JPMorgan Chase & Co. $JPM Stock: Robertson Stephens Wealth Management LLC Raises Holdings

Key Points

• Robertson Stephens Wealth Management increased its JPMorgan stake by 7.5% in the third quarter, bringing its holdings to 80,759 shares valued at approximately $26.7 million. Institutional investors and hedge funds own 71.55% of JPMorgan’s stock.
• JPMorgan’s latest quarterly results fell short of analyst expectations, with EPS of $5.75 versus $5.94 expected and revenue of $50.17 billion versus $51.23 billion projected. The stock opened at $333.53, down 1.8%, while analysts maintain a “Moderate Buy” consensus and an average price target of $365.45.
• The company raised its quarterly dividend to $1.65 per share from $1.50, implying an annualized dividend of $6.60 and a 2.0% yield. However, third-quarter share repurchases dropped nearly 89% from the prior quarter as management prioritized organic growth.

Robertson Stephens Wealth Management LLC increased its position in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 7.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 80,759 shares of the financial services provider's stock after buying an additional 5,603 shares during the period. JPMorgan Chase & Co. accounts for 0.6% of Robertson Stephens Wealth Management LLC's portfolio, making the stock its 27th largest holding. Robertson Stephens Wealth Management LLC's holdings in JPMorgan Chase & Co. were worth $26,717,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of JPM. Concorde Asset Management LLC increased its stake in JPMorgan Chase & Co. by 1.1% in the second quarter. Concorde Asset Management LLC now owns 2,660 shares of the financial services provider's stock valued at $871,000 after acquiring an additional 29 shares during the period. Elevation Wealth Management LLC raised its holdings in JPMorgan Chase & Co. by 1.0% during the 2nd quarter. Elevation Wealth Management LLC now owns 3,074 shares of the financial services provider's stock worth $1,006,000 after purchasing an additional 29 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. boosted its stake in JPMorgan Chase & Co. by 0.8% during the 2nd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 3,531 shares of the financial services provider's stock worth $1,156,000 after acquiring an additional 29 shares during the last quarter. Arkansas Financial Group Inc. raised its stake in JPMorgan Chase & Co. by 1.1% during the 2nd quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider's stock worth $873,000 after buying an additional 30 shares during the period. Finally, Flynn Zito Capital Management LLC raised its holdings in JPMorgan Chase & Co. by 1.1% during the 2nd quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider's stock worth $926,000 after buying an additional 30 shares during the period. 71.55% of the stock is currently owned by institutional investors and hedge funds.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPM Coin expands to Ethereum: JPMorgan is making its dollar-backed deposit token available to institutional clients on Ethereum, following its launch on Base. The move could support faster, round-the-clock settlement, collateral transfers and tokenized-asset transactions while creating a potential new payments business. JPMorgan's JPM Coin Arrives on Ethereum
• Positive Sentiment: National-security financing expands the bank’s strategic reach: JPMorgan said its Security and Resiliency Initiative financed or facilitated more than $230 billion during its first year and made $5 billion in equity investments in critical industries, including defense manufacturing and advanced technology. The initiative could strengthen relationships with companies and government-linked sectors, although returns may take time. JPMorgan's Defense Investments
• Positive Sentiment: Research and asset-management franchises remain strong: J.P. Morgan retained the top position in Extel’s 2026 All-America equities research ranking, while its asset-management business is targeting further growth in Europe’s active ETF market. J.P. Morgan Extel Research Ranking
• Neutral Sentiment: Long-term market outlook is constructive but not an immediate earnings catalyst: JPMorgan Asset Management projects a 7% annualized return for a traditional 60/40 portfolio over the next 10–15 years, with alternatives potentially lifting returns to 7.5%.
• Negative Sentiment: Buybacks fell sharply: Third-quarter net share repurchases were approximately $664 million, down nearly 89% from the prior quarter’s $6.2 billion. Management is directing more capital toward organic growth, which may reduce near-term shareholder support from repurchases. JPMorgan Share Buybacks
• Negative Sentiment: Recent earnings and macro concerns weigh on sentiment: JPMorgan previously reported EPS and revenue below consensus, while Dimon warned that prolonged high rates, inflation, elevated asset prices, tightening credit and geopolitical instability could pressure consumers, credit markets and future growth. Jamie Dimon's Market Risk Warnings

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on JPM. Jefferies Financial Group reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. Freedom Broker upgraded JPMorgan Chase & Co. from a "hold" rating to a "strong-buy" rating in a research note on Thursday, October 15th. Bank of America boosted 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. UBS Group cut their price target on shares of JPMorgan Chase & Co. from $400.00 to $395.00 and set a "buy" rating on the stock in a report on Monday, October 5th. Finally, TD Cowen started 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 on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $365.45.

JPMorgan Chase & Co. Stock Down 1.8%

JPMorgan Chase & Co. stock opened at $333.53 on Tuesday. The stock has a market cap of $886.59 billion, a PE ratio of 13.99, a price-to-earnings-growth ratio of 1.35 and a beta of 1.02. 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's 50-day simple moving average is $347.71 and its 200 day simple moving average is $330.84. 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 announced its quarterly earnings data on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $5.94 by ($0.19). The business had revenue of $50.17 billion during the quarter, compared to the consensus estimate 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 company earned $5.07 EPS. Research analysts predict that JPMorgan Chase & Co. will post 23.72 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be issued a dividend of $1.65 per share. 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. This is a positive change from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. JPMorgan Chase & Co.'s payout ratio is presently 27.68%.

Insider Transactions at JPMorgan Chase & Co.

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 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 $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company's stock.

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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