JPMorgan Chase & Co. $JPM is Livforsakringsbolaget Skandia Omsesidigt's 7th Largest Position

Key Points

• Livforsakringsbolaget Skandia Omsesidigt raised its JPMorgan stake 2.2% to 202,860 shares (worth $63.97M), making JPM its 7th largest holding and ~2.6% of the fund's portfolio.
• JPMorgan beat quarterly EPS estimates ($5.23 vs. $4.93) with revenue up 7.1%, has a market cap of about $774B and a P/E of 14.3, recently declared a $1.50 quarterly dividend (2.1% yield), and holds a roughly $340 average analyst price target ("Moderate Buy").

Livforsakringsbolaget Skandia Omsesidigt boosted its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 202,860 shares of the financial services provider's stock after purchasing an additional 4,400 shares during the quarter. JPMorgan Chase & Co. comprises approximately 2.6% of Livforsakringsbolaget Skandia Omsesidigt's investment portfolio, making the stock its 7th largest position. Livforsakringsbolaget Skandia Omsesidigt's holdings in JPMorgan Chase & Co. were worth $63,974,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Peterson Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider's stock valued at $635,000 after buying an additional 33 shares during the last quarter. Rialto Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider's stock worth $304,000 after buying an additional 33 shares in the last quarter. TradeWell Securities LLC. boosted its position in 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 worth $3,832,000 after acquiring an additional 34 shares during the last quarter. Sharkey Howes & Javer boosted its position in JPMorgan Chase & Co. by 1.9% during the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider's stock worth $563,000 after acquiring an additional 34 shares during the last quarter. Finally, Granite Group Advisors LLC grew its stake in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider's stock valued at $3,253,000 after acquiring an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $286.88 on Wednesday. The company's 50-day moving average is $304.81 and its two-hundred day moving average is $308.22. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85. The firm has a market capitalization of $773.72 billion, a price-to-earnings ratio of 14.34, a PEG ratio of 1.18 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.93 by $0.30. The business 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 business's revenue was up 7.1% compared to the same quarter last year. During the same quarter last year, the firm earned $4.81 EPS. Analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

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

Wall Street Analyst Weigh In

JPM has been the topic of a number of research reports. Piper Sandler raised their target price on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an "overweight" rating 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. Wolfe Research cut JPMorgan Chase & Co. from an "outperform" rating to a "peer perform" rating in a report on Wednesday, January 7th. Wells Fargo & Company reduced their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set an "overweight" rating on the stock in a research report on Tuesday, February 17th. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have issued a Hold rating to the company's stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of "Moderate Buy" and an average price target of $340.00.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Board approved a quarterly common-stock dividend, which supports income-seeking investors and signals confidence in capital levels. JPMorganChase Declares Common Stock Dividend
• Positive Sentiment: JPMorgan hired Yi Zhang from Goldman as co-head of China investment banking, strengthening its Asia franchise and deal pipeline in a high-growth region. This is a strategic hire that can boost investment-banking revenue over time. JPMorgan poaches Goldman veteran Zhang as co-head of China investment banking
• Positive Sentiment: JPMorgan will consolidate and expand in Boston — adding ~300 jobs and anchoring a major office tower — signaling investment in growth for banking and advisory teams. That supports revenue capacity in commercial and advisory businesses. Treasury Yields Fall Slightly
• Neutral Sentiment: Management set the Q1 2026 earnings release for 14 April (call/webcast), creating a near-term catalyst that could move the stock depending on results and guidance. Investors may be positioning ahead of the print. JPMorganChase to Host First-Quarter 2026 Earnings Call
• Neutral Sentiment: U.S. Treasury yields ticked down slightly after a well-received 20-year auction; lower front-end yields can stabilize funding costs but also compress net interest margin outlook—mixed implications for bank earnings. Treasury Yields Fall Slightly
• Negative Sentiment: JPMorgan is tightening valuation and lending standards around private-credit collateral and has marked down some loans, highlighting exposure and potential write-downs or slower lending revenue in that space. That remains a key risk driving sector pressure. JPMorgan Chase & Co (JPM) Tightening Private Credit Funds
• Negative Sentiment: Broader market/sector risk: banks have been pulled lower by concerns around private-credit contagion and macro volatility (oil, geopolitics), which has weighed on JPM’s valuation despite solid recent earnings. 5 Oversold Large-Cap Stocks That May Be Worth Buying Soon (JPM)
• Negative Sentiment: JPMorgan (as an arranger) and others pulled back from a prospective $5.3B Qualtrics debt deal after investor skepticism on software/AI disruption — a sign of risk aversion in leveraged markets that can reduce fee opportunities. Wall Street Snubs Qualtrics Debt Over AI Disruption Risks

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction 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 sale, the general counsel owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the company's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $307.11, for a total value of $15,355,500.00. Following the completion of the transaction, the chief executive officer directly owned 111,279 shares in the company, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,596 shares of company stock valued at $22,067,932 over the last 90 days. Corporate insiders own 0.47% of the company's stock.

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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