E. Ohman J or Asset Management AB Trims Position in JPMorgan Chase & Co. $JPM

Key Points

• E. Ohman J or Asset Management AB trimmed its stake in JPMorgan Chase by 13.2%, selling 42,117 shares to hold 277,282 shares worth about $89.35 million (≈2.1% of its portfolio), making JPM its 8th largest position.
• Notable insider selling has occurred recently — insiders sold 72,029 shares valued at roughly $22.2 million in the last 90 days, including sales by General Counsel Stacey Friedman and COO Jennifer Piepszak.
• Analysts give JPM a consensus rating of “Moderate Buy” with a $338.70 target; the bank beat quarterly EPS estimates ($5.23 vs. $4.93) and declared a $1.50 quarterly dividend (annualized $6.00, yield ~2.1%, ex-dividend Apr 6).

E. Ohman J or Asset Management AB reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 13.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 277,282 shares of the financial services provider's stock after selling 42,117 shares during the period. JPMorgan Chase & Co. comprises approximately 2.1% of E. Ohman J or Asset Management AB's holdings, making the stock its 8th biggest position. E. Ohman J or Asset Management AB's holdings in JPMorgan Chase & Co. were worth $89,346,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of JPM. Brighton Jones LLC raised its stake in 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 valued at $11,682,000 after buying an additional 4,841 shares in the last quarter. 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 worth $379,000 after acquiring an additional 100 shares in the last quarter. Ignite Planners LLC increased its holdings in shares of JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock valued at $3,185,000 after acquiring an additional 78 shares during the last quarter. Copperleaf Capital LLC raised its position in shares of JPMorgan Chase & Co. by 13.6% during the 2nd quarter. Copperleaf Capital LLC now owns 5,553 shares of the financial services provider's stock valued at $1,610,000 after acquiring an additional 664 shares in the last quarter. Finally, FineMark National Bank & Trust lifted its stake in JPMorgan Chase & Co. by 33.4% during the second quarter. FineMark National Bank & Trust now owns 192,827 shares of the financial services provider's stock worth $55,902,000 after purchasing an additional 48,314 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

Insider Buying and Selling

In other news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total transaction of $1,042,985.60. Following the sale, the general counsel owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. The trade was a 5.21% 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, COO Jennifer Piepszak sold 8,571 shares of the business's stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value 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. This represents a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,029 shares of company stock valued at $22,195,693 in the last ninety days. Insiders own 0.47% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Keefe, Bruyette & Woods reaffirmed an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Truist Financial reduced their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Zacks Research raised shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a report on Tuesday, March 10th. Finally, TD Cowen reaffirmed a "buy" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the company's stock. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and a consensus target price of $338.70.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: Fed proposal to ease post‑2008 capital rules should free up capital and boost returns for large banks like JPMorgan, improving earnings power and capital deployment prospects. How to Approach JPMorgan Stock as Fed Set to Ease Capital Rules
• Positive Sentiment: Technical/flow signal: heavy put buying and extreme options activity in JPM has historically preceded rebounds — an indicator that contrarian buyers may step in. This can support a near‑term bounce. Option Activity Is Bullish For JPMorgan And Financial Sector (Technical Analysis)
• Positive Sentiment: Investment banking upside: Anthropic is considering an IPO and has talked with banks including JPMorgan — potential M&A/IB fee opportunities if JPM participates. Claude AI Maker Anthropic Considers IPO as Soon as October
• Neutral Sentiment: Asset‑management product update: JPMorgan plans a private‑credit fund with limited redemptions (7.5%) — expands product set and fee income but comes with liquidity/market‑timing considerations. JPMorgan Plans Private Credit Fund That Allows 7.5% Redemptions
• Neutral Sentiment: Back‑office/listing housekeeping: J.P. Morgan Asset Management will transfer 14 ETFs to new listing exchanges on April 16 — operational item with limited direct share‑price impact. J.P. Morgan to Transfer 14 ETFs From Current Exchanges
• Negative Sentiment: Heavy insider selling and disclosed lobbying spend: recent filings show extensive insider sales (multiple executives, including Dimon, sold shares) — can be perceived negatively by the market even if sales are for diversification/compensation reasons. Lobbying Update: $60,000 of JPMORGAN CHASE HOLDINGS LLC lobbying was just disclosed
• Negative Sentiment: Geopolitical and FX pressure: Middle East conflict and surge in the dollar are driving safe‑haven flows and market volatility — broader headwinds for financial stocks and trading revenues, which helps explain today’s weakness in JPM. Also, JPM strategists warn of oil‑flow shocks through the Strait of Hormuz that could fuel further volatility. Dollar’s Best Run Since July Roils Wall Street’s FX Roadmap This map shows a crude ticking time bomb that hits much of the world’s oil supply in April

JPMorgan Chase & Co. Stock Performance

Shares of JPM opened at $282.98 on Friday. The firm has a fifty day moving average of $300.06 and a 200-day moving average of $307.57. The company has a market cap of $763.20 billion, a price-to-earnings ratio of 14.14, a price-to-earnings-growth ratio of 1.21 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts' consensus estimates of $4.93 by $0.30. The business had revenue of $45.80 billion for the quarter, compared to analysts' expectations 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 quarter last year, the company earned $4.81 EPS. As a group, equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

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

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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