Handelsbanken Fonder AB Sells 20,390 Shares of JPMorgan Chase & Co. $JPM

Handelsbanken Fonder AB reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,551,236 shares of the financial services provider’s stock after selling 20,390 shares during the period. JPMorgan Chase & Co. accounts for 1.4% of Handelsbanken Fonder AB’s holdings, making the stock its 12th biggest holding. Handelsbanken Fonder AB owned 0.06% of JPMorgan Chase & Co. worth $507,766,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in JPM. Timmons Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter valued at approximately $27,000. MBM Wealth Consultants LLC acquired a new position in shares of JPMorgan Chase & Co. during the first quarter worth approximately $29,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth approximately $32,000. Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. in the 4th quarter worth $35,000. Finally, Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. in the 3rd quarter worth $35,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on JPM. Zacks Research upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Morgan Stanley reaffirmed a “positive” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Robert W. Baird lifted their price target on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research note on Wednesday, July 15th. Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a report on Wednesday, August 5th. Finally, Piper Sandler increased their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $359.33.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the sale, the general counsel owned 46,428 shares in the company, valued at $13,940,935.56. This represents a 10.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Blockchain platform wins first approved client mandate: JPMorgan is providing its Kinexys multichain tokenization infrastructure for Schroders’ tokenized U.S. dollar money-market fund share class. The move represents a transition from internal testing to regulated client deployment and could strengthen JPM’s position in digital-asset infrastructure and fund administration. JPMorgan Chase Wins First Approved Tokenised Money Market Fund Mandate
• Positive Sentiment: Payments partnership expands merchant reach: JPMorgan Payments is integrating Klarna’s flexible checkout options into its Commerce Platform, allowing merchants to add the service without significant technical work. The arrangement could increase payment volumes and reinforce JPM’s role in embedded payments. Klarna Group Following J.P. Morgan Payments Tie Up
• Positive Sentiment: Favorable market outlook and analyst support: JPMorgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing resilient earnings and AI-related growth. JPM was also added to Zacks’ Strong Buy and best-income-stock lists, supporting the investment case for its earnings, dividend and capital-return profile. Wall Street’s Biggest Bank Raised Its Market Outlook
• Positive Sentiment: Fee opportunities remain strong: JPMorgan is leading a $441 million debt financing for AI infrastructure company Global, while the bank expects technology bond issuance to exceed $500 billion in 2026. This points to continued investment-banking and financing demand tied to AI infrastructure.
• Neutral Sentiment: Portfolio activity: JPMorgan disclosed a notifiable 5% stake in Hexagon Composites, though the investment is not expected to materially affect JPM’s near-term earnings.
• Negative Sentiment: Dimon flags market vulnerabilities: The CEO warned that record margin debt and hidden leverage could amplify forced selling during a market decline. He also cautioned that a loss of U.S. economic leadership could eventually undermine the dollar’s reserve-currency status, highlighting longer-term volatility and macroeconomic risks.

JPMorgan Chase & Co. Stock Up 0.4%

JPM opened at $358.93 on Tuesday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $363.00. The company’s 50-day moving average price is $335.57 and its two-hundred day moving average price is $313.80. The stock has a market cap of $961.76 billion, a price-to-earnings ratio of 15.38, a PEG ratio of 1.47 and a beta of 0.99. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30.

JPMorgan Chase & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio is presently 25.71%.

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.