & Thorsten Inc purchased a new position in JPMorgan Chase & Co. during the fourth quarter valued at $40,000. Institutional investors own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. The Goldman Sachs Group set a $361.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, April 14th. Autonomous Res dropped their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Argus boosted their price target on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Piper Sandler upped their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $339.08.

JPMorgan Chase & Co. Stock Up 2.2%

JPM opened at $332.42 on Tuesday. The stock has a market capitalization of $890.73 billion, a price-to-earnings ratio of 15.92, a PEG ratio of 1.51 and a beta of 1.00. The firm has a 50 day moving average price of $309.61 and a 200-day moving average price of $307.85. JPMorgan Chase & Co. has a twelve month low of $272.11 and a twelve month high of $338.09. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion for the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter in the prior year, the business earned $5.07 EPS. The business’s quarterly revenue was up 10.0% on a year-over-year basis. Equities research analysts forecast that JPMorgan Chase & Co. will post 22.44 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is currently 28.74%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Morningstar said JPMorgan is becoming increasingly attractive at current levels and described it as one of the highest-quality financial stocks to own, reinforcing the bullish case for the bank. Article Title
• Positive Sentiment: JPMorgan-related commentary highlighted the company’s growing use of agentic AI in banking operations, suggesting potential efficiency gains and long-term margin support from automation. Article Title
• Positive Sentiment: Recent background earnings remain strong, with JPMorgan having recently beaten consensus on both EPS and revenue, which continues to underpin investor confidence in the stock.
• Neutral Sentiment: The company’s general counsel sold 5,467 shares under a pre-arranged trading plan; while insider sales can weigh on sentiment, the planned nature of the transaction reduces the likelihood that it signals a negative fundamental change. Article Title
• Neutral Sentiment: Several articles referenced JPMorgan research or executives discussing broader market themes, including institutional rebalancing and rate policy, but these were more market commentary than direct company-specific catalysts.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the transaction, the chief operating officer owned 85,082 shares of the company’s stock, valued at $26,326,072.44. The trade was a 5.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the transaction, the chief financial officer owned 32,438 shares of the company’s stock, valued at approximately $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 33,623 shares of company stock worth $10,427,835 over the last quarter. 0.41% of the stock is currently owned by corporate insiders.

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.