JPMorgan Chase & Co. $JPM Stock: Middleton & Co. Inc. MA Lowers Holdings

Middleton & Co. Inc. MA cut its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.0% during the third quarter, Holdings Channel reports. The firm owned 66,394 shares of the financial services provider’s stock after selling 2,054 shares during the period. JPMorgan Chase & Co. makes up approximately 2.3% of Middleton & Co. Inc. MA’s portfolio, making the stock its 9th largest position. Middleton & Co. Inc. MA’s holdings in JPMorgan Chase & Co. were worth $21,965,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. Simplicity Wealth LLC lifted its position in shares of JPMorgan Chase & Co. by 14.6% in the third quarter. Simplicity Wealth LLC now owns 56,338 shares of the financial services provider’s stock valued at $18,638,000 after acquiring an additional 7,157 shares in the last quarter. Carolina Wealth Advisors LLC grew its stake in shares of JPMorgan Chase & Co. by 168.5% in the 3rd quarter. Carolina Wealth Advisors LLC now owns 400 shares of the financial services provider’s stock valued at $132,000 after buying an additional 251 shares during the period. NTV Asset Management LLC increased its stake in JPMorgan Chase & Co. by 0.4% during the third quarter. NTV Asset Management LLC now owns 31,031 shares of the financial services provider’s stock worth $10,266,000 after acquiring an additional 129 shares during the last quarter. Ascent Wealth Partners LLC raised its holdings in JPMorgan Chase & Co. by 0.3% in the 3rd quarter. Ascent Wealth Partners LLC now owns 51,728 shares of the financial services provider’s stock valued at $17,113,000 after buying an additional 152 shares during the period. Finally, Evergreen Capital Management LLC raised its stake in shares of JPMorgan Chase & Co. by 3.4% in the 3rd quarter. Evergreen Capital Management LLC now owns 101,156 shares of the financial services provider’s stock valued at $33,465,000 after acquiring an additional 3,281 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $343.63 on Friday. The stock has a market capitalization of $913.43 billion, a P/E ratio of 14.41, a P/E/G ratio of 1.34 and a beta of 1.02. The company has a debt-to-equity ratio of 1.31, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50. The firm’s 50-day moving average is $343.66 and its two-hundred day moving average is $322.92.

JPMorgan Chase & Co. (NYSE:JPM) last announced 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 company had revenue of $50.17 billion for the quarter, compared to analysts’ expectations of $51.23 billion. JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The company’s revenue was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $5.07 earnings per share. Equities analysts predict 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 will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be given a $1.65 dividend. This represents a $6.60 annualized dividend and a yield of 1.9%. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio is 27.68%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the stock. TD Cowen started coverage on shares of JPMorgan Chase & Co. in a research note on Thursday, October 8th. They issued a “hold” rating and a $370.00 price objective for the company. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective on the stock in a report on Wednesday, July 22nd. UBS Group dropped their price target on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating on the stock in a research note on Monday, October 5th. Morgan Stanley increased their target price on shares of JPMorgan Chase & Co. from $370.00 to $377.00 and gave the stock an “equal weight” rating in a research note on Wednesday, October 14th. Finally, HSBC lifted their price objective on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company 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 assigned a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $368.10.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred 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 sale, the insider owned 71,047 shares of the company’s stock, valued at $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. 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. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: High-profile IPO mandates could boost investment-banking revenue. JPMorgan reportedly will lead U.S. retail share sales for Anthropic’s planned IPO, potentially allocating 15%–20% of the offering to individual investors. The bank has also secured a prominent role in the anticipated SpaceX offering, reinforcing its position in major technology IPOs and creating opportunities for underwriting and distribution fees. Anthropic Selects JPMorgan to Lead U.S. Retail Share Sales for Planned IPO
• Positive Sentiment: Digital-asset infrastructure is expanding. JPMorgan is among the institutions accessing the DTCC’s new tokenization service, while its JPM Coin deposit token has expanded to the Ethereum blockchain for approved institutional clients. These initiatives could strengthen the bank’s payments, custody and institutional-finance businesses over time. DTCC Unit Launches Tokenization Services
• Positive Sentiment: Asset-management and private-capital initiatives support longer-term growth. J.P. Morgan Asset Management announced a global client-reporting technology partnership, and J.P. Morgan Life Sciences Private Capital led a Series C investment in GT Metabolic Solutions. These announcements are strategically positive but are unlikely to materially affect near-term earnings. J.P. Morgan Asset Management and Kurtosys Partnership
• Neutral Sentiment: JPMorgan added shares of Southside Bancshares in the second quarter. The disclosed institutional purchase reflects portfolio activity rather than a major change to JPMorgan’s operating outlook. Southside Bancshares Q3 2026 Earnings
• Negative Sentiment: Wealth-management client attrition is a potential headwind. An advisory group managing more than $1.4 billion in client assets reportedly left JPMorgan’s wealth-management business for Rockefeller Capital Management. The departure could pressure advisory fees and raises questions about retention, though the impact appears limited relative to JPMorgan’s overall scale. JPMorgan Losing $1.4 Billion in Advisory Assets
• Negative Sentiment: Corporate opposition to tokenized-stock platforms introduces regulatory and reputational risk. JPMorgan and other companies objected to OKXICE’s proposed tokenized-stock push, potentially slowing broader adoption, although the objection is not an indication of weakness in JPMorgan’s own blockchain projects. Companies Oppose OKXICE Tokenized Stock Push

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.