JPMorgan Chase & Co. $JPM Shares Bought by Simplicity Wealth LLC

Key Points

• Simplicity Wealth LLC increased its JPMorgan stake by 14.6% in the third quarter, adding 7,157 shares for a total of 56,338 shares valued at approximately $18.6 million. Institutional investors collectively own 71.55% of the stock.
• JPMorgan reported quarterly earnings of $5.75 per share and revenue of $50.17 billion, both below analyst expectations, although revenue rose 8.1% year over year.
• The bank raised its quarterly dividend to $1.65 per share from $1.50, equivalent to an annualized $6.60 dividend and a 1.9% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $368.10.

Simplicity Wealth LLC boosted its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 14.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 56,338 shares of the financial services provider's stock after acquiring an additional 7,157 shares during the period. Simplicity Wealth LLC's holdings in JPMorgan Chase & Co. were worth $18,638,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. State Street Corp grew its stake in JPMorgan Chase & Co. by 0.8% in the second quarter. State Street Corp now owns 125,209,293 shares of the financial services provider's stock worth $40,984,758,000 after purchasing an additional 932,632 shares during the period. Bank of America Corp DE increased its position in JPMorgan Chase & Co. by 6.1% during the 2nd quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider's stock valued at $22,804,018,000 after buying an additional 4,006,293 shares in the last quarter. Bank of New York Mellon Corp increased its position in JPMorgan Chase & Co. by 2.6% during the 2nd quarter. Bank of New York Mellon Corp now owns 21,642,804 shares of the financial services provider's stock valued at $7,084,339,000 after buying an additional 540,362 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in JPMorgan Chase & Co. by 3.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider's stock worth $5,578,788,000 after acquiring an additional 607,288 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of JPMorgan Chase & Co. by 0.7% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 18,833,413 shares of the financial services provider's stock worth $6,164,741,000 after acquiring an additional 134,634 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction 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 sale, the insider directly owned 71,047 shares of the company's stock, valued at $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by insiders.

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $343.63 on Friday. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. The business's fifty day moving average is $343.66 and its 200 day moving average is $322.92. The company has a market capitalization of $913.43 billion, a PE ratio of 14.41, a price-to-earnings-growth ratio of 1.34 and a beta of 1.02. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings data 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). The company had revenue of $50.17 billion for the quarter, compared to analysts' expectations of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The firm's quarterly revenue was up 8.1% on a year-over-year basis. During the same period in the previous year, the firm earned $5.07 earnings per share. Sell-side analysts predict that JPMorgan Chase & Co. will post 23.97 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The company 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. The ex-dividend date is Tuesday, October 6th. This is an increase from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.'s dividend payout ratio (DPR) is currently 27.68%.

Analyst Upgrades and Downgrades

JPM has been the subject of several analyst reports. Truist Financial raised their price target on JPMorgan Chase & Co. from $352.00 to $361.00 and gave the company a "hold" rating in a report on Wednesday, October 14th. Evercore reiterated an "outperform" rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Wells Fargo & Company increased their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an "overweight" rating in a research report on Friday, August 14th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research report on Monday, September 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 note on Monday, October 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $368.10.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: High-profile IPO mandates could boost investment-banking revenue. JPMorgan reportedly will lead U.S. retail share sales for Anthropic’s planned IPO, potentially allocating 15%–20% of the offering to individual investors. The bank has also secured a prominent role in the anticipated SpaceX offering, reinforcing its position in major technology IPOs and creating opportunities for underwriting and distribution fees. Anthropic Selects JPMorgan to Lead U.S. Retail Share Sales for Planned IPO
• Positive Sentiment: Digital-asset infrastructure is expanding. JPMorgan is among the institutions accessing the DTCC’s new tokenization service, while its JPM Coin deposit token has expanded to the Ethereum blockchain for approved institutional clients. These initiatives could strengthen the bank’s payments, custody and institutional-finance businesses over time. DTCC Unit Launches Tokenization Services
• Positive Sentiment: Asset-management and private-capital initiatives support longer-term growth. J.P. Morgan Asset Management announced a global client-reporting technology partnership, and J.P. Morgan Life Sciences Private Capital led a Series C investment in GT Metabolic Solutions. These announcements are strategically positive but are unlikely to materially affect near-term earnings. J.P. Morgan Asset Management and Kurtosys Partnership
• Neutral Sentiment: JPMorgan added shares of Southside Bancshares in the second quarter. The disclosed institutional purchase reflects portfolio activity rather than a major change to JPMorgan’s operating outlook. Southside Bancshares Q3 2026 Earnings
• Negative Sentiment: Wealth-management client attrition is a potential headwind. An advisory group managing more than $1.4 billion in client assets reportedly left JPMorgan’s wealth-management business for Rockefeller Capital Management. The departure could pressure advisory fees and raises questions about retention, though the impact appears limited relative to JPMorgan’s overall scale. JPMorgan Losing $1.4 Billion in Advisory Assets
• Negative Sentiment: Corporate opposition to tokenized-stock platforms introduces regulatory and reputational risk. JPMorgan and other companies objected to OKXICE’s proposed tokenized-stock push, potentially slowing broader adoption, although the objection is not an indication of weakness in JPMorgan’s own blockchain projects. Companies Oppose OKXICE Tokenized Stock Push

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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