Robeco Institutional Asset Management B.V. Has $1.20 Billion Stock Holdings in JPMorgan Chase & Co. $JPM

Robeco Institutional Asset Management B.V. grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.7% during the third quarter, HoldingsChannel.com reports. The fund owned 3,789,475 shares of the financial services provider’s stock after acquiring an additional 99,078 shares during the quarter. JPMorgan Chase & Co. comprises 1.7% of Robeco Institutional Asset Management B.V.’s investment portfolio, making the stock its 7th biggest position. Robeco Institutional Asset Management B.V.’s holdings in JPMorgan Chase & Co. were worth $1,195,314,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Harbor Asset Planning Inc. bought a new stake in JPMorgan Chase & Co. in the second quarter worth $26,000. Mizuho Securities Co. Ltd. grew its stake in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock worth $32,000 after buying an additional 90 shares in the last quarter. Family Legacy Financial Solutions LLC grew its stake in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares in the last quarter. Ryan Investment Management Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth about $37,000. Finally, Christopher J. Hasenberg Inc raised its position in shares of JPMorgan Chase & Co. by 212.0% during the 2nd quarter. Christopher J. Hasenberg Inc now owns 156 shares of the financial services provider’s stock valued at $45,000 after buying an additional 106 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total value of $301,314.72. Following the completion of the sale, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $311.48 on Wednesday. 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 stock’s fifty day moving average is $315.60 and its two-hundred day moving average is $304.99. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a market capitalization of $847.94 billion, a PE ratio of 15.43, a price-to-earnings-growth ratio of 1.59 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $46.77 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The business’s revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the firm earned $4.81 earnings per share. As a group, analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.72%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: Q4 beat on core metrics — JPM reported adjusted EPS of $5.23 and revenue of ~$46.8B, topping Street estimates, supported by trading and NII strength. Business Wire: Q4 Results
• Positive Sentiment: Higher net interest income outlook — management outlined ~$95B NII (ex‑markets) guidance, which supports earnings power if rates remain elevated. MSN: $95B NII Guidance
• Neutral Sentiment: Management plans elevated tech/AI and payments investment in 2026 — strategic for long‑term competitiveness but implies near‑term expense growth. PYMNTS: Tech & AI Spend
• Neutral Sentiment: CFO signaled regulatory concerns around stablecoins and crypto yield products — positions the bank for conservative policy outcomes but flags industry uncertainty. Cointelegraph: Stablecoin Warning
• Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) weighed on reported profit, reducing headline net income despite adjusted beat. Reuters: Apple Card Charge
• Negative Sentiment: Investment‑banking fees slipped unexpectedly, missing forecasts — a visible drag on revenue mix and a key reason analysts trimmed enthusiasm. WSJ: IB Fees Miss
• Negative Sentiment: Political/regulatory risk: proposed 10% credit‑card rate cap (and the bank’s public pushback) creates uncertainty for card economics and could pressure future margins if enacted. Reuters: Credit-Card Cap Risk

Wall Street Analysts Forecast Growth

Several research firms recently commented on JPM. UBS Group lifted their price target on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a research report on Tuesday, October 7th. Wells Fargo & Company lifted their target price on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Morgan Stanley set a $331.00 target price on JPMorgan Chase & Co. in a research report on Tuesday, December 9th. CICC Research started coverage on JPMorgan Chase & Co. in a research report on Wednesday. They issued an “outperform” rating for the company. Finally, DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 15th. Fifteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Hold” and an average target price of $333.90.

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.