2,711 JPMorgan Chase & Co. $JPM Shares Sold by VestGen Advisors LLC

VestGen Advisors LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 5.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,750 shares of the financial services provider’s stock after selling 2,711 shares during the quarter. VestGen Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $15,466,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Bank of America Corp DE grew its holdings in shares of JPMorgan Chase & Co. by 15.8% in the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after acquiring an additional 8,941,351 shares in the last quarter. Ascentis Wealth Management LLC boosted its position in JPMorgan Chase & Co. by 32,672.0% in the second quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock worth $1,521,126,000 after purchasing an additional 4,632,891 shares during the last quarter. Jupiter Topco LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter valued at $1,274,097,000. Healthcare of Ontario Pension Plan Trust Fund increased its position in shares of JPMorgan Chase & Co. by 31.5% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 6,944,004 shares of the financial services provider’s stock valued at $2,042,648,000 after purchasing an additional 1,662,250 shares during the last quarter. Finally, Canada Pension Plan Investment Board increased its position in shares of JPMorgan Chase & Co. by 22.9% during the 2nd quarter. Canada Pension Plan Investment Board now owns 8,020,990 shares of the financial services provider’s stock valued at $2,625,511,000 after purchasing an additional 1,496,676 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have commented on JPM shares. Truist Financial lifted their price objective on shares of JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a “hold” rating in a research report on Wednesday, October 14th. The Goldman Sachs Group reissued an “outperform” rating and issued a $392.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 14th. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Finally, Wells Fargo & Company boosted their price objective on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. One research 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. presently has a consensus rating of “Moderate Buy” and a consensus price target of $368.33.

JPMorgan Chase & Co. Trading Up 1.1%

Shares of JPM opened at $340.75 on Tuesday. The business’s 50-day moving average price is $343.12 and its 200-day moving average price is $323.13. 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. has a twelve month low of $279.10 and a twelve month high of $366.50. The stock has a market cap of $905.79 billion, a PE ratio of 14.29, a P/E/G ratio of 1.34 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings data 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 firm had revenue of $50.17 billion for 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%. JPMorgan Chase & Co.’s revenue was up 8.1% on a year-over-year basis. During the same period in the prior year, the firm posted $5.07 EPS. On average, equities analysts forecast that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th were paid a $1.65 dividend. The ex-dividend date was Tuesday, October 6th. This represents a $6.60 dividend on an annualized basis and a yield of 1.9%. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s dividend payout ratio is currently 27.68%.

Insider Activity

In other 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 transaction, 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 sale 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. Company insiders own 0.41% of the company’s stock.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: UBS raised its price target to $400 and reiterated a “buy” rating, implying approximately 17.4% upside from the referenced share price. The upgrade reflects continued confidence in JPMorgan’s earnings power and franchise strength.
• Positive Sentiment: JPMorgan is among major banks with substantial stock-repurchase programs. Buybacks can support earnings per share and shareholder returns, although the bank is balancing repurchases against investments in its businesses and client support. 3 Bank Stocks With Buyback Plans of at Least $30 Billion Worth a Look
• Positive Sentiment: ETFs recorded a net $83.1 million inflow into JPMorgan shares on October 29, with 40 funds buying and 15 selling. The flow indicates supportive institutional demand, though it is a short-term trading signal. ETFs Bought $83.1 Million of JPMorgan on Oct. 29
• Positive Sentiment: JPMorgan continues expanding its digital-asset and technology capabilities. Its involvement in tokenized funds and stablecoin-related infrastructure could create longer-term growth opportunities, while the appointment of a data-infrastructure chief supports AI and digital-banking initiatives. Blackrock, JPMorgan and Visa Bolster Grayscale’s Crypto Growth Case
• Neutral Sentiment: JPMorgan strategists expect renewed geopolitical risk after the U.S. midterm elections but view any market selloff as a potential buying opportunity. This could support JPM sentiment if investors favor large, diversified banks during volatility. Post-midterm geopolitical risks could create another buying opportunity
• Negative Sentiment: JPMorgan’s latest quarterly earnings missed consensus estimates, with earnings per share of $5.75 versus $5.94 expected and revenue of $50.17 billion versus $51.23 billion expected. Management’s decision to reduce buybacks while increasing investment could pressure near-term per-share returns, despite a higher 2026 net-interest-income outlook. Learn Why The Bull Case For JPMorgan Chase Stock Could Change Following Earnings Miss

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.