Achmea Investment Management B.V. Has $141.30 Million Position in JPMorgan Chase & Co. $JPM

Key Points

• Achmea Investment Management raised its stake in JPMorgan Chase by 1.8% to 447,946 shares worth $141.30 million, making the stock its 7th largest holding and representing 1.8% of Achmea’s portfolio.
• JPMorgan declared a quarterly dividend of $1.50 (annualized $6.00, yield 2.1%), with record date and ex-dividend date on April 6 and payment on April 30.
• Analyst sentiment is a consensus “Moderate Buy” with a $340 price target, and JPM recently beat Q earnings (EPS $5.23 vs. $4.93 estimate) while reporting a return on equity of 17.16%.

Achmea Investment Management B.V. boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 1.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 447,946 shares of the financial services provider's stock after acquiring an additional 7,970 shares during the quarter. JPMorgan Chase & Co. accounts for 1.8% of Achmea Investment Management B.V.'s portfolio, making the stock its 7th biggest holding. Achmea Investment Management B.V.'s holdings in JPMorgan Chase & Co. were worth $141,296,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the business. Brighton Jones LLC raised its position in JPMorgan Chase & Co. by 11.0% during the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock valued at $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC raised its holdings in shares of JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock valued at $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC lifted its stake in JPMorgan Chase & Co. by 0.7% in the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock worth $3,185,000 after acquiring an additional 78 shares during the period. Schnieders Capital Management LLC. lifted its stake in JPMorgan Chase & Co. by 0.9% in the second quarter. Schnieders Capital Management LLC. now owns 60,730 shares of the financial services provider's stock worth $17,606,000 after acquiring an additional 565 shares during the period. Finally, Aviva PLC grew its holdings in JPMorgan Chase & Co. by 6.0% during the 2nd quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider's stock worth $647,212,000 after acquiring an additional 126,742 shares in the last quarter. Institutional investors own 71.55% of the company's stock.

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the completion of the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Robin Leopold sold 432 shares of the business's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.14, for a total transaction of $132,684.48. Following the sale, the insider directly owned 65,353 shares in the company, valued at $20,072,520.42. This trade represents a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 71,596 shares of company stock valued at $22,067,932. Corporate insiders own 0.47% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on JPM shares. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a "sell" rating to a "hold" rating in a report on Sunday, January 18th. Zacks Research upgraded shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, March 10th. Wolfe Research lowered shares of JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a report on Wednesday, January 7th. HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the stock a "hold" rating in a research note on Thursday, February 5th. Finally, Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of "Moderate Buy" and a consensus price target of $340.00.

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $287.68 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a market cap of $775.88 billion, a PE ratio of 14.38, a P/E/G ratio of 1.19 and a beta of 1.06. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The stock has a fifty day moving average price of $304.03 and a 200-day moving average price of $308.08.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping 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 return on equity of 17.16% and a net margin of 20.35%.The firm's revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the business earned $4.81 EPS. Equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 29.99%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan declared a $1.50 quarterly dividend, reaffirming capital return to shareholders and supporting the yield story for income investors. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: The firm unveiled a high‑profile athlete wealth management push (Tom Brady, Dwyane Wade, Megan Rapinoe) aimed at attracting younger/high‑net‑worth clients — a potential long‑term AUM and fee‑revenue driver if it scales. JPMorgan brings in Tom Brady, Dwyane Wade, and Megan Rapinoe to win over up-and-coming athletes
• Positive Sentiment: J.P. Morgan Payments and Mastercard launched a virtual card product in Europe targeting accounts‑payable flows — expands payments product set and cross‑sell opportunities for commercial clients. JPMorgan Payments and Mastercard Launch Virtual Card Partnership
• Neutral Sentiment: JPMorgan hired Goldman veteran Yi Zhang as co‑head of China investment banking and is expanding its Boston footprint (300 jobs) — moves that support future revenue growth but carry near‑term costs. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Neutral Sentiment: JPMorgan set its Q1 earnings call for April 14 — investors will focus on trading revenues, credit metrics and any commentary on private‑credit exposures. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Negative Sentiment: JPMorgan halted plans to underwrite ~$5.3B of Qualtrics debt after weak investor demand and AI‑risk concerns — a sign of strained demand in the leveraged debt market that can reduce fee income and reflects higher underwriting risk. JPMorgan Halts $5.3B Qualtrics Debt Sale as AI Concerns Weigh
• Negative Sentiment: Reports show JPMorgan is tightening lending to private‑credit funds and marking down loans used as collateral — this both increases capital/credit risk management burden and signals stress in segments that had been growth drivers for banks. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader financial stocks were softer today and JPMorgan research warned that a $90 oil shock could materially pressure the S&P 500 — macro and market‑volatility risks can weigh on trading revenues and loan demand. $90 Oil Threatens 15% S&P 500 Wipeout In 2026, JPMorgan Warns

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.

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