Allianz SE Sells 3,181 Shares of JPMorgan Chase & Co. $JPM

Allianz SE lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 204,812 shares of the financial services provider’s stock after selling 3,181 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.4% of Allianz SE’s investment portfolio, making the stock its 14th largest holding. Allianz SE’s holdings in JPMorgan Chase & Co. were worth $64,604,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Creative Planning grew its stake in shares of JPMorgan Chase & Co. by 2.2% in the second quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after acquiring an additional 29,844 shares in the last quarter. Aviva PLC boosted its holdings in JPMorgan Chase & Co. by 6.0% in the second 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 boosted its holdings in JPMorgan Chase & Co. by 14.1% in the third 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 period. Andra AP fonden grew its stake in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after purchasing an additional 3,300 shares in the last quarter. Finally, Banco Santander S.A. increased its holdings in JPMorgan Chase & Co. by 9.0% during the 3rd quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock worth $142,767,000 after purchasing an additional 37,550 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer owned 111,279 shares in the company, valued at $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,596 shares of company stock valued at $22,067,932 in the last 90 days. 0.47% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

JPM has been the subject of a number of analyst reports. CICC Research began coverage on JPMorgan Chase & Co. in a research report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective for the company. Robert W. Baird upgraded shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target for the company in a research note on Tuesday, February 3rd. Piper Sandler increased their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Fourteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $293.30 on Friday. The stock’s 50-day moving average price is $311.19 and its 200 day moving average price is $308.53. 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 stock has a market capitalization of $791.04 billion, a PE ratio of 14.66, a price-to-earnings-growth 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.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period last year, the company earned $4.81 earnings per share. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 29.99%.

Key Stories Impacting JPMorgan Chase & Co.

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

• 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. 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.