James Hambro & Partners LLP Sells 7,733 Shares of JPMorgan Chase & Co. $JPM

James Hambro & Partners LLP reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 648,109 shares of the financial services provider’s stock after selling 7,733 shares during the quarter. JPMorgan Chase & Co. comprises about 7.5% of James Hambro & Partners LLP’s investment portfolio, making the stock its 4th biggest position. James Hambro & Partners LLP’s holdings in JPMorgan Chase & Co. were worth $214,446,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in JPM. E Fund Management Co. Ltd. raised its stake in shares of JPMorgan Chase & Co. by 7.1% in the second quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider’s stock valued at $9,805,000 after acquiring an additional 1,973 shares during the period. Edmond DE Rothschild Holding S.A. lifted its holdings in shares of JPMorgan Chase & Co. by 4.6% in the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider’s stock worth $112,485,000 after acquiring an additional 15,017 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services boosted its stake in shares of JPMorgan Chase & Co. by 18.7% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock worth $12,125,000 after purchasing an additional 6,492 shares during the period. Neumann Capital Management LLC purchased a new position in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $3,457,000. Finally, FAS Wealth Partners Inc. boosted its stake in shares of JPMorgan Chase & Co. by 4.3% during the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after purchasing an additional 1,794 shares during the period. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. News Summary

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

  • Positive Sentiment: Strong trading and AI-related revenue: JPMorgan, Goldman Sachs and Morgan Stanley reportedly captured nearly 80% of the top five banks’ equity-trading revenue this year, benefiting from hedge-fund borrowing and demand tied to artificial intelligence and semiconductor stocks. Goldman Sachs, JPMorgan and Morgan Stanley are dominating the AI stock boom
  • Positive Sentiment: Expansion in digital payments: JPMorgan launched its dollar-backed JPM Coin deposit token on Ethereum’s mainnet for institutional clients. Wider blockchain access could strengthen the bank’s transaction-services business and digital-asset infrastructure. JPMorgan Launches JPM Coin on Ethereum for Institutional Clients
  • Positive Sentiment: International and strategic growth: JPMorgan reportedly is pursuing a Nigerian banking license after placing a 50 billion-naira deposit with Nigeria’s central bank. The move could expand its African corporate and investment-banking presence. J.P. Morgan to Secure Nigerian Banking Licence
  • Positive Sentiment: Capital and resiliency investments: The bank has committed roughly $230 billion through its broader, 10-year security and resiliency initiative, potentially creating long-term opportunities in infrastructure, supply chains and government-related financing. Jamie Dimon spent years warning about America’s reliance on China
  • Neutral Sentiment: Bitcoin outlook: JPMorgan Asset Management forecasts a 10% annualized Bitcoin return over 10–15 years, above its projections for U.S. large-cap stocks and gold, but excludes Bitcoin from core portfolio models because of approximately 55% volatility. The forecast may enhance JPMorgan’s digital-assets credentials, though it is not a direct earnings catalyst. JPMorgan Puts a Number on Bitcoin for the First Time
  • Neutral Sentiment: JPMorgan completed a $7 billion senior-debt offering, providing funding but also increasing fixed financing obligations. JPMorgan Chase Completes $7 Billion Senior Debt Offering
  • Negative Sentiment: The most immediate pressure remains earnings: JPMorgan’s latest quarterly EPS and revenue missed consensus estimates, despite year-over-year growth. That disappointment likely weighs more heavily on the stock than the longer-term strategic announcements.

JPMorgan Chase & Co. Stock Performance

JPM stock opened at $334.84 on Thursday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The firm has a market cap of $890.07 billion, a price-to-earnings ratio of 14.05, a PEG ratio of 1.32 and a beta of 1.02. The business’s fifty day simple moving average is $346.57 and its two-hundred day simple moving average is $331.41. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.31.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $5.94 by ($0.19). The company had revenue of $50.17 billion for the quarter, compared to analysts’ expectations of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The firm’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 firm posted $5.07 earnings per share. Analysts predict that JPMorgan Chase & Co. will post 23.99 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be 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 is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 27.68%.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction dated 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 sale, the insider directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Barclays upped their price target on shares of JPMorgan Chase & Co. from $420.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, October 14th. Bank of America raised their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective for the company in a research note on Wednesday, July 22nd. UBS Group dropped their target price on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating for the company in a research report on Monday, October 5th. Finally, TD Cowen initiated coverage on JPMorgan Chase & Co. in a research note on Thursday, October 8th. They set a “hold” rating and a $370.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirteen 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 an average price target of $365.45.

Read Our Latest Research Report on JPMorgan Chase & Co.

About JPMorgan Chase & Co.

(Free Report)

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.

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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