JPMorgan Chase & Co. $JPM Stock: Provenance Wealth Advisors LLC Boosts Holdings

Posted by Brenda Bartman on Nov 9th, 2026

Provenance Wealth Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1,775.9% during the third quarter, HoldingsChannel reports. The fund owned 27,370 shares of the financial services provider’s stock after purchasing an additional 25,911 shares during the quarter. JPMorgan Chase & Co. comprises 0.5% of Provenance Wealth Advisors LLC’s holdings, making the stock its 26th largest position. Provenance Wealth Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $9,055,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its holdings in shares of JPMorgan Chase & Co. by 15.8% during the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after purchasing an additional 8,941,351 shares during the period. Ascentis Wealth Management LLC increased its holdings in JPMorgan Chase & Co. by 32,672.0% in the second quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock valued at $1,521,126,000 after purchasing an additional 4,632,891 shares during the period. Jupiter Topco LLC acquired a new stake in JPMorgan Chase & Co. in the second quarter valued at $1,274,097,000. Healthcare of Ontario Pension Plan Trust Fund increased its holdings in JPMorgan Chase & Co. by 31.5% in the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 6,944,004 shares of the financial services provider’s stock valued at $2,042,648,000 after purchasing an additional 1,662,250 shares during the period. Finally, Canada Pension Plan Investment Board raised its position in JPMorgan Chase & Co. by 22.9% during the 2nd quarter. Canada Pension Plan Investment Board now owns 8,020,990 shares of the financial services provider’s stock worth $2,625,511,000 after purchasing an additional 1,496,676 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Key JPMorgan Chase & Co. News

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

Insiders Place Their Bets

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 value of $882,025.00. Following the completion of the transaction, the insider directly owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their position. 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.

Analyst Upgrades and Downgrades

Several research analysts have commented on JPM shares. TD Cowen initiated coverage on JPMorgan Chase & Co. in a report on Thursday, October 8th. They set a “hold” rating and a $370.00 target price on the stock. Freedom Broker raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday, October 15th. Wall Street Zen cut JPMorgan Chase & Co. from a “hold” rating to a “sell” rating in a research note on Saturday. The Goldman Sachs Group restated an “outperform” rating and set a $392.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. Finally, Robert W. Baird lifted their price objective on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 14th. One investment 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 stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $368.33.

View Our Latest Analysis on JPM

JPMorgan Chase & Co. Trading Up 0.1%

JPM opened at $334.67 on Monday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month 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. The company has a fifty day moving average of $341.87 and a 200-day moving average of $323.78. The stock has a market cap of $888.75 billion, a PE ratio of 14.04, a price-to-earnings-growth ratio of 1.32 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced 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%. JPMorgan Chase & Co.’s quarterly revenue was up 8.1% on a year-over-year basis. During the same period in the prior year, the business earned $5.07 EPS. On average, sell-side 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. Shareholders of record on Tuesday, October 6th were issued a dividend of $1.65 per share. This represents a $6.60 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Tuesday, October 6th. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 27.68%.

About JPMorgan Chase & Co.

(Free Report)

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.