SVB Wealth LLC Cuts Position in JPMorgan Chase & Co. $JPM

Key Points

• SVB Wealth LLC reduced its JPMorgan Chase stake by 12.3% in the second quarter, selling 11,629 shares and retaining 82,982 shares valued at approximately $27.2 million. Institutional investors collectively own 71.55% of JPM stock.
• Wall Street’s consensus remains positive, with 16 analysts rating JPM a Buy and 12 a Hold, producing a “Moderate Buy” consensus and an average price target of $363.29.
• JPMorgan recently reported quarterly earnings of $6.14 per share, exceeding estimates, while revenue rose 27.7% year over year to $58.02 billion. The bank also raised its quarterly dividend to $1.65 per share, implying a 2.0% annual yield.

SVB Wealth LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.3% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 82,982 shares of the financial services provider's stock after selling 11,629 shares during the period. JPMorgan Chase & Co. makes up 1.6% of SVB Wealth LLC's investment portfolio, making the stock its 14th largest holding. SVB Wealth LLC's holdings in JPMorgan Chase & Co. were worth $27,163,000 as of its most recent SEC filing.

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

Wall Street Analyst Weigh In

Several research firms have recently commented on JPM. Robert W. Baird boosted their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a "neutral" rating in a research report on Wednesday, July 15th. Barclays boosted their price objective on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an "overweight" rating in a report on Wednesday, July 15th. Morgan Stanley reissued a "positive" rating and issued a $370.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, July 15th. Evercore restated an "outperform" rating and issued a $360.00 target price on shares of JPMorgan Chase & Co. in a report on Monday, July 6th. Finally, Citigroup increased their price target on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a "neutral" rating in a research report on Monday, July 20th. Sixteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $363.29.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. 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 completion of the sale, the insider directly 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.

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. Price Performance

Shares of NYSE JPM opened at $332.18 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock has a fifty day simple moving average of $352.44 and a two-hundred day simple moving average of $327.11. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The firm has a market cap of $882.99 billion, a price-to-earnings ratio of 14.23, a price-to-earnings-growth ratio of 1.39 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. During the same quarter in the previous year, the firm posted $4.96 earnings per share. The company's quarterly revenue was up 27.7% compared to the same quarter last year. Analysts anticipate that JPMorgan Chase & Co. will post 24.11 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be issued a dividend of $1.65 per share. 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. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.'s payout ratio is presently 25.71%.

About JPMorgan Chase & Co.

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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