Core Capital Management & Research inc. Makes New Investment in JPMorgan Chase & Co. $JPM

Key Points

• Core Capital Management & Research acquired 3,102 JPMorgan Chase shares worth approximately $1.11 million in the second quarter. Institutional investors and hedge funds collectively own 71.55% of the stock.
• Analysts maintain a “Moderate Buy” consensus, with an average price target of $363.29; recent targets range from $352 to $418. JPMorgan also exceeded quarterly earnings and revenue estimates, reporting $6.14 EPS and $58.02 billion in revenue.
• JPMorgan raised its quarterly dividend to $1.65 per share, equivalent to $6.60 annually and a 2.0% yield. Separately, insider Robin Leopold sold 2,500 shares under a pre-arranged Rule 10b5-1 plan.

Core Capital Management & Research inc. acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 3,102 shares of the financial services provider's stock, valued at approximately $1,106,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. MBM Wealth Consultants LLC purchased a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at about $29,000. Aventus Investment Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth approximately $33,000. Osbon Capital Management LLC acquired a new stake in JPMorgan Chase & Co. during the fourth quarter worth approximately $35,000. Timbuktu Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. in the second quarter worth approximately $50,000. Finally, NI Acquisitions Company LLC purchased a new position in shares of JPMorgan Chase & Co. in the 2nd quarter worth about $51,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. 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 completion of the transaction, the insider owned 71,047 shares of the company's stock, valued at $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on JPM shares. Wells Fargo & Company boosted their target price on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an "overweight" rating in a research report on Friday, August 14th. The Goldman Sachs Group reissued a "buy" rating and set a $418.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Truist Financial lifted their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a "hold" rating in a report on Wednesday, July 15th. Royal Bank Of Canada raised their target price on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 15th. Finally, UBS Group raised their price target on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a "buy" rating in a report on Monday, August 3rd. Sixteen equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of "Moderate Buy" and a consensus 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

JPMorgan Chase & Co. Stock Performance

JPM stock opened at $332.18 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The firm has a market cap of $882.99 billion, a PE ratio of 14.23, a P/E/G ratio of 1.39 and a beta of 1.02. The business's 50-day moving average price is $352.44 and its two-hundred day moving average price is $327.11. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts' consensus estimates 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 business had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. During the same quarter last year, the firm earned $4.96 earnings per share. The firm's revenue for the quarter was up 27.7% compared to the same quarter last year. As a group, research analysts forecast 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. Shareholders of record on Tuesday, October 6th will be given a $1.65 dividend. This is a boost from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. The ex-dividend date is Tuesday, October 6th. This represents a $6.60 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.'s dividend payout ratio is presently 25.71%.

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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