Oppenheimer & Co. Inc. Acquires 33,741 Shares of JPMorgan Chase & Co. $JPM

Oppenheimer & Co. Inc. lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 420,584 shares of the financial services provider’s stock after purchasing an additional 33,741 shares during the period. JPMorgan Chase & Co. comprises approximately 1.5% of Oppenheimer & Co. Inc.’s holdings, making the stock its 7th biggest holding. Oppenheimer & Co. Inc.’s holdings in JPMorgan Chase & Co. were worth $139,142,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Horizons Wealth Management acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $31,000. Aventus Investment Advisors Inc. purchased a new position in JPMorgan Chase & Co. during the second quarter worth $33,000. Timbuktu Capital Management LLC purchased a new position in JPMorgan Chase & Co. during the second quarter worth $50,000. NI Acquisitions Company LLC acquired a new position in shares of JPMorgan Chase & Co. in the second quarter worth $51,000. Finally, Turim 21 Investimentos Ltda. acquired a new position in shares of JPMorgan Chase & Co. in the first quarter worth $62,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $336.96 on Friday. The business’s 50-day moving average price is $343.34 and its 200 day moving average price is $322.98. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The company has a market capitalization of $895.70 billion, a PE ratio of 14.13, a price-to-earnings-growth ratio of 1.33 and a beta of 1.02. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing the consensus estimate of $5.94 by ($0.19). The business 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 firm’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the firm earned $5.07 EPS. On average, research 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 announced a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were given a $1.65 dividend. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio is 27.68%.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on JPM shares. TD Cowen began coverage on JPMorgan Chase & Co. in a research report on Thursday, October 8th. They issued a “hold” rating and a $370.00 price objective on the stock. Bank of America lifted their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Robert W. Baird boosted their target price on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a “neutral” rating in a research note on Wednesday, October 14th. Morgan Stanley upped their target price 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. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, October 14th. One research 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, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $368.10.

Insider Activity

In related news, insider Robin Leopold sold 2,500 shares of the business’s 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 directly owned 71,047 shares in the company, valued at approximately $25,066,092.07. The trade was a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.

Key JPMorgan Chase & Co. News

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. 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.