JPMorgan Chase & Co. $JPM Stake Increased by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management increased its JPMorgan stake by 0.4%, purchasing 12,595 additional shares to own 3.00 million shares valued at approximately $993.7 million. Institutional investors and hedge funds collectively own 71.55% of the stock.
• JPMorgan’s latest quarter showed mixed results: EPS of $5.75 and revenue of $50.17 billion both missed analysts’ estimates, although revenue rose 8.1% year over year. Credit-card delinquencies also increased, creating potential pressure on future credit costs.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $368.10. The company also raised its quarterly dividend to $1.65 per share, equivalent to an annualized $6.60 payout and a 2.0% yield.

Robeco Institutional Asset Management B.V. raised its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 0.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,003,762 shares of the financial services provider's stock after purchasing an additional 12,595 shares during the quarter. JPMorgan Chase & Co. comprises about 1.1% of Robeco Institutional Asset Management B.V.'s investment portfolio, making the stock its 13th biggest position. Robeco Institutional Asset Management B.V. owned 0.11% of JPMorgan Chase & Co. worth $993,735,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in JPM. Diversify Advisory Services LLC lifted its position in shares of JPMorgan Chase & Co. by 6.4% in the 3rd quarter. Diversify Advisory Services LLC now owns 77,312 shares of the financial services provider's stock worth $25,940,000 after buying an additional 4,633 shares during the last quarter. Lakeshore Capital Group Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 4.1% in the third quarter. Lakeshore Capital Group Inc. now owns 4,736 shares of the financial services provider's stock valued at $1,567,000 after buying an additional 188 shares during the period. Randall & Associates Wealth Management boosted its position in shares of JPMorgan Chase & Co. by 55.2% during the 3rd quarter. Randall & Associates Wealth Management now owns 3,830 shares of the financial services provider's stock valued at $1,267,000 after purchasing an additional 1,362 shares in the last quarter. Rare Wolf Capital LLC grew its position in JPMorgan Chase & Co. by 22.0% in the third quarter. Rare Wolf Capital LLC now owns 2,498 shares of the financial services provider's stock worth $826,000 after buying an additional 450 shares during the last quarter. Finally, AMI Asset Management Corp grew its holdings in shares of JPMorgan Chase & Co. by 1.3% in the 3rd quarter. AMI Asset Management Corp now owns 4,252 shares of the financial services provider's stock worth $1,407,000 after acquiring an additional 53 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: Digital-assets expansion: J.P. Morgan Asset Management made its MONY and JLTXX tokenized money-market funds available on the Solana blockchain for qualified U.S. investors. The move broadens access to the bank’s onchain platform and could support new fee and asset-gathering opportunities. J.P. Morgan Asset Management Expands Access to Its Tokenized Money Market Funds on Solana
• Positive Sentiment: JPM Coin reaches Ethereum: JPMorgan extended its USD-backed deposit-token payment system to the Ethereum mainnet for institutional clients, enabling potentially faster, always-on settlement. The expansion reinforces JPM’s position in institutional blockchain infrastructure. JPMorgan Chase Takes JPM Coin to Ethereum
• Positive Sentiment: Higher earnings outlook: Erste Group raised its fiscal 2027 EPS estimate for JPM to $25.56 from $25.27, above the current consensus forecast of $23.99. The revision offers support for the long-term earnings story. JPMorgan EPS Estimate Update
• Neutral Sentiment: JPMorgan disclosed stakes exceeding 5% in Panoro Energy, Deep Value Driller and Hexagon Composites. These appear to be investment or custody-related holdings and are not expected to materially affect JPM’s operating results. JPMorgan Ownership Disclosures
• Neutral Sentiment: JPMorgan strategists said hedge-fund positioning has reset and that downside risk for equities may be limited. This could improve market sentiment, but it is not a direct change to JPM’s fundamentals. JPMorgan Strategist Market Outlook
• Negative Sentiment: Average credit-card delinquencies among major issuers, including JPMorgan, increased to 2.6% in September. Although net charge-offs declined, rising delinquency rates could raise concerns about consumer credit costs and future provisions. Credit Card Delinquencies Creep Up
• Negative Sentiment: The recent earnings miss remains an overhang: quarterly EPS of $5.75 fell short of the $5.94 consensus, while revenue also missed estimates. This may be offsetting optimism around digital assets and higher longer-term forecasts.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 2,500 shares of the firm's stock in a transaction that occurred 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 owned 71,047 shares of the company's stock, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the company. Weiss Ratings raised JPMorgan Chase & Co. from a "buy (b+)" rating to a "buy (a-)" rating in a research note on Friday, October 9th. HSBC boosted their price target on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a "hold" rating in a report on Monday, September 28th. Robert W. Baird upped their price target on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a "neutral" rating in a research report on Wednesday, October 14th. Royal Bank Of Canada reiterated an "outperform" rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Finally, UBS Group decreased their target price on 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. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $368.10.

JPMorgan Chase & Co. Trading Down 1.4%

JPMorgan Chase & Co. stock opened at $331.82 on Friday. The stock has a market cap of $882.04 billion, a P/E ratio of 13.92, a P/E/G ratio of 1.33 and a beta of 1.02. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.31. The company's fifty day simple moving average is $345.41 and its 200-day simple moving average is $331.70.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing analysts' consensus estimates of $5.94 by ($0.19). JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The firm had revenue of $50.17 billion during the quarter, compared to analysts' expectations of $51.23 billion. During the same quarter last year, the firm earned $5.07 EPS. The business's revenue for the quarter was up 8.1% compared to the same quarter last year. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 23.99 EPS 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. Investors of record on Tuesday, October 6th will be issued a $1.65 dividend. 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 yield of 2.0%. The ex-dividend date is Tuesday, October 6th. JPMorgan Chase & Co.'s dividend payout ratio is currently 27.68%.

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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