JPMorgan Chase & Co. $JPM Stock Bought by Partners Wealth Management LLC

Partners Wealth Management LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 136.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,670 shares of the financial services provider’s stock after acquiring an additional 4,422 shares during the quarter. Partners Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $2,537,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in JPM. State Street Corp lifted its holdings in JPMorgan Chase & Co. by 0.8% in the 2nd quarter. State Street Corp now owns 125,209,293 shares of the financial services provider’s stock valued at $40,984,758,000 after purchasing an additional 932,632 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of JPMorgan Chase & Co. by 6.1% during the second quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider’s stock worth $22,804,018,000 after buying an additional 4,006,293 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in shares of JPMorgan Chase & Co. by 2.6% during the second quarter. Bank of New York Mellon Corp now owns 21,642,804 shares of the financial services provider’s stock worth $7,084,339,000 after buying an additional 540,362 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.7% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 18,833,413 shares of the financial services provider’s stock worth $6,164,741,000 after buying an additional 134,634 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its position in shares of JPMorgan Chase & Co. by 3.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider’s stock valued at $5,578,788,000 after buying an additional 607,288 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on JPM shares. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. Wells Fargo & Company lifted their target price on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. Bank of America boosted their price target on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Weiss Ratings lowered JPMorgan Chase & Co. from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Friday, October 23rd. Finally, Morgan Stanley raised their price objective on JPMorgan Chase & Co. from $370.00 to $377.00 and gave the stock an “equal weight” rating in a report on Wednesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $368.33.

Get Our Latest Report on JPM

JPMorgan Chase & Co. Trading Up 4.2%

NYSE JPM opened at $352.14 on Thursday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company has a 50-day moving average of $342.66 and a 200-day moving average of $323.49. The company has a debt-to-equity ratio of 1.31, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market cap of $936.05 billion, a P/E ratio of 14.77, a P/E/G ratio of 1.33 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing the consensus estimate 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 analyst estimates of $51.23 billion. During the same period in the prior year, the business posted $5.07 earnings per share. JPMorgan Chase & Co.’s revenue was up 8.1% on a year-over-year basis. As a group, equities analysts predict that JPMorgan Chase & Co. will post 23.95 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were given a dividend of $1.65 per share. This represents a $6.60 annualized dividend and a yield of 1.9%. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend was Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 27.68%.

JPMorgan Chase & Co. News Summary

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

  • Positive Sentiment: JPMorgan’s trading desk expects technology stocks to rebound after the midterms and sees a potential broadening of the market rally beyond megacap leaders. A broader rally could support investor sentiment toward financial stocks, though the view is a market outlook rather than a JPM-specific earnings update. JPMorgan Trading Desk Sees Tech Rebounding After Midterms
  • Positive Sentiment: JPMorgan is expanding its Dubai private-banking presence with a new DIFC branch and a larger local team. The move could help the bank attract regional clients and grow wealth-management assets and revenue over time. JPM Opens Dubai Private Banking Branch
  • Positive Sentiment: JPMorgan Payments’ new Receivables Matching tool aims to automate invoice matching and reduce manual work for clients. Separately, treasury platform Embat integrated JPMorgan’s banking authorization API, making it easier for shared clients to connect accounts. These developments may improve the bank’s payments offering and client engagement. J.P. Morgan Payments Debuts Tool to Streamline Cash Application Embat Turns to J.P. Morgan for Better Bank-Treasury Connectivity
  • Positive Sentiment: Recent reports cite an analyst upgrade and a UBS analyst’s expectation that JPM shares could rise, adding a potential source of support from analyst sentiment. The provided headlines do not include the target price or rationale. JPMorgan Shares Up Following Analyst Upgrade UBS Analyst Says JPMorgan Stock Price Expected to Rise
  • Neutral Sentiment: JPMorgan filed its quarterly Form 10-Q for the period ended September 30, 2026. The filing is a routine disclosure; the supplied report does not describe new financial details that would change the investment outlook. JPMorganChase Files Form 10-Q

Insiders Place Their Bets

In other JPMorgan Chase & Co. 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 transaction of $882,025.00. Following the transaction, the insider owned 71,047 shares of the company’s stock, 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 document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by corporate insiders.

JPMorgan Chase & Co. Profile

(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.

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

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