4,264 JPMorgan Chase & Co. $JPM Shares Acquired by Victory Financial Group LLC

Victory Financial Group LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 84.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 9,339 shares of the financial services provider’s stock after buying an additional 4,264 shares during the quarter. Victory Financial Group LLC’s holdings in JPMorgan Chase & Co. were worth $3,090,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Great Lakes Retirement Inc. grew its stake in JPMorgan Chase & Co. by 2.2% during the 3rd quarter. Great Lakes Retirement Inc. now owns 32,915 shares of the financial services provider’s stock worth $10,889,000 after purchasing an additional 717 shares in the last quarter. Generali Asset Management SPA SGR increased its holdings in JPMorgan Chase & Co. by 9.2% during the 3rd quarter. Generali Asset Management SPA SGR now owns 178,540 shares of the financial services provider’s stock worth $59,066,000 after purchasing an additional 15,107 shares during the period. IMG Wealth Management Inc. raised its position in JPMorgan Chase & Co. by 4.8% in the 3rd quarter. IMG Wealth Management Inc. now owns 1,590 shares of the financial services provider’s stock valued at $526,000 after purchasing an additional 73 shares in the last quarter. Asset Management One Co. Ltd. raised its position in JPMorgan Chase & Co. by 2.8% in the 3rd quarter. Asset Management One Co. Ltd. now owns 1,354,702 shares of the financial services provider’s stock valued at $448,176,000 after purchasing an additional 36,589 shares in the last quarter. Finally, Semitam Bonam LLC purchased a new position in shares of JPMorgan Chase & Co. in the 3rd quarter valued at about $325,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Stock Down 0.0%

Shares of NYSE JPM opened at $336.96 on Monday. The firm’s 50-day moving average is $343.34 and its two-hundred day moving average is $322.98. 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 1.03. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50. 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. (NYSE:JPM – Get Free Report) 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 anticipate that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were paid a dividend of $1.65 per share. This represents a $6.60 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Tuesday, October 6th. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 27.68%.

JPMorgan Chase & Co. News Roundup

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?

Insider Buying and Selling

In other news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred on 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 transaction, 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 sale was disclosed in a filing 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 currently owned by insiders.

Wall Street Analyst Weigh In

Several analysts recently weighed in on JPM shares. Citigroup reduced their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating on the stock in a report on Thursday, October 15th. The Goldman Sachs Group reissued an “outperform” rating and issued a $392.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. Bank of America raised their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Wells Fargo & Company lifted their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research report on Friday, August 14th. Finally, Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. One investment 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 stock. According to MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $368.10.

Read Our Latest Report on JPM

About JPMorgan Chase & Co.

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).

Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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