Handelsbanken Fonder AB Acquires 340,117 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Handelsbanken Fonder AB raised its stake in JPMorgan Chase by 24.1% in Q3, buying 340,117 shares to hold 1,752,398 shares (about $552.8M), making JPM its 9th largest position and ~0.06% of the company.
• Company insiders have been net sellers recently — insiders sold 71,596 shares (~$22.1M) over the last 90 days (including sales by General Counsel Stacey Friedman and COO Jennifer Piepszak), and insiders now own about 0.47% of the stock.
• Analysts have a consensus rating of "Moderate Buy" with an average price target of $339.55; JPMorgan recently beat quarterly EPS estimates ($5.23 vs. $4.93) and pays a $1.50 quarterly dividend (annualized $6.00, ~2.0% yield).

Handelsbanken Fonder AB raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 24.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,752,398 shares of the financial services provider's stock after buying an additional 340,117 shares during the period. JPMorgan Chase & Co. comprises about 1.8% of Handelsbanken Fonder AB's holdings, making the stock its 9th largest position. Handelsbanken Fonder AB owned approximately 0.06% of JPMorgan Chase & Co. worth $552,759,000 at the end of the most recent quarter.

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

Insider Transactions at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated 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 owned 61,949 shares of the company's stock, valued at approximately $18,981,173.60. This trade represents a 5.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the company's stock in a transaction dated 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 sale, the chief operating officer directly owned 71,027 shares in the company, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on JPM shares. Truist Financial cut their price objective on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. DZ Bank reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. HSBC set a $319.00 price target on shares of JPMorgan Chase & Co. and gave the stock a "hold" rating in a report on Thursday, February 5th. The Goldman Sachs Group increased their price objective on shares of JPMorgan Chase & Co. from $386.00 to $397.00 and gave the company a "buy" rating in a research note on Monday, January 26th. Finally, Barclays restated a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Fourteen investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $339.55.

JPMorgan Chase & Co. Stock Down 0.3%

JPM opened at $299.43 on Thursday. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The stock has a market cap of $807.57 billion, a price-to-earnings ratio of 14.96, a PEG ratio of 1.24 and a beta of 1.06. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company's 50-day moving average price is $311.90 and its two-hundred day moving average price is $308.64.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (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 analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. JPMorgan Chase & Co.'s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter last year, the business posted $4.81 EPS. As a group, equities analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th were paid a $1.50 dividend. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.'s payout ratio is presently 29.99%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: J.P. Morgan Asset Management bolstered its private-wealth alternatives team with senior hires to deepen advisor coverage and grow fee-bearing businesses, a revenue-positive move for the asset-management franchise. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
• Positive Sentiment: JPMorgan is expanding its physical footprint (160+ new branches, ~600 renovations) and increasing AI investment — a long-term growth and distribution push that should support deposit growth and fee income. How JPMorgan’s Nationwide Branch and Community Center Expansion Will Impact JPMorgan Chase (JPM) Investors
• Neutral Sentiment: JPMorgan published its 2027 earnings-call schedule (dates for each quarter), a routine disclosure that helps investors plan but has no direct earnings surprise. JPMorganChase Announces Conference Calls to Review First-Quarter, Second-Quarter, Third-Quarter and Fourth-Quarter 2027 Earnings
• Neutral Sentiment: JPMorgan’s leadership on stablecoin regulation and comments that stablecoin issuers paying interest should face bank-like rules signal the firm’s regulatory stance; this is strategic positioning more than an immediate earnings driver. JPMorgan CEO Jamie Dimon Pushes Bank Rules for Stablecoin Issuers
• Negative Sentiment: CEO Jamie Dimon’s public warnings — citing rising complacency in markets and a potentially worse-than-normal credit cycle — are shifting investor sentiment toward risk-off for banks, increasing concern about future loan losses and capital needs. JPMorgan's Jamie Dimon warns there's too much complacency in markets
• Negative Sentiment: Geopolitical tensions (Strait of Hormuz disruption / Iran conflict) and JPMorgan analyses warning of materially higher oil prices are elevating macro and inflation risk — a headwind for investor sentiment and a source of uncertainty for credit and markets exposure. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait's Oil Flows In Under Two Weeks JPMorgan: Oil Prices Could Hit $120 Per Barrel

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.

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