JPMorgan Chase & Co. $JPM Stock Position Raised by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 21.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 452,211 shares of the financial services provider’s stock after acquiring an additional 80,700 shares during the quarter. JPMorgan Chase & Co. makes up 0.9% of Varma Mutual Pension Insurance Co’s holdings, making the stock its 15th largest holding. Varma Mutual Pension Insurance Co’s holdings in JPMorgan Chase & Co. were worth $142,641,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Peterson Wealth Advisors LLC raised its holdings in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares during the period. TradeWell Securities LLC. raised its holdings in shares of 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 acquiring an additional 34 shares during the period. Sharkey Howes & Javer lifted its position in shares of JPMorgan Chase & Co. by 1.9% in the 3rd quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after acquiring an additional 34 shares in the last quarter. Granite Group Advisors LLC boosted its stake in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock worth $3,253,000 after purchasing an additional 34 shares during the period. Finally, Cottonwood Capital Advisors LLC grew its position in JPMorgan Chase & Co. by 0.9% during the 2nd quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock worth $1,112,000 after purchasing an additional 35 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related 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 value of $1,042,985.60. Following the completion of the sale, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.14, for a total value of $132,684.48. Following the sale, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by corporate insiders.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Potential mortgage-share tailwind if regulation eases — Analysts note that if the Fed eases capital rules, large banks including JPM could regain mortgage market share from non-bank originators, which would help fee income and loan growth. Zacks Analyst Blog
• Positive Sentiment: Retail footprint expansion — JPMorgan plans to open over 160 new Chase branches across the U.S. this year, a sign of ongoing investment in customer distribution that could support deposit growth and consumer lending. JPMorgan branch expansion
• Positive Sentiment: Active legal defense filed — JPMorgan has moved to dismiss and asked for the Trump “debanking” lawsuit to be moved to federal court and argued CEO Jamie Dimon was included fraudulently, a step that could limit corporate and executive exposure if successful. PYMNTS on dismissal motion
• Neutral Sentiment: Analyst consensus remains constructive — recent coverage shows an average rating of “Moderate Buy,” suggesting analysts see continued earnings power despite volatility. Analyst rating piece
• Neutral Sentiment: Portfolio/shares update — JPMorgan notified Lynas Rare Earths that it ceased to be a substantial holder; this is a portfolio move with limited direct impact on JPM’s core operations. TipRanks on Lynas
• Neutral Sentiment: Macro research noted — JPM analysis on tariffs highlights broader economic effects (e.g., impacts on small businesses) rather than an immediate bank-specific revenue driver. Fortune on tariffs
• Negative Sentiment: High-profile lawsuit remains an overhang — President Trump filed a $5 billion “debanking” suit that names JPMorgan and CEO Jamie Dimon, creating reputational and legal risk that can pressure the stock until resolved. Benzinga on lawsuit
• Negative Sentiment: Significant insider selling — a disclosed sale of 50,000 shares by executive Troy L. Rohrbaugh (about $15.4M at the reported price) and other smaller insider disposals have appeared in filings; large insider sales can be interpreted negatively by investors even if for personal reasons. SEC filing for Rohrbaugh sale
• Negative Sentiment: Additional smaller insider sales announced — other insiders disclosed sales (Robin Leopold, Stacey Friedman, Jeremy Barnum), which combined with the larger sale add to near-term sentiment pressure. Insider sales roundup

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $308.12 on Friday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. The firm has a market cap of $831.00 billion, a PE ratio of 15.40, a PEG ratio of 1.50 and a beta of 1.07. The firm’s 50 day moving average price is $315.21 and its 200 day moving average price is $307.87. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion during 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%. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.81 earnings per share. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were issued a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.9%. The ex-dividend date was Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 29.99%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Robert W. Baird upgraded JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 target price for the company in a report on Tuesday, February 3rd. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Daiwa Securities Group raised their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Finally, HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. Fourteen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $339.73.

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.