AEGON ASSET MANAGEMENT UK Plc Sells 24,694 Shares of JPMorgan Chase & Co. $JPM

Key Points

• AEGON ASSET MANAGEMENT UK Plc trimmed its stake in JPMorgan by 3.8% in Q4, selling 24,694 shares and now holds 617,381 shares worth about $198.997 million, making JPM ~2.4% of AEGON’s portfolio and its 9th largest holding.
• JPMorgan posted strong quarterly results—EPS $5.94 vs. $5.50 expected and revenue $50.54B vs. $48.30B—while trading at a market cap of ~$844.1B with a P/E of 15.09 and a $1.50 quarterly dividend (≈1.9% yield).
• Several large institutions materially increased positions (e.g., Holocene, Viking Global, CalPERS, Legal & General and a new stake from Danske Bank), with institutional investors owning about 71.55% of the stock.

AEGON ASSET MANAGEMENT UK Plc lessened its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 3.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 617,381 shares of the financial services provider's stock after selling 24,694 shares during the quarter. JPMorgan Chase & Co. makes up approximately 2.4% of AEGON ASSET MANAGEMENT UK Plc's holdings, making the stock its 9th biggest holding. AEGON ASSET MANAGEMENT UK Plc's holdings in JPMorgan Chase & Co. were worth $198,997,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of JPM. Danske Bank A S acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $696,885,000. Holocene Advisors LP raised its stake in shares of JPMorgan Chase & Co. by 1,033.3% in the 3rd quarter. Holocene Advisors LP now owns 2,155,120 shares of the financial services provider's stock valued at $679,790,000 after purchasing an additional 1,964,958 shares in the last quarter. Viking Global Investors LP raised its stake in shares of JPMorgan Chase & Co. by 86.1% in the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider's stock valued at $1,171,826,000 after purchasing an additional 1,870,386 shares in the last quarter. California Public Employees Retirement System raised its stake in shares of JPMorgan Chase & Co. by 19.6% in the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider's stock valued at $2,086,806,000 after purchasing an additional 1,082,913 shares in the last quarter. Finally, Legal & General Group Plc raised its stake in shares of 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 purchasing an additional 607,025 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Blockchain pilot: JPMorgan’s Kinexys unit, working with Ripple, Ondo Finance and Mastercard, completed a near‑real‑time cross‑border settlement of tokenized U.S. Treasuries — a tangible step toward fee‑generating tokenization services and payments interoperability that lifted the stock. Ondo, JPMorgan Settle Tokenized Treasuries on XRP Ledger
• Positive Sentiment: Analyst/bench support: Barclays and RBC reaffirmed bullish views (Barclays kept a Buy) and HSBC adjusted its price target upward — analyst backing helps underpin investor confidence. Barclays keeps Buy on JPMorgan
• Positive Sentiment: Strategic growth moves: JPMorgan hired Morgan Stanley’s Boyle to lead private‑equity secondaries and is rolling out product upgrades to attract Gen‑Z/new‑to‑bank customers — both expand low‑cost deposit gathering and fee‑earning capabilities. JPMorgan Hires Morgan Stanley’s Boyle Chase Revamps Products to Win Gen Z Deposits
• Neutral Sentiment: Macro/market context: Financial stocks were broadly higher today, giving JPMorgan a sector tailwind that can amplify positive company‑specific news. Sector Update: Financial Stocks Higher
• Neutral Sentiment: CEO commentary: Jamie Dimon said he’s unsure how consumer AI will play out — a cautious stance that signals management is monitoring tech risks/opportunities but implies no immediate strategic shift. Jamie Dimon on consumer AI
• Negative Sentiment: Reputational/legal risk: The New York Times reports JPMorgan offered roughly $1M to settle harassment accusations involving an executive before a former employee filed suit — this could prompt investor concern about governance, litigation exposure and headline risk. JPMorgan Tried to Settle Harassment Accusations
• Negative Sentiment: Insider selling: COO Jennifer Piepszak and CFO Jeremy Barnum disclosed sales totaling ~8,000 shares under Rule 10b5‑1 plans; routine but often read unfavorably by some investors as executives lock in gains. Piepszak SEC filing Barnum SEC filing

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $315.02 on Thursday. JPMorgan Chase & Co. has a 52 week low of $248.83 and a 52 week high of $337.25. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock has a market cap of $844.09 billion, a price-to-earnings ratio of 15.09, a price-to-earnings-growth ratio of 1.51 and a beta of 1.03. The company has a 50-day moving average price of $299.51 and a two-hundred day moving average price of $307.19.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion during the quarter, compared to analysts' expectations of $48.30 billion. During the same quarter in the prior year, the firm earned $5.07 EPS. JPMorgan Chase & Co.'s quarterly revenue was up 10.0% on a year-over-year basis. Analysts forecast that JPMorgan Chase & Co. will post 22.42 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Monday, April 6th were given a $1.50 dividend. The ex-dividend date was Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio is 28.74%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a research note on Sunday, January 18th. Wells Fargo & Company dropped their price objective on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a research note on Tuesday, February 17th. CICC Research started coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an "outperform" rating and a $355.00 price objective on the stock. Evercore increased their price objective on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an "outperform" rating in a research note on Friday, April 17th. Finally, Keefe, Bruyette & Woods reiterated an "outperform" rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $337.12.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 9,136 shares of the company's stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total value of $2,800,732.16. Following the completion of the transaction, the chief operating officer owned 90,001 shares in the company, valued at approximately $27,590,706.56. This represents a 9.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the company's stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 111,279 shares of the company's stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 79,849 shares of company stock worth $24,522,956 in the last quarter. 0.41% of the stock is currently owned by corporate insiders.

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.

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