JPMorgan Chase & Co. $JPM Position Trimmed by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.0% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 274,514 shares of the financial services provider’s stock after selling 2,768 shares during the period. JPMorgan Chase & Co. accounts for about 2.1% of E. Ohman J or Asset Management AB’s investment portfolio, making the stock its 7th biggest holding. E. Ohman J or Asset Management AB’s holdings in JPMorgan Chase & Co. were worth $80,751,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Roxbury Financial LLC grew its stake in shares of JPMorgan Chase & Co. by 0.4% during 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 period. Collective Family Office LLC raised its stake in JPMorgan Chase & Co. by 1.0% during the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after acquiring an additional 32 shares during the period. Rialto Wealth Management LLC raised its stake in JPMorgan Chase & Co. by 3.6% during the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after acquiring an additional 33 shares during the period. Essential Planning LLC. lifted its holdings in JPMorgan Chase & Co. by 2.4% during the fourth quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after purchasing an additional 33 shares in the last quarter. Finally, Tevis Investment Management lifted its holdings in JPMorgan Chase & Co. by 0.8% during the third quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after purchasing an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

JPM has been the subject of a number of analyst reports. Evercore increased their price objective on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, April 17th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, May 6th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Finally, Daiwa Securities Group decreased their price target on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Hold” and an average price target of $339.08.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 9,136 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $306.56, for a total transaction of $2,800,732.16. Following the completion of the transaction, the chief operating officer owned 90,001 shares in the company, valued at $27,590,706.56. This trade represents a 9.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 33,623 shares of company stock valued at $10,427,835. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $332.42 on Tuesday. The stock has a 50 day moving average of $309.61 and a 200 day moving average of $307.85. JPMorgan Chase & Co. has a 12 month low of $272.11 and a 12 month high of $338.09. The firm has a market cap of $890.73 billion, a PE ratio of 15.92, a PEG ratio of 1.51 and a beta of 1.00. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion during the quarter, compared to analysts’ expectations of $48.30 billion. During the same quarter last year, the business posted $5.07 EPS. The firm’s revenue for the quarter was up 10.0% compared to the same quarter last year. On average, research analysts expect that JPMorgan Chase & Co. will post 22.44 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Morningstar said JPMorgan is becoming increasingly attractive at current levels and described it as one of the highest-quality financial stocks to own, reinforcing the bullish case for the bank. Article Title
• Positive Sentiment: JPMorgan-related commentary highlighted the company’s growing use of agentic AI in banking operations, suggesting potential efficiency gains and long-term margin support from automation. Article Title
• Positive Sentiment: Recent background earnings remain strong, with JPMorgan having recently beaten consensus on both EPS and revenue, which continues to underpin investor confidence in the stock.
• Neutral Sentiment: The company’s general counsel sold 5,467 shares under a pre-arranged trading plan; while insider sales can weigh on sentiment, the planned nature of the transaction reduces the likelihood that it signals a negative fundamental change. Article Title
• Neutral Sentiment: Several articles referenced JPMorgan research or executives discussing broader market themes, including institutional rebalancing and rate policy, but these were more market commentary than direct company-specific catalysts.

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.