15,324 JPMorgan Chase & Co. $JPM Shares Purchased by CX Institutional

Key Points

• CX Institutional increased its JPMorgan Chase position by 52% in the third quarter, buying 15,324 additional shares for a total holding of 44,782 shares valued at approximately $14.8 million.
• Institutional investors own 71.55% of JPMorgan’s stock, while insider ownership is 0.41%; insider Robin Leopold sold 2,500 shares under a pre-arranged Rule 10b5-1 trading plan.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $363.29. JPMorgan also raised its quarterly dividend to $1.65 per share, or $6.60 annually, representing a 2.0% yield.

CX Institutional grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 52.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 44,782 shares of the financial services provider's stock after purchasing an additional 15,324 shares during the quarter. CX Institutional's holdings in JPMorgan Chase & Co. were worth $14,815,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of JPM. State Street Corp grew its holdings in JPMorgan Chase & Co. by 0.8% during the second quarter. State Street Corp now owns 125,209,293 shares of the financial services provider's stock worth $40,984,758,000 after acquiring an additional 932,632 shares during the period. Bank of America Corp DE lifted its holdings in JPMorgan Chase & Co. by 6.1% in the 2nd quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider's stock valued at $22,804,018,000 after acquiring an additional 4,006,293 shares during the last quarter. Norges Bank bought a new position in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $11,396,496,000. Bank of New York Mellon Corp boosted its position in shares of JPMorgan Chase & Co. by 2.6% during the 2nd quarter. Bank of New York Mellon Corp now owns 21,642,804 shares of the financial services provider's stock valued at $7,084,339,000 after purchasing an additional 540,362 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of JPMorgan Chase & Co. by 0.7% in the 2nd 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 purchasing an additional 134,634 shares during the last quarter. Institutional investors own 71.55% of the company's stock.

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 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 transaction, the insider owned 71,047 shares in the company, 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 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. Corporate insiders own 0.41% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Zacks Research lowered shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research note on Monday, September 14th. Bank of America lifted their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a "buy" rating in a research report on Thursday, July 16th. HSBC upped their price target on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a "hold" rating in a report on Monday, September 28th. Morgan Stanley reiterated a "positive" rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft raised JPMorgan Chase & Co. from a "hold" rating to a "buy" rating and set a $375.00 price objective for the company in a research note on Wednesday, July 22nd. Sixteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $363.29.

JPMorgan Chase & Co. Stock Down 0.1%

Shares of NYSE:JPM opened at $332.18 on Monday. The firm has a 50 day simple moving average of $352.44 and a 200 day simple moving average of $327.40. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. 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 company has a market cap of $882.99 billion, a PE ratio of 14.23, a price-to-earnings-growth ratio of 1.39 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) 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. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The firm had revenue of $58.02 billion for the quarter, compared to analysts' expectations of $50.72 billion. During the same period in the previous year, the company posted $4.96 EPS. The company's quarterly revenue was up 27.7% compared to the same quarter last year. As a group, research analysts expect that JPMorgan Chase & Co. will post 24.11 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be given a $1.65 dividend. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. This is a boost from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.'s payout ratio is 25.71%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s strong earnings-surprise history and favorable Zacks indicators suggest the bank may again exceed estimates in its upcoming quarterly report. Will JPMorgan Chase & Co. Beat Estimates Again?
• Positive Sentiment: Analysts collectively maintain a “Moderate Buy” recommendation, supporting the view that JPM’s valuation remains attractive despite recent weakness. JPMorgan Receives Moderate Buy Consensus
• Positive Sentiment: J.P. Morgan Payments partnered with Al Salam Bank on an overnight Murabaha liquidity solution, expanding its payments and Islamic-finance capabilities in Bahrain. Al Salam Bank and J.P. Morgan Payments Feature Liquidity Solution
• Positive Sentiment: The Federal Reserve’s revamped stress-testing framework could reduce volatility in banks’ capital requirements and improve planning visibility for JPMorgan. Fed Revamps Bank Stress Tests
• Positive Sentiment: JPMorgan remains highlighted as an income-oriented stock with an upcoming dividend ex-date, which may support demand from dividend investors. High-Yield Dividends With Ex-Dates Days Away
• Neutral Sentiment: JPMorgan’s bond-market activity shows continued access to wholesale funding, but investors are assessing whether the additional borrowing improves growth or pressures the capital structure. JPMorgan Taps Bond Markets
• Neutral Sentiment: The elevation of Doug Petno and Troy Rohrbaugh to co-presidents advances succession planning, but also increases investor focus on the eventual replacement for CEO Jamie Dimon. JPMorgan Elevates Co-Presidents
• Negative Sentiment: JPMorgan’s credit-loss reserve grew even though provisions declined year over year during the first half of 2026. The unusual combination may signal conservatism, but it also raises questions about management’s expectations for future loan losses ahead of third-quarter results. JPMorgan Reserves for Losses That Have Not Arrived
• Negative Sentiment: Broad selling across money-center banks has weighed on JPMorgan and the wider financial sector, reflecting reduced investor risk appetite rather than a company-specific catalyst. Bank Stocks Slide

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.

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