46,177 JPMorgan Chase & Co. $JPM Shares Acquired by West Wealth Group LLC

West Wealth Group LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1,442.1% during the third quarter, HoldingsChannel reports. The institutional investor owned 49,379 shares of the financial services provider’s stock after acquiring an additional 46,177 shares during the period. JPMorgan Chase & Co. accounts for about 1.7% of West Wealth Group LLC’s holdings, making the stock its 18th biggest holding. West Wealth Group LLC’s holdings in JPMorgan Chase & Co. were worth $16,336,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. MBM Wealth Consultants LLC acquired a new position in JPMorgan Chase & Co. during the first quarter worth $29,000. Horizons Wealth Management purchased a new position in JPMorgan Chase & Co. during the third quarter valued at $31,000. Aventus Investment Advisors Inc. purchased a new position in JPMorgan Chase & Co. during the second quarter valued at $33,000. Osbon Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter valued at about $35,000. Finally, Timbuktu Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at about $50,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on JPM shares. Robert W. Baird boosted their target price on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the stock a “neutral” rating in a research note on Wednesday. Royal Bank Of Canada restated an “outperform” rating and set a $370.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday. Wells Fargo & Company raised their price target on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. HSBC raised their price target on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a research note on Monday, September 28th. Finally, Morgan Stanley lifted their price objective on JPMorgan Chase & Co. from $370.00 to $377.00 and gave the stock an “equal weight” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $365.45.

Insider Activity

In other news, insider Robin Leopold sold 2,500 shares of the 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 in the company, valued at $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Management raised expectations for 2027 net interest income, while resilient consumer activity, asset inflows and growth across business segments reinforced JPMorgan’s financial strength. Analysts at RBC maintained an Outperform rating with a $370 price target, and Morgan Stanley raised its target to $377. JPMorgan Q3 Earnings Call Highlights
• Positive Sentiment: JPMorgan declared dividends on its Series DD, EE, GG, JJ, LL, MM and NN preferred shares. The announcement is routine but highlights the bank’s capacity to continue returning capital to investors. JPMorganChase Declares Preferred Stock Dividends
• Neutral Sentiment: CEO Jamie Dimon said JPMorgan will block unvetted third-party AI agents from customer accounts to prevent unauthorized activity. The policy may reduce security and compliance risks, although it could limit customers’ ability to use outside tools to optimize cash balances—a potential pressure on banks’ net interest income. JPMorgan Blocks Outside AI Agents
• Negative Sentiment: JPMorgan’s third-quarter results missed estimates: adjusted earnings were $5.75 per share versus a $5.94 consensus, while revenue of roughly $50.9 billion also fell short of expectations. The miss, combined with recently strong valuation, has raised concerns that much of the upside is already reflected in JPM shares. JPMorgan Q3 Earnings Miss
• Negative Sentiment: Dimon warned that the probability of a market shock is higher than Wall Street generally assumes and cautioned that prolonged high interest rates could weaken consumer credit. Those comments could increase concerns about future loan losses and economic risk. Jamie Dimon Warns of Market Trouble
• Negative Sentiment: Citigroup lowered its JPMorgan price target to $350 and retained a Neutral rating, reflecting limited perceived upside after the earnings report. Citigroup Lowers JPMorgan Price Target

JPMorgan Chase & Co. Stock Up 0.0%

Shares of JPM opened at $335.42 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. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50. The stock has a market capitalization of $891.61 billion, a price-to-earnings ratio of 14.07, a PEG ratio of 1.38 and a beta of 1.02. The stock has a 50 day moving average price of $348.58 and a 200 day moving average price of $330.17.

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 analysts’ consensus estimates of $5.94 by ($0.19). The firm had revenue of $50.17 billion during 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 company’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $5.07 EPS. Equities research analysts forecast that JPMorgan Chase & Co. will post 24.18 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

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

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, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.