JPMorgan Chase & Co. $JPM Holdings Lifted by Signal Advisors Wealth LLC

Key Points

• Signal Advisors Wealth increased its JPMorgan position by 5.5% in the third quarter, bringing its holdings to 59,449 shares valued at approximately $19.7 million. Institutional investors and hedge funds collectively own 71.55% of the stock.
• JPMorgan’s latest quarterly results showed strong year-over-year growth, with revenue rising 8.1% to $50.17 billion and EPS increasing to $5.75, although both figures missed analyst expectations.
• Analysts maintain a generally positive view, with the stock carrying a consensus “Moderate Buy” rating and a $361.79 price target. JPMorgan also raised its quarterly dividend to $1.65 per share, representing a 2.0% yield.

Signal Advisors Wealth LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 5.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,449 shares of the financial services provider's stock after purchasing an additional 3,091 shares during the period. JPMorgan Chase & Co. accounts for 0.9% of Signal Advisors Wealth LLC's investment portfolio, making the stock its 23rd largest holding. Signal Advisors Wealth LLC's holdings in JPMorgan Chase & Co. were worth $19,667,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. MBM Wealth Consultants LLC acquired a new position in shares of JPMorgan Chase & Co. during the first quarter worth $29,000. Horizons Wealth Management purchased a new position in JPMorgan Chase & Co. in the third quarter valued at $31,000. Aventus Investment Advisors Inc. acquired a new stake in JPMorgan Chase & Co. in the second quarter valued at $33,000. Osbon Capital Management LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter valued at $35,000. Finally, Timbuktu Capital Management LLC acquired a new stake in JPMorgan Chase & Co. in the second quarter valued at $50,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on JPM shares. Bank of America upped their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a "buy" rating in a research report on Thursday, July 16th. Evercore reissued an "outperform" rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Weiss Ratings upgraded JPMorgan Chase & Co. from a "buy (b+)" rating to a "buy (a-)" rating in a research note on Friday. HSBC boosted their target price on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the stock a "hold" rating in a research note on Monday, September 28th. Finally, Citigroup upped their price target on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a "neutral" rating in a report on Monday, July 20th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $361.79.

Insider Activity at JPMorgan Chase & Co.

In other 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 sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company's stock.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan reported third-quarter net income of approximately $15.3 billion, up 6% year over year, while revenue increased about 8% to $50.2 billion. Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management all posted year-over-year profit growth. JPMorgan Chase Reports Third-Quarter Net Income
• Positive Sentiment: Management offered preliminary 2027 net interest income guidance of roughly $107 billion, implying continued growth from late-2026 levels. Executives also said uncertain markets are delaying corporate deals rather than eliminating them, supporting the investment-banking recovery. JPMorgan Sees Deal Delays, Not Cancellations
• Positive Sentiment: The bank appointed Rob Sweeney global chair of investment banking and has added more than 1,000 investment bankers this year, positioning JPMorgan to benefit if mergers and equity issuance continue recovering. JPMorgan Taps Rob Sweeney
• Neutral Sentiment: JPMorgan declared a $1.65-per-share dividend and repurchased $664 million of stock. Analysts also expect the bank could raise its dividend again in 2027, although that remains a forecast rather than a company announcement. Prediction on JPMorgan’s Dividend
• Negative Sentiment: Adjusted EPS of $5.75 missed the $5.94 consensus, and revenue of roughly $50.2 billion fell short of expectations near $51.2 billion. Lower fixed-income trading revenue and investment-securities losses were key factors, making the result a disappointment after JPMorgan’s long streak of beats. JPM Q3 Earnings Lag Estimates
• Negative Sentiment: Investors remain concerned that elevated rates, inflation, a flattening yield curve, fiscal deficits, and a potential future credit cycle could pressure funding costs and loan growth. CEO Jamie Dimon also warned about risks from rogue AI agents, while JPMorgan is restricting outside agents from directly accessing customer accounts. JPMorgan Restricts Outside AI Agents

JPMorgan Chase & Co. Trading Down 0.7%

NYSE JPM opened at $331.99 on Wednesday. The firm's fifty day moving average price is $349.49 and its 200 day moving average price is $329.50. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market capitalization of $882.49 billion, a price-to-earnings ratio of 14.22, a price-to-earnings-growth ratio of 1.37 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share for the quarter, missing analysts' consensus estimates of $5.94 by ($0.19). JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company had revenue of $50.17 billion during the quarter, compared to analysts' expectations of $51.23 billion. During the same period last year, the firm earned $5.07 earnings per share. JPMorgan Chase & Co.'s revenue was up 8.1% on a year-over-year basis. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 24.18 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be issued a dividend of $1.65 per share. The ex-dividend date of this dividend is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.'s dividend payout ratio is 28.28%.

JPMorgan Chase & Co. 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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