JPMorgan Chase & Co. $JPM Stock Bought by Mather Group LLC.

Mather Group LLC. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 40.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 55,034 shares of the financial services provider’s stock after purchasing an additional 15,957 shares during the period. Mather Group LLC.’s holdings in JPMorgan Chase & Co. were worth $18,207,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Hudock Inc. boosted its holdings in JPMorgan Chase & Co. by 0.4% in the 3rd quarter. Hudock Inc. now owns 20,809 shares of the financial services provider’s stock worth $6,884,000 after buying an additional 77 shares during the period. West Wealth Group LLC increased its stake in JPMorgan Chase & Co. by 1,442.1% in the 3rd quarter. West Wealth Group LLC now owns 49,379 shares of the financial services provider’s stock worth $16,336,000 after buying an additional 46,177 shares in the last quarter. Reliant Investment Management LLC bought a new stake in JPMorgan Chase & Co. during the third quarter valued at about $310,000. Fortitude Family Office LLC raised its holdings in JPMorgan Chase & Co. by 26.1% during the third quarter. Fortitude Family Office LLC now owns 4,540 shares of the financial services provider’s stock valued at $1,502,000 after acquiring an additional 940 shares during the period. Finally, Harbor Group Inc. lifted its position in shares of JPMorgan Chase & Co. by 6.7% in the third quarter. Harbor Group Inc. now owns 4,075 shares of the financial services provider’s stock valued at $1,348,000 after acquiring an additional 255 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

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

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the sale, the insider directly 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 SEC, which can be accessed 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 insiders.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on JPM shares. Barclays upped their price objective on JPMorgan Chase & Co. from $420.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday. The Goldman Sachs Group reiterated an “outperform” rating and set a $392.00 target price on shares of JPMorgan Chase & Co. in a research report on Tuesday. HSBC lifted their target price on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a research note on Monday, September 28th. Robert W. Baird lifted their target price on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a “neutral” rating in a research note on Wednesday. Finally, Citigroup lowered their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating on the stock in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $365.45.

JPMorgan Chase & Co. Stock Performance

JPM opened at $335.42 on Friday. The stock has a market capitalization of $891.61 billion, a price-to-earnings ratio of 14.07, a PEG ratio of 1.38 and a beta of 1.02. The company has a fifty day moving average of $348.58 and a 200 day moving average of $330.17. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $5.94 by ($0.19). The company had revenue of $50.17 billion during the quarter, compared to the consensus estimate of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The business’s revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $5.07 earnings per share. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 24.18 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

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

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, 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.