5,465 JPMorgan Chase & Co. $JPM Shares Sold by Bradley & Co. Private Wealth Management LLC

Key Points

• Bradley & Co. Private Wealth Management reduced its JPMorgan stake by 13.9%, selling 5,465 shares and retaining 33,864 shares valued at approximately $11.2 million.
• JPMorgan reported quarterly EPS of $5.75, below the $5.94 consensus, while revenue rose 8.1% year over year to $50.17 billion. Institutional investors collectively own 71.55% of the company.
• The bank raised its quarterly dividend from $1.50 to $1.65 per share, equivalent to a 2.0% yield, while analysts maintain a “Moderate Buy” consensus with an average price target of $368.10.

Bradley & Co. Private Wealth Management LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 13.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,864 shares of the financial services provider's stock after selling 5,465 shares during the period. JPMorgan Chase & Co. makes up 5.1% of Bradley & Co. Private Wealth Management LLC's portfolio, making the stock its 10th biggest holding. Bradley & Co. Private Wealth Management LLC's holdings in JPMorgan Chase & Co. were worth $11,203,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Concorde Asset Management LLC boosted its stake in JPMorgan Chase & Co. by 1.1% during the second quarter. Concorde Asset Management LLC now owns 2,660 shares of the financial services provider's stock valued at $871,000 after buying an additional 29 shares during the period. Elevation Wealth Management LLC increased its stake in JPMorgan Chase & Co. by 1.0% in the 2nd quarter. Elevation Wealth Management LLC now owns 3,074 shares of the financial services provider's stock worth $1,006,000 after acquiring an additional 29 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. increased its stake in JPMorgan Chase & Co. by 0.8% in the 2nd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 3,531 shares of the financial services provider's stock worth $1,156,000 after acquiring an additional 29 shares during the last quarter. Arkansas Financial Group Inc. increased its stake in JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider's stock worth $873,000 after acquiring an additional 30 shares during the last quarter. Finally, Flynn Zito Capital Management LLC raised its holdings in shares of JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider's stock valued at $926,000 after acquiring an additional 30 shares in the last quarter. Institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $336.96 on Friday. The business has a 50 day moving average of $343.34 and a 200 day moving average of $322.98. The company has a market capitalization of $895.70 billion, a price-to-earnings ratio of 14.13, a PEG ratio of 1.35 and a beta of 1.02. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The company has a debt-to-equity ratio of 1.31, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.94 by ($0.19). JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The firm had revenue of $50.17 billion during the quarter, compared to analysts' expectations of $51.23 billion. During the same period in the prior year, the company earned $5.07 EPS. The firm's quarterly revenue was up 8.1% compared to the same quarter last year. On average, sell-side 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 disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be issued a $1.65 dividend. This represents a $6.60 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is presently 27.68%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on JPM. Morgan Stanley lifted their price target on JPMorgan Chase & Co. from $370.00 to $377.00 and gave the company an "equal weight" rating in a research report on Wednesday, October 14th. UBS Group decreased 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 report on Monday, October 5th. TD Cowen began coverage on shares of JPMorgan Chase & Co. in a research note on Thursday, October 8th. They issued a "hold" rating and a $370.00 target price on the stock. Freedom Broker upgraded shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a research report on Thursday, October 15th. Finally, Barclays boosted their price target on shares of JPMorgan Chase & Co. from $420.00 to $425.00 and gave the stock an "overweight" rating in a research note on Wednesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $368.10.

Key JPMorgan Chase & Co. News

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?

Insider Activity

In other news, insider Robin Leopold sold 2,500 shares of the company's stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of the sale, the insider owned 71,047 shares of the company's stock, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company's stock.

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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