TD Asset Management Inc Has $1.60 Billion Position in JPMorgan Chase & Co. $JPM

TD Asset Management Inc trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,079,985 shares of the financial services provider’s stock after selling 33,263 shares during the period. JPMorgan Chase & Co. makes up approximately 1.3% of TD Asset Management Inc’s investment portfolio, making the stock its 14th largest holding. TD Asset Management Inc’s holdings in JPMorgan Chase & Co. were worth $1,602,380,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of JPM. Geode Capital Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after buying an additional 300,160 shares during the last quarter. Norges Bank acquired a new position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $10,295,209,000. Laurel Wealth Advisors LLC increased its stake in shares of JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares during the period. Invesco Ltd. increased its stake in shares of JPMorgan Chase & Co. by 4.2% during the second quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after purchasing an additional 577,860 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in JPMorgan Chase & Co. by 1.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock worth $2,181,338,000 after purchasing an additional 76,413 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Stock Down 0.9%

JPMorgan Chase & Co. stock opened at $297.51 on Tuesday. The firm has a 50 day moving average price of $313.00 and a two-hundred day moving average price of $308.63. 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 cap of $802.39 billion, a price-to-earnings ratio of 14.87, a PEG ratio of 1.24 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the firm earned $4.81 earnings per share. Equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current 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 paid a dividend of $1.50 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Analyst Ratings Changes

JPM has been the topic of several recent research reports. HSBC set a $319.00 price objective on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Piper Sandler increased their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Daiwa Securities Group raised their target price on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Wells Fargo & Company reduced their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, February 17th. Finally, Truist Financial reduced their price objective on JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. 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 company has a consensus rating of “Moderate Buy” and a consensus target price of $339.55.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction on 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 transaction, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the transaction, the chief financial officer owned 23,804 shares of the company’s stock, valued at $7,294,021.68. This trade represents a 10.83% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, 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 Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan is expanding its physical and digital footprint — the bank plans to open 160+ new branches, renovate nearly 600 locations and step up AI investments to improve efficiency and risk controls. That combination can support deposit growth, local market share and long‑term cost savings from automation. A Look At JPMorgan Chase (JPM) Valuation As Branch Expansion And AI Plans Take Shape
• Neutral Sentiment: CEO Jamie Dimon publicly warns of complacency in markets after tepid reactions to Middle East strikes — a high‑profile warning that may influence investor sentiment but doesn’t change fundamentals immediately. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
• Neutral Sentiment: Dimon continued to discuss AI’s long‑term impact (saying it could eventually shorten the workweek) and downplayed regulatory/stablecoin issues — commentary that highlights JPMorgan’s strategic focus on AI but is more thematic than immediately P&L‑moving. JPMorgan CEO Jamie Dimon Says AI Could Lead To Four-Day Work Week
• Negative Sentiment: Operational and geopolitical risk: JPMorgan (and peers) have shifted staff in the Middle East to remote work amid strikes on Iran/UAE targets — that signals elevated regional risk, potential disruptions to in‑market operations and contingency costs. Geopolitical volatility also increases market and credit risk exposure. JPMorgan, Citi shift to remote work in Middle East amid Iran conflict
• Negative Sentiment: Macro risk to consumer and credit outlook: JPMorgan strategists flagged a pathway for oil to reach ~$120/barrel if the Middle East conflict persists — higher fuel costs can pressure consumer spending, increase delinquencies and challenge the bank’s consumer-credit outlook. That undermines margin expectations on retail lending even if trading revenue could temporarily rise. Here’s how oil can reach $120 per barrel, according to JPMorgan strategists
• Negative Sentiment: Legal/risk headline: JPMorgan is named in a lawsuit by Tricolor noteholders alleging ignored audit red flags in ABS deals — an ongoing litigation risk that could create headlines, legal costs or reputation impact if it develops. JPM, BCS & FITB Sued by Tricolor Noteholders Over Alleged Red Flags

About JPMorgan Chase & Co.

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.