46,177 JPMorgan Chase & Co. $JPM Shares Acquired by West Wealth Group LLC

West Wealth Group LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1,442.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 49,379 shares of the financial services provider’s stock after acquiring an additional 46,177 shares during the quarter. JPMorgan Chase & Co. accounts for 1.7% of West Wealth Group LLC’s holdings, making the stock its 18th biggest position. West Wealth Group LLC’s holdings in JPMorgan Chase & Co. were worth $16,336,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in JPM. State Street Corp boosted its holdings in JPMorgan Chase & Co. by 0.8% in the second quarter. State Street Corp now owns 125,209,293 shares of the financial services provider’s stock valued at $40,984,758,000 after purchasing an additional 932,632 shares during the last quarter. Bank of America Corp DE grew its position in JPMorgan Chase & Co. by 6.1% during the 2nd quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider’s stock worth $22,804,018,000 after purchasing an additional 4,006,293 shares during the period. Bank of New York Mellon Corp grew its position in JPMorgan Chase & Co. by 2.6% during the 2nd quarter. Bank of New York Mellon Corp now owns 21,642,804 shares of the financial services provider’s stock worth $7,084,339,000 after purchasing an additional 540,362 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of JPMorgan Chase & Co. by 3.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider’s stock valued at $5,578,788,000 after buying an additional 607,288 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of JPMorgan Chase & Co. by 0.7% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 18,833,413 shares of the financial services provider’s stock valued at $6,164,741,000 after buying an additional 134,634 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

JPM opened at $335.42 on Friday. The firm has a fifty day moving average price of $348.58 and a 200 day moving average price of $330.17. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The stock has a market cap of $891.61 billion, a P/E ratio of 14.07, a P/E/G ratio of 1.38 and a beta of 1.02. The company has a debt-to-equity ratio of 1.31, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing the consensus estimate of $5.94 by ($0.19). The firm had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The firm’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $5.07 EPS. Equities research analysts anticipate that JPMorgan Chase & Co. will post 24.18 earnings per share 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. Shareholders of record on Tuesday, October 6th will be given a $1.65 dividend. This represents a $6.60 dividend on an annualized basis and a dividend yield of 2.0%. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date is Tuesday, October 6th. JPMorgan Chase & Co.’s payout ratio is currently 27.68%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $352.81, for a total transaction of $882,025.00. Following the sale, the insider directly owned 71,047 shares of the company’s stock, valued at $25,066,092.07. This represents a 3.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through 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.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Management raised expectations for 2027 net interest income, while resilient consumer activity, asset inflows and growth across business segments reinforced JPMorgan’s financial strength. Analysts at RBC maintained an Outperform rating with a $370 price target, and Morgan Stanley raised its target to $377. JPMorgan Q3 Earnings Call Highlights
• Positive Sentiment: JPMorgan declared dividends on its Series DD, EE, GG, JJ, LL, MM and NN preferred shares. The announcement is routine but highlights the bank’s capacity to continue returning capital to investors. JPMorganChase Declares Preferred Stock Dividends
• Neutral Sentiment: CEO Jamie Dimon said JPMorgan will block unvetted third-party AI agents from customer accounts to prevent unauthorized activity. The policy may reduce security and compliance risks, although it could limit customers’ ability to use outside tools to optimize cash balances—a potential pressure on banks’ net interest income. JPMorgan Blocks Outside AI Agents
• Negative Sentiment: JPMorgan’s third-quarter results missed estimates: adjusted earnings were $5.75 per share versus a $5.94 consensus, while revenue of roughly $50.9 billion also fell short of expectations. The miss, combined with recently strong valuation, has raised concerns that much of the upside is already reflected in JPM shares. JPMorgan Q3 Earnings Miss
• Negative Sentiment: Dimon warned that the probability of a market shock is higher than Wall Street generally assumes and cautioned that prolonged high interest rates could weaken consumer credit. Those comments could increase concerns about future loan losses and economic risk. Jamie Dimon Warns of Market Trouble
• Negative Sentiment: Citigroup lowered its JPMorgan price target to $350 and retained a Neutral rating, reflecting limited perceived upside after the earnings report. Citigroup Lowers JPMorgan Price Target

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. UBS Group decreased their price objective on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating for the company in a report on Monday, October 5th. The Goldman Sachs Group restated an “outperform” rating and issued a $392.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday. Truist Financial lifted their price target on JPMorgan Chase & Co. from $352.00 to $361.00 and gave the company a “hold” rating in a research report on Wednesday. Finally, Wells Fargo & Company lifted their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research report on Friday, August 14th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $365.45.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.