Argent Capital Management LLC Reduces Holdings in JPMorgan Chase & Co. $JPM

Key Points

• Argent Capital Management reduced its JPMorgan stake by 3.2% in the third quarter, selling 6,159 shares and retaining 188,290 shares valued at approximately $62.3 million.
• Institutional investors own 71.55% of JPMorgan’s outstanding shares, with several funds increasing their positions during the quarter, including CX Institutional, which boosted its stake by 52%.
• JPMorgan reported quarterly earnings of $6.14 per share, surpassing estimates, while revenue rose 27.7% year over year. The bank also increased its quarterly dividend to $1.65 per share, and analysts maintain a “Moderate Buy” consensus with an average price target of $363.08.

Argent Capital Management LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 188,290 shares of the financial services provider's stock after selling 6,159 shares during the period. JPMorgan Chase & Co. comprises 0.5% of Argent Capital Management LLC's holdings, making the stock its 14th largest position. Argent Capital Management LLC's holdings in JPMorgan Chase & Co. were worth $62,292,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of JPM. Heartwood Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 2.1% in the third quarter. Heartwood Wealth Advisors LLC now owns 7,364 shares of the financial services provider's stock valued at $2,436,000 after buying an additional 154 shares during the last quarter. Violich Capital Management Inc. raised its stake in JPMorgan Chase & Co. by 3.1% in the 3rd quarter. Violich Capital Management Inc. now owns 34,337 shares of the financial services provider's stock valued at $11,360,000 after acquiring an additional 1,035 shares during the period. Polaris Financial Partners acquired a new stake in JPMorgan Chase & Co. during the 3rd quarter valued at $456,000. Boltwood Capital Management lifted its holdings in JPMorgan Chase & Co. by 0.7% during the 3rd quarter. Boltwood Capital Management now owns 17,071 shares of the financial services provider's stock valued at $5,648,000 after purchasing an additional 127 shares during the last quarter. Finally, CX Institutional boosted its position in JPMorgan Chase & Co. by 52.0% during the third quarter. CX Institutional now owns 44,782 shares of the financial services provider's stock worth $14,815,000 after purchasing an additional 15,324 shares during the period. Institutional investors own 71.55% of the company's stock.

JPMorgan Chase & Co. Price Performance

Shares of JPMorgan Chase & Co. stock traded up $0.72 during trading on Monday, reaching $333.10. 1,859,780 shares of the company's stock were exchanged, compared to its average volume of 9,244,347. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The company has a market cap of $885.44 billion, a P/E ratio of 14.27, a PEG ratio of 1.39 and a beta of 1.02. The firm's 50-day moving average price is $352.44 and its 200 day moving average price is $327.40.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same period last year, the firm posted $4.96 earnings per share. JPMorgan Chase & Co.'s revenue was up 27.7% compared to the same quarter last year. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 24.11 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently declared 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. This is a boost from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.'s payout ratio is presently 25.71%.

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred 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 transaction, the insider owned 71,047 shares of the company's stock, valued at $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 available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

JPM has been the subject of a number of research reports. Evercore restated an "outperform" rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Zacks Research lowered JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Monday, September 14th. Bank of America lifted their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a "buy" rating in a research note on Thursday, July 16th. The Goldman Sachs Group reiterated a "buy" rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Finally, Weiss Ratings raised JPMorgan Chase & Co. from a "buy (b)" rating to a "buy (b+)" rating in a research report on Wednesday, September 2nd. Sixteen analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $363.08.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Scale and diversification reinforce JPM’s competitive moat. JPMorgan earned more in 2025 than Bank of America and Wells Fargo combined, reflecting its greater scale across consumer banking, cards, payments, commercial banking, investment banking, trading and wealth management. This breadth can support steadier revenue and profitability through different market cycles. JPMorgan Chase Earned More in 2025 Than Bank of America and Wells Fargo Combined
• Positive Sentiment: JPMorgan is helping roll out Versana’s loan-voting platform. JPMorgan is among five leading agent banks supporting Versana Loan Voting, a digital platform intended to automate amendment voting in syndicated-loan and private-credit markets. The initiative could improve operational efficiency and reinforce JPM’s role in corporate lending infrastructure, though the direct financial impact is likely modest initially. Versana’s Digital Loan Voting Platform is Live
• Neutral Sentiment: JPMorgan’s market strategist sees resilient equities despite higher yields. Mislav Matejka expects earnings strength and resilient economic growth to support stocks, while rising borrowing costs weaken investor sentiment. For JPM, higher yields may help interest income but can pressure equity valuations, bond portfolios and credit conditions. Equities Won’t Be Dragged by Spike in Bond Yields
• Neutral Sentiment: JPMorgan’s October stock-pick updates provide little direct catalyst for JPM shares. The bank added companies including American Express, Liberty Energy and Thermo Fisher to its favored-stock lists. This highlights ongoing research activity but does not change JPMorgan’s own earnings outlook. JPMorgan Adds Stocks to October Picks List

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, 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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