JPMorgan Chase & Co. $JPM Shares Purchased by QRG Capital Management Inc.

Key Points

• QRG Capital Management increased its JPMorgan stake by 8.4% in the second quarter, adding 39,973 shares to reach 517,473 shares valued at approximately $169.4 million. Institutional investors and hedge funds collectively own 71.55% of JPM’s stock.
• JPMorgan reported quarterly earnings of $6.14 per share, exceeding the $5.59 consensus estimate, while revenue rose 27.7% year over year to $58.02 billion.
• The bank raised its quarterly dividend from $1.50 to $1.65 per share, equivalent to an annualized $6.60 dividend and a 2.0% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $363.29.

QRG Capital Management Inc. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 8.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 517,473 shares of the financial services provider's stock after purchasing an additional 39,973 shares during the period. JPMorgan Chase & Co. makes up approximately 1.2% of QRG Capital Management Inc.'s portfolio, making the stock its 13th biggest holding. QRG Capital Management Inc.'s holdings in JPMorgan Chase & Co. were worth $169,384,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. MBM Wealth Consultants LLC purchased a new position in shares of JPMorgan Chase & Co. in the 1st quarter worth $29,000. Aventus Investment Advisors Inc. purchased a new stake in JPMorgan Chase & Co. during the second quarter valued at about $33,000. Osbon Capital Management LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $35,000. Timbuktu Capital Management LLC purchased a new stake in JPMorgan Chase & Co. during the second quarter valued at about $50,000. Finally, NI Acquisitions Company LLC acquired a new stake in JPMorgan Chase & Co. during the second quarter worth about $51,000. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $332.18 on Friday. The firm has a market cap of $882.99 billion, a P/E ratio of 14.23, a price-to-earnings-growth ratio of 1.39 and a beta of 1.02. 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 stock has a 50-day simple moving average of $352.44 and a 200-day simple moving average of $327.11.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping the consensus estimate of $5.59 by $0.55. The firm had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.'s revenue for the quarter was up 27.7% on a year-over-year basis. During the same period in the previous year, the company posted $4.96 EPS. On average, equities analysts predict that JPMorgan Chase & Co. will post 24.11 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be given a dividend of $1.65 per share. The ex-dividend date of this dividend 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 2.0%. JPMorgan Chase & Co.'s dividend payout ratio is presently 25.71%.

Key JPMorgan Chase & Co. News

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

Analyst Ratings Changes

A number of research firms have recently commented on JPM. Morgan Stanley restated a "positive" rating and issued a $370.00 price objective on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Truist Financial increased their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a "hold" rating in a research report on Wednesday, July 15th. Jefferies Financial Group restated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. Evercore reaffirmed an "outperform" rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Finally, Zacks Research downgraded shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a research note on Monday, September 14th. Sixteen investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $363.29.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the company's 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 transaction, the insider directly owned 71,047 shares in the company, valued at approximately $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 Securities & Exchange Commission, which can be accessed 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.

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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