Erste Asset Management GmbH Sells 112,867 Shares of JPMorgan Chase & Co. $JPM

Posted by Defense World Staff on Mar 5th, 2026

Erste Asset Management GmbH trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 22.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 387,649 shares of the financial services provider’s stock after selling 112,867 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 1.2% of Erste Asset Management GmbH’s portfolio, making the stock its 15th largest holding. Erste Asset Management GmbH’s holdings in JPMorgan Chase & Co. were worth $122,131,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in JPM. Creative Planning increased its position in shares of JPMorgan Chase & Co. by 2.2% during the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after acquiring an additional 29,844 shares during the last quarter. Aviva PLC grew its stake in JPMorgan Chase & Co. by 6.0% in the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after purchasing an additional 126,742 shares during the period. Triangle Securities Wealth Management increased its position in shares of JPMorgan Chase & Co. by 14.1% during the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock valued at $8,145,000 after purchasing an additional 3,191 shares during the last quarter. Brighton Jones LLC raised its stake in shares of JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares during the period. Finally, Envestnet Asset Management Inc. raised its stake in shares of JPMorgan Chase & Co. by 2.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 7,280,489 shares of the financial services provider’s stock worth $2,110,304,000 after purchasing an additional 202,787 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $299.43 on Thursday. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The stock’s 50-day simple moving average is $311.90 and its 200 day simple moving average is $308.64. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. The stock has a market capitalization of $807.57 billion, a price-to-earnings ratio of 14.96, a price-to-earnings-growth ratio of 1.24 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings results 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the business posted $4.81 earnings per share. The company’s revenue was up 7.1% on a year-over-year basis. Research analysts forecast 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. Investors of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

Positive Sentiment: J.P. Morgan Asset Management bolstered its private-wealth alternatives team with senior hires to deepen advisor coverage and grow fee-bearing businesses, a revenue-positive move for the asset-management franchise. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
Positive Sentiment: JPMorgan is expanding its physical footprint (160+ new branches, ~600 renovations) and increasing AI investment — a long-term growth and distribution push that should support deposit growth and fee income. How JPMorgan’s Nationwide Branch and Community Center Expansion Will Impact JPMorgan Chase (JPM) Investors
Neutral Sentiment: JPMorgan published its 2027 earnings-call schedule (dates for each quarter), a routine disclosure that helps investors plan but has no direct earnings surprise. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
Neutral Sentiment: JPMorgan’s leadership on stablecoin regulation and comments that stablecoin issuers paying interest should face bank-like rules signal the firm’s regulatory stance; this is strategic positioning more than an immediate earnings driver. JPMorgan CEO Jamie Dimon Pushes Bank Rules for Stablecoin Issuers
Negative Sentiment: CEO Jamie Dimon’s public warnings — citing rising complacency in markets and a potentially worse-than-normal credit cycle — are shifting investor sentiment toward risk-off for banks, increasing concern about future loan losses and capital needs. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
Negative Sentiment: Geopolitical tensions (Strait of Hormuz disruption / Iran conflict) and JPMorgan analyses warning of materially higher oil prices are elevating macro and inflation risk — a headwind for investor sentiment and a source of uncertainty for credit and markets exposure. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait’s Oil Flows In Under Two Weeks JPMorgan: Oil Prices Could Hit $120 Per Barrel

Analysts Set New Price Targets

A number of analysts recently issued reports on JPM shares. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Piper Sandler raised their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Wolfe Research lowered JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Finally, Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

Read Our Latest Stock Report on JPMorgan Chase & Co.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 432 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider owned 65,353 shares of the company’s stock, valued at approximately $20,072,520.42. This represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the sale, the chief financial officer owned 23,804 shares in the company, valued at $7,294,021.68. This trade represents a 10.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 71,596 shares of company stock worth $22,067,932. Company insiders own 0.47% of the company’s stock.

About JPMorgan Chase & Co.

(Free Report)

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.