JPMorgan Chase & Co. $JPM Stock: Orange Investment Advisors Inc. Reduces Stake

Orange Investment Advisors Inc. lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 5.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,894 shares of the financial services provider’s stock after selling 2,173 shares during the quarter. JPMorgan Chase & Co. makes up approximately 1.7% of Orange Investment Advisors Inc.’s investment portfolio, making the stock its 13th largest position. Orange Investment Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $13,529,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Concorde Asset Management LLC boosted its position 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 buying an additional 29 shares in the last quarter. Elevation Wealth Management LLC grew its position 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 acquiring an additional 29 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. raised its position in JPMorgan Chase & Co. by 0.8% in the second quarter. Henrickson Nauta Wealth Advisors Inc. now owns 3,531 shares of the financial services provider’s stock valued at $1,156,000 after purchasing an additional 29 shares during the last quarter. Arkansas Financial Group Inc. boosted its stake in shares of JPMorgan Chase & Co. by 1.1% during the second quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock valued at $873,000 after purchasing an additional 30 shares in the last quarter. Finally, Flynn Zito Capital Management LLC boosted its stake in shares of JPMorgan Chase & Co. by 1.1% during the second quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock valued at $926,000 after purchasing an additional 30 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the company’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 directly owned 71,047 shares in the company, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their position. The sale was disclosed in a filing with the SEC, 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 owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on JPM. Evercore reaffirmed an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. The Goldman Sachs Group restated an “outperform” rating and set a $392.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. Freedom Broker upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 15th. UBS Group lowered their price target on shares of JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating for the company in a report on Monday, October 5th. Finally, TD Cowen assumed 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. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $368.10.

JPMorgan Chase & Co. Price Performance

Shares of NYSE:JPM opened at $336.96 on Friday. The company has a market capitalization of $895.70 billion, a P/E ratio of 14.13, a price-to-earnings-growth ratio of 1.35 and a beta of 1.02. The company’s 50-day moving average is $343.34 and its 200 day moving average is $322.98. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. 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) last released its earnings results 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 firm had revenue of $50.17 billion during the quarter, compared to analysts’ expectations of $51.23 billion. JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The business’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same period in the prior year, the business earned $5.07 earnings per share. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 23.97 earnings per share for the current 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 given a dividend of $1.65 per share. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 27.68%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan raised its 2026 net interest income outlook, citing solid loan and deposit growth. The upgrade supports expectations for stronger core banking revenue, although higher expenses and potential credit deterioration remain important offsets. JPMorgan Raises NII Outlook
• Positive Sentiment: A comparison with Bank of America highlights JPMorgan’s stronger revenue trajectory: its quarterly revenue has increased 14% over two years, suggesting continued competitive and operating momentum. Bank of America vs. JPMorgan Chase
• Positive Sentiment: JPMorgan’s research business initiated coverage of Palantir with an overweight rating and a $262 price target, reflecting potential investment-banking and research franchise activity, though the direct effect on JPMorgan’s earnings is likely limited. JPMorgan Is Bullish on Palantir
• Neutral Sentiment: JPMorgan disclosed a 3.2% voting stake in Qiagen through a Netherlands regulatory filing. The position may reflect activity by an investment-management or client account and does not indicate a material change to JPMorgan’s banking outlook. JPMorgan Discloses Stake in Qiagen
• Negative Sentiment: Commentary questioning whether JPMorgan’s shares are too expensive emphasizes rising operating costs, credit risks and a premium valuation. Those concerns can weigh on the stock even as earnings expectations improve. JPMorgan Raises NII Outlook: Is JPM Stock Too Expensive?
• Negative Sentiment: JPMorgan has issued several fixed-income offerings, including 6.00% senior unsecured notes due 2038. The funding activity is routine, but higher borrowing costs and additional liabilities may reinforce investor concerns about expenses and balance-sheet funding. What Is Behind the Latest Attention?

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, 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.