Sumitomo Life Insurance Co. Has $29.18 Million Position in JPMorgan Chase & Co. $JPM

Sumitomo Life Insurance Co. reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 92,520 shares of the financial services provider’s stock after selling 9,752 shares during the period. JPMorgan Chase & Co. comprises about 0.9% of Sumitomo Life Insurance Co.’s investment portfolio, making the stock its 20th biggest position. Sumitomo Life Insurance Co.’s holdings in JPMorgan Chase & Co. were worth $29,184,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Mizuho Securities Co. Ltd. boosted its stake in shares of JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares in the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. in the third quarter valued at about $32,000. Family Legacy Financial Solutions LLC grew its stake in JPMorgan Chase & Co. by 92.6% during the third quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the last quarter. Collier Financial bought a new stake in JPMorgan Chase & Co. during the third quarter worth about $60,000. Finally, Clarity Asset Management Inc. increased its holdings in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after buying an additional 101 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. Daiwa Securities Group boosted their price objective on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Wells Fargo & Company reduced their price target on shares of 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, Piper Sandler increased their price objective on shares of JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $339.55.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: J.P. Morgan Asset Management hired Stephanie Davis to lead Private Wealth Alternatives, signaling growth in fee-generating advisory businesses and strengthening wealth-management revenue. J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires
• Positive Sentiment: JPMorgan is expanding branches and investing in AI — a dual strategy of revenue growth in underbanked regions and efficiency gains that supports longer‑term profitability. How JPMorgan’s Nationwide Branch and Community Center Expansion Will Impact JPMorgan Chase (JPM) Investors
• Positive Sentiment: CEO Jamie Dimon advocated that stablecoin issuers who take customer balances and pay interest should face bank-like capital/liquidity rules — a push for regulatory clarity that could favor banks over unregulated competitors. JPMorgan CEO Jamie Dimon Pushes Bank Rules for Stablecoin Issuers
• Neutral Sentiment: JPMorgan economists describe the Iran conflict as a “modest macro-economic shock” unlikely to derail global growth — a view that tempers worst-case market fears but still flags risk. JPMorgan: Iran War A ‘Modest Macro-Economic Shock’
• Neutral Sentiment: JPMorgan Asset Management says Asian investors are repositioning portfolios (rotation rather than broad risk aversion), which may support trading and fee activity without signaling panic. Asian Investors Repositioning Portfolios, JPMorgan’s Craig Says
• Negative Sentiment: J.P. Morgan warns a Strait of Hormuz blockade could sharply curtail oil flows from Iraq and Kuwait within days — a supply shock that would lift oil, boost inflation and pressure markets and margins. JP Morgan Warns Hormuz Blockade Could Cripple Iraq And Kuwait’s Oil Flows In Under Two Weeks
• Negative Sentiment: JPMorgan strategists warned oil could surge toward ~$120/barrel in a sustained shock — a development that would threaten consumer spending, lift inflation and complicate the Fed outlook. JPMorgan: Oil Prices Could Hit $120 Per Barrel
• Negative Sentiment: CEO Jamie Dimon warned of complacency in markets and a potentially “worse than normal” credit cycle, flagging higher credit risk that investors price into bank stocks. Jamie Dimon Warns Credit Cycle Will Be ‘Worse Than Normal’
• Negative Sentiment: JPMorgan faces litigation risks (Tricolor noteholders suit alleging ABS red flags; and political headlines about Trump’s debanking lawsuit), which are potential but currently limited near-term headwinds. JPM, BCS & FITB Sued by Tricolor Noteholders Over Alleged Red Flags

JPMorgan Chase & Co. Stock Up 1.0%

JPMorgan Chase & Co. stock opened at $300.62 on Wednesday. The company’s 50 day simple moving average is $312.50 and its 200 day simple moving average is $308.70. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The firm has a market capitalization of $810.78 billion, a price-to-earnings ratio of 15.02, a PEG ratio of 1.23 and a beta of 1.06. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, beating the consensus estimate of $4.93 by $0.30. The firm 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 quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.81 earnings per share. As a group, sell-side analysts anticipate 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 was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were given 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 currently 29.99%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction that occurred on 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 position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction 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 directly owned 61,949 shares of the company’s stock, valued at $18,981,173.60. This represents a 5.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,596 shares of company stock worth $22,067,932 in the last quarter. Company insiders own 0.47% of the company’s stock.

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.