Villere ST Denis J & Co. LLC trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.5% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 204,034 shares of the financial services provider’s stock after selling 5,235 shares during the period. JPMorgan Chase & Co. comprises 6.2% of Villere ST Denis J & Co. LLC’s holdings, making the stock its biggest position. Villere ST Denis J & Co. LLC’s holdings in JPMorgan Chase & Co. were worth $64,359,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in the business. Creative Planning boosted its holdings 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 period. Aviva PLC lifted its holdings in shares of JPMorgan Chase & Co. by 6.0% during the second 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 in the last quarter. Triangle Securities Wealth Management grew its stake in shares of 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 valued at $8,145,000 after acquiring an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. increased its position in JPMorgan Chase & Co. by 16.9% during the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock worth $364,000 after acquiring an additional 182 shares during the period. Finally, Gladwyn Financial Advisors Inc. bought a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at about $534,000. Institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. Price Performance
Shares of NYSE:JPM opened at $310.91 on Thursday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 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 $846.36 billion, a PE ratio of 15.54, a price-to-earnings-growth ratio of 1.55 and a beta of 1.07. The firm’s fifty day moving average is $316.05 and its 200-day moving average is $307.56.
JPMorgan Chase & Co. Dividend Announcement
The company 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. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 29.99%.
Insiders Place Their Bets
In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at $20,442,418.40. The trade was a 4.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, COO Jennifer Piepszak sold 8,571 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction 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 position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 14,868 shares of company stock worth $4,650,596. Company insiders own 0.47% of the company’s stock.
Key Headlines Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan research pushes back on the recent SaaS sell‑off, arguing investors are overreacting — a stabilizing call for software stocks that helped lift market risk appetite and trading volumes (positive for JPM’s trading and research franchise). JP Morgan’s note to investors on software companies
- Positive Sentiment: JPMorgan publicly laid out a bullish macro/AI scenario (S&P 500 topping 8,000 in the bull case), signaling the bank expects strong long‑term markets and elevated client activity across trading, M&A and asset management. That constructive outlook supports revenue expectations. JPMorgan sees S&P 500 topping 8,000
- Positive Sentiment: J.P. Morgan acted as lead/syndicate on large deals (Databricks $5B financing and LATAM ADS secondary offering), highlighting ongoing investment‑banking fee opportunities for the firm. Deal flow of this size tends to support near‑term IB revenue. Databricks funding led by JPMorgan LATAM secondary offering via J.P. Morgan
- Positive Sentiment: Zacks highlights JPMorgan’s own earnings growth and price strength as reasons to watch the stock — reinforcing the view that the bank’s fundamentals (EPS, revenue growth, ROE) remain supportive. Zacks: JPM a stock to watch
- Neutral Sentiment: SEC 13F filings show JPMorgan (its funds) opened new sizable positions (e.g., IVOL ~$99.9M, ABVX ~$61.5M, UL ~$162.9M). Active repositioning is typical of large asset managers — indicates trading activity/AUM movement but not an immediate earnings read‑through for the bank itself. QuiverQuant: New IVOL position
- Neutral Sentiment: J.P. Morgan Securities disclosed a 7.28% stake in Hexagon Composites — a regulatory filing that highlights capital‑markets activity but has limited direct impact on JPM’s stock fundamentals. JPMorgan discloses stake in Hexagon
- Negative Sentiment: QuiverQuant estimates from JPMorgan’s 13F show large reductions in major equity positions (big decreases in VOO, IVV, META, NVDA, MSFT, AMZN). If accurate, the cuts could signal risk‑reduction by institutional portfolios and lower exposure to tech/AI winners — a potential headwind to market sentiment and fee‑generating activity tied to those names. QuiverQuant: Fund update — large decreases
Wall Street Analysts Forecast Growth
A number of equities research analysts recently issued reports on JPM shares. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Piper Sandler increased their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Barclays reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Finally, The Goldman Sachs Group increased their target price on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $340.18.
Check Out Our Latest Stock Analysis on JPM
JPMorgan Chase & Co. Company 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.
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