JPMorgan Chase & Co. $JPM Shares Purchased by Westover Capital Advisors LLC

Westover Capital Advisors LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 5.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 42,796 shares of the financial services provider’s stock after buying an additional 2,133 shares during the period. JPMorgan Chase & Co. comprises about 2.3% of Westover Capital Advisors LLC’s portfolio, making the stock its 10th largest holding. Westover Capital Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $14,158,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. E Fund Management Co. Ltd. grew its position in JPMorgan Chase & Co. by 7.1% in the second quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider’s stock worth $9,805,000 after acquiring an additional 1,973 shares during the period. Edmond DE Rothschild Holding S.A. increased its position in shares of JPMorgan Chase & Co. by 4.6% during the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider’s stock worth $112,485,000 after purchasing an additional 15,017 shares during the last quarter. Neumann Capital Management LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth about $3,457,000. First National Bank of Mount Dora Trust Investment Services increased its position in shares of JPMorgan Chase & Co. by 18.7% during the 1st 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 purchasing an additional 6,492 shares during the last quarter. Finally, FAS Wealth Partners Inc. raised its holdings in JPMorgan Chase & Co. by 4.3% in the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock valued at $12,804,000 after buying an additional 1,794 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Robert W. Baird boosted their target price on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a “neutral” rating in a research report on Wednesday, October 14th. Citigroup decreased their price target on JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating on the stock in a research note on Thursday, October 15th. Evercore restated an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Finally, Morgan Stanley raised their price target on JPMorgan Chase & Co. from $370.00 to $377.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 14th. One 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 MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $368.10.

Key JPMorgan Chase & Co. News

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?

Insider Transactions at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at approximately $25,066,092.07. The trade was a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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. Trading Down 1.9%

Shares of JPM stock opened at $336.96 on Friday. 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 50 day moving average price of $343.34 and a 200 day moving average price of $322.98. The stock has a market capitalization of $895.70 billion, a P/E ratio of 14.13, a price-to-earnings-growth ratio of 1.33 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.

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). JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The business had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. During the same quarter last year, the company earned $5.07 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 8.1% compared to the same quarter last year. Equities research analysts predict that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were issued a $1.65 dividend. This represents a $6.60 dividend on an annualized basis and a yield of 2.0%. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date was Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 27.68%.

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.