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

M&G PLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund 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.

A number of other institutional investors have also made changes to their positions in JPM. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $26,000. Mizuho Securities Co. Ltd. raised its holdings in shares of JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at approximately $32,000. Family Legacy Financial Solutions LLC lifted its stake in JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares during the last quarter. Finally, Collier Financial acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $60,000. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently commented on JPM shares. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a report on Wednesday, January 14th. Robert W. Baird raised shares of JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price on the stock in a report on Tuesday, February 3rd. CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target for the company. The Goldman Sachs Group increased their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Finally, Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $339.73.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $297.50 on Tuesday. The company has a market cap of $802.36 billion, a P/E ratio of 14.87, a PEG ratio of 1.51 and a beta of 1.08. The business has a 50-day moving average price of $314.60 and a two-hundred day moving average price of $308.29. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping 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 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 earned $4.81 EPS. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. As a group, analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared 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. 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%.

JPMorgan Chase & Co. News Roundup

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

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction that occurred 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 directly owned 65,353 shares in the company, valued at approximately $20,072,520.42. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 71,596 shares of company stock valued at $22,067,932 over the last three months. 0.47% of the stock is currently owned by company insiders.

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.