M&G PLC Has $105.47 Million Holdings in JPMorgan Chase & Co. $JPM

M&G PLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 7.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 334,830 shares of the financial services provider’s stock after selling 25,836 shares during the quarter. M&G PLC’s holdings in JPMorgan Chase & Co. were worth $105,471,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Creative Planning increased its holdings in 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 buying an additional 29,844 shares during the last quarter. Aviva PLC grew 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 acquiring an additional 126,742 shares in the last quarter. Triangle Securities Wealth Management grew 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 acquiring an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. raised its holdings in shares of 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 valued at $364,000 after purchasing an additional 182 shares in the last quarter. Finally, Gladwyn Financial Advisors Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, 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 transaction of $886,166.64. Following the completion of the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at $7,294,021.68. This represents a 10.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the sale, the general counsel owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This trade represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: CEO stability — Jamie Dimon told investors he plans to remain CEO “for a few years,” removing near‑term succession uncertainty. JPMorgan’s Dimon says he will remain CEO for a few years
• Positive Sentiment: Management pushed back on AI doom narratives — Dimon and other executives told investors AI is not an existential threat to JPMorgan’s business, which may calm long‑term disruption fears. Jamie Dimon Dismisses Fears Over How AI Will Hit JPMorgan
• Positive Sentiment: Analyst support / price targets remain constructive — recent analyst coverage still skews positive with multiple price targets above current levels, a potential anchor for buyers once volatility eases. $JPM stock is down 5% today. Here’s what we see in our data.
• Neutral Sentiment: Investor update / cost program — management held an in‑person company update to justify a multibillion-dollar weekly spending program ($2B/week reported by several outlets). This explains higher near‑term expense guidance but was framed as investment for growth. JPMorgan Chase Hosts Investor Company Update and Outlook
• Negative Sentiment: Broad financials sell‑off and credit fears — JPM shares fell amid a sector‑wide rout tied to mounting worries about private credit and AI‑linked credit risks, pressuring bank multiple and sentiment. JPMorgan Slides As Credit Fears Grow
• Negative Sentiment: Insider selling / large churn in holdings — public datasets show substantial insider sales (including Dimon) and notable institutional rebalancings, which can amplify downside during market stress. $JPM stock is down 5% today. Here’s what we see in our data.
• Negative Sentiment: Legal/reputational overhang — court filings show JPMorgan admitted closing accounts tied to Donald Trump after Jan. 6, a fact resurfacing in litigation and media coverage that adds headline risk. JPMorgan admits closing accounts linked to Donald Trump

Wall Street Analysts Forecast Growth

JPM has been the topic of several analyst reports. Royal Bank Of Canada reissued an “outperform” rating and set a $330.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Daiwa Securities Group upped their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Finally, HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research report on Thursday, February 5th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average target price of $339.73.

JPMorgan Chase & Co. Stock Down 4.3%

Shares of JPM opened at $297.50 on Tuesday. The company has a 50-day simple moving average of $314.60 and a 200-day simple moving average of $308.29. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The firm has a market capitalization of $802.36 billion, a P/E ratio of 14.87, a P/E/G ratio of 1.51 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 period in the previous year, the business posted $4.81 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. On average, equities research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend 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.