JPMorgan Chase & Co. $JPM Stock Purchased by IPG Investment Advisors LLC

IPG Investment Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 39.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 19,468 shares of the financial services provider’s stock after acquiring an additional 5,459 shares during the period. JPMorgan Chase & Co. accounts for 0.9% of IPG Investment Advisors LLC’s portfolio, making the stock its 27th largest position. IPG Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $6,441,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Horizons Wealth Management acquired a new stake in shares of JPMorgan Chase & Co. during the third quarter worth $31,000. Aventus Investment Advisors Inc. bought a new stake in JPMorgan Chase & Co. in the second quarter valued at about $33,000. Timbuktu Capital Management LLC bought a new stake in JPMorgan Chase & Co. in the second quarter valued at about $50,000. NI Acquisitions Company LLC acquired a new position in JPMorgan Chase & Co. in the second quarter valued at about $51,000. Finally, Torren Management LLC lifted its stake in JPMorgan Chase & Co. by 28.2% in the third quarter. Torren Management LLC now owns 159 shares of the financial services provider’s stock valued at $53,000 after buying an additional 35 shares during the period. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $334.67 on Friday. The company has a market capitalization of $888.75 billion, a PE ratio of 14.04, a PEG ratio of 1.32 and a beta of 1.03. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. 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 stock’s fifty day simple moving average is $341.87 and its 200 day simple moving average is $323.78.

JPMorgan Chase & Co. (NYSE:JPM) last posted its 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 net margin of 21.85% and a return on equity of 18.48%. The business had revenue of $50.17 billion during the quarter, compared to analyst estimates of $51.23 billion. During the same period in the previous year, the firm posted $5.07 earnings per share. The firm’s revenue was up 8.1% on a year-over-year basis. On average, research analysts predict that JPMorgan Chase & Co. will post 23.95 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th were given a dividend of $1.65 per share. 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 of this dividend was Tuesday, October 6th. JPMorgan Chase & Co.’s payout ratio is 27.68%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on JPM. Barclays raised their target price on JPMorgan Chase & Co. from $420.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. UBS Group upped their price target on JPMorgan Chase & Co. from $395.00 to $400.00 and gave the company a “buy” rating in a research note on Monday, November 2nd. TD Cowen assumed coverage on shares of JPMorgan Chase & Co. in a research report on Thursday, October 8th. They issued a “hold” rating and a $370.00 price target on the stock. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. Finally, Weiss Ratings lowered shares of JPMorgan Chase & Co. from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Friday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $368.33.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s disciplined duration management and stable deposits may help protect its balance sheet if rates remain high. However, funding costs and regulatory exposure are still risks. JPM Flags Higher Rate Risks: Can Its Balance Sheet Stay Resilient?
• Positive Sentiment: ETFs bought about $65.6 million of JPM shares on Nov. 4, a supportive demand signal, though one day of flows may not indicate a lasting trend. 42 ETFs Add to JPMorgan Chase (JPM) on Nov. 4
• Neutral Sentiment: JPMorgan’s M&A chief expects a softer 2027, but suggested private-equity firms may eventually need to sell assets, potentially improving exit activity. JPMorgan’s M&A chief sees softer 2027—but a potential upside surprise in private equity exits
• Negative Sentiment: Senate Finance Committee Democrats plan to scrutinize JPMorgan’s relationship with Epstein and how senior executives handled it. The probe could prolong reputational and regulatory uncertainty; the reports do not establish wrongdoing. Democrats to probe JPMorgan’s relationship with Epstein when they take Senate control

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $352.81, for a total transaction of $882,025.00. Following the transaction, the insider owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a global financial services company serving consumers, businesses, institutional clients and governments. Its operations include consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.

The company offers services such as deposit accounts, credit cards, mortgages, auto financing, lending, payment processing and investment advice. It also provides institutional clients with investment banking, markets, treasury and securities services, and commercial lending.

Headquartered in New York City, JPMorgan Chase serves customers across the United States and operates in many international markets.