Mawer Investment Management Ltd. Has $370.39 Million Holdings in JPMorgan Chase & Co. $JPM

Mawer Investment Management Ltd. trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,174,239 shares of the financial services provider’s stock after selling 67,730 shares during the quarter. JPMorgan Chase & Co. accounts for 1.9% of Mawer Investment Management Ltd.’s portfolio, making the stock its 17th largest holding. Mawer Investment Management Ltd.’s holdings in JPMorgan Chase & Co. were worth $370,390,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Creative Planning raised 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 worth $395,695,000 after acquiring an additional 29,844 shares during the last quarter. Aviva PLC increased its position 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 worth $647,212,000 after purchasing an additional 126,742 shares during the period. Triangle Securities Wealth Management increased its position 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 worth $8,145,000 after purchasing an additional 3,191 shares during the period. Kelman Lazarov Inc. raised its holdings in JPMorgan Chase & Co. by 16.9% during the 2nd quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after purchasing an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new position in JPMorgan Chase & Co. during the 2nd quarter valued at about $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Baird moved JPMorgan to Neutral after the strong Q4 results, highlighting the firm’s beat on revenue and EPS that supports near‑term earnings momentum. Baird Upgrade
• Positive Sentiment: HSBC upgraded JPM to Hold and set a $319 price target, signaling some analyst support after recent weakness and helping limit downside. HSBC Upgrade
• Positive Sentiment: JPMorgan says bespoke municipal‑bond accounts grew to $1.3T — a positive for fee income and asset‑management scale. Muni Accounts Growth
• Positive Sentiment: JPMorgan arranged financing in Databricks’ $5B raise (including $2B debt led by JPM), a win for investment‑banking/credit revenue. Databricks Financing
• Neutral Sentiment: JPMorgan Asset Management announced cash distributions for several TSX‑listed JPM ETFs — routine for the asset‑management business and unlikely to move the stock materially. ETF Distributions
• Neutral Sentiment: JPMorgan presented at the UBS Financial Services Conference (transcript available) — useful for management tone/guidance but no market‑moving surprises reported. UBS Conference Transcript
• Neutral Sentiment: JPMorgan research and analyst calls are influencing tech names (e.g., commentary lifting Figma/Shopify), showing the bank’s research sway but only an indirect impact on JPM stock. Figma Article Shopify Article
• Negative Sentiment: JPMorgan Global Research warns home prices may fall fastest in parts of the Sun Belt and West Coast — a macro call that raises concerns about regional mortgage/consumer credit exposure. Housing Forecast
• Negative Sentiment: Some technical/market commentary flags a potential near‑term correction after recent gains, which can amplify selling pressure in the stock. Technical Correction Note

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. KGI Securities upped their price objective on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Finally, Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and an average target price of $340.18.

Insider Activity at JPMorgan Chase & Co.

In related news, COO Jennifer Piepszak sold 8,571 shares of the firm’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 $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Jeremy Barnum sold 2,893 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 value of $904,901.47. Following the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This represents a 9.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 14,868 shares of company stock valued at $4,650,596. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Trading Down 1.2%

Shares of NYSE:JPM opened at $318.13 on Wednesday. The firm has a market cap of $866.03 billion, a price-to-earnings ratio of 15.90, a PEG ratio of 1.57 and a beta of 1.07. The company has a quick ratio of 0.86, a current 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 company’s fifty day simple moving average is $316.07 and its 200 day simple moving average is $307.54.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data 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. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the firm earned $4.81 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 7.1% compared to the same quarter last year. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

JPMorgan Chase & Co. 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.