JPMorgan Chase & Co. $JPM Shares Newly Purchased by Newport Capital Group LLC

Newport Capital Group LLC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,150 shares of the financial services provider’s stock, valued at approximately $759,000. JPMorgan Chase & Co. comprises about 0.5% of Newport Capital Group LLC’s investment portfolio, making the stock its 24th biggest holding.

Other institutional investors have also added to or reduced their stakes in the company. MBM Wealth Consultants LLC bought a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at approximately $29,000. Horizons Wealth Management purchased a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter valued at approximately $31,000. Aventus Investment Advisors Inc. purchased a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter valued at approximately $33,000. Osbon Capital Management LLC bought a new position in JPMorgan Chase & Co. in the 4th quarter worth approximately $35,000. Finally, Timbuktu Capital Management LLC bought a new position in JPMorgan Chase & Co. in the 2nd quarter worth approximately $50,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

JPM opened at $339.49 on Friday. 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 stock has a market capitalization of $902.43 billion, a price-to-earnings ratio of 14.24, a PEG ratio of 1.35 and a beta of 1.02. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The company has a fifty day moving average of $348.22 and a 200 day moving average of $330.24.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results 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 net margin of 21.85% and a return on equity of 18.48%. The business had revenue of $50.17 billion for the quarter, compared to analysts’ expectations of $51.23 billion. During the same quarter last year, the firm earned $5.07 EPS. The firm’s quarterly revenue was up 8.1% on a year-over-year basis. As a group, sell-side analysts forecast that JPMorgan Chase & Co. will post 23.72 earnings per share 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. Stockholders of record on Tuesday, October 6th will be paid a $1.65 dividend. The ex-dividend date is Tuesday, October 6th. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 27.68%.

Insider Buying and Selling

In related news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total transaction of $882,025.00. Following the completion of the transaction, the insider directly owned 71,047 shares in the company, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan reported approximately $15.3 billion in third-quarter net income and added more than 650,000 net new checking accounts, highlighting continued customer and deposit growth. JPMorgan Chase: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Several analysts remain constructive: Royal Bank of Canada reiterated an Outperform rating, while Morgan Stanley and Robert W. Baird published bullish outlooks. Investors may view JPMorgan’s scale, profitability and balance-sheet strength as defensive advantages if economic conditions deteriorate. JPMorgan Earns Outperform Rating from Royal Bank of Canada
• Positive Sentiment: The bank’s decision to block unvetted third-party AI agents from customer accounts could reduce cybersecurity, fraud and operational risks, while its AI strategy continues to develop under tighter controls. Jamie Dimon Warns About AI Payment Agents
• Neutral Sentiment: Citigroup lowered its price target from $360 to $350 while maintaining a Neutral rating, suggesting limited near-term upside but no major deterioration in its view. Citigroup Lowers JPMorgan Price Target
• Neutral Sentiment: JPMorgan and Goldman Sachs increased the yield and improved terms on a $5 billion leveraged loan for Volta Infrastructure, indicating stronger investor compensation is needed for riskier AI-related debt. This may support fee activity but also underscores tighter credit-market conditions. JPMorgan and Goldman Boost Yield on Volta AI Loan
• Negative Sentiment: The third-quarter earnings release included an EPS miss, while revenue also came in below consensus estimates. The shortfall has raised questions about whether the stock’s recent gains already reflect much of its earnings strength. JPMorgan Misses Third Quarter Earnings
• Negative Sentiment: One Seeking Alpha analysis downgraded JPMorgan to Hold, citing leverage as a potential constraint on future earnings. CEO Jamie Dimon also warned that inflation, elevated asset prices, bond yields and the possibility of a market shock remain important risks. JPMorgan Leverage a Concern to Future Earnings

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Wednesday. Evercore restated an “outperform” rating and set a $360.00 target price on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Weiss Ratings upgraded JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Friday, October 9th. Finally, Truist Financial raised their price target on JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a “hold” rating in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $365.45.

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, 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.