T3 Companies LLC Makes New $533,000 Investment in JPMorgan Chase & Co. $JPM

T3 Companies LLC acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 1,611 shares of the financial services provider’s stock, valued at approximately $533,000.

Several other institutional investors also recently bought and sold shares of JPM. Concorde Asset Management LLC boosted its holdings in shares of JPMorgan Chase & Co. by 1.1% in the second quarter. Concorde Asset Management LLC now owns 2,660 shares of the financial services provider’s stock valued at $871,000 after acquiring an additional 29 shares in the last quarter. Elevation Wealth Management LLC increased its stake in shares of JPMorgan Chase & Co. by 1.0% during the second quarter. Elevation Wealth Management LLC now owns 3,074 shares of the financial services provider’s stock worth $1,006,000 after acquiring an additional 29 shares during the period. Henrickson Nauta Wealth Advisors Inc. increased its stake in shares of JPMorgan Chase & Co. by 0.8% during the second quarter. Henrickson Nauta Wealth Advisors Inc. now owns 3,531 shares of the financial services provider’s stock worth $1,156,000 after acquiring an additional 29 shares during the period. Arkansas Financial Group Inc. raised its holdings in JPMorgan Chase & Co. by 1.1% during the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock worth $873,000 after purchasing an additional 30 shares in the last quarter. Finally, Flynn Zito Capital Management LLC raised its holdings in JPMorgan Chase & Co. by 1.1% during the second quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock worth $926,000 after purchasing an additional 30 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts recently commented on JPM shares. Jefferies Financial Group restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Friday, September 25th. Evercore reiterated an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Morgan Stanley boosted their target price on JPMorgan Chase & Co. from $370.00 to $377.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 14th. Truist Financial increased their target price on JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a “hold” rating in a research note on Wednesday, October 14th. Finally, TD Cowen initiated coverage on JPMorgan Chase & Co. in a report on Thursday, October 8th. They issued a “hold” rating and a $370.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $368.10.

Insider Activity

In other news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total transaction of $882,025.00. Following the completion of the transaction, the insider owned 71,047 shares of the company’s stock, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s approval to operate a merchant bank in Nigeria expands its opportunity in corporate banking, capital markets and cross-border financing. The move could support long-term growth in an important emerging market. Will JPMorgan’s Nigeria Expansion Bolster Its Growth Prospects?
• Positive Sentiment: Commentary argues JPMorgan may be undervalued following the expansion of JPM Coin, blockchain initiatives and tokenized-fund capabilities. These businesses could improve payments, settlement efficiency and fee growth over time. JPMorgan Stock Could Be 33% Undervalued Following JPM Coin Expansion
• Positive Sentiment: Wall Street brokerages collectively rate JPM “Moderate Buy,” providing continued analyst support despite the recent earnings shortfall. JPMorgan Stock Now Rated Moderate Buy
• Neutral Sentiment: JPMorgan updated its 2027 earnings-review schedule, with conference calls planned for April 13, July 13, October 12 and January 13, 2028. The announcement is routine but gives investors visibility into upcoming reporting dates. JPMorganChase Updates 2027 Earnings Release Date Information
• Neutral Sentiment: JPMorgan-related commentary says Bitcoin could outperform stocks, bonds and gold over the next decade, although the bank remains skeptical and this view has limited direct impact on JPM’s near-term earnings. JPMorgan’s Long-Term Bitcoin Outlook
• Negative Sentiment: Dimon cited deficits, persistent inflation, elevated asset prices, rising interest rates and geopolitical tensions as threats to the economy. JPMorgan has reportedly set aside $2.7 billion for credit losses, slowed buybacks to about $1 billion and tightened lending standards, signaling caution about future borrower stress. Jamie Dimon’s Five Economic Threats

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $335.86 on Wednesday. The business has a 50 day moving average price of $344.41 and a 200 day moving average price of $322.80. The company has a market capitalization of $892.78 billion, a P/E ratio of 14.09 and a beta of 1.02. 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 posted its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing analysts’ consensus estimates of $5.94 by ($0.19). The business had revenue of $50.17 billion during the quarter, compared to the consensus estimate of $51.23 billion. The business’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the firm posted $5.07 EPS. On average, research analysts expect that JPMorgan Chase & Co. will post 23.97 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be given a $1.65 dividend. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 27.68%.

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.