Orange Investment Advisors Inc. cut its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 5.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 40,894 shares of the financial services provider’s stock after selling 2,173 shares during the quarter. JPMorgan Chase & Co. makes up 1.7% of Orange Investment Advisors Inc.’s portfolio, making the stock its 13th largest position. Orange Investment Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $13,529,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in JPM. Beacon Capital Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.4% in the 3rd quarter. Beacon Capital Management LLC now owns 3,298 shares of the financial services provider’s stock valued at $1,091,000 after buying an additional 47 shares during the period. Randolph Co Inc bought a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at about $56,704,000. Winter & Associates Inc. grew its position in shares of JPMorgan Chase & Co. by 9.8% in the 3rd quarter. Winter & Associates Inc. now owns 1,367 shares of the financial services provider’s stock valued at $458,000 after purchasing an additional 122 shares during the period. Provident Investment Management Inc. acquired a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at approximately $211,000. Finally, Guardian Investment Management raised its holdings in JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Guardian Investment Management now owns 6,351 shares of the financial services provider’s stock worth $2,101,000 after buying an additional 141 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.
Insider Activity
In related news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $352.81, for a total value of $882,025.00. Following the transaction, 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 legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.
Key Headlines Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan raised its 2026 net interest income outlook, citing solid loan and deposit growth. The upgrade supports expectations for stronger core banking revenue, although higher expenses and potential credit deterioration remain important offsets. JPMorgan Raises NII Outlook
- Positive Sentiment: A comparison with Bank of America highlights JPMorgan’s stronger revenue trajectory: its quarterly revenue has increased 14% over two years, suggesting continued competitive and operating momentum. Bank of America vs. JPMorgan Chase
- Positive Sentiment: JPMorgan’s research business initiated coverage of Palantir with an overweight rating and a $262 price target, reflecting potential investment-banking and research franchise activity, though the direct effect on JPMorgan’s earnings is likely limited. JPMorgan Is Bullish on Palantir
- Neutral Sentiment: JPMorgan disclosed a 3.2% voting stake in Qiagen through a Netherlands regulatory filing. The position may reflect activity by an investment-management or client account and does not indicate a material change to JPMorgan’s banking outlook. JPMorgan Discloses Stake in Qiagen
- Negative Sentiment: Commentary questioning whether JPMorgan’s shares are too expensive emphasizes rising operating costs, credit risks and a premium valuation. Those concerns can weigh on the stock even as earnings expectations improve. JPMorgan Raises NII Outlook: Is JPM Stock Too Expensive?
- Negative Sentiment: JPMorgan has issued several fixed-income offerings, including 6.00% senior unsecured notes due 2038. The funding activity is routine, but higher borrowing costs and additional liabilities may reinforce investor concerns about expenses and balance-sheet funding. What Is Behind the Latest Attention?
JPMorgan Chase & Co. Stock Performance
Shares of NYSE JPM opened at $336.96 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The stock has a 50 day moving average of $343.34 and a 200-day moving average of $322.98. The company has a market capitalization of $895.70 billion, a P/E ratio of 14.13, a P/E/G ratio of 1.35 and a beta of 1.02.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share 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. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The firm’s revenue was up 8.1% on a year-over-year basis. During the same quarter last year, the company posted $5.07 EPS. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 23.97 EPS for the current year.
JPMorgan Chase & Co. Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be issued 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 is Tuesday, October 6th. JPMorgan Chase & Co.’s payout ratio is 27.68%.
Analyst Upgrades and Downgrades
A number of equities analysts recently weighed in on JPM shares. TD Cowen initiated coverage on shares of JPMorgan Chase & Co. in a research note on Thursday, October 8th. They issued a “hold” rating and a $370.00 target price for the company. Freedom Broker raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 15th. The Goldman Sachs Group reaffirmed an “outperform” rating and set a $392.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Finally, Robert W. Baird raised their target price on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a “neutral” rating in a research report on Wednesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $368.10.
Get Our Latest Research Report on JPM
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, 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.
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