Archford Capital Strategies LLC Decreases Position in JPMorgan Chase & Co. $JPM

Key Points

• Archford Capital Strategies reduced its JPMorgan stake by 21.1% in the second quarter, selling 5,941 shares and retaining 22,153 shares worth approximately $7.25 million. Institutional investors collectively own 71.55% of the stock.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $363.29, while JPMorgan recently beat earnings expectations with $6.14 in quarterly EPS and $58.02 billion in revenue.
• JPMorgan increased its quarterly dividend to $1.65 per share, equivalent to $6.60 annually and a 2.0% yield; shares recently opened at $332.18.

Archford Capital Strategies LLC trimmed its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 21.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 22,153 shares of the financial services provider's stock after selling 5,941 shares during the period. Archford Capital Strategies LLC's holdings in JPMorgan Chase & Co. were worth $7,251,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. MBM Wealth Consultants LLC bought a new position in JPMorgan Chase & Co. during the 1st quarter worth approximately $29,000. Aventus Investment Advisors Inc. bought a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at $33,000. Osbon Capital Management LLC acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter valued at $35,000. Timbuktu Capital Management LLC acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter valued at $50,000. Finally, NI Acquisitions Company LLC bought a new position in JPMorgan Chase & Co. during the second quarter worth $51,000. 71.55% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

JPM has been the topic of several recent research reports. Weiss Ratings raised JPMorgan Chase & Co. from a "buy (b)" rating to a "buy (b+)" rating in a research note on Wednesday, September 2nd. Jefferies Financial Group reissued a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an "overweight" rating in a report on Friday, August 14th. Robert W. Baird lifted their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a "neutral" rating in a research report on Wednesday, July 15th. Finally, Bank of America raised their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a "buy" rating in a research note on Thursday, July 16th. Sixteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and an average target price of $363.29.

Key Stories Impacting 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

Insider Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the company's stock in a transaction dated 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 sale, the insider directly owned 71,047 shares in the company, valued at $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at 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 Performance

Shares of JPM opened at $332.18 on Friday. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The stock's 50-day simple moving average is $352.44 and its 200 day simple moving average is $327.11. 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 stock has a market capitalization of $882.99 billion, a price-to-earnings 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 issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating 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 company had revenue of $58.02 billion during the quarter, compared to analysts' expectations of $50.72 billion. During the same quarter in the previous year, the company earned $4.96 earnings per share. JPMorgan Chase & Co.'s revenue for the quarter was up 27.7% on a year-over-year basis. Research analysts forecast that JPMorgan Chase & Co. will post 24.11 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 given a $1.65 dividend. This represents a $6.60 dividend on an annualized basis and a 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 is presently 25.71%.

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, 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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