JPMorgan Chase & Co. $JPM Shares Sold by Strategy Asset Managers LLC

Strategy Asset Managers LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.7% during the third quarter, HoldingsChannel reports. The institutional investor owned 66,393 shares of the financial services provider’s stock after selling 3,264 shares during the period. JPMorgan Chase & Co. comprises 2.8% of Strategy Asset Managers LLC’s investment portfolio, making the stock its 6th biggest position. Strategy Asset Managers LLC’s holdings in JPMorgan Chase & Co. were worth $21,965,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Bank of America Corp DE increased its stake in shares of JPMorgan Chase & Co. by 15.8% during the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after purchasing an additional 8,941,351 shares during the last quarter. Ascentis Wealth Management LLC raised its holdings in shares of JPMorgan Chase & Co. by 32,672.0% during the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock valued at $1,521,126,000 after purchasing an additional 4,632,891 shares in the last quarter. Jupiter Topco LLC acquired a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $1,274,097,000. Healthcare of Ontario Pension Plan Trust Fund lifted its stake in shares of JPMorgan Chase & Co. by 31.5% in 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 lifted its stake in shares of JPMorgan Chase & Co. by 22.9% in 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. Institutional investors own 71.55% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on JPM. UBS Group decreased their price objective on shares of JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating for the company in a report on Monday, October 5th. HSBC raised their target price on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a report on Monday, September 28th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Wednesday. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Friday, September 25th. Finally, The Goldman Sachs Group reaffirmed an “outperform” rating and issued a $392.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $365.45.

JPMorgan Chase & Co. Stock Up 0.0%

Shares of JPMorgan Chase & Co. stock opened at $335.42 on Friday. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-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. The stock has a 50 day moving average price of $348.58 and a two-hundred day moving average price of $330.17. The stock has a market capitalization of $891.61 billion, a P/E ratio of 14.07, a PEG ratio of 1.38 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly 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 net margin of 21.85% and a return on equity of 18.48%. The firm had revenue of $50.17 billion during the quarter, compared to the consensus estimate of $51.23 billion. During the same period in the prior year, the business earned $5.07 EPS. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. Equities analysts expect that JPMorgan Chase & Co. will post 24.18 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The company 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 dividend of $1.65 per share. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s payout ratio is currently 27.68%.

Insider Activity

In related news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction 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 transaction, the insider directly owned 71,047 shares in the company, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate 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: Management raised expectations for 2027 net interest income, while resilient consumer activity, asset inflows and growth across business segments reinforced JPMorgan’s financial strength. Analysts at RBC maintained an Outperform rating with a $370 price target, and Morgan Stanley raised its target to $377. JPMorgan Q3 Earnings Call Highlights
• Positive Sentiment: JPMorgan declared dividends on its Series DD, EE, GG, JJ, LL, MM and NN preferred shares. The announcement is routine but highlights the bank’s capacity to continue returning capital to investors. JPMorganChase Declares Preferred Stock Dividends
• Neutral Sentiment: CEO Jamie Dimon said JPMorgan will block unvetted third-party AI agents from customer accounts to prevent unauthorized activity. The policy may reduce security and compliance risks, although it could limit customers’ ability to use outside tools to optimize cash balances—a potential pressure on banks’ net interest income. JPMorgan Blocks Outside AI Agents
• Negative Sentiment: JPMorgan’s third-quarter results missed estimates: adjusted earnings were $5.75 per share versus a $5.94 consensus, while revenue of roughly $50.9 billion also fell short of expectations. The miss, combined with recently strong valuation, has raised concerns that much of the upside is already reflected in JPM shares. JPMorgan Q3 Earnings Miss
• Negative Sentiment: Dimon warned that the probability of a market shock is higher than Wall Street generally assumes and cautioned that prolonged high interest rates could weaken consumer credit. Those comments could increase concerns about future loan losses and economic risk. Jamie Dimon Warns of Market Trouble
• Negative Sentiment: Citigroup lowered its JPMorgan price target to $350 and retained a Neutral rating, reflecting limited perceived upside after the earnings report. Citigroup Lowers JPMorgan Price Target

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, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.