Investment House LLC Acquires 7,501 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Investment House LLC increased its JPMorgan Chase stake by 127.5% in the third quarter, acquiring 7,501 additional shares and bringing its holdings to 13,382 shares valued at approximately $4.43 million. Institutional investors and hedge funds collectively own 71.55% of JPM stock.
• Analysts maintain a generally positive outlook, with JPMorgan holding a “Moderate Buy” consensus rating and an average price target of $368.10. Recent targets range from $370 to $420.
• JPMorgan reported quarterly EPS of $5.75, below the $5.94 consensus estimate, while revenue rose 8.1% year over year to $50.17 billion. The company also raised its quarterly dividend to $1.65 per share, equivalent to a 2.0% annualized yield.

Investment House LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 127.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 13,382 shares of the financial services provider's stock after acquiring an additional 7,501 shares during the quarter. Investment House LLC's holdings in JPMorgan Chase & Co. were worth $4,427,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. E Fund Management Co. Ltd. grew its position in shares of JPMorgan Chase & Co. by 7.1% in the 2nd quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider's stock valued at $9,805,000 after buying an additional 1,973 shares during the last quarter. Edmond DE Rothschild Holding S.A. increased its stake in shares of JPMorgan Chase & Co. by 4.6% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider's stock valued at $112,485,000 after buying an additional 15,017 shares during the period. Neumann Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. during the third quarter worth about $3,457,000. First National Bank of Mount Dora Trust Investment Services raised its position in shares of JPMorgan Chase & Co. by 18.7% during the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider's stock worth $12,125,000 after acquiring an additional 6,492 shares during the last quarter. Finally, FAS Wealth Partners Inc. raised its position in shares of JPMorgan Chase & Co. by 4.3% during the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider's stock worth $12,804,000 after acquiring an additional 1,794 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on JPM. Bank of America upped their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a "buy" rating in a research note on Thursday, July 16th. The Goldman Sachs Group reiterated an "outperform" rating and set a $392.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, October 13th. Weiss Ratings downgraded JPMorgan Chase & Co. from a "buy (a-)" rating to a "buy (b+)" rating in a report on Friday. Royal Bank Of Canada reissued an "outperform" rating and issued a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Finally, UBS Group reduced their price objective on shares of JPMorgan Chase & Co. from $400.00 to $395.00 and set a "buy" rating for the company in a research report on Monday, October 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have given a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $368.10.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock opened at $334.12 on Tuesday. The firm has a market capitalization of $888.16 billion, a PE ratio of 14.02, a price-to-earnings-growth ratio of 1.31 and a beta of 1.02. The firm has a fifty day simple moving average of $345.50 and a two-hundred day simple moving average of $322.76. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings data 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 business had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. During the same quarter in the previous year, the company posted $5.07 EPS. The business's quarterly revenue was up 8.1% on a year-over-year basis. Analysts forecast that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal 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 paid a dividend of $1.65 per share. This is an increase 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 yield of 2.0%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is presently 27.68%.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, September 10th. The stock was 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 in the company, valued at approximately $25,066,092.07. The trade was a 3.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company's stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Nigeria expansion creates new growth opportunities. JPMorgan received approval to establish a merchant bank in Nigeria, allowing it to pursue corporate banking, capital-markets and cross-border financing business in a fast-growing African market. The expansion could strengthen the bank’s international fee revenue and client relationships. Will JPMorgan's Nigeria Expansion Bolster Its Growth Prospects?
• Positive Sentiment: Blockchain initiatives reinforce JPMorgan’s technology and payments strategy. Coverage highlights nearly $900 million invested in tokenized funds across Ethereum and Solana, along with the expansion of JPM Coin and tokenized-fund capabilities. These initiatives could eventually support new transaction, custody and financing revenue streams, while analysts view the stock as potentially undervalued relative to its profitability and growth prospects. JPMorgan Has Nearly $900 Million in Tokenized Funds on Ethereum and Solana
• Positive Sentiment: JPMorgan strategists see potential relief for equities if bond yields stabilize. The bank’s strategists believe the recent increase in government bond yields may be overextended. Stabilizing yields could reduce pressure on equity markets and improve conditions for investment banking and asset-management activity. Could Stabilising Bond Yields Support Equities Through Year-End?
• Neutral Sentiment: J.P. Morgan Mortgage Trust received preliminary ratings for a $340.9 million pool of primarily prime residential mortgage loans. The securitization supports JPMorgan’s mortgage-finance operations but is not a major direct catalyst for JPM shares. KBRA Assigns Preliminary Ratings to J.P. Morgan Mortgage Trust 2026-9
• Neutral Sentiment: JPMorgan affiliates ceased being substantial holders in several Australian mining companies. These portfolio-position changes appear unrelated to JPMorgan’s core operating performance and are unlikely to significantly affect JPM stock. JPMorgan Ceases to Be Substantial Holder in Deep Yellow
• Negative Sentiment: A seven-member Houston team departed J.P. Morgan for Rockefeller Capital Management. The move could raise limited concerns about talent retention in wealth management, though its financial impact appears modest. Rockefeller Adds J.P. Morgan Team in Houston

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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