JPMorgan Chase & Co. $JPM Shares Sold by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB reduced its position in JPMorgan Chase & Co. (NYSE:JPMFree Report) by 2.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 319,399 shares of the financial services provider’s stock after selling 9,005 shares during the quarter. JPMorgan Chase & Co. comprises about 2.4% of E. Ohman J or Asset Management AB’s investment portfolio, making the stock its 7th biggest position. E. Ohman J or Asset Management AB’s holdings in JPMorgan Chase & Co. were worth $100,748,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Creative Planning grew its position in JPMorgan Chase & Co. by 2.2% in the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock valued at $395,695,000 after buying an additional 29,844 shares in the last quarter. Aviva PLC raised its position in shares of JPMorgan Chase & Co. by 6.0% during the 2nd 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 lifted its stake in shares of JPMorgan Chase & Co. by 14.1% in the 3rd 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 period. Kelman Lazarov Inc. lifted its stake in shares of JPMorgan Chase & Co. by 16.9% in the 2nd 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 position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

JPM opened at $322.22 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. The firm has a market cap of $877.17 billion, a PE ratio of 15.96, a P/E/G ratio of 1.66 and a beta of 1.07. The business has a fifty day simple moving average of $312.35 and a 200-day simple moving average of $301.90. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $330.86.

JPMorgan Chase & Co. (NYSE:JPMGet Free Report) last announced its earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.83 by $0.24. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The company had revenue of $47.12 billion for the quarter, compared to analyst estimates of $44.42 billion. During the same period in the previous year, the firm earned $4.37 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 8.8% compared to the same quarter last year. As a group, equities analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.72%.

Wall Street Analyst Weigh In

JPM has been the topic of several recent analyst reports. Robert W. Baird boosted their target price on JPMorgan Chase & Co. from $250.00 to $260.00 and gave the stock an “underperform” rating in a report on Thursday, December 18th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Citigroup boosted their price objective on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research note on Wednesday, September 24th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Keefe, Bruyette & Woods raised their target price on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Fifteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $329.19.

View Our Latest Analysis on JPM

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the transaction, the insider directly owned 58,479 shares in the company, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate 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: Market strategists see financials as a likely beneficiary of sector rotation into 2026 and lower rates — JPMorgan is repeatedly cited as a “best‑of‑breed” bank that would benefit from a healthier yield curve and improved lending/credit conditions. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
  • Positive Sentiment: Quality‑stock pick lists specifically name JPM as a top large‑cap financial to own in 2026 given its balance sheet strength and analyst forecasts for mid‑single‑digit EPS growth — a constructive reminder that macro upside (rate cuts) could re‑rate the shares.
  • Neutral Sentiment: Analyst coverage and institutional flows remain supportive: recent shop‑level price targets cluster above the current price (median ~ $340) and large managers have both added and trimmed positions, leaving mixed but meaningful interest from Wall Street and funds. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
  • Neutral Sentiment: J.P. Morgan Asset Management announced final distributions for several Canadian‑listed JPMorgan ETFs — housekeeping items for fund holders that don’t materially affect JPM’s bank earnings but can influence investor flows into affiliated funds. JPMorgan Announces Final Cash Distributions for the JPMorgan ETFs
  • Negative Sentiment: Company guidance and social chatter about a nearly 10% rise in 2026 expenses is a near‑term headwind — investors worry higher operating costs will compress margins even if revenue growth holds, and recent insider sales (noted in reports) add to caution. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
  • Negative Sentiment: Legal dispute: JPM is contesting roughly $74M in legal fees tied to the Charlie Javice fraud case and has called the fees “unconscionable” — ongoing litigation and related public headlines are a modest reputational and cash‑cost overhang. JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees

JPMorgan Chase & Co. Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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