JPMorgan Chase & Co. $JPM Stock Position Lifted by Nordea Investment Management AB

Nordea Investment Management AB raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 4.4% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 3,345,465 shares of the financial services provider’s stock after purchasing an additional 141,133 shares during the quarter. JPMorgan Chase & Co. makes up 0.9% of Nordea Investment Management AB’s holdings, making the stock its 16th largest position. Nordea Investment Management AB’s holdings in JPMorgan Chase & Co. were worth $1,041,744,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Geode Capital Management LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.5% during the second quarter. Geode Capital Management LLC now owns 61,129,271 shares of the financial services provider’s stock worth $17,646,506,000 after acquiring an additional 300,160 shares in the last quarter. Norges Bank acquired a new position in JPMorgan Chase & Co. in the 2nd quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock worth $4,866,309,000 after purchasing an additional 16,727,530 shares in the last quarter. Invesco Ltd. raised its stake in shares of JPMorgan Chase & Co. by 4.2% during the 2nd quarter. Invesco Ltd. now owns 14,332,418 shares of the financial services provider’s stock worth $4,155,111,000 after purchasing an additional 577,860 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in shares of JPMorgan Chase & Co. by 1.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,524,197 shares of the financial services provider’s stock valued at $2,181,338,000 after buying an additional 76,413 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Recent quarterly results and analyst backdrop remain supportive: JPM reported an earnings beat and revenue growth in its last quarter, and several firms maintain overweight/buy ratings with a median price target near $350, which underpins longer‑term upside. MarketBeat JPM Overview
• Positive Sentiment: Unusual bullish options activity — a large uptick in call buying — suggests some traders are positioning for upside in the near term. Investors Purchase Large Volume of Call Options
• Neutral Sentiment: Product and tech positioning: JPMorgan Asset Management and exchanges are discussing tokenized/24‑7 ETF trading and JPM execs are speaking publicly on AI use cases — developments that could be positive over time but have limited immediate share‑price impact. Bloomberg ETF IQ (YouTube)
• Neutral Sentiment: CEO commentary on AI and company initiatives continues to frame JPM as actively adapting to tech opportunities; useful context but not a near‑term catalyst. Jamie Dimon on AI (YouTube)
• Neutral Sentiment: Lobbying and regulatory engagement remain high (large disclosed lobbying spend and discussions across numerous bills), signaling proactive policy work that could help manage regulatory risk but also reflect exposure to policy changes. Quiver Quant Lobbying Update
• Negative Sentiment: Political/legal risk rose after former President Trump threatened to sue JPMorgan over alleged “debanking,” creating headline risk and potential reputational/legal costs that can pressure the share price. Trump threatens to sue JPMorgan
• Negative Sentiment: CEO Jamie Dimon’s rare public criticism of the administration’s immigration actions and his vocal opposition to a proposed 10% credit‑card rate cap have intensified political scrutiny; those comments raise the prospect of regulatory pushback or business‑policy conflicts that investors may view as near‑term negatives. Dimon criticizes immigration policy (CNBC) Dimon on credit card rate cap (Reuters)
• Negative Sentiment: Insider selling has been notable in recent months (multiple senior executives sold shares), which some investors interpret as a near‑term negative signal even if sales could be routine or for diversification. Quiver Quant Insider / Lobbying Details

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. CICC Research began coverage on JPMorgan Chase & Co. in a report on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 price objective on the stock. KGI Securities increased their price target on shares of JPMorgan Chase & Co. from $300.00 to $315.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Hsbc Global Res raised shares of JPMorgan Chase & Co. from a “moderate sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Finally, Keefe, Bruyette & Woods increased their target price on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Hold” and an average target price of $336.32.

JPMorgan Chase & Co. Stock Down 0.2%

JPMorgan Chase & Co. stock opened at $301.99 on Thursday. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm has a fifty day moving average price of $314.69 and a two-hundred day moving average price of $305.53. The firm has a market cap of $822.11 billion, a price-to-earnings ratio of 15.09, a P/E/G ratio of 1.49 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period last year, the business posted $4.81 earnings per share. The firm’s revenue was up 7.1% compared to the same quarter last year. As a group, analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

Insiders Place Their Bets

In related news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Robin Leopold sold 966 shares of the company’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider owned 58,479 shares of the company’s stock, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 15,834 shares of company stock valued at $4,951,910 in the last three months. 0.47% of the stock is owned by corporate insiders.

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.