7,816 JPMorgan Chase & Co. $JPM Shares Purchased by BG Investment Services LLC

Key Points

• BG Investment Services LLC increased its JPMorgan Chase position by 1,110.2% in the third quarter, purchasing 7,816 additional shares for a total of 8,520 shares valued at approximately $2.82 million. Institutional investors collectively own 71.55% of the stock.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $368.10, despite mixed revisions among firms.
• JPMorgan’s latest quarter missed earnings and revenue estimates, but revenue rose 8.1% year over year; the company also raised its quarterly dividend to $1.65 per share, implying a 1.9% annual yield.

BG Investment Services LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 1,110.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,520 shares of the financial services provider's stock after purchasing an additional 7,816 shares during the period. BG Investment Services LLC's holdings in JPMorgan Chase & Co. were worth $2,819,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Bond & Devick Financial Network Inc. raised its stake in shares of JPMorgan Chase & Co. by 9.3% in the 3rd quarter. Bond & Devick Financial Network Inc. now owns 3,241 shares of the financial services provider's stock valued at $1,072,000 after purchasing an additional 275 shares during the period. Citizens Financial Group Inc. RI boosted its position in shares of JPMorgan Chase & Co. by 1.3% during the third quarter. Citizens Financial Group Inc. RI now owns 336,027 shares of the financial services provider's stock worth $111,168,000 after buying an additional 4,269 shares during the period. Simplicity Wealth LLC boosted its position in shares of JPMorgan Chase & Co. by 14.6% during the third quarter. Simplicity Wealth LLC now owns 56,338 shares of the financial services provider's stock worth $18,638,000 after buying an additional 7,157 shares during the period. Carolina Wealth Advisors LLC grew its holdings in shares of JPMorgan Chase & Co. by 168.5% during the third quarter. Carolina Wealth Advisors LLC now owns 400 shares of the financial services provider's stock worth $132,000 after buying an additional 251 shares in the last quarter. Finally, NTV Asset Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 0.4% during the third quarter. NTV Asset Management LLC now owns 31,031 shares of the financial services provider's stock worth $10,266,000 after buying an additional 129 shares in the last quarter. 71.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

JPM has been the topic of a number of recent research reports. Royal Bank Of Canada reissued an "outperform" rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Wells Fargo & Company upped their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an "overweight" rating in a research report on Friday, August 14th. Robert W. Baird raised their price target on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the stock a "neutral" rating in a research note on Wednesday, October 14th. UBS Group cut 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. Finally, Freedom Broker upgraded shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a report on Thursday, October 15th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $368.10.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: High-profile IPO mandates could boost investment-banking revenue. JPMorgan reportedly will lead U.S. retail share sales for Anthropic’s planned IPO, potentially allocating 15%–20% of the offering to individual investors. The bank has also secured a prominent role in the anticipated SpaceX offering, reinforcing its position in major technology IPOs and creating opportunities for underwriting and distribution fees. Anthropic Selects JPMorgan to Lead U.S. Retail Share Sales for Planned IPO
• Positive Sentiment: Digital-asset infrastructure is expanding. JPMorgan is among the institutions accessing the DTCC’s new tokenization service, while its JPM Coin deposit token has expanded to the Ethereum blockchain for approved institutional clients. These initiatives could strengthen the bank’s payments, custody and institutional-finance businesses over time. DTCC Unit Launches Tokenization Services
• Positive Sentiment: Asset-management and private-capital initiatives support longer-term growth. J.P. Morgan Asset Management announced a global client-reporting technology partnership, and J.P. Morgan Life Sciences Private Capital led a Series C investment in GT Metabolic Solutions. These announcements are strategically positive but are unlikely to materially affect near-term earnings. J.P. Morgan Asset Management and Kurtosys Partnership
• Neutral Sentiment: JPMorgan added shares of Southside Bancshares in the second quarter. The disclosed institutional purchase reflects portfolio activity rather than a major change to JPMorgan’s operating outlook. Southside Bancshares Q3 2026 Earnings
• Negative Sentiment: Wealth-management client attrition is a potential headwind. An advisory group managing more than $1.4 billion in client assets reportedly left JPMorgan’s wealth-management business for Rockefeller Capital Management. The departure could pressure advisory fees and raises questions about retention, though the impact appears limited relative to JPMorgan’s overall scale. JPMorgan Losing $1.4 Billion in Advisory Assets
• Negative Sentiment: Corporate opposition to tokenized-stock platforms introduces regulatory and reputational risk. JPMorgan and other companies objected to OKXICE’s proposed tokenized-stock push, potentially slowing broader adoption, although the objection is not an indication of weakness in JPMorgan’s own blockchain projects. Companies Oppose OKXICE Tokenized Stock Push

Insiders Place Their Bets

In related news, insider Robin Leopold sold 2,500 shares of the business's stock in a transaction 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 transaction, the insider directly 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 Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Stock Up 1.3%

JPM stock opened at $343.63 on Friday. 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 business has a 50 day moving average price of $343.66 and a two-hundred day moving average price of $322.92. The company has a market cap of $913.43 billion, a price-to-earnings ratio of 14.41, a P/E/G ratio of 1.34 and a beta of 1.02. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings results 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). JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The company had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. During the same period last year, the firm earned $5.07 EPS. The firm's revenue for the quarter was up 8.1% compared to the same quarter last year. Analysts anticipate that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be issued a dividend of $1.65 per share. The ex-dividend date is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio is presently 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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