JPMorgan Chase & Co. $JPM is Sarasin & Partners LLP’s 8th Largest Position

Sarasin & Partners LLP lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,017,395 shares of the financial services provider’s stock after selling 17,188 shares during the quarter. JPMorgan Chase & Co. comprises 3.4% of Sarasin & Partners LLP’s holdings, making the stock its 8th largest holding. Sarasin & Partners LLP’s holdings in JPMorgan Chase & Co. were worth $327,825,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares in the last quarter. Acorns Advisers LLC raised its stake in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC raised its stake in shares of JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after acquiring an additional 78 shares in the last quarter. MJP Associates Inc. ADV lifted its position in JPMorgan Chase & Co. by 2.4% during the second quarter. MJP Associates Inc. ADV now owns 15,376 shares of the financial services provider’s stock valued at $4,458,000 after acquiring an additional 361 shares during the last quarter. Finally, Paragon Capital Management LLC lifted its position in JPMorgan Chase & Co. by 6.5% during the second quarter. Paragon Capital Management LLC now owns 1,225 shares of the financial services provider’s stock valued at $355,000 after acquiring an additional 75 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Proposed easing of bank capital rules could free up tens of billions of capital for large banks, potentially increasing JPMorgan’s lending capacity and return on equity if the rule changes are finalized. Read More.
• Positive Sentiment: JPMorgan is leading large financing for buyouts and high?yield issuance — including an ~$8B junk?bond package and bigger loan tranche for the Electronic Arts buyout — which should boost fee income and lending revenue. Read More.
• Positive Sentiment: JPMorgan expanded credit exposure to Core Scientific by $500M (bringing the facility to $1B), signaling additional loan revenue and deeper involvement in AI/data?center financing. Read More.
• Positive Sentiment: The bank rolled out a hedging product for AI?related debt risk, showing product innovation that can drive trading and advisory revenue as clients manage new technology exposures. Read More.
• Neutral Sentiment: CEO Jamie Dimon commented on geopolitical risk (Iran) and long?term stability prospects — useful context for macro outlook but with limited immediate financial impact on JPM’s fundamentals. Read More.
• Neutral Sentiment: Industry reports note JPMorgan’s work on tokenized deposits/on?chain cash (Kinexys) — a strategic, longer?term initiative that positions the bank in digital payment plumbing but has gradual revenue implications. Read More.
• Neutral Sentiment: Leadership hire in India (senior country officer from HSBC) signals local market investment and franchise build?out; relevant for long?term growth but not an immediate earnings driver. Read More.
• Negative Sentiment: Small insider sale disclosed (433 shares) — a modest signal but not material; investors watch insider activity for sentiment. Read More.
• Negative Sentiment: JPMorgan has trimmed its 2026 market outlook multiple times, which may damp investor sentiment and make guidance/earnings the near?term focus for the stock. Read More.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 10th. CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective for the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Finally, Robert W. Baird upped their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a research report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $340.00.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Jeremy Barnum sold 2,893 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the sale, the chief financial officer owned 26,696 shares in the company, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 72,029 shares of company stock worth $22,195,693 over the last three months. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.8%

Shares of JPMorgan Chase & Co. stock opened at $292.14 on Wednesday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The firm has a market capitalization of $787.90 billion, a price-to-earnings ratio of 14.60, a PEG ratio of 1.20 and a beta of 1.06. The firm’s 50 day simple moving average is $301.26 and its two-hundred day simple moving average is $307.84.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.81 earnings per share. Analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be paid a $1.50 dividend. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

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.