JPMorgan Chase & Co. $JPM Stock Purchased by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 92,507 shares of the financial services provider’s stock after acquiring an additional 4,874 shares during the quarter. JPMorgan Chase & Co. accounts for 1.3% of Verdence Capital Advisors LLC’s holdings, making the stock its 12th largest position. Verdence Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $30,604,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the business. Horizons Wealth Management purchased a new position in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $31,000. Aventus Investment Advisors Inc. purchased a new position in JPMorgan Chase & Co. in the second quarter worth approximately $33,000. Timbuktu Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter worth about $50,000. NI Acquisitions Company LLC acquired a new position in JPMorgan Chase & Co. in the second quarter valued at $51,000. Finally, Turim 21 Investimentos Ltda. acquired a new stake in JPMorgan Chase & Co. during the 1st quarter worth $62,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Trading Down 1.9%

Shares of JPM stock opened at $336.96 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The stock has a market cap of $895.70 billion, a price-to-earnings ratio of 14.13, a price-to-earnings-growth ratio of 1.33 and a beta of 1.02. 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 firm’s 50 day moving average price is $343.34 and its two-hundred day moving average price is $322.98.

JPMorgan Chase & Co. (NYSE:JPM) last released 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 company had revenue of $50.17 billion during 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%. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period last year, the business earned $5.07 earnings per share. On average, analysts anticipate that JPMorgan Chase & Co. will post 23.97 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th were given a $1.65 dividend. This represents a $6.60 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, October 6th. 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%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on JPM. The Goldman Sachs Group reiterated an “outperform” rating and set a $392.00 price target on shares of JPMorgan Chase & Co. in a research note on Tuesday, October 13th. UBS Group lowered their price objective on shares of JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating on the stock in a research note on Monday, October 5th. Barclays increased their target price on JPMorgan Chase & Co. from $420.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, October 14th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Finally, Morgan Stanley upped their target price on JPMorgan Chase & Co. from $370.00 to $377.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 14th. One investment 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. According to MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and a consensus target price of $368.10.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on 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 sale, the insider owned 71,047 shares in the company, valued at $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan raised its 2026 net interest income outlook, citing solid loan and deposit growth. The upgrade supports expectations for stronger core banking revenue, although higher expenses and potential credit deterioration remain important offsets. JPMorgan Raises NII Outlook
• Positive Sentiment: A comparison with Bank of America highlights JPMorgan’s stronger revenue trajectory: its quarterly revenue has increased 14% over two years, suggesting continued competitive and operating momentum. Bank of America vs. JPMorgan Chase
• Positive Sentiment: JPMorgan’s research business initiated coverage of Palantir with an overweight rating and a $262 price target, reflecting potential investment-banking and research franchise activity, though the direct effect on JPMorgan’s earnings is likely limited. JPMorgan Is Bullish on Palantir
• Neutral Sentiment: JPMorgan disclosed a 3.2% voting stake in Qiagen through a Netherlands regulatory filing. The position may reflect activity by an investment-management or client account and does not indicate a material change to JPMorgan’s banking outlook. JPMorgan Discloses Stake in Qiagen
• Negative Sentiment: Commentary questioning whether JPMorgan’s shares are too expensive emphasizes rising operating costs, credit risks and a premium valuation. Those concerns can weigh on the stock even as earnings expectations improve. JPMorgan Raises NII Outlook: Is JPM Stock Too Expensive?
• Negative Sentiment: JPMorgan has issued several fixed-income offerings, including 6.00% senior unsecured notes due 2038. The funding activity is routine, but higher borrowing costs and additional liabilities may reinforce investor concerns about expenses and balance-sheet funding. What Is Behind the Latest Attention?

JPMorgan Chase & Co. 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.