JPMorgan Chase & Co. $JPM Stock: Asset Management One Co. Ltd. Increases Stake

Key Points

• Asset Management One Co. Ltd. increased its JPMorgan stake by 2.8% in the third quarter, adding 36,589 shares to reach 1.35 million shares valued at approximately $448.2 million. Institutional investors collectively own 71.55% of the company.
• JPMorgan’s latest quarter showed year-over-year revenue growth of 8.1%, though earnings and revenue missed analyst estimates. The bank raised its 2026 net interest income outlook on solid loan and deposit growth, while warning signs include higher expenses, credit risks and a premium valuation.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $368.10. JPMorgan also raised its quarterly dividend to $1.65 per share, or $6.60 annually, representing an approximately 2.0% yield.

Asset Management One Co. Ltd. boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 2.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,354,702 shares of the financial services provider's stock after buying an additional 36,589 shares during the period. JPMorgan Chase & Co. comprises 1.1% of Asset Management One Co. Ltd.'s portfolio, making the stock its 16th largest holding. Asset Management One Co. Ltd. owned approximately 0.05% of JPMorgan Chase & Co. worth $448,176,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Bank of America Corp DE increased its stake in JPMorgan Chase & Co. by 15.8% during the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider's stock worth $19,314,681,000 after purchasing an additional 8,941,351 shares in the last quarter. Ascentis Wealth Management LLC increased its holdings in shares of JPMorgan Chase & Co. by 32,672.0% during the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider's stock worth $1,521,126,000 after acquiring an additional 4,632,891 shares during the last quarter. Jupiter Topco LLC bought a new stake in JPMorgan Chase & Co. in the 2nd quarter valued at $1,274,097,000. Healthcare of Ontario Pension Plan Trust Fund increased its stake in JPMorgan Chase & Co. by 31.5% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 6,944,004 shares of the financial services provider's stock worth $2,042,648,000 after acquiring an additional 1,662,250 shares during the period. Finally, Canada Pension Plan Investment Board lifted its holdings in shares of JPMorgan Chase & Co. by 22.9% during the 2nd quarter. Canada Pension Plan Investment Board now owns 8,020,990 shares of the financial services provider's stock worth $2,625,511,000 after acquiring an additional 1,496,676 shares during the period. Institutional investors own 71.55% of the company's stock.

Key Stories Impacting 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?

Analysts Set New Price Targets

JPM has been the subject of several recent research reports. Citigroup decreased their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set a "neutral" rating for the company in a research report on Thursday, October 15th. TD Cowen assumed coverage on shares of JPMorgan Chase & Co. in a research note on Thursday, October 8th. They issued a "hold" rating and a $370.00 price objective for the company. Freedom Broker raised shares of JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a report on Thursday, October 15th. Bank of America lifted their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a "buy" rating in a research note on Thursday, July 16th. Finally, Evercore reaffirmed an "outperform" rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. One equities research 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. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $368.10.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of the transaction, the insider owned 71,047 shares in the company, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $336.96 on Monday. The firm has a market capitalization of $895.70 billion, a P/E ratio of 14.13, a PEG ratio of 1.33 and a beta of 1.03. The stock has a 50-day simple moving average of $343.34 and a two-hundred day simple moving average of $322.98. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. 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 released its quarterly earnings data 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). JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The firm had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. During the same quarter in the previous year, the business posted $5.07 earnings per share. JPMorgan Chase & Co.'s revenue for the quarter was up 8.1% on a year-over-year basis. On average, equities analysts forecast that JPMorgan Chase & Co. will post 23.97 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th were paid a dividend of $1.65 per share. The ex-dividend date of this dividend was Tuesday, October 6th. This represents a $6.60 dividend on an annualized basis and a dividend yield of 2.0%. This is an increase from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. JPMorgan Chase & Co.'s dividend payout ratio is currently 27.68%.

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, 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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