Nordea Investment Management AB raised its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.6% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,566,046 shares of the financial services provider’s stock after purchasing an additional 220,581 shares during the period. JPMorgan Chase & Co. comprises approximately 1.0% of Nordea Investment Management AB’s portfolio, making the stock its 14th biggest holding. Nordea Investment Management AB owned 0.13% of JPMorgan Chase & Co. worth $1,151,797,000 at the end of the most recent quarter.
Other hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at about $10,295,209,000. Legal & General Group Plc increased its holdings in JPMorgan Chase & Co. by 3.3% during 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 in the last quarter. Laurel Wealth Advisors LLC raised its position in JPMorgan Chase & Co. by 28,813.7% during the second quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after acquiring an additional 16,727,530 shares during the last quarter. Fisher Asset Management LLC raised its position in JPMorgan Chase & Co. by 2.3% during 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 acquiring an additional 347,033 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of 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 valued at $4,622,675,000 after purchasing an additional 322,735 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Insider Buying and Selling at JPMorgan Chase & Co.
In related news, 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 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. This represents a 10.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares of the company’s stock, valued at $19,155,295.20. This trade represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 72,029 shares of company stock valued at $22,195,693. 0.47% of the stock is currently owned by insiders.
More JPMorgan Chase & Co. News
- 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.
Analyst Upgrades and Downgrades
Several analysts have recently commented on JPM shares. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Piper Sandler lifted their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Wolfe Research cut JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Finally, The Goldman Sachs Group raised their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $340.00.
Check Out Our Latest Stock Report on JPM
JPMorgan Chase & Co. Stock Performance
NYSE:JPM opened at $292.14 on Wednesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market cap of $787.90 billion, a PE ratio of 14.60, a P/E/G ratio of 1.20 and a beta of 1.06. The firm has a 50 day simple moving average of $301.26 and a 200-day simple moving average of $307.84. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. During the same quarter last year, the business earned $4.81 earnings per share. On average, equities analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.
JPMorgan Chase & Co. Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be issued a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.
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.
Further Reading
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