Partners Wealth Management LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 136.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,670 shares of the financial services provider’s stock after purchasing an additional 4,422 shares during the period. Partners Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $2,537,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. State Street Corp grew its stake in JPMorgan Chase & Co. by 0.8% during the second quarter. State Street Corp now owns 125,209,293 shares of the financial services provider’s stock worth $40,984,758,000 after buying an additional 932,632 shares during the period. Bank of America Corp DE increased its position in shares of JPMorgan Chase & Co. by 6.1% in the second 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 acquiring an additional 4,006,293 shares in the last quarter. Bank of New York Mellon Corp increased its position in shares of JPMorgan Chase & Co. by 2.6% in the second 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 acquiring an additional 540,362 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of JPMorgan Chase & Co. by 0.7% in 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 acquiring an additional 134,634 shares during the period. Finally, Dimensional Fund Advisors LP raised its stake in shares of JPMorgan Chase & Co. by 3.3% in 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 acquiring an additional 607,288 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.
Insider Transactions at JPMorgan Chase & Co.
In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction 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 owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.
Analyst Ratings Changes
Several equities analysts recently weighed in on the stock. HSBC lifted their target price on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a report on Monday, September 28th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 14th. UBS Group raised their price objective on JPMorgan Chase & Co. from $395.00 to $400.00 and gave the company a “buy” rating in a research report on Monday. Bank of America boosted their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Finally, Morgan Stanley boosted their price objective on JPMorgan Chase & Co. from $370.00 to $377.00 and gave the stock an “equal weight” rating in a research note on Wednesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $368.33.
Read Our Latest Stock Analysis on JPM
JPMorgan Chase & Co. Trading Up 4.2%
JPM opened at $352.14 on Thursday. The firm has a market capitalization of $936.05 billion, a P/E ratio of 14.77, a P/E/G ratio of 1.33 and a beta of 1.03. The firm’s 50 day moving average is $342.66 and its 200-day moving average is $323.49. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.31.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS 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 analyst estimates 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 for the quarter was up 8.1% on a year-over-year basis. During the same period in the previous year, the firm posted $5.07 earnings per share. Analysts expect that JPMorgan Chase & Co. will post 23.95 EPS for the current fiscal year.
JPMorgan Chase & Co. Increases Dividend
The company also recently declared a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were paid 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 of this dividend was Tuesday, October 6th. This represents a $6.60 annualized dividend and a yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is presently 27.68%.
Key JPMorgan Chase & Co. News
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan’s trading desk expects technology stocks to rebound after the midterms and sees a potential broadening of the market rally beyond megacap leaders. A broader rally could support investor sentiment toward financial stocks, though the view is a market outlook rather than a JPM-specific earnings update. JPMorgan Trading Desk Sees Tech Rebounding After Midterms
- Positive Sentiment: JPMorgan is expanding its Dubai private-banking presence with a new DIFC branch and a larger local team. The move could help the bank attract regional clients and grow wealth-management assets and revenue over time. JPM Opens Dubai Private Banking Branch
- Positive Sentiment: JPMorgan Payments’ new Receivables Matching tool aims to automate invoice matching and reduce manual work for clients. Separately, treasury platform Embat integrated JPMorgan’s banking authorization API, making it easier for shared clients to connect accounts. These developments may improve the bank’s payments offering and client engagement. J.P. Morgan Payments Debuts Tool to Streamline Cash Application Embat Turns to J.P. Morgan for Better Bank-Treasury Connectivity
- Positive Sentiment: Recent reports cite an analyst upgrade and a UBS analyst’s expectation that JPM shares could rise, adding a potential source of support from analyst sentiment. The provided headlines do not include the target price or rationale. JPMorgan Shares Up Following Analyst Upgrade UBS Analyst Says JPMorgan Stock Price Expected to Rise
- Neutral Sentiment: JPMorgan filed its quarterly Form 10-Q for the period ended September 30, 2026. The filing is a routine disclosure; the supplied report does not describe new financial details that would change the investment outlook. JPMorganChase Files Form 10-Q
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.
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