10,473 Shares of JPMorgan Chase & Co. $JPM Bought by TSG Advice Partners LLC

TSG Advice Partners LLC purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 10,473 shares of the financial services provider’s stock, valued at approximately $3,428,000. JPMorgan Chase & Co. comprises approximately 0.5% of TSG Advice Partners LLC’s holdings, making the stock its 29th largest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. E Fund Management Co. Ltd. grew its holdings in JPMorgan Chase & Co. by 7.1% during the 2nd quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider’s stock valued at $9,805,000 after purchasing an additional 1,973 shares in the last quarter. Edmond DE Rothschild Holding S.A. lifted its holdings in JPMorgan Chase & Co. by 4.6% in the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider’s stock worth $112,485,000 after buying an additional 15,017 shares in the last quarter. Neumann Capital Management LLC acquired a new position in JPMorgan Chase & Co. in the 3rd quarter worth $3,457,000. First National Bank of Mount Dora Trust Investment Services lifted its holdings in JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock worth $12,125,000 after buying an additional 6,492 shares in the last quarter. Finally, FAS Wealth Partners Inc. boosted its position in JPMorgan Chase & Co. by 4.3% in the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock valued at $12,804,000 after buying an additional 1,794 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Stock Down 0.8%

NYSE JPM traded down $2.67 during trading hours on Friday, reaching $334.67. 7,818,025 shares of the company traded hands, compared to its average volume of 6,948,441. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31. The stock has a market capitalization of $889.61 billion, a PE ratio of 14.04, a PEG ratio of 1.34 and a beta of 1.03. The company has a 50 day moving average of $341.87 and a two-hundred day moving average of $323.78.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share for the quarter, missing the consensus estimate of $5.94 by ($0.19). The company had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. JPMorgan Chase & Co.’s revenue was up 8.1% on a year-over-year basis. During the same period in the prior year, the business earned $5.07 earnings per share. As a group, equities analysts expect that JPMorgan Chase & Co. will post 23.95 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th were paid a dividend of $1.65 per share. The ex-dividend date was Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is presently 27.68%.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s disciplined duration management and stable deposits may help protect its balance sheet if rates remain high. However, funding costs and regulatory exposure are still risks. JPM Flags Higher Rate Risks: Can Its Balance Sheet Stay Resilient?
• Positive Sentiment: ETFs bought about $65.6 million of JPM shares on Nov. 4, a supportive demand signal, though one day of flows may not indicate a lasting trend. 42 ETFs Add to JPMorgan Chase (JPM) on Nov. 4
• Neutral Sentiment: JPMorgan’s M&A chief expects a softer 2027, but suggested private-equity firms may eventually need to sell assets, potentially improving exit activity. JPMorgan’s M&A chief sees softer 2027—but a potential upside surprise in private equity exits
• Negative Sentiment: Senate Finance Committee Democrats plan to scrutinize JPMorgan’s relationship with Epstein and how senior executives handled it. The probe could prolong reputational and regulatory uncertainty; the reports do not establish wrongdoing. Democrats to probe JPMorgan’s relationship with Epstein when they take Senate control

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction dated 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 can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

JPM has been the subject of several recent analyst reports. The Goldman Sachs Group restated an “outperform” rating and set a $392.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, October 13th. HSBC boosted their price target on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the stock a “hold” rating in a research note on Monday, September 28th. TD Cowen assumed coverage on JPMorgan Chase & Co. in a report on Thursday, October 8th. They issued a “hold” rating and a $370.00 price target for the company. Robert W. Baird raised their price objective on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a “neutral” rating in a research note on Wednesday, October 14th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, October 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $368.33.

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co is a global financial services company serving consumers, businesses, institutional clients and governments. Its operations include consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.

The company offers services such as deposit accounts, credit cards, mortgages, auto financing, lending, payment processing and investment advice. It also provides institutional clients with investment banking, markets, treasury and securities services, and commercial lending.

Headquartered in New York City, JPMorgan Chase serves customers across the United States and operates in many international markets.