JPMorgan Chase & Co. $JPM Stock Position Lessened by Montrusco Bolton Investments Inc.

Montrusco Bolton Investments Inc. cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 31.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 635,233 shares of the financial services provider’s stock after selling 289,405 shares during the period. JPMorgan Chase & Co. makes up 3.4% of Montrusco Bolton Investments Inc.’s holdings, making the stock its 9th biggest holding. Montrusco Bolton Investments Inc.’s holdings in JPMorgan Chase & Co. were worth $210,154,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in JPM. MBM Wealth Consultants LLC acquired a new position in JPMorgan Chase & Co. during the 1st quarter valued at about $29,000. Horizons Wealth Management bought a new stake in JPMorgan Chase & Co. during the 3rd quarter worth approximately $31,000. Aventus Investment Advisors Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the second quarter worth approximately $33,000. Osbon Capital Management LLC purchased a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth approximately $35,000. Finally, Timbuktu Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $50,000. 71.55% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several brokerages recently issued reports on JPM. UBS Group cut their target price 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. Barclays reissued an “overweight” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 6th. Wells Fargo & Company raised their price objective on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. Finally, Weiss Ratings upgraded shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Friday. 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. Based on data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and a consensus target price of $362.88.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan reported third-quarter net income of $15.3 billion, up 6% year over year. Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management earnings increased 13%, 20%, and 11%, respectively. Revenue rose roughly 8% to $50.2 billion. JPMorgan Chase Reports Third-Quarter Net Income
• Positive Sentiment: Management projected approximately $107 billion in 2027 net interest income excluding Markets, implying about $5 billion of growth from annualized fourth-quarter guidance. Executives also characterized delayed corporate deals as postponed rather than canceled, supporting expectations for a recovery in investment banking activity. JPMorgan Sees Deal Delays, Not Cancellations
• Positive Sentiment: JPMorgan appointed Rob Sweeney global chair of investment banking and has added more than 1,000 investment bankers this year, positioning the firm to benefit if mergers, equity issuance, and dealmaking continue to recover. JPMorgan Taps Rob Sweeney
• Positive Sentiment: The bank declared a $1.65-per-share quarterly dividend, while analysts expect its strong capital generation to support another dividend increase in 2027. Prediction: JPMorgan Raises Its Dividend Again
• Neutral Sentiment: JPMorgan is restricting outside AI agents from directly accessing customer accounts, citing security and “rogue agent” risks. It is simultaneously testing an internal Smart Cash tool to forecast cash flows and improve yields, highlighting both the opportunity and control challenges associated with artificial intelligence. JPMorgan Blocks Outside AI Agents
• Neutral Sentiment: The planned Philadelphia headquarters move and hiring of approximately 100 employees represent a modest investment in the bank’s workforce but are unlikely to materially affect near-term earnings. JPMorgan Moves Philadelphia Headquarters
• Negative Sentiment: Adjusted EPS of $5.75 missed the $5.94 consensus estimate, while revenue of approximately $50.2 billion came in below expectations near $51.2 billion. Lower fixed-income trading revenue, investment-securities losses, and weaker-than-expected dealmaking drove the shortfall. JPMorgan Q3 Earnings and Revenue Miss Estimates
• Negative Sentiment: Investors remain concerned that persistent inflation, elevated rates, a flattening yield curve, fiscal deficits, and a potential downturn in the next credit cycle could pressure lending, funding costs, and future credit quality despite currently clean loan performance. Big Banks Show Clean Credit but Investors Fear What Comes Next

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock traded down $2.31 during mid-day trading on Tuesday, hitting $331.99. 13,751,987 shares of the stock were exchanged, compared to its average volume of 9,213,867. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company has a 50-day simple moving average of $350.00 and a 200 day simple moving average of $329.24. The company has a market capitalization of $882.49 billion, a P/E ratio of 14.22, a P/E/G ratio of 1.37 and a beta of 1.02. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing the consensus estimate 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 21.86% and a return on equity of 18.23%. The business’s revenue was up 8.1% on a year-over-year basis. During the same period in the prior year, the company earned $5.07 earnings per share. Sell-side analysts anticipate that JPMorgan Chase & Co. will post 24.16 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be given a $1.65 dividend. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.’s payout ratio is presently 28.28%.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction on 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 owned 71,047 shares in the company, valued at $25,066,092.07. This represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.

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, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.