Tounjian Advisory Partners LLC Decreases Stock Holdings in JPMorgan Chase & Co. $JPM

Tounjian Advisory Partners LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 37.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,828 shares of the financial services provider’s stock after selling 9,016 shares during the quarter. JPMorgan Chase & Co. makes up 1.6% of Tounjian Advisory Partners LLC’s portfolio, making the stock its 12th biggest position. Tounjian Advisory Partners LLC’s holdings in JPMorgan Chase & Co. were worth $4,677,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of JPM. Creative Planning grew its position in JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after purchasing an additional 29,844 shares during the period. Aviva PLC boosted its stake in shares of JPMorgan Chase & Co. by 6.0% in the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock worth $647,212,000 after buying an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management boosted its stake in shares of JPMorgan Chase & Co. by 14.1% in the 3rd quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after buying an additional 3,191 shares during the last quarter. Andra AP fonden grew its holdings in shares of JPMorgan Chase & Co. by 3.2% in the third quarter. Andra AP fonden now owns 107,700 shares of the financial services provider’s stock worth $33,972,000 after acquiring an additional 3,300 shares during the period. Finally, Banco Santander S.A. increased its position in JPMorgan Chase & Co. by 9.0% during the third quarter. Banco Santander S.A. now owns 452,612 shares of the financial services provider’s stock valued at $142,767,000 after acquiring an additional 37,550 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 432 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the transaction, the insider directly owned 65,353 shares in the company, valued at $20,072,520.42. This trade represents a 0.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the company’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 sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by company insiders.

JPMorgan Chase & Co. Trading Down 2.0%

JPM opened at $293.30 on Friday. The firm has a market cap of $791.04 billion, a P/E ratio of 14.66, a P/E/G ratio of 1.24 and a beta of 1.06. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The stock has a 50-day moving average of $311.19 and a 200 day moving average of $308.53. 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. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion for 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%. The firm’s revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.81 EPS. As a group, 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. Stockholders 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 dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Analysts Set New Price Targets

JPM has been the subject of several recent research reports. Wells Fargo & Company lowered their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 17th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Wolfe Research downgraded JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Robert W. Baird upgraded 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 research note on Tuesday, February 3rd. Finally, The Goldman Sachs Group lifted their price target on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a report on Monday, January 26th. Fourteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average target price of $339.55.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is leading debt financing for a record $55B leveraged buyout of Electronic Arts and is simultaneously expanding U.S. branches while accelerating AI deployments — potential near-term fee revenue and long-term efficiency gains. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Positive Sentiment: JPM Asset Management added two senior hires (Stephanie Davis and Sean Flynn) to bolster private wealth alternatives and national private wealth coverage — a move that can help grow AUM and fee income over time. JPMorgan Chase & Co (JPM) Announces Two Key Hires for JPM Asset Management
• Neutral Sentiment: JPMorgan’s strategists are publicly urging clients to “buy the dip” amid the U.S.-Iran conflict, signaling the firm sees the sell-off as temporary — guidance that may stabilize sentiment but doesn’t change fundamentals immediately. JPMorgan Urges Investors To ‘Buy The Dip’ Amid US-Iran War
• Neutral Sentiment: JPMorgan-provided analysis casts doubt on a U.S. plan to insure Gulf oil tankers (noting a U.S. shortfall in capacity), reinforcing geopolitical risk to markets and energy prices — an economic headwind but not a direct firm-specific shock. Industry casts doubt on Trump plan to insure Gulf oil tankers as Iran war halts transit
• Neutral Sentiment: Consumer/brand initiative: Chase partnered with Hudl on financial education for student-athletes — a reputation and community play that supports deposit and credit franchise growth modestly over time. Chase and Hudl Team Up to Empower Student-Athletes and Families with Financial Education
• Negative Sentiment: JPMorgan’s Manhattan real-estate push hit a snag as Pakistan’s government (owner of the Roosevelt Hotel) explores a high‑rise redevelopment, delaying or complicating JPM’s expansion plans and potential property deals. JPMorgan’s Bid for NYC’s Roosevelt Hotel Hits Roadblock As Owner Pakistan Eyes High-Rise Redevelopment: Report
• Negative Sentiment: Market reactions and coverage note JPMorgan shares have recently fallen more than the broader market, reflecting investor concern about geopolitical volatility, near-term earnings sensitivity to market moves, and sentiment around growth initiatives. Here’s Why JPMorgan Chase & Co. (JPM) Fell More Than Broader Market

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.