8,260 JPMorgan Chase & Co. $JPM Shares Sold by Fishman Jay A Ltd. MI

Key Points

• Fishman Jay A Ltd. MI cut its JPMorgan stake by 5.5% in the third quarter, selling 8,260 shares and retaining 141,954 shares valued at approximately $46.96 million.
• JPMorgan reported quarterly EPS of $5.75, below the $5.94 analyst consensus, while revenue rose 8.1% year over year to $50.17 billion. The company also increased its quarterly dividend to $1.65 per share.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $368.10, although valuation, rising expenses and credit risks remain concerns.

Fishman Jay A Ltd. MI reduced its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 5.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 141,954 shares of the financial services provider's stock after selling 8,260 shares during the period. JPMorgan Chase & Co. makes up approximately 3.8% of Fishman Jay A Ltd. MI's holdings, making the stock its 7th largest holding. Fishman Jay A Ltd. MI's holdings in JPMorgan Chase & Co. were worth $46,963,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of JPM. Horizons Wealth Management purchased a new position in JPMorgan Chase & Co. in the 3rd quarter valued at about $31,000. Aventus Investment Advisors Inc. bought a new position in shares of JPMorgan Chase & Co. during the second quarter worth about $33,000. Timbuktu Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $50,000. NI Acquisitions Company LLC acquired a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at approximately $51,000. Finally, Montgomery Financial Services LLC bought a new stake in shares of JPMorgan Chase & Co. during the second quarter valued at about $62,000. Hedge funds and other institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Stock Down 0.0%

NYSE:JPM opened at $336.96 on Monday. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The company has a market cap of $895.70 billion, a price-to-earnings ratio of 14.13, a P/E/G ratio of 1.33 and a beta of 1.03. The stock's fifty day moving average price is $343.34 and its two-hundred day moving average price is $322.98.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings data on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing analysts' consensus estimates 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 analyst estimates of $51.23 billion. During the same quarter in the previous year, the business earned $5.07 earnings per share. JPMorgan Chase & Co.'s revenue for the quarter was up 8.1% compared to the same quarter last year. On average, analysts anticipate that JPMorgan Chase & Co. will post 23.97 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

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

JPMorgan Chase & Co. News Summary

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?

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Bank of America upped their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a "buy" rating in a report on Thursday, July 16th. Robert W. Baird raised their price objective on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a "neutral" rating in a research report on Wednesday, October 14th. Barclays boosted their price objective 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. Keefe, Bruyette & Woods reissued an "outperform" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, October 14th. Finally, UBS Group decreased their target price 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. One investment 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 stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and an average target price of $368.10.

Insider Activity

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 stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Company Profile

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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