American Century Companies Inc. lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,080,869 shares of the financial services provider’s stock after selling 356,019 shares during the period. JPMorgan Chase & Co. makes up approximately 0.7% of American Century Companies Inc.’s holdings, making the stock its 16th largest holding. American Century Companies Inc. owned approximately 0.15% of JPMorgan Chase & Co. worth $1,287,229,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently bought and sold shares of JPM. Mizuho Securities Co. Ltd. boosted its stake in shares of JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. purchased a new stake in JPMorgan Chase & Co. in the 3rd quarter worth about $32,000. Family Legacy Financial Solutions LLC lifted its stake in JPMorgan Chase & Co. by 92.6% in the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the last quarter. Collier Financial purchased a new position in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $60,000. Finally, Clarity Asset Management Inc. boosted its position in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at JPMorgan Chase & Co.
In other news, General Counsel Stacey Friedman sold 3,404 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction that occurred on 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 transaction, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by corporate insiders.
Key JPMorgan Chase & Co. News
- Positive Sentiment: JPMorgan is leading debt financing for a record-setting $55B leveraged buyout of Electronic Arts — a sizable fees opportunity that underscores the firm’s powerhouse investment-banking position. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
- Positive Sentiment: JPM is expanding U.S. branches into underserved areas and increasing AI deployment to boost efficiency and risk management — investments that can improve deposit growth and cut costs over time. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
- Neutral Sentiment: JPMorgan announced schedules for quarterly earnings review calls and is hosting investor events (including its India credit trip) — routine items that provide transparency but are unlikely to move the stock materially by themselves. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
- Negative Sentiment: Geopolitical risk tied to the Iran conflict is a major headwind: JPMorgan analysts warn a Strait of Hormuz blockade could choke Iraq and Kuwait oil flows quickly, and the U.S. lacks capacity to fully insure tanker transits — higher oil and inflation risk can pressure markets and bank trading/loan portfolios. Industry casts doubt on Trump plan to insure Gulf oil tankers as Iran war halts transit
- Negative Sentiment: JPMorgan’s public guidance to “buy the dip” contrasts with rising market volatility; CEO Jamie Dimon’s comments about a potential market “skunk” signal management’s caution — these increase investor focus on downside risk and could weigh on sentiment. JPMorgan Urges Investors To ‘Buy The Dip’ Amid US-Iran War: Mohammed El-Erian, Gary Black Diverge On Long-Term Economic Impact
- Neutral Sentiment: Market reports note JPM shares fell more than the broader market in the latest session but still outperformed over a recent window — a reminder that short-term moves reflect both sector rotation and the specific news items above. JPMorgan Chase & Co. stock falls Thursday, still outperforms market Here’s Why JPMorgan Chase & Co. (JPM) Fell More Than Broader Market
JPMorgan Chase & Co. Stock Performance
Shares of JPM stock opened at $293.30 on Friday. The firm has a market cap of $791.04 billion, a price-to-earnings ratio of 14.66, a PEG ratio of 1.24 and a beta of 1.06. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The company’s 50 day moving average is $311.19 and its 200 day moving average is $308.53.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter last year, the firm earned $4.81 EPS. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. On average, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a $1.50 dividend. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.
Analysts Set New Price Targets
Several equities research analysts have recently weighed in on JPM shares. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a “hold” rating in a report on Thursday, February 5th. Wells Fargo & Company cut their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $330.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $339.55.
Check Out Our Latest Stock Report on JPMorgan Chase & Co.
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.
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