Park Avenue Securities LLC Acquires 1,879 Shares of JPMorgan Chase & Co. $JPM

Park Avenue Securities LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 166,504 shares of the financial services provider’s stock after purchasing an additional 1,879 shares during the period. Park Avenue Securities LLC’s holdings in JPMorgan Chase & Co. were worth $55,084,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. State Street Corp lifted its holdings in JPMorgan Chase & Co. by 0.8% during the second quarter. State Street Corp now owns 125,209,293 shares of the financial services provider’s stock worth $40,984,758,000 after buying an additional 932,632 shares during the period. Bank of America Corp DE increased its holdings in shares of JPMorgan Chase & Co. by 6.1% in the 2nd quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider’s stock valued at $22,804,018,000 after acquiring an additional 4,006,293 shares during the period. Bank of New York Mellon Corp lifted its position in JPMorgan Chase & Co. by 2.6% during the second quarter. Bank of New York Mellon Corp now owns 21,642,804 shares of the financial services provider’s stock valued at $7,084,339,000 after acquiring an additional 540,362 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in JPMorgan Chase & Co. by 0.7% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 18,833,413 shares of the financial services provider’s stock worth $6,164,741,000 after purchasing an additional 134,634 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in JPMorgan Chase & Co. by 3.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider’s stock worth $5,578,788,000 after purchasing an additional 607,288 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the 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 sale, the insider directly owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $336.96 on Friday. The company has a market cap of $895.70 billion, a price-to-earnings ratio of 14.13, a PEG ratio of 1.33 and a beta of 1.02. The company has a debt-to-equity ratio of 1.31, a current ratio of 0.85 and a quick ratio of 0.85. The stock’s fifty day moving average price is $343.34 and its 200 day moving average price is $322.98. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings data on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing the consensus estimate of $5.94 by ($0.19). The business had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The business’s revenue was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $5.07 earnings per share. As a group, 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 was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were 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 was Tuesday, October 6th. JPMorgan Chase & Co.’s payout ratio is presently 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?

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on JPM shares. UBS Group dropped their target price on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating on the stock in a research note on Monday, October 5th. Royal Bank Of Canada reissued an “outperform” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, October 14th. TD Cowen began coverage on shares of JPMorgan Chase & Co. in a research report on Thursday, October 8th. They issued a “hold” rating and a $370.00 price objective for the company. Deutsche Bank Aktiengesellschaft upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price for the company in a research note on Wednesday, July 22nd. Finally, Truist Financial boosted their target price on shares of JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a “hold” rating in a research report on Wednesday, October 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus price target of $368.10.

JPMorgan Chase & Co. 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.