JPMorgan Chase & Co. $JPM Stake Boosted by Verdence Capital Advisors LLC

Posted by Brenda Bartman on Nov 1st, 2026

Verdence Capital Advisors LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 5.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 92,507 shares of the financial services provider’s stock after purchasing an additional 4,874 shares during the quarter. JPMorgan Chase & Co. makes up about 1.3% of Verdence Capital Advisors LLC’s investment portfolio, making the stock its 12th largest holding. Verdence Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $30,604,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. National Wealth Management Group LLC increased its stake in JPMorgan Chase & Co. by 10.5% during the 3rd quarter. National Wealth Management Group LLC now owns 3,410 shares of the financial services provider’s stock valued at $1,128,000 after buying an additional 324 shares during the period. apricus wealth LLC increased its holdings in shares of JPMorgan Chase & Co. by 18.0% in the 3rd quarter. apricus wealth LLC now owns 3,934 shares of the financial services provider’s stock valued at $1,301,000 after purchasing an additional 600 shares during the period. Patton Albertson Miller Group LLC increased its position in JPMorgan Chase & Co. by 0.9% in the 3rd quarter. Patton Albertson Miller Group LLC now owns 42,769 shares of the financial services provider’s stock worth $14,149,000 after purchasing an additional 362 shares during the last quarter. Solitude Financial Services lifted its holdings in shares of JPMorgan Chase & Co. by 1.9% during the 3rd quarter. Solitude Financial Services now owns 14,027 shares of the financial services provider’s stock valued at $4,641,000 after buying an additional 263 shares during the last quarter. Finally, Noesis Capital Mangement Corp increased its position in JPMorgan Chase & Co. by 1.0% during the third quarter. Noesis Capital Mangement Corp now owns 141,015 shares of the financial services provider’s stock worth $46,652,000 after buying an additional 1,449 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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 Down 1.9%

Shares of JPM opened at $336.96 on Friday. The firm has a market capitalization of $895.70 billion, a price-to-earnings ratio of 14.13, a PEG ratio of 1.33 and a beta of 1.02. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. The business’s fifty day moving average price is $343.34 and its two-hundred day moving average price is $322.98. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its 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 firm had revenue of $50.17 billion for the quarter, compared to the consensus estimate of $51.23 billion. JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The company’s revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.07 EPS. On average, analysts predict that JPMorgan Chase & Co. will post 23.97 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th were issued a dividend of $1.65 per share. The ex-dividend date of this dividend was Tuesday, October 6th. This represents a $6.60 annualized dividend and a yield of 2.0%. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 27.68%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on JPM. Weiss Ratings downgraded shares of JPMorgan Chase & Co. from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Friday, October 23rd. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Wells Fargo & Company lifted their price objective on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a report on Friday, August 14th. Barclays lifted their price objective on JPMorgan Chase & Co. from $420.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. Finally, UBS Group lowered their price objective on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating on the stock in a research report on Monday, October 5th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $368.10.

Get Our Latest Stock Analysis on JPMorgan Chase & Co.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred on 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 $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Profile

(Free Report)

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.