JPMorgan Chase & Co. $JPM Shares Acquired by Westover Capital Advisors LLC

Westover Capital Advisors LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 42,796 shares of the financial services provider’s stock after purchasing an additional 2,133 shares during the quarter. JPMorgan Chase & Co. comprises approximately 2.3% of Westover Capital Advisors LLC’s portfolio, making the stock its 10th biggest position. Westover Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $14,158,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Peterson Wealth Services raised its position in JPMorgan Chase & Co. by 1.0% in the 3rd quarter. Peterson Wealth Services now owns 50,222 shares of the financial services provider’s stock valued at $16,615,000 after purchasing an additional 509 shares during the last quarter. Motive Wealth Advisors lifted its holdings in JPMorgan Chase & Co. by 2.1% in the third quarter. Motive Wealth Advisors now owns 3,338 shares of the financial services provider’s stock valued at $1,104,000 after acquiring an additional 68 shares during the period. Leo Wealth LLC purchased a new stake in JPMorgan Chase & Co. during the third quarter worth about $1,524,000. Apollon Wealth Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 3.8% in the 3rd quarter. Apollon Wealth Management LLC now owns 229,483 shares of the financial services provider’s stock worth $75,920,000 after acquiring an additional 8,304 shares during the period. Finally, Level Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. in the third quarter valued at $330,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Down 1.9%

JPMorgan Chase & Co. stock opened at $336.96 on Friday. 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 firm has a market cap of $895.70 billion, a price-to-earnings ratio of 14.13, a price-to-earnings-growth ratio of 1.33 and a beta of 1.02. The firm’s 50 day moving average price is $343.34 and its two-hundred day moving average price is $322.98. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last announced 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 firm had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. JPMorgan Chase & Co.’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period last year, the firm earned $5.07 earnings per share. On average, research analysts predict that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

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

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. TD Cowen assumed coverage on JPMorgan Chase & Co. in a research report on Thursday, October 8th. They issued a “hold” rating and a $370.00 price objective on the stock. Robert W. Baird upped their price objective on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the stock a “neutral” rating in a report on Wednesday, October 14th. Morgan Stanley raised their price target on shares of JPMorgan Chase & Co. from $370.00 to $377.00 and gave the company an “equal weight” rating in a report on Wednesday, October 14th. The Goldman Sachs Group reissued an “outperform” rating and set a $392.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. Finally, HSBC raised their price target on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the stock a “hold” rating in a research report on Monday, September 28th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $368.10.

Trending Headlines about JPMorgan Chase & Co.

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?

Insiders Place Their Bets

In related 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 value of $882,025.00. Following the sale, the insider owned 71,047 shares of the company’s stock, 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 Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.

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.