Norris Perne & French LLP MI Makes New Investment in JPMorgan Chase & Co. $JPM

Norris Perne & French LLP MI purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, Holdings Channel.com reports. The fund purchased 8,875 shares of the financial services provider’s stock, valued at approximately $2,936,000.

Other large investors have also recently modified their holdings of the company. Signaturefd LLC grew its position in shares of JPMorgan Chase & Co. by 3.1% in the 3rd quarter. Signaturefd LLC now owns 87,878 shares of the financial services provider’s stock worth $29,073,000 after buying an additional 2,628 shares during the last quarter. BG Investment Services LLC lifted its position in shares of JPMorgan Chase & Co. by 1,110.2% in the 3rd quarter. BG Investment Services LLC now owns 8,520 shares of the financial services provider’s stock worth $2,819,000 after purchasing an additional 7,816 shares during the period. Bond & Devick Financial Network Inc. boosted its stake in shares of JPMorgan Chase & Co. by 9.3% during the 3rd quarter. Bond & Devick Financial Network Inc. now owns 3,241 shares of the financial services provider’s stock valued at $1,072,000 after purchasing an additional 275 shares in the last quarter. Citizens Financial Group Inc. RI increased its position in shares of JPMorgan Chase & Co. by 1.3% during the third quarter. Citizens Financial Group Inc. RI now owns 336,027 shares of the financial services provider’s stock valued at $111,168,000 after buying an additional 4,269 shares during the period. Finally, Simplicity Wealth LLC increased its position in shares of JPMorgan Chase & Co. by 14.6% during the third quarter. Simplicity Wealth LLC now owns 56,338 shares of the financial services provider’s stock valued at $18,638,000 after buying an additional 7,157 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Up 1.3%

JPM opened at $343.63 on Friday. The stock has a market capitalization of $913.43 billion, a price-to-earnings ratio of 14.41, a PEG ratio of 1.34 and a beta of 1.02. The firm has a 50 day moving average price of $343.66 and a 200-day moving average price of $322.92. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.31.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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). JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The company had revenue of $50.17 billion during the quarter, compared to the consensus estimate of $51.23 billion. During the same period last year, the firm posted $5.07 EPS. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. Equities research analysts forecast that JPMorgan Chase & Co. will post 23.97 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be issued a $1.65 dividend. 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 1.9%. JPMorgan Chase & Co.’s payout ratio is 27.68%.

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $352.81, for a total transaction of $882,025.00. Following the completion of the sale, the insider owned 71,047 shares of the company’s stock, 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 SEC, which is accessible 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 corporate insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

Wall Street Analyst Weigh In

JPM has been the topic of a number of research analyst reports. Citigroup reduced their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating on the stock in a report on Thursday, October 15th. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. Weiss Ratings downgraded shares of JPMorgan Chase & Co. from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Friday, October 23rd. Freedom Broker upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday, October 15th. Finally, Evercore reissued an “outperform” rating and issued a $360.00 target price on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. One 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. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $368.10.

About JPMorgan Chase & Co.

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.