1,697 JPMorgan Chase & Co. $JPM Shares Sold by Yousif Capital Management LLC

Yousif Capital Management LLC reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 291,954 shares of the financial services provider’s stock after selling 1,697 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.1% of Yousif Capital Management LLC’s holdings, making the stock its 14th largest holding. Yousif Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $96,587,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. BIP Wealth LLC grew its holdings in shares of JPMorgan Chase & Co. by 3.2% in the 3rd quarter. BIP Wealth LLC now owns 15,432 shares of the financial services provider’s stock valued at $5,105,000 after buying an additional 484 shares during the period. MLP3 LLC increased its position in shares of JPMorgan Chase & Co. by 7.1% in the 3rd quarter. MLP3 LLC now owns 5,315 shares of the financial services provider’s stock valued at $1,758,000 after buying an additional 351 shares in the last quarter. Andrew Hill Investment Advisors Inc. increased its position in shares of JPMorgan Chase & Co. by 48.8% in the 3rd quarter. Andrew Hill Investment Advisors Inc. now owns 8,044 shares of the financial services provider’s stock valued at $2,661,000 after buying an additional 2,638 shares in the last quarter. MBL Wealth LLC raised its stake in JPMorgan Chase & Co. by 4.7% during the 3rd quarter. MBL Wealth LLC now owns 13,857 shares of the financial services provider’s stock worth $4,584,000 after buying an additional 625 shares during the period. Finally, Demars Financial Group LLC raised its stake in JPMorgan Chase & Co. by 4.2% during the 3rd quarter. Demars Financial Group LLC now owns 1,533 shares of the financial services provider’s stock worth $507,000 after buying an additional 62 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s approval to operate a merchant bank in Nigeria expands its opportunity in corporate banking, capital markets and cross-border financing. The move could support long-term growth in an important emerging market. Will JPMorgan’s Nigeria Expansion Bolster Its Growth Prospects?
• Positive Sentiment: Commentary argues JPMorgan may be undervalued following the expansion of JPM Coin, blockchain initiatives and tokenized-fund capabilities. These businesses could improve payments, settlement efficiency and fee growth over time. JPMorgan Stock Could Be 33% Undervalued Following JPM Coin Expansion
• Positive Sentiment: Wall Street brokerages collectively rate JPM “Moderate Buy,” providing continued analyst support despite the recent earnings shortfall. JPMorgan Stock Now Rated Moderate Buy
• Neutral Sentiment: JPMorgan updated its 2027 earnings-review schedule, with conference calls planned for April 13, July 13, October 12 and January 13, 2028. The announcement is routine but gives investors visibility into upcoming reporting dates. JPMorganChase Updates 2027 Earnings Release Date Information
• Neutral Sentiment: JPMorgan-related commentary says Bitcoin could outperform stocks, bonds and gold over the next decade, although the bank remains skeptical and this view has limited direct impact on JPM’s near-term earnings. JPMorgan’s Long-Term Bitcoin Outlook
• Negative Sentiment: Dimon cited deficits, persistent inflation, elevated asset prices, rising interest rates and geopolitical tensions as threats to the economy. JPMorgan has reportedly set aside $2.7 billion for credit losses, slowed buybacks to about $1 billion and tightened lending standards, signaling caution about future borrower stress. Jamie Dimon’s Five Economic Threats

JPMorgan Chase & Co. Price Performance

JPM opened at $335.86 on Wednesday. The business’s 50-day moving average price is $344.41 and its two-hundred day moving average price is $322.80. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The company has a market capitalization of $892.78 billion, a price-to-earnings ratio of 14.09 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 for the quarter, missing the consensus estimate of $5.94 by ($0.19). The firm had revenue of $50.17 billion during the quarter, compared to the consensus estimate of $51.23 billion. JPMorgan Chase & Co.’s revenue for the quarter was up 8.1% compared to the same quarter last year. 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 23.97 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be given a dividend of $1.65 per share. 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 dividend on an annualized basis and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 27.68%.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the firm’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 completion of the transaction, the insider 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on JPM shares. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. HSBC lifted their price objective on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a report on Monday, September 28th. Robert W. Baird boosted their price objective on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a “neutral” rating in a research report on Wednesday, October 14th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. Finally, Morgan Stanley upped 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. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $368.10.

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.