Handelsbanken Fonder AB cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3% during the 2nd quarter, Holdings Channel.com reports. The firm 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 approximately 1.4% of Handelsbanken Fonder AB’s holdings, making the stock its 12th largest holding. Handelsbanken Fonder AB’s holdings in JPMorgan Chase & Co. were worth $507,766,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. Sterling Group Wealth Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 0.8% in the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock worth $1,183,000 after acquiring an additional 33 shares during the last quarter. Vestia Personal Wealth Advisors grew its holdings in shares of JPMorgan Chase & Co. by 2.7% during the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock valued at $391,000 after purchasing an additional 34 shares during the last quarter. South Street Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. South Street Advisors LLC now owns 9,421 shares of the financial services provider’s stock valued at $3,036,000 after purchasing an additional 34 shares during the last quarter. Continental Investors Services Inc. raised its position in JPMorgan Chase & Co. by 4.9% in the 4th quarter. Continental Investors Services Inc. now owns 722 shares of the financial services provider’s stock worth $225,000 after purchasing an additional 34 shares during the period. Finally, Beacon Financial Advisory LLC raised its position in JPMorgan Chase & Co. by 0.3% in the 1st quarter. Beacon Financial Advisory LLC now owns 11,598 shares of the financial services provider’s stock worth $3,412,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at JPMorgan Chase & Co.
In related news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This represents a 10.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by insiders.
Wall Street Analysts Forecast Growth
Get Our Latest Stock Report on JPMorgan Chase & Co.
Key Stories Impacting JPMorgan Chase & Co.
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%
Shares of NYSE JPM opened at $358.93 on Tuesday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $363.00. The firm has a market capitalization of $961.76 billion, a PE ratio of 15.38, a price-to-earnings-growth ratio of 1.47 and a beta of 0.99. The firm has a fifty day simple moving average of $335.57 and a two-hundred day simple moving average of $313.80.
JPMorgan Chase & Co. Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Monday, July 6th were given a dividend of $1.50 per share. The ex-dividend date was Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.7%. JPMorgan Chase & Co.’s payout ratio is currently 25.71%.
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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