Quantbot Technologies LP Sells 15,174 Shares of JPMorgan Chase & Co. $JPM

Key Points

• Quantbot Technologies cut its JPMorgan stake by 59.2% in the second quarter, selling 15,174 shares and retaining 10,446 shares valued at approximately $3.42 million. Institutional investors still own 71.55% of the company.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $359.96 target price. Several firms recently raised their price targets, although Zacks downgraded the stock from “strong buy” to “hold.”
• JPMorgan reported quarterly EPS of $6.14 and revenue of $58.02 billion, beating estimates, while revenue rose 27.7% year over year. The bank also increased its quarterly dividend 10% to $1.65 per share, implying a 1.9% annualized yield.

Quantbot Technologies LP lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 59.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 10,446 shares of the financial services provider's stock after selling 15,174 shares during the period. Quantbot Technologies LP's holdings in JPMorgan Chase & Co. were worth $3,419,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Fidelis Capital Partners LLC lifted its stake in JPMorgan Chase & Co. by 7.9% in the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider's stock worth $22,580,000 after purchasing an additional 5,101 shares during the last quarter. E Fund Management Co. Ltd. grew its stake in shares of JPMorgan Chase & Co. by 7.1% during the second quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider's stock valued at $9,805,000 after buying an additional 1,973 shares during the last quarter. Edmond DE Rothschild Holding S.A. raised its holdings in shares of JPMorgan Chase & Co. by 4.6% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider's stock worth $112,485,000 after buying an additional 15,017 shares during the period. First National Bank of Mount Dora Trust Investment Services raised its holdings in shares of JPMorgan Chase & Co. by 18.7% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider's stock worth $12,125,000 after buying an additional 6,492 shares during the period. Finally, FAS Wealth Partners Inc. lifted its stake in shares of JPMorgan Chase & Co. by 4.3% during the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider's stock worth $12,804,000 after acquiring an additional 1,794 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms have weighed in on JPM. Keefe, Bruyette & Woods increased their target price on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 15th. Zacks Research cut shares of JPMorgan Chase & Co. from a "strong-buy" rating to a "hold" rating in a report on Monday. Barclays raised their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 15th. Wells Fargo & Company lifted their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an "overweight" rating in a report on Friday, August 14th. Finally, Bank of America boosted their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a "buy" rating in a research report on Thursday, July 16th. Sixteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company's stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of "Moderate Buy" and a consensus target price of $359.96.

JPMorgan Chase & Co. Stock Performance

JPM stock opened at $349.42 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The business has a 50-day moving average price of $353.47 and a 200 day moving average price of $323.67. The company has a market capitalization of $928.82 billion, a P/E ratio of 14.97, a PEG ratio of 1.44 and a beta of 0.98.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating analysts' consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The business had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same quarter last year, the firm posted $4.96 EPS. The company's revenue for the quarter was up 27.7% on a year-over-year basis. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 24.3 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be paid a $1.65 dividend. This represents a $6.60 dividend on an annualized basis and a yield of 1.9%. This is a positive change 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 presently 25.71%.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan expects third-quarter investment-banking fees and Markets revenue to grow in the mid-to-high teens, reinforcing expectations for continued fee growth after a strong trading quarter. Can JPM’s Strong Q3 Capital Markets Outlook Help Sustain Fee Growth?
• Positive Sentiment: The bank’s quarterly dividend is increasing 10% to $1.65 per share from $1.50, signaling confidence in capital generation and improving shareholder returns. The dividend has an approximately 1.9% annualized yield. JPM Stock Rises as JPMorgan’s New Dividend Signals More Cash for Investors
• Positive Sentiment: The Federal Reserve’s rate increase and resulting rise in banks’ prime lending rates could support JPMorgan’s net interest income, although deposit-cost pressure remains a consideration. U.S. Banks Raise Prime Interest Rates Following Fed Hike
• Neutral Sentiment: JPMorgan will release third-quarter results before the market opens on October 13 and hold an earnings call afterward, giving investors a near-term catalyst to assess trading, lending and fee performance. JPMorganChase to Host Third-Quarter 2026 Earnings Call
• Neutral Sentiment: Filings show JPMorgan and affiliates falling below substantial-holder thresholds in Genesis Minerals and withdrawing as a substantial holder in West African Resources. These appear to be portfolio-position disclosures rather than changes to JPMorgan’s core operations. JPMorgan Group Drops Below Substantial Holder Threshold in Genesis Minerals
• Negative Sentiment: CEO Jamie Dimon said high inflation has not been fully defeated, keeping alive concerns about interest-rate volatility, credit conditions and potential pressure on economic growth. JPMorgan CEO Jamie Dimon Says High Inflation Hasn’t Been Slayed
• Negative Sentiment: Zacks Research downgraded JPMorgan from “strong buy” to “hold,” which may temper bullish sentiment despite the bank’s earnings momentum and dividend increase.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the company's stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on 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 owned 71,047 shares in the company, valued at $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 10,467 shares of company stock valued at $3,593,651. 0.41% of the stock is owned by company insiders.

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, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across numerous international markets.

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