JPMorgan Chase & Co. $JPM Position Reduced by Ninety One UK Ltd

Ninety One UK Ltd trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,992,445 shares of the financial services provider’s stock after selling 94,469 shares during the quarter. JPMorgan Chase & Co. accounts for 1.5% of Ninety One UK Ltd’s portfolio, making the stock its 15th largest holding. Ninety One UK Ltd’s holdings in JPMorgan Chase & Co. were worth $659,161,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in JPM. Summit Financial Wealth Advisors LLC grew its position in JPMorgan Chase & Co. by 2.3% in the third quarter. Summit Financial Wealth Advisors LLC now owns 12,402 shares of the financial services provider’s stock valued at $4,103,000 after acquiring an additional 280 shares during the period. LifeSteps Financial Inc. raised its position in JPMorgan Chase & Co. by 2.3% in the 3rd quarter. LifeSteps Financial Inc. now owns 11,568 shares of the financial services provider’s stock valued at $3,827,000 after purchasing an additional 264 shares during the last quarter. Charles Schwab Trust Co raised its position in JPMorgan Chase & Co. by 3.1% in the 3rd quarter. Charles Schwab Trust Co now owns 33,943 shares of the financial services provider’s stock valued at $11,229,000 after purchasing an additional 1,022 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors boosted its stake in JPMorgan Chase & Co. by 9.6% in the third quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 4,563 shares of the financial services provider’s stock worth $1,510,000 after purchasing an additional 401 shares in the last quarter. Finally, Orgel Wealth Management LLC boosted its stake in JPMorgan Chase & Co. by 4.7% in the third quarter. Orgel Wealth Management LLC now owns 1,344 shares of the financial services provider’s stock worth $445,000 after purchasing an additional 60 shares in the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan reported approximately $15.3 billion in third-quarter net income and added more than 650,000 net new checking accounts, highlighting continued customer and deposit growth. JPMorgan Chase: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Several analysts remain constructive: Royal Bank of Canada reiterated an Outperform rating, while Morgan Stanley and Robert W. Baird published bullish outlooks. Investors may view JPMorgan’s scale, profitability and balance-sheet strength as defensive advantages if economic conditions deteriorate. JPMorgan Earns Outperform Rating from Royal Bank of Canada
• Positive Sentiment: The bank’s decision to block unvetted third-party AI agents from customer accounts could reduce cybersecurity, fraud and operational risks, while its AI strategy continues to develop under tighter controls. Jamie Dimon Warns About AI Payment Agents
• Neutral Sentiment: Citigroup lowered its price target from $360 to $350 while maintaining a Neutral rating, suggesting limited near-term upside but no major deterioration in its view. Citigroup Lowers JPMorgan Price Target
• Neutral Sentiment: JPMorgan and Goldman Sachs increased the yield and improved terms on a $5 billion leveraged loan for Volta Infrastructure, indicating stronger investor compensation is needed for riskier AI-related debt. This may support fee activity but also underscores tighter credit-market conditions. JPMorgan and Goldman Boost Yield on Volta AI Loan
• Negative Sentiment: The third-quarter earnings release included an EPS miss, while revenue also came in below consensus estimates. The shortfall has raised questions about whether the stock’s recent gains already reflect much of its earnings strength. JPMorgan Misses Third Quarter Earnings
• Negative Sentiment: One Seeking Alpha analysis downgraded JPMorgan to Hold, citing leverage as a potential constraint on future earnings. CEO Jamie Dimon also warned that inflation, elevated asset prices, bond yields and the possibility of a market shock remain important risks. JPMorgan Leverage a Concern to Future Earnings

JPMorgan Chase & Co. Trading Up 1.2%

JPM stock traded up $3.96 during trading on Friday, hitting $339.49. The company had a trading volume of 8,413,461 shares, compared to its average volume of 8,676,750. 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 firm has a 50-day moving average price of $348.22 and a 200-day moving average price of $330.24. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The stock has a market cap of $902.43 billion, a price-to-earnings ratio of 14.24, a PEG ratio of 1.33 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data 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 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 firm’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same period in the prior year, the company posted $5.07 EPS. As a group, analysts predict that JPMorgan Chase & Co. will post 23.74 earnings per share 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 paid a $1.65 dividend. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $6.60 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s payout ratio is 27.68%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on JPM shares. Truist Financial increased their target price on JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a “hold” rating in a report on Wednesday. Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price target for the company in a report on Wednesday, July 22nd. Citigroup reduced their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating on the stock in a research report on Thursday. Royal Bank Of Canada reissued an “outperform” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday. Finally, Robert W. Baird increased their price objective on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the stock a “neutral” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $365.45.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total transaction of $882,025.00. Following the completion of the sale, the insider owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by insiders.

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, 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.