JPMorgan Chase & Co. $JPM Stock Position Raised by Integrated Wealth Concepts LLC

Key Points

• Integrated Wealth Concepts increased its JPMorgan Chase position by 18% in the second quarter, purchasing 35,582 additional shares and bringing its holdings to 233,142 shares valued at approximately $76.3 million. Institutional investors collectively own 71.55% of JPM 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 company raised its quarterly dividend from $1.50 to $1.65 per share, and analysts maintained a “Moderate Buy” consensus with an average price target of $363.29.

Integrated Wealth Concepts LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 18.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 233,142 shares of the financial services provider's stock after buying an additional 35,582 shares during the quarter. Integrated Wealth Concepts LLC's holdings in JPMorgan Chase & Co. were worth $76,314,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. MBM Wealth Consultants LLC acquired a new position in JPMorgan Chase & Co. during the 1st quarter worth $29,000. Aventus Investment Advisors Inc. acquired a new stake in JPMorgan Chase & Co. during the second quarter valued at approximately $33,000. Osbon Capital Management LLC bought a new position in JPMorgan Chase & Co. during the 4th quarter worth approximately $35,000. Timbuktu Capital Management LLC bought a new position in JPMorgan Chase & Co. during the 2nd quarter worth approximately $50,000. Finally, NI Acquisitions Company LLC acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter worth approximately $51,000. Institutional investors and hedge funds own 71.55% of the company's stock.

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $332.18 on Friday. The stock has a market capitalization of $882.99 billion, a P/E ratio of 14.23, a P/E/G 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. The business's fifty day moving average is $352.44 and its two-hundred day moving average is $327.11. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the prior year, the business posted $4.96 earnings per share. JPMorgan Chase & Co.'s revenue was up 27.7% compared to the same quarter last year. On average, research analysts forecast 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 disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be paid a dividend of $1.65 per share. This is a boost 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 of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.'s payout ratio is currently 25.71%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on JPM. Wells Fargo & Company boosted their target price on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an "overweight" rating in a research note on Friday, August 14th. Morgan Stanley reaffirmed a "positive" rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. UBS Group boosted their price objective on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the company a "buy" rating in a research report on Monday, August 3rd. Evercore reiterated an "outperform" rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Finally, Weiss Ratings upgraded JPMorgan Chase & Co. from a "buy (b)" rating to a "buy (b+)" rating in a research note on Wednesday, September 2nd. Sixteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $363.29.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the firm's stock in a transaction dated 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 $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company's stock.

Key Headlines 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

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, 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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