JPMorgan Chase & Co. $JPM Stake Boosted by Andra AP fonden

Andra AP fonden increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 107,700 shares of the financial services provider’s stock after purchasing an additional 3,300 shares during the period. Andra AP fonden’s holdings in JPMorgan Chase & Co. were worth $33,972,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in JPM. Mizuho Securities Co. Ltd. boosted its stake in JPMorgan Chase & Co. by 450.0% during the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC raised its stake in shares of JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 50 shares in the last quarter. Collier Financial acquired a new stake in JPMorgan Chase & Co. in the third quarter worth about $60,000. Finally, Clarity Asset Management Inc. grew its position in JPMorgan Chase & Co. by 87.1% in the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock valued at $63,000 after buying an additional 101 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

Insider Activity at JPMorgan Chase & Co.

In related news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $904,901.47. Following the transaction, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the transaction, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This represents a 4.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 over the last quarter. 0.47% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Trading Down 0.3%

Shares of NYSE JPM opened at $299.43 on Thursday. The business has a 50-day moving average price of $311.90 and a two-hundred day moving average price of $308.64. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The firm has a market capitalization of $807.57 billion, a PE ratio of 14.96, a PEG ratio of 1.24 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. (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 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 quarter in the prior year, the business earned $4.81 EPS. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. As a group, analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a $1.50 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

Wall Street Analyst Weigh In

A number of research firms have commented on JPM. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. The Goldman Sachs Group increased their price target on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Wall Street Zen upgraded JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Finally, Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $339.55.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: J.P. Morgan Asset Management bolstered its private-wealth alternatives team with senior hires to deepen advisor coverage and grow fee-bearing businesses, a revenue-positive move for the asset-management franchise. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
• Positive Sentiment: JPMorgan is expanding its physical footprint (160+ new branches, ~600 renovations) and increasing AI investment — a long-term growth and distribution push that should support deposit growth and fee income. How JPMorgan’s Nationwide Branch and Community Center Expansion Will Impact JPMorgan Chase (JPM) Investors
• Neutral Sentiment: JPMorgan published its 2027 earnings-call schedule (dates for each quarter), a routine disclosure that helps investors plan but has no direct earnings surprise. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Neutral Sentiment: JPMorgan’s leadership on stablecoin regulation and comments that stablecoin issuers paying interest should face bank-like rules signal the firm’s regulatory stance; this is strategic positioning more than an immediate earnings driver. JPMorgan CEO Jamie Dimon Pushes Bank Rules for Stablecoin Issuers
• Negative Sentiment: CEO Jamie Dimon’s public warnings — citing rising complacency in markets and a potentially worse-than-normal credit cycle — are shifting investor sentiment toward risk-off for banks, increasing concern about future loan losses and capital needs. JPMorgan’s Jamie Dimon warns there’s too much complacency in markets
• Negative Sentiment: Geopolitical tensions (Strait of Hormuz disruption / Iran conflict) and JPMorgan analyses warning of materially higher oil prices are elevating macro and inflation risk — a headwind for investor sentiment and a source of uncertainty for credit and markets exposure. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait’s Oil Flows In Under Two Weeks JPMorgan: Oil Prices Could Hit $120 Per Barrel

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.