JPMorgan Chase & Co. $JPM Position Reduced by Central Securities Corp

Key Points

• Central Securities Corp trimmed its stake in JPMorgan Chase by 6.7% in Q3, selling 10,000 shares and holding 140,000 shares valued at $44.16 million, about 3.6% of its portfolio and its 10th-largest holding.
• JPMorgan posted an earnings beat with $5.23 EPS versus $4.93 expected and $45.8 billion in revenue (up 7.1% YoY), and it pays a $1.50 quarterly dividend ($6.00 annualized, ~2.0% yield).
• Insider selling was notable: CEO Troy L. Rohrbaugh sold 50,000 shares (~$307.11 each), and insiders disposed of 71,596 shares worth $22.07 million over the last quarter, while insiders own 0.47% of the stock.

Central Securities Corp trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 140,000 shares of the financial services provider's stock after selling 10,000 shares during the quarter. JPMorgan Chase & Co. makes up about 3.6% of Central Securities Corp's portfolio, making the stock its 10th biggest holding. Central Securities Corp's holdings in JPMorgan Chase & Co. were worth $44,160,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in JPM. Creative Planning boosted its stake in JPMorgan Chase & Co. by 2.2% during 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 last quarter. Aviva PLC lifted its stake in shares of JPMorgan Chase & Co. by 6.0% in 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 boosted its position in JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider's stock worth $8,145,000 after acquiring an additional 3,191 shares during the last quarter. Andra AP fonden grew its stake in JPMorgan Chase & Co. by 3.2% during the 3rd quarter. Andra AP fonden now owns 107,700 shares of the financial services provider's stock valued at $33,972,000 after acquiring an additional 3,300 shares in the last quarter. Finally, Banco Santander S.A. grew its stake in JPMorgan Chase & Co. by 9.0% during the 3rd 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 in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan is leading debt financing for a record-setting $55B leveraged buyout of Electronic Arts — a sizable fees opportunity that underscores the firm’s powerhouse investment-banking position. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Positive Sentiment: JPM is expanding U.S. branches into underserved areas and increasing AI deployment to boost efficiency and risk management — investments that can improve deposit growth and cut costs over time. JPMorgan’s EA Buyout Role Tests Growth Plans In Branches And AI
• Neutral Sentiment: JPMorgan announced schedules for quarterly earnings review calls and is hosting investor events (including its India credit trip) — routine items that provide transparency but are unlikely to move the stock materially by themselves. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Negative Sentiment: Geopolitical risk tied to the Iran conflict is a major headwind: JPMorgan analysts warn a Strait of Hormuz blockade could choke Iraq and Kuwait oil flows quickly, and the U.S. lacks capacity to fully insure tanker transits — higher oil and inflation risk can pressure markets and bank trading/loan portfolios. Industry casts doubt on Trump plan to insure Gulf oil tankers as Iran war halts transit
• Negative Sentiment: JPMorgan’s public guidance to “buy the dip” contrasts with rising market volatility; CEO Jamie Dimon’s comments about a potential market “skunk” signal management’s caution — these increase investor focus on downside risk and could weigh on sentiment. JPMorgan Urges Investors To 'Buy The Dip' Amid US-Iran War: Mohammed El-Erian, Gary Black Diverge On Long-Term Economic Impact
• Neutral Sentiment: Market reports note JPM shares fell more than the broader market in the latest session but still outperformed over a recent window — a reminder that short-term moves reflect both sector rotation and the specific news items above. JPMorgan Chase & Co. stock falls Thursday, still outperforms market Here's Why JPMorgan Chase & Co. (JPM) Fell More Than Broader Market

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $293.30 on Friday. The firm has a market cap of $791.04 billion, a PE ratio of 14.66, a price-to-earnings-growth ratio of 1.24 and a beta of 1.06. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The business's fifty day simple moving average is $311.19 and its 200-day simple moving average is $308.53.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period in the previous year, the firm earned $4.81 EPS. JPMorgan Chase & Co.'s revenue was up 7.1% on a year-over-year basis. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were issued a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 2.0%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is 29.99%.

Insider Buying and Selling

In related news, CEO Troy L. Rohrbaugh sold 50,000 shares of the business's stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total value of $15,355,500.00. Following the sale, the chief executive officer owned 111,279 shares in the company, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,596 shares of company stock valued at $22,067,932 over the last quarter. 0.47% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on JPM shares. Zacks Research cut JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Tuesday, November 18th. CICC Research initiated coverage on 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. TD Cowen restated a "buy" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 7th. Wall Street Zen upgraded JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a report on Sunday, January 18th. Finally, Wells Fargo & Company lowered their price target on shares of 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. Fourteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of "Moderate Buy" and an average target price of $339.55.

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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