JPMorgan Chase & Co. $JPM Stock Position Trimmed by Anderson Hoagland & Co.

Key Points

• Anderson Hoagland & Co. reduced its JPMorgan stake by 9.0% in the third quarter, selling 7,629 shares and retaining 77,457 shares valued at approximately $26.1 million. Institutional investors and hedge funds collectively own 71.55% of JPMorgan’s stock.
• JPMorgan’s latest quarterly results missed analyst expectations, with EPS of $5.75 versus $5.94 expected and revenue of $50.17 billion versus $51.23 billion estimated, although revenue increased 8.1% year over year.
• The company raised its quarterly dividend to $1.65 per share, or $6.60 annually, representing a 1.9% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $368.10.

Anderson Hoagland & Co. trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 9.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 77,457 shares of the financial services provider's stock after selling 7,629 shares during the period. JPMorgan Chase & Co. makes up 2.0% of Anderson Hoagland & Co.'s portfolio, making the stock its 16th biggest position. Anderson Hoagland & Co.'s holdings in JPMorgan Chase & Co. were worth $26,067,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. State Street Corp grew its holdings in JPMorgan Chase & Co. by 0.8% during the 2nd quarter. State Street Corp now owns 125,209,293 shares of the financial services provider's stock worth $40,984,758,000 after acquiring an additional 932,632 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of JPMorgan Chase & Co. by 6.1% during the second quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider's stock valued at $22,804,018,000 after purchasing an additional 4,006,293 shares during the last quarter. Bank of New York Mellon Corp increased its position in JPMorgan Chase & Co. by 2.6% in the second 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 buying an additional 540,362 shares during the period. Dimensional Fund Advisors LP increased its holdings in shares of JPMorgan Chase & Co. by 3.3% in 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 acquiring an additional 607,288 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of JPMorgan Chase & Co. by 0.7% during the second 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 valued at $6,164,741,000 after buying an additional 134,634 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: High-profile IPO mandates could boost investment-banking revenue. JPMorgan reportedly will lead U.S. retail share sales for Anthropic’s planned IPO, potentially allocating 15%–20% of the offering to individual investors. The bank has also secured a prominent role in the anticipated SpaceX offering, reinforcing its position in major technology IPOs and creating opportunities for underwriting and distribution fees. Anthropic Selects JPMorgan to Lead U.S. Retail Share Sales for Planned IPO
• Positive Sentiment: Digital-asset infrastructure is expanding. JPMorgan is among the institutions accessing the DTCC’s new tokenization service, while its JPM Coin deposit token has expanded to the Ethereum blockchain for approved institutional clients. These initiatives could strengthen the bank’s payments, custody and institutional-finance businesses over time. DTCC Unit Launches Tokenization Services
• Positive Sentiment: Asset-management and private-capital initiatives support longer-term growth. J.P. Morgan Asset Management announced a global client-reporting technology partnership, and J.P. Morgan Life Sciences Private Capital led a Series C investment in GT Metabolic Solutions. These announcements are strategically positive but are unlikely to materially affect near-term earnings. J.P. Morgan Asset Management and Kurtosys Partnership
• Neutral Sentiment: JPMorgan added shares of Southside Bancshares in the second quarter. The disclosed institutional purchase reflects portfolio activity rather than a major change to JPMorgan’s operating outlook. Southside Bancshares Q3 2026 Earnings
• Negative Sentiment: Wealth-management client attrition is a potential headwind. An advisory group managing more than $1.4 billion in client assets reportedly left JPMorgan’s wealth-management business for Rockefeller Capital Management. The departure could pressure advisory fees and raises questions about retention, though the impact appears limited relative to JPMorgan’s overall scale. JPMorgan Losing $1.4 Billion in Advisory Assets
• Negative Sentiment: Corporate opposition to tokenized-stock platforms introduces regulatory and reputational risk. JPMorgan and other companies objected to OKXICE’s proposed tokenized-stock push, potentially slowing broader adoption, although the objection is not an indication of weakness in JPMorgan’s own blockchain projects. Companies Oppose OKXICE Tokenized Stock Push

JPMorgan Chase & Co. Trading Up 1.3%

Shares of JPM opened at $343.63 on Friday. The business's 50-day moving average price is $343.66 and its 200 day moving average price is $322.92. The stock has a market capitalization of $913.43 billion, a P/E ratio of 14.41, a P/E/G ratio of 1.34 and a beta of 1.02. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year 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 1.31.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted 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 company 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 firm posted $5.07 EPS. JPMorgan Chase & Co.'s quarterly revenue was up 8.1% on a year-over-year basis. Analysts expect that JPMorgan Chase & Co. will post 23.97 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be given a $1.65 dividend. This represents a $6.60 annualized dividend and a dividend yield of 1.9%. This is an increase from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.'s payout ratio is 27.68%.

Insider Activity

In other news, insider Robin Leopold sold 2,500 shares of the business'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 sale, the insider owned 71,047 shares in the company, valued at $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 Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

JPM has been the topic of a number of research reports. Truist Financial boosted their price objective on JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a "hold" rating in a research note on Wednesday, October 14th. Deutsche Bank Aktiengesellschaft upgraded shares of JPMorgan Chase & Co. from a "hold" rating to a "buy" rating and set a $375.00 target price on the stock in a report on Wednesday, July 22nd. Wells Fargo & Company raised their target price on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an "overweight" rating in a report on Friday, August 14th. Royal Bank Of Canada restated an "outperform" rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Finally, Zacks Research cut JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Monday, September 14th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of "Moderate Buy" and an average price target of $368.10.

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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