Park Avenue Securities LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 166,504 shares of the financial services provider’s stock after purchasing an additional 1,879 shares during the quarter. Park Avenue Securities LLC’s holdings in JPMorgan Chase & Co. were worth $55,084,000 at the end of the most recent reporting period.
Other hedge funds have also modified their holdings of the company. Horizons Wealth Management acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at about $31,000. Aventus Investment Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $33,000. Timbuktu Capital Management LLC acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $50,000. NI Acquisitions Company LLC acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at about $51,000. Finally, Turim 21 Investimentos Ltda. purchased a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at about $62,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at JPMorgan Chase & Co.
In related news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total transaction of $882,025.00. Following the sale, the insider directly owned 71,047 shares in the company, valued at $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a legal filing 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. 0.41% of the stock is owned by company insiders.
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?
JPMorgan Chase & Co. Price Performance
JPM opened at $336.96 on Friday. The stock’s 50-day moving average price is $343.34 and its 200 day moving average price is $322.98. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31. The firm has a market cap of $895.70 billion, a price-to-earnings ratio of 14.13, a PEG ratio of 1.33 and a beta of 1.02.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing analysts’ consensus estimates of $5.94 by ($0.19). The firm 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 business’s revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the business earned $5.07 earnings per share. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 23.97 earnings per share for the current 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 given a dividend of $1.65 per share. The ex-dividend date was Tuesday, October 6th. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s payout ratio is presently 27.68%.
Analyst Ratings Changes
Several research firms recently issued reports on JPM. Robert W. Baird raised their price objective on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 14th. The Goldman Sachs Group reiterated an “outperform” rating and issued a $392.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, October 13th. Evercore reiterated an “outperform” rating and issued a $360.00 target price on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Truist Financial increased their price target on shares of JPMorgan Chase & Co. from $352.00 to $361.00 and gave the company a “hold” rating in a research note on Wednesday, October 14th. Finally, Jefferies Financial Group restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. 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 stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $368.10.
Check Out Our Latest Stock Analysis on JPMorgan Chase & Co.
JPMorgan Chase & Co. Company 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.
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