JPMorgan Chase & Co. $JPM Stock: WoodTrust Financial Corp Trims Stake

WoodTrust Financial Corp reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.8% in the 3rd quarter, Holdings Channel.com reports. The fund owned 83,147 shares of the financial services provider’s stock after selling 1,558 shares during the quarter. JPMorgan Chase & Co. makes up about 3.4% of WoodTrust Financial Corp’s holdings, making the stock its 7th largest position. WoodTrust Financial Corp’s holdings in JPMorgan Chase & Co. were worth $27,508,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Horizons Wealth Management acquired a new position in JPMorgan Chase & Co. in the third quarter worth about $31,000. MBM Wealth Consultants LLC bought a new stake in shares of JPMorgan Chase & Co. in the 1st quarter valued at approximately $29,000. Aventus Investment Advisors Inc. acquired a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter valued at approximately $33,000. Osbon Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at approximately $35,000. Finally, Timbuktu Capital Management LLC bought a new position in JPMorgan Chase & Co. during the second quarter worth $50,000. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: JPMorgan reportedly generated approximately $700 million in first-half 2026 profits from gold, silver, and other metals trading. Strong precious-metals demand could support record industry trading revenue and benefit the bank’s markets business. Gold, silver boom puts US bank trading revenues on track for record $5 billion
• Positive Sentiment: JPMorgan is serving as a joint lead arranger on Volta Infrastructure Holdings’ $5.012 billion leveraged-loan package for data-center leases and GPU capital expenditures, highlighting continued demand for its lending and arranging businesses. Volta launches $5B leveraged loan package
• Positive Sentiment: TD Cowen initiated coverage with a Hold rating and a $370 price target, implying meaningful potential upside from the referenced trading level. Investors are also focused on JPMorgan’s expected third-quarter earnings release on October 13. JPMorgan Q3 earnings preview
• Positive Sentiment: JPMorgan will present at the BancAnalysts Association of Boston Conference on November 5. The event may provide additional updates on treasury management, markets, interest-rate exposure, and capital allocation. JPMorganChase to Present at the BancAnalysts Association of Boston Conference
• Neutral Sentiment: Analysts expect year-over-year revenue and earnings growth, but investors are taking a cautious stance ahead of results because of higher funding costs, expenses, credit risks, and JPMorgan’s premium valuation.
• Neutral Sentiment: JPMorgan continues to receive attention for its artificial-intelligence investments and its estimate of roughly $50 billion in 2026 cryptocurrency inflows, although the earnings impact remains uncertain.
• Negative Sentiment: JPMorgan has warned that rising long-term Treasury yields—driven partly by elevated government debt—could pressure markets and reduce returns for small- and mid-cap assets. Rapidly rising yields can also increase bond-market volatility and financing risks for banks.
• Negative Sentiment: The bank’s research describes U.S. housing affordability as severely strained, with mortgage costs outpacing incomes and activity effectively frozen. A prolonged housing slowdown could weigh on mortgage demand and consumer credit quality.
• Negative Sentiment: CEO Jamie Dimon has cautioned that artificial intelligence could eliminate or significantly change large numbers of jobs. While JPMorgan may gain efficiency from AI, broader labor-market disruption could increase economic and credit concerns.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $333.01 on Friday. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50. The stock’s fifty day moving average is $350.36 and its 200-day moving average is $328.67. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market capitalization of $885.20 billion, a price-to-earnings ratio of 14.27, a price-to-earnings-growth ratio of 1.36 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping the consensus estimate of $5.59 by $0.55. The business had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $4.96 earnings per share. Equities analysts anticipate that JPMorgan Chase & Co. will post 24.16 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be paid a $1.65 dividend. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $6.60 dividend on an annualized basis 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 dividend payout ratio (DPR) is currently 28.28%.

Analysts Set New Price Targets

JPM has been the subject of a number of research reports. Citigroup lifted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a report on Monday, July 20th. Royal Bank Of Canada increased their target price on shares of JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Morgan Stanley restated a “positive” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Keefe, Bruyette & Woods lifted their price target on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. Finally, Bank of America lifted their price target 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. Fifteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $362.88.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 71,047 shares in the company, valued at $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible 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.

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.