Sarasin & Partners LLP Has $327.83 Million Holdings in JPMorgan Chase & Co. $JPM

Sarasin & Partners LLP lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,017,395 shares of the financial services provider’s stock after selling 17,188 shares during the period. JPMorgan Chase & Co. comprises approximately 3.4% of Sarasin & Partners LLP’s investment portfolio, making the stock its 8th biggest position. Sarasin & Partners LLP’s holdings in JPMorgan Chase & Co. were worth $327,825,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of JPM. Norges Bank bought a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth approximately $10,295,209,000. Legal & General Group Plc grew its position in JPMorgan Chase & Co. by 3.3% in the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock valued at $5,964,459,000 after acquiring an additional 607,025 shares during the last quarter. Laurel Wealth Advisors LLC grew its position in JPMorgan Chase & Co. by 28,813.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after acquiring an additional 16,727,530 shares during the last quarter. Fisher Asset Management LLC increased its stake in JPMorgan Chase & Co. by 2.3% in the third quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock worth $4,959,330,000 after purchasing an additional 347,033 shares during the period. Finally, Invesco Ltd. increased its stake in JPMorgan Chase & Co. by 2.3% in the third quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock worth $4,622,675,000 after purchasing an additional 322,735 shares during the period. Institutional investors own 71.55% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Proposed easing of bank capital rules could free up tens of billions of capital for large banks, potentially increasing JPMorgan’s lending capacity and return on equity if the rule changes are finalized. Read More.
• Positive Sentiment: JPMorgan is leading large financing for buyouts and high‑yield issuance — including an ~$8B junk‑bond package and bigger loan tranche for the Electronic Arts buyout — which should boost fee income and lending revenue. Read More.
• Positive Sentiment: JPMorgan expanded credit exposure to Core Scientific by $500M (bringing the facility to $1B), signaling additional loan revenue and deeper involvement in AI/data‑center financing. Read More.
• Positive Sentiment: The bank rolled out a hedging product for AI‑related debt risk, showing product innovation that can drive trading and advisory revenue as clients manage new technology exposures. Read More.
• Neutral Sentiment: CEO Jamie Dimon commented on geopolitical risk (Iran) and long‑term stability prospects — useful context for macro outlook but with limited immediate financial impact on JPM’s fundamentals. Read More.
• Neutral Sentiment: Industry reports note JPMorgan’s work on tokenized deposits/on‑chain cash (Kinexys) — a strategic, longer‑term initiative that positions the bank in digital payment plumbing but has gradual revenue implications. Read More.
• Neutral Sentiment: Leadership hire in India (senior country officer from HSBC) signals local market investment and franchise build‑out; relevant for long‑term growth but not an immediate earnings driver. Read More.
• Negative Sentiment: Small insider sale disclosed (433 shares) — a modest signal but not material; investors watch insider activity for sentiment. Read More.
• Negative Sentiment: JPMorgan has trimmed its 2026 market outlook multiple times, which may damp investor sentiment and make guidance/earnings the near‑term focus for the stock. Read More.

JPMorgan Chase & Co. Price Performance

JPM opened at $292.14 on Wednesday. The company has a market capitalization of $787.90 billion, a price-to-earnings ratio of 14.60, a PEG ratio of 1.20 and a beta of 1.06. 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 12-month low of $202.16 and a 12-month high of $337.25. The business’s fifty day simple moving average is $301.26 and its 200-day simple moving average is $307.84.

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 for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the company posted $4.81 earnings per share. The firm’s quarterly revenue was up 7.1% on a year-over-year basis. On average, equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Truist Financial lowered their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research note on Wednesday, February 25th. TD Cowen reaffirmed a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Robert W. Baird lifted their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a report on Wednesday, March 4th. Morgan Stanley set a $331.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, December 9th. Finally, Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research note on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $340.00.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 433 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $295.06, for a total transaction of $127,760.98. Following the transaction, the insider directly owned 64,920 shares in the company, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Jeremy Barnum sold 2,892 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $306.42, for a total transaction of $886,166.64. Following the transaction, the chief financial officer directly owned 23,804 shares in the company, valued at approximately $7,294,021.68. The trade was a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 72,029 shares of company stock worth $22,195,693. 0.47% of the stock is owned by corporate insiders.

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.