JPMorgan Chase & Co. $JPM Stock Acquired by Generali Asset Management SPA SGR

Key Points

• Generali Asset Management increased its JPMorgan stake by 9.2% in the third quarter, reaching 178,540 shares valued at approximately $59.1 million. Institutional investors collectively own 71.55% of JPMorgan’s outstanding stock.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $368.10. Recent targets ranged from $350 to $390.
• JPMorgan reported quarterly EPS of $5.75, below the $5.94 consensus estimate, while revenue also missed expectations; however, revenue increased 8.1% year over year. The company raised its quarterly dividend to $1.65 per share, representing a 2.0% yield.

Generali Asset Management SPA SGR lifted its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 9.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 178,540 shares of the financial services provider's stock after buying an additional 15,107 shares during the quarter. JPMorgan Chase & Co. makes up 1.0% of Generali Asset Management SPA SGR's holdings, making the stock its 19th largest position. Generali Asset Management SPA SGR's holdings in JPMorgan Chase & Co. were worth $59,066,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of JPM. State Street Corp lifted its holdings 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 valued at $40,984,758,000 after acquiring an additional 932,632 shares during the period. Bank of America Corp DE boosted its position in JPMorgan Chase & Co. by 6.1% in the 2nd quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider's stock worth $22,804,018,000 after purchasing an additional 4,006,293 shares in the last quarter. Bank of New York Mellon Corp grew its stake in shares of 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 worth $7,084,339,000 after purchasing an additional 540,362 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of JPMorgan Chase & Co. by 0.7% during the 2nd 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 purchasing an additional 134,634 shares during the period. Finally, Dimensional Fund Advisors LP grew its stake in shares of JPMorgan Chase & Co. by 3.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider's stock worth $5,578,788,000 after purchasing an additional 607,288 shares during the period. Hedge funds and other institutional investors own 71.55% of the company's stock.

Analysts Set New Price Targets

Several research firms recently issued reports on JPM. Evercore reiterated an "outperform" rating and issued a $360.00 target price on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Keefe, Bruyette & Woods restated an "outperform" rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Jefferies Financial Group restated a "neutral" rating on shares of JPMorgan Chase & Co. in a research report on Friday, September 25th. Wells Fargo & Company upped their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an "overweight" rating in a research report on Friday, August 14th. Finally, Citigroup dropped their target price on JPMorgan Chase & Co. from $360.00 to $350.00 and set a "neutral" rating on the stock in a research report on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen 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 price target of $368.10.

Insider Buying and Selling

In related news, insider Robin Leopold sold 2,500 shares of the business's stock in a transaction dated 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 approximately $25,066,092.07. The trade was a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company's stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $336.96 on Monday. 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 firm has a fifty day moving average of $343.34 and a 200 day moving average of $322.98. The firm has a market cap of $895.70 billion, a PE ratio of 14.13, a PEG ratio of 1.33 and a beta of 1.03. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.94 by ($0.19). The company had revenue of $50.17 billion during the quarter, compared to analyst estimates 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 revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter last year, the business earned $5.07 EPS. As a group, research analysts predict that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th were issued a dividend of $1.65 per share. The ex-dividend date of this dividend was 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 payout ratio is currently 27.68%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan raised its 2026 net interest income outlook, citing solid loan and deposit growth. The upgrade supports expectations for stronger core banking revenue, although higher expenses and potential credit deterioration remain important offsets. JPMorgan Raises NII Outlook
• Positive Sentiment: A comparison with Bank of America highlights JPMorgan’s stronger revenue trajectory: its quarterly revenue has increased 14% over two years, suggesting continued competitive and operating momentum. Bank of America vs. JPMorgan Chase
• Positive Sentiment: JPMorgan’s research business initiated coverage of Palantir with an overweight rating and a $262 price target, reflecting potential investment-banking and research franchise activity, though the direct effect on JPMorgan’s earnings is likely limited. JPMorgan Is Bullish on Palantir
• Neutral Sentiment: JPMorgan disclosed a 3.2% voting stake in Qiagen through a Netherlands regulatory filing. The position may reflect activity by an investment-management or client account and does not indicate a material change to JPMorgan’s banking outlook. JPMorgan Discloses Stake in Qiagen
• Negative Sentiment: Commentary questioning whether JPMorgan’s shares are too expensive emphasizes rising operating costs, credit risks and a premium valuation. Those concerns can weigh on the stock even as earnings expectations improve. JPMorgan Raises NII Outlook: Is JPM Stock Too Expensive?
• Negative Sentiment: JPMorgan has issued several fixed-income offerings, including 6.00% senior unsecured notes due 2038. The funding activity is routine, but higher borrowing costs and additional liabilities may reinforce investor concerns about expenses and balance-sheet funding. What Is Behind the Latest Attention?

About JPMorgan Chase & Co.

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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