Nordea Investment Management AB grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 3,566,046 shares of the financial services provider’s stock after buying an additional 220,581 shares during the quarter. JPMorgan Chase & Co. makes up 1.0% of Nordea Investment Management AB’s holdings, making the stock its 14th biggest holding. Nordea Investment Management AB’s holdings in JPMorgan Chase & Co. were worth $1,151,797,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in JPM. Roxbury Financial LLC increased its holdings in shares of JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after acquiring an additional 31 shares during the last quarter. Collective Family Office LLC lifted its stake in JPMorgan Chase & Co. by 1.0% during the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after purchasing an additional 32 shares during the last quarter. Peterson Wealth Advisors LLC boosted its holdings in JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after purchasing an additional 33 shares during the period. Rialto Wealth Management LLC boosted its holdings in JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after purchasing an additional 33 shares during the period. Finally, TradeWell Securities LLC. increased its stake in JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
JPM has been the topic of a number of research reports. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a report on Sunday, January 18th. Piper Sandler lifted their price target on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Robert W. Baird increased their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 4th. Finally, HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $340.00.
JPMorgan Chase & Co. Stock Up 0.8%
JPM stock opened at $292.14 on Wednesday. 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 fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm’s 50-day simple moving average is $301.26 and its 200 day simple moving average is $307.84. The stock has a market cap of $787.90 billion, a PE ratio of 14.60, a price-to-earnings-growth ratio of 1.20 and a beta of 1.06.
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 for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion for the quarter, compared to the consensus estimate 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 quarterly revenue was up 7.1% compared to the same quarter last year. During the same period last year, the firm posted $4.81 EPS. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 18.1 EPS for the current year.
JPMorgan Chase & Co. Announces Dividend
The firm also recently declared 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. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is 29.99%.
Insider Activity at JPMorgan Chase & Co.
In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the completion of the transaction, the general counsel directly owned 61,949 shares in the company, valued at approximately $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Jeremy Barnum sold 2,892 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.42, for a total value of $886,166.64. Following the completion of the transaction, the chief financial officer directly owned 23,804 shares of the company’s stock, valued at $7,294,021.68. This trade represents a 10.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 72,029 shares of company stock valued at $22,195,693. Company insiders own 0.47% of the company’s stock.
JPMorgan Chase & Co. News Summary
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- 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.
JPMorgan Chase & Co. 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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