JPMorgan Chase & Co. $JPM Shares Sold by MassMutual Private Wealth & Trust FSB

Key Points

• MassMutual Private Wealth & Trust FSB reduced its JPMorgan stake by 4.5% in the third quarter, selling 11,852 shares and retaining 251,739 shares valued at approximately $83.3 million. Institutional investors collectively own 71.55% of the company.
• JPMorgan reported quarterly EPS of $6.14, exceeding the $5.59 analyst consensus, while revenue rose 27.7% year over year to $58.02 billion. The bank also increased its quarterly dividend to $1.65 per share, equivalent to a 2.0% annual yield.
• Analysts maintain a “Moderate Buy” consensus, with an average price target of $363.29; however, JPM shares recently traded at $332.18, below their 50-day moving average.

MassMutual Private Wealth & Trust FSB trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 251,739 shares of the financial services provider's stock after selling 11,852 shares during the period. JPMorgan Chase & Co. comprises about 2.1% of MassMutual Private Wealth & Trust FSB's portfolio, making the stock its 9th biggest position. MassMutual Private Wealth & Trust FSB's holdings in JPMorgan Chase & Co. were worth $83,283,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Concorde Asset Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Concorde Asset Management LLC now owns 2,660 shares of the financial services provider's stock valued at $871,000 after purchasing an additional 29 shares during the last quarter. Elevation Wealth Management LLC increased its position in JPMorgan Chase & Co. by 1.0% during the second quarter. Elevation Wealth Management LLC now owns 3,074 shares of the financial services provider's stock worth $1,006,000 after buying an additional 29 shares during the period. Henrickson Nauta Wealth Advisors Inc. increased its position in JPMorgan Chase & Co. by 0.8% during the second quarter. Henrickson Nauta Wealth Advisors Inc. now owns 3,531 shares of the financial services provider's stock worth $1,156,000 after buying an additional 29 shares during the period. Arkansas Financial Group Inc. lifted its stake in JPMorgan Chase & Co. by 1.1% in the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider's stock valued at $873,000 after buying an additional 30 shares during the last quarter. Finally, Flynn Zito Capital Management LLC raised its position in JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider's stock valued at $926,000 after purchasing an additional 30 shares during the last quarter. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. Trading Down 0.1%

Shares of JPM opened at $332.18 on Monday. The firm has a market capitalization 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. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. 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 stock's fifty day simple moving average is $352.44 and its 200 day simple moving average is $327.40.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.59 by $0.55. The business had revenue of $58.02 billion during 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%.The company's revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter last year, the firm earned $4.96 earnings per share. On average, equities 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. 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 25.71%.

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

Insider Activity

In other JPMorgan Chase & Co. 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 transaction of $882,025.00. Following the transaction, the insider directly owned 71,047 shares in the company, valued at $25,066,092.07. This represents a 3.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available 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.

Analyst Ratings Changes

A number of brokerages have recently commented on JPM. Keefe, Bruyette & Woods upped their target price on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the company an "outperform" rating in a report on Wednesday, July 15th. Wells Fargo & Company increased their price objective on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an "overweight" rating in a research report on Friday, August 14th. Citigroup increased their target price on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a "neutral" rating in a report on Monday, July 20th. Weiss Ratings raised JPMorgan Chase & Co. from a "buy (b)" rating to a "buy (b+)" rating in a report on Wednesday, September 2nd. Finally, Robert W. Baird boosted their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a "neutral" rating in a research report on Wednesday, July 15th. Sixteen equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $363.29.

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.

Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.