4,784 JPMorgan Chase & Co. $JPM Shares Purchased by Sigma Investment Counselors Inc.

Sigma Investment Counselors Inc. raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 10.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 50,594 shares of the financial services provider’s stock after purchasing an additional 4,784 shares during the period. JPMorgan Chase & Co. comprises 0.8% of Sigma Investment Counselors Inc.’s portfolio, making the stock its 28th largest holding. Sigma Investment Counselors Inc.’s holdings in JPMorgan Chase & Co. were worth $16,738,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in JPM. Horizons Wealth Management acquired a new stake in shares of JPMorgan Chase & Co. in the third quarter valued at approximately $31,000. Aventus Investment Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $33,000. Timbuktu Capital Management LLC purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth approximately $50,000. NI Acquisitions Company LLC acquired a new stake in shares of JPMorgan Chase & Co. during the second quarter worth $51,000. Finally, Montgomery Financial Services LLC acquired a new position in JPMorgan Chase & Co. in the 2nd quarter valued at $62,000. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Trading Up 1.1%

Shares of JPM opened at $340.75 on Tuesday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The firm has a market capitalization of $905.79 billion, a P/E ratio of 14.29, a price-to-earnings-growth ratio of 1.34 and a beta of 1.02. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31. The stock’s fifty day simple moving average is $343.12 and its 200 day simple moving average is $323.13.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, October 13th. The financial services provider reported $5.75 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 firm had revenue of $50.17 billion during the quarter, compared to analysts’ expectations of $51.23 billion. During the same quarter last year, the business earned $5.07 earnings per share. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. 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 business also recently announced a quarterly dividend, which was paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th were given a $1.65 dividend. The ex-dividend date of this dividend was 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 1.9%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 27.68%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: UBS raised its price target to $400 and reiterated a “buy” rating, implying approximately 17.4% upside from the referenced share price. The upgrade reflects continued confidence in JPMorgan’s earnings power and franchise strength.
• Positive Sentiment: JPMorgan is among major banks with substantial stock-repurchase programs. Buybacks can support earnings per share and shareholder returns, although the bank is balancing repurchases against investments in its businesses and client support. 3 Bank Stocks With Buyback Plans of at Least $30 Billion Worth a Look
• Positive Sentiment: ETFs recorded a net $83.1 million inflow into JPMorgan shares on October 29, with 40 funds buying and 15 selling. The flow indicates supportive institutional demand, though it is a short-term trading signal. ETFs Bought $83.1 Million of JPMorgan on Oct. 29
• Positive Sentiment: JPMorgan continues expanding its digital-asset and technology capabilities. Its involvement in tokenized funds and stablecoin-related infrastructure could create longer-term growth opportunities, while the appointment of a data-infrastructure chief supports AI and digital-banking initiatives. Blackrock, JPMorgan and Visa Bolster Grayscale’s Crypto Growth Case
• Neutral Sentiment: JPMorgan strategists expect renewed geopolitical risk after the U.S. midterm elections but view any market selloff as a potential buying opportunity. This could support JPM sentiment if investors favor large, diversified banks during volatility. Post-midterm geopolitical risks could create another buying opportunity
• Negative Sentiment: JPMorgan’s latest quarterly earnings missed consensus estimates, with earnings per share of $5.75 versus $5.94 expected and revenue of $50.17 billion versus $51.23 billion expected. Management’s decision to reduce buybacks while increasing investment could pressure near-term per-share returns, despite a higher 2026 net-interest-income outlook. Learn Why The Bull Case For JPMorgan Chase Stock Could Change Following Earnings Miss

Analyst Ratings Changes

JPM has been the topic of a number of recent analyst reports. Freedom Broker raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 15th. Barclays boosted their price objective on shares of JPMorgan Chase & Co. from $420.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. The Goldman Sachs Group reissued an “outperform” rating and set a $392.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, October 13th. Finally, Bank of America raised their price target on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and a consensus target price of $368.33.

Insider Activity

In other 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 sale, the insider owned 71,047 shares in the company, valued at $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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. 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.