JPMorgan Chase & Co. $JPM Shares Sold by NFSG Corp

NFSG Corp cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 24.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,956 shares of the financial services provider’s stock after selling 1,963 shares during the period. NFSG Corp’s holdings in JPMorgan Chase & Co. were worth $1,971,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Activest Wealth Management lifted its stake in shares of JPMorgan Chase & Co. by 5.7% in the 3rd quarter. Activest Wealth Management now owns 2,888 shares of the financial services provider’s stock valued at $955,000 after purchasing an additional 156 shares during the last quarter. V Square Quantitative Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 3.6% during the 3rd quarter. V Square Quantitative Management LLC now owns 10,844 shares of the financial services provider’s stock worth $3,588,000 after purchasing an additional 375 shares during the period. YANKCOM Partnership increased its position in shares of JPMorgan Chase & Co. by 0.8% during the 3rd quarter. YANKCOM Partnership now owns 14,191 shares of the financial services provider’s stock worth $4,695,000 after purchasing an additional 111 shares during the last quarter. Fortitude Advisory Group L.L.C. increased its position in shares of JPMorgan Chase & Co. by 3.4% during the 3rd quarter. Fortitude Advisory Group L.L.C. now owns 8,761 shares of the financial services provider’s stock worth $2,899,000 after purchasing an additional 285 shares during the last quarter. Finally, Davidson Capital Management Inc. increased its position in shares of JPMorgan Chase & Co. by 2.2% during the 3rd quarter. Davidson Capital Management Inc. now owns 4,281 shares of the financial services provider’s stock worth $1,416,000 after purchasing an additional 94 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $339.49 on Friday. The stock has a market capitalization of $902.43 billion, a price-to-earnings ratio of 14.24, a price-to-earnings-growth ratio of 1.35 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. The business has a 50-day moving average of $348.22 and a 200 day moving average of $330.24. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $5.94 by ($0.19). JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The business had revenue of $50.17 billion for the quarter, compared to analysts’ expectations of $51.23 billion. During the same quarter last year, the company earned $5.07 earnings per share. The firm’s revenue for the quarter was up 8.1% on a year-over-year basis. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 23.72 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

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

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction that occurred on 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 in the company, 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 filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

Wall Street Analysts Forecast Growth

JPM has been the topic of several research analyst reports. Bank of America boosted their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Freedom Broker raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a research note on Wednesday, July 22nd. Citigroup dropped 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 report on Thursday. Finally, Evercore reissued an “outperform” rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Two analysts have 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.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $365.45.

Key Stories Impacting 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. 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.