JPMorgan Chase & Co. $JPM Shares Sold by James Investment Research Inc.

James Investment Research Inc. cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 66,677 shares of the financial services provider’s stock after selling 1,806 shares during the quarter. JPMorgan Chase & Co. comprises about 2.4% of James Investment Research Inc.’s investment portfolio, making the stock its 5th biggest holding. James Investment Research Inc.’s holdings in JPMorgan Chase & Co. were worth $22,059,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. E Fund Management Co. Ltd. increased its holdings 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 buying an additional 1,973 shares in the last quarter. Edmond DE Rothschild Holding S.A. lifted its position in shares of JPMorgan Chase & Co. by 4.6% during the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider’s stock valued at $112,485,000 after acquiring an additional 15,017 shares during the last quarter. Neumann Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at $3,457,000. 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 acquiring an additional 6,492 shares in the last quarter. 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 acquiring an additional 1,794 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s approval to operate a merchant bank in Nigeria expands its opportunity in corporate banking, capital markets and cross-border financing. The move could support long-term growth in an important emerging market. Will JPMorgan’s Nigeria Expansion Bolster Its Growth Prospects?
• Positive Sentiment: Commentary argues JPMorgan may be undervalued following the expansion of JPM Coin, blockchain initiatives and tokenized-fund capabilities. These businesses could improve payments, settlement efficiency and fee growth over time. JPMorgan Stock Could Be 33% Undervalued Following JPM Coin Expansion
• Positive Sentiment: Wall Street brokerages collectively rate JPM “Moderate Buy,” providing continued analyst support despite the recent earnings shortfall. JPMorgan Stock Now Rated Moderate Buy
• Neutral Sentiment: JPMorgan updated its 2027 earnings-review schedule, with conference calls planned for April 13, July 13, October 12 and January 13, 2028. The announcement is routine but gives investors visibility into upcoming reporting dates. JPMorganChase Updates 2027 Earnings Release Date Information
• Neutral Sentiment: JPMorgan-related commentary says Bitcoin could outperform stocks, bonds and gold over the next decade, although the bank remains skeptical and this view has limited direct impact on JPM’s near-term earnings. JPMorgan’s Long-Term Bitcoin Outlook
• Negative Sentiment: Dimon cited deficits, persistent inflation, elevated asset prices, rising interest rates and geopolitical tensions as threats to the economy. JPMorgan has reportedly set aside $2.7 billion for credit losses, slowed buybacks to about $1 billion and tightened lending standards, signaling caution about future borrower stress. Jamie Dimon’s Five Economic Threats

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 14th. Evercore reaffirmed an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. UBS Group reduced their target price on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating for the company in a report on Monday, October 5th. The Goldman Sachs Group reiterated an “outperform” rating and issued a $392.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. Finally, Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price target on the stock in a research note on Wednesday, July 22nd. One equities 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 company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $368.10.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $335.86 on Wednesday. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The company’s 50 day simple moving average is $344.41 and its 200-day simple moving average is $322.80. The firm has a market capitalization of $892.78 billion, a P/E ratio of 14.09 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last issued 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 company had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. During the same period in the previous year, the business posted $5.07 EPS. The business’s quarterly revenue was up 8.1% compared to the same quarter last year. Sell-side analysts predict that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be paid a dividend of $1.65 per share. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $6.60 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 27.68%.

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction on Thursday, September 10th. The stock was 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 filing with the SEC, 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 currently owned by company insiders.

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.