E. Ohman J or Asset Management AB Has $103.45 Million Stake in JPMorgan Chase & Co. $JPM

Key Points

• E. Ohman J or Asset Management AB increased its JPMorgan Chase stake by 15.1% in the second quarter, bringing its holdings to 316,051 shares valued at approximately $103.45 million. Institutional investors collectively own 71.55% of the stock.
• Analyst sentiment remains favorable, with JPMorgan receiving a “Moderate Buy” consensus rating and an average price target of $359.33; recent upgrades included Zacks Research’s move to “Strong Buy” and UBS’s $400 target.
• JPMorgan paid a quarterly dividend of $1.50 per share, equivalent to a $6.00 annualized payout and a 1.7% yield. The stock recently opened at $358.93, near its 52-week high of $363.00, while General Counsel Stacey Friedman disclosed a planned sale of 5,468 shares.

E. Ohman J or Asset Management AB increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 15.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 316,051 shares of the financial services provider's stock after buying an additional 41,537 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 2.4% of E. Ohman J or Asset Management AB's holdings, making the stock its 7th largest holding. E. Ohman J or Asset Management AB's holdings in JPMorgan Chase & Co. were worth $103,453,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider's stock worth $11,682,000 after purchasing an additional 4,841 shares during the period. Acorns Advisers LLC grew its position in shares of JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider's stock valued at $379,000 after purchasing an additional 100 shares during the period. Ignite Planners LLC increased its stake in JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock worth $3,185,000 after purchasing an additional 78 shares in the last quarter. Jump Financial LLC acquired a new stake in JPMorgan Chase & Co. during the 2nd quarter worth approximately $1,475,000. Finally, Betterment LLC lifted its stake in JPMorgan Chase & Co. by 27.5% in the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider's stock valued at $571,000 after buying an additional 425 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. Zacks Research upgraded shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. HSBC raised their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a "hold" rating in a report on Monday, May 4th. Truist Financial upped their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a "hold" rating in a research note on Wednesday, July 15th. UBS Group increased their target price on JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a "buy" rating in a report on Monday, August 3rd. Finally, Argus lifted their price target on JPMorgan Chase & Co. from $340.00 to $355.00 and gave the company a "buy" rating in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $359.33.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 5,468 shares of the company's stock in a transaction that occurred 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 sale, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This represents a 10.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Blockchain platform wins first approved client mandate: JPMorgan is providing its Kinexys multichain tokenization infrastructure for Schroders’ tokenized U.S. dollar money-market fund share class. The move represents a transition from internal testing to regulated client deployment and could strengthen JPM’s position in digital-asset infrastructure and fund administration. JPMorgan Chase Wins First Approved Tokenised Money Market Fund Mandate
• Positive Sentiment: Payments partnership expands merchant reach: JPMorgan Payments is integrating Klarna’s flexible checkout options into its Commerce Platform, allowing merchants to add the service without significant technical work. The arrangement could increase payment volumes and reinforce JPM’s role in embedded payments. Klarna Group Following J.P. Morgan Payments Tie Up
• Positive Sentiment: Favorable market outlook and analyst support: JPMorgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing resilient earnings and AI-related growth. JPM was also added to Zacks’ Strong Buy and best-income-stock lists, supporting the investment case for its earnings, dividend and capital-return profile. Wall Street’s Biggest Bank Raised Its Market Outlook
• Positive Sentiment: Fee opportunities remain strong: JPMorgan is leading a $441 million debt financing for AI infrastructure company Global, while the bank expects technology bond issuance to exceed $500 billion in 2026. This points to continued investment-banking and financing demand tied to AI infrastructure.
• Neutral Sentiment: Portfolio activity: JPMorgan disclosed a notifiable 5% stake in Hexagon Composites, though the investment is not expected to materially affect JPM’s near-term earnings.
• Negative Sentiment: Dimon flags market vulnerabilities: The CEO warned that record margin debt and hidden leverage could amplify forced selling during a market decline. He also cautioned that a loss of U.S. economic leadership could eventually undermine the dollar’s reserve-currency status, highlighting longer-term volatility and macroeconomic risks.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $358.93 on Tuesday. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $363.00. The company has a market cap of $961.76 billion, a P/E ratio of 15.38, a P/E/G ratio of 1.47 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The stock's 50-day simple moving average is $335.57 and its 200 day simple moving average is $313.80.

JPMorgan Chase & Co. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Monday, July 6th were given a dividend of $1.50 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. JPMorgan Chase & Co.'s payout ratio is 25.71%.

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.

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