4,264 JPMorgan Chase & Co. $JPM Shares Acquired by Victory Financial Group LLC

Key Points

• Victory Financial Group increased its JPMorgan stake by 84% in the third quarter, acquiring 4,264 shares and bringing its total holdings to 9,339 shares valued at approximately $3.09 million.
• Institutional investors own 71.55% of JPMorgan, while analysts maintain a “Moderate Buy” consensus with an average price target of $368.10.
• JPMorgan’s latest quarterly earnings missed estimates, but revenue rose 8.1% year over year; the company also increased its quarterly dividend to $1.65, or $6.60 annually.

Victory Financial Group LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 84.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,339 shares of the financial services provider's stock after purchasing an additional 4,264 shares during the period. Victory Financial Group LLC's holdings in JPMorgan Chase & Co. were worth $3,090,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in JPM. Bank of America Corp DE grew its stake in shares of JPMorgan Chase & Co. by 15.8% in the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider's stock worth $19,314,681,000 after purchasing an additional 8,941,351 shares during the last quarter. Ascentis Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. by 32,672.0% in the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider's stock worth $1,521,126,000 after purchasing an additional 4,632,891 shares during the last quarter. Jupiter Topco LLC bought a new position in JPMorgan Chase & Co. in the 2nd quarter worth about $1,274,097,000. Healthcare of Ontario Pension Plan Trust Fund grew its position in JPMorgan Chase & Co. by 31.5% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 6,944,004 shares of the financial services provider's stock valued at $2,042,648,000 after purchasing an additional 1,662,250 shares during the last quarter. Finally, Canada Pension Plan Investment Board grew its position in JPMorgan Chase & Co. by 22.9% during the 2nd quarter. Canada Pension Plan Investment Board now owns 8,020,990 shares of the financial services provider's stock valued at $2,625,511,000 after purchasing an additional 1,496,676 shares during the last quarter. Institutional investors own 71.55% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Morgan Stanley increased their price target on shares of JPMorgan Chase & Co. from $370.00 to $377.00 and gave the company an "equal weight" rating in a report on Wednesday, October 14th. HSBC increased their price objective on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a "hold" rating in a research report on Monday, September 28th. Robert W. Baird upped their price objective on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a "neutral" rating in a research report on Wednesday, October 14th. UBS Group dropped 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 report on Monday, October 5th. Finally, The Goldman Sachs Group reiterated an "outperform" rating and issued a $392.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. 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 data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $368.10.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the business's 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 completion of the transaction, the insider owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.

Key Stories 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. Trading Down 0.0%

JPMorgan Chase & Co. stock opened at $336.96 on Monday. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The firm's 50 day moving average price is $343.34 and its 200-day moving average price is $322.98. 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 stock has a market cap of $895.70 billion, a P/E ratio of 14.13, a PEG ratio of 1.33 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share for the quarter, missing analysts' consensus estimates of $5.94 by ($0.19). JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The business had revenue of $50.17 billion during the quarter, compared to analysts' expectations of $51.23 billion. During the same period last year, the business posted $5.07 earnings per share. The company's revenue for the quarter was up 8.1% compared to the same quarter last year. On average, equities analysts predict that JPMorgan Chase & Co. will post 23.97 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th were given a $1.65 dividend. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, October 6th. This is a boost from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. JPMorgan Chase & Co.'s dividend payout ratio is currently 27.68%.

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, 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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