Nomura Asset Management Co. Ltd. Grows Stake in JPMorgan Chase & Co. $JPM

Nomura Asset Management Co. Ltd. lifted its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 1.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,213,209 shares of the financial services provider's stock after buying an additional 13,779 shares during the period. JPMorgan Chase & Co. makes up about 1.0% of Nomura Asset Management Co. Ltd.'s investment portfolio, making the stock its 12th biggest position. Nomura Asset Management Co. Ltd.'s holdings in JPMorgan Chase & Co. were worth $390,920,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of JPM. Brighton Jones LLC lifted its position 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 purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC lifted its position in JPMorgan Chase & Co. by 6.9% during the first 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 in the last quarter. Ignite Planners LLC lifted its position in JPMorgan Chase & Co. by 0.7% during the second quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider's stock valued at $3,185,000 after purchasing an additional 78 shares in the last quarter. Jump Financial LLC purchased a new position in JPMorgan Chase & Co. during the second quarter valued at $1,475,000. Finally, Betterment LLC lifted its position in JPMorgan Chase & Co. by 27.5% during the second quarter. Betterment LLC now owns 1,970 shares of the financial services provider's stock valued at $571,000 after purchasing an additional 425 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, General Counsel Stacey Friedman sold 5,468 shares of JPMorgan Chase & Co. stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total value of $1,641,876.36. Following the sale, the general counsel directly owned 46,428 shares of the company's stock, valued at approximately $13,940,935.56. The trade was a 10.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 433 shares of JPMorgan Chase & Co. stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 28,589 shares of company stock valued at $8,747,496 over the last three months. Insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock opened at $311.07 on Tuesday. The stock's 50-day simple moving average is $304.28 and its 200-day simple moving average is $306.61. JPMorgan Chase & Co. has a 52 week low of $262.71 and a 52 week high of $337.25. The company has a market capitalization of $833.51 billion, a price-to-earnings ratio of 14.90, a PEG ratio of 1.52 and a beta of 1.00. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The business had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. During the same period in the previous year, the business earned $5.07 earnings per share. The business's revenue was up 10.0% on a year-over-year basis. As a group, analysts expect that JPMorgan Chase & Co. will post 22.4 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be given a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.'s payout ratio is presently 28.74%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan was highlighted in a Zacks article as a stock to watch thanks to its earnings growth and price strength, reinforcing investor confidence in the bank’s underlying fundamentals.
• Positive Sentiment: JPMorgan is helping lead a tokenized-deposit initiative with other major banks, a move aimed at competing with stablecoins and modernizing payments infrastructure over the next few years.
• Positive Sentiment: The firm is also involved in high-profile advisory and financing work, including Carlsberg’s planned India IPO and a SpaceX-related investor roadshow, which underscores JPMorgan’s strength in investment banking and capital markets.
• Neutral Sentiment: JPMorgan’s research desk turned cautious on the broader market, warning of an imminent pullback after recent volatility. That view reflects macro risk rather than a direct hit to JPMorgan’s business, but it can still weigh on bank shares if investors turn defensive.
• Neutral Sentiment: News that JPMorgan is shopping 15% yield debt for a Trump-backed oil driller highlights its active role in leveraged finance, but the headline is more about deal activity than an immediate earnings catalyst.
• Negative Sentiment: Broader macro headlines about rising rate-hike bets, Treasury weakness, and renewed Middle East tensions may be pressuring financial stocks by increasing volatility and risk aversion.
• Negative Sentiment: Crypto-related commentary around Jamie Dimon and JPMorgan has also added noise, with critics pushing back on the bank’s stance toward digital-asset firms and stablecoin rewards.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on JPM shares. Autonomous Res lowered their target price on JPMorgan Chase & Co. from $360.00 to $324.00 and set a "neutral" rating on the stock in a research report on Monday, April 6th. UBS Group lowered their target price on JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. Truist Financial lifted their target price on JPMorgan Chase & Co. from $323.00 to $332.00 and gave the company a "hold" rating in a research report on Wednesday, April 15th. Daiwa Securities Group lowered their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 7th. Finally, DZ Bank reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, April 15th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of "Hold" and an average price target of $339.08.

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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