JPMorgan Chase & Co. $JPM Stock Acquired by Goelzer Investment Management Inc.

Goelzer Investment Management Inc. raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 79,313 shares of the financial services provider’s stock after purchasing an additional 4,468 shares during the period. JPMorgan Chase & Co. makes up about 1.1% of Goelzer Investment Management Inc.’s investment portfolio, making the stock its 17th largest holding. Goelzer Investment Management Inc.’s holdings in JPMorgan Chase & Co. were worth $26,239,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of JPM. MBM Wealth Consultants LLC bought a new position in shares of JPMorgan Chase & Co. during the first quarter valued at $29,000. Horizons Wealth Management purchased a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at $31,000. Aventus Investment Advisors Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at $33,000. Osbon Capital Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the fourth quarter valued at $35,000. Finally, Timbuktu Capital Management LLC bought a new stake in JPMorgan Chase & Co. in the 2nd quarter worth about $50,000. Institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the transaction, the insider owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on JPM. Robert W. Baird boosted their target price on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the stock a “neutral” rating in a research report on Wednesday. Morgan Stanley upped their target price on shares of JPMorgan Chase & Co. from $370.00 to $377.00 and gave the company an “equal weight” rating in a research note on Wednesday. Barclays raised their price target on shares of JPMorgan Chase & Co. from $420.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday. Weiss Ratings upgraded shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Friday, October 9th. Finally, Citigroup reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating for the company in a research note on Thursday. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $365.45.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $339.49 on Friday. The firm has a market cap of $902.43 billion, a PE ratio of 14.24, a P/E/G ratio of 1.35 and a beta of 1.02. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31. The firm has a fifty day simple moving average of $348.22 and a two-hundred day simple moving average of $330.24. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share for the quarter, missing the consensus estimate of $5.94 by ($0.19). JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The firm had revenue of $50.17 billion for the quarter, compared to the consensus estimate of $51.23 billion. During the same period in the previous year, the company earned $5.07 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 8.1% compared to the same quarter last year. On average, equities analysts anticipate that JPMorgan Chase & Co. will post 23.72 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be given a dividend of $1.65 per share. This represents a $6.60 dividend on an annualized basis and a yield of 1.9%. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date is Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 27.68%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan reported approximately $15.3 billion in third-quarter net income and added more than 650,000 net new checking accounts, highlighting continued customer and deposit growth. JPMorgan Chase: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Several analysts remain constructive: Royal Bank of Canada reiterated an Outperform rating, while Morgan Stanley and Robert W. Baird published bullish outlooks. Investors may view JPMorgan’s scale, profitability and balance-sheet strength as defensive advantages if economic conditions deteriorate. JPMorgan Earns Outperform Rating from Royal Bank of Canada
• Positive Sentiment: The bank’s decision to block unvetted third-party AI agents from customer accounts could reduce cybersecurity, fraud and operational risks, while its AI strategy continues to develop under tighter controls. Jamie Dimon Warns About AI Payment Agents
• Neutral Sentiment: Citigroup lowered its price target from $360 to $350 while maintaining a Neutral rating, suggesting limited near-term upside but no major deterioration in its view. Citigroup Lowers JPMorgan Price Target
• Neutral Sentiment: JPMorgan and Goldman Sachs increased the yield and improved terms on a $5 billion leveraged loan for Volta Infrastructure, indicating stronger investor compensation is needed for riskier AI-related debt. This may support fee activity but also underscores tighter credit-market conditions. JPMorgan and Goldman Boost Yield on Volta AI Loan
• Negative Sentiment: The third-quarter earnings release included an EPS miss, while revenue also came in below consensus estimates. The shortfall has raised questions about whether the stock’s recent gains already reflect much of its earnings strength. JPMorgan Misses Third Quarter Earnings
• Negative Sentiment: One Seeking Alpha analysis downgraded JPMorgan to Hold, citing leverage as a potential constraint on future earnings. CEO Jamie Dimon also warned that inflation, elevated asset prices, bond yields and the possibility of a market shock remain important risks. JPMorgan Leverage a Concern to Future Earnings

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, investment banking, payments, asset management and wealth management services to individuals, businesses, governments and institutional clients.

Its major business segments include Consumer & Community Banking, which offers deposit accounts, credit cards, mortgages, auto loans and other financial products; Commercial & Investment Banking, which provides corporate lending, advisory, underwriting, trading, treasury and payments services; and Asset & Wealth Management, which serves individual and institutional investors with investment management, brokerage and related advisory services.

JPMorgan Chase serves customers in the United States and operates internationally through offices and businesses in major financial centers around the world.