BI Asset Management Fondsmaeglerselskab A S decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 23.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 547,582 shares of the financial services provider’s stock after selling 163,352 shares during the quarter. JPMorgan Chase & Co. comprises 1.7% of BI Asset Management Fondsmaeglerselskab A S’s investment portfolio, making the stock its 9th largest holding. BI Asset Management Fondsmaeglerselskab A S’s holdings in JPMorgan Chase & Co. were worth $159,543,000 as of its most recent SEC filing.
A number of other large investors have also recently bought and sold shares of JPM. Morgan Stanley grew its holdings in shares of JPMorgan Chase & Co. by 1.4% during the fourth quarter. Morgan Stanley now owns 66,385,268 shares of the financial services provider’s stock worth $21,390,662,000 after buying an additional 939,421 shares during the last quarter. Norges Bank acquired a new stake in JPMorgan Chase & Co. during the 4th quarter worth approximately $11,396,496,000. Bank of New York Mellon Corp lifted its position in JPMorgan Chase & Co. by 5.4% during the 4th quarter. Bank of New York Mellon Corp now owns 23,424,482 shares of the financial services provider’s stock worth $7,547,837,000 after acquiring an additional 1,194,583 shares during the period. Legal & General Group Plc grew its stake in shares of JPMorgan Chase & Co. by 0.6% in the 4th quarter. Legal & General Group Plc now owns 19,019,564 shares of the financial services provider’s stock valued at $6,128,484,000 after purchasing an additional 110,586 shares during the last quarter. Finally, Fisher Asset Management LLC grew its stake in shares of JPMorgan Chase & Co. by 1.9% in the 4th quarter. Fisher Asset Management LLC now owns 16,018,656 shares of the financial services provider’s stock valued at $5,161,532,000 after purchasing an additional 296,213 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.
Insiders Place Their Bets
In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 5,611 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.55, for a total value of $1,720,052.05. Following the completion of the transaction, the chief financial officer directly owned 35,460 shares of the company’s stock, valued at approximately $10,870,263. This trade represents a 13.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares of the company’s stock, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 33,623 shares of company stock worth $10,427,835. 0.41% of the stock is owned by company insiders.
Wall Street Analysts Forecast Growth
Get Our Latest Analysis on JPMorgan Chase & Co.
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.
JPMorgan Chase & Co. Trading Up 2.2%
NYSE:JPM opened at $332.42 on Tuesday. The stock has a fifty day moving average price of $309.61 and a two-hundred day moving average price of $307.85. 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 company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. JPMorgan Chase & Co. has a 1 year low of $272.11 and a 1 year high of $338.09.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company had revenue of $50.54 billion during the quarter, compared to the consensus estimate of $48.30 billion. During the same quarter last year, the company earned $5.07 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 10.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 22.44 earnings per share for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.8%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.74%.
JPMorgan Chase & Co. Company 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.
Recommended Stories
- Five stocks we like better than JPMorgan Chase & Co.
- Buy CrowdStrike Before the Stock Split? Here’s the Case
- Investors Are Buying Into Sweetgreen Again—Should They?
- Burlington Is Winning Over Shoppers But Investors Need Patience
- USA Today’s Digital Revival Is Gaining Steam, But With Plenty of Risk
Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
Receive News & Ratings for JPMorgan Chase & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Chase & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
