Nippon Life Global Investors Americas Inc. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 39.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,410 shares of the financial services provider’s stock after purchasing an additional 15,970 shares during the quarter. Nippon Life Global Investors Americas Inc.’s holdings in JPMorgan Chase & Co. were worth $18,662,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors also recently added to or reduced their stakes in the stock. Bell Investment Advisors Inc boosted its position in shares of JPMorgan Chase & Co. by 41.3% in the 3rd quarter. Bell Investment Advisors Inc now owns 3,174 shares of the financial services provider’s stock worth $1,050,000 after purchasing an additional 928 shares in the last quarter. Columbia Bank increased its position in JPMorgan Chase & Co. by 2.7% during the 3rd quarter. Columbia Bank now owns 22,311 shares of the financial services provider’s stock valued at $7,381,000 after buying an additional 580 shares in the last quarter. Hoey Investments Inc. increased its position in JPMorgan Chase & Co. by 0.6% during the 3rd quarter. Hoey Investments Inc. now owns 29,589 shares of the financial services provider’s stock valued at $9,789,000 after buying an additional 168 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new position in JPMorgan Chase & Co. during the 3rd quarter valued at about $320,207,000. Finally, ARQ Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 28.6% in the third quarter. ARQ Wealth Advisors LLC now owns 2,182 shares of the financial services provider’s stock valued at $722,000 after buying an additional 485 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.
Key Headlines Impacting JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan’s disciplined duration management and stable deposits may help protect its balance sheet if rates remain high. However, funding costs and regulatory exposure are still risks. JPM Flags Higher Rate Risks: Can Its Balance Sheet Stay Resilient?
- Positive Sentiment: ETFs bought about $65.6 million of JPM shares on Nov. 4, a supportive demand signal, though one day of flows may not indicate a lasting trend. 42 ETFs Add to JPMorgan Chase (JPM) on Nov. 4
- Neutral Sentiment: JPMorgan’s M&A chief expects a softer 2027, but suggested private-equity firms may eventually need to sell assets, potentially improving exit activity. JPMorgan’s M&A chief sees softer 2027—but a potential upside surprise in private equity exits
- Negative Sentiment: Senate Finance Committee Democrats plan to scrutinize JPMorgan’s relationship with Epstein and how senior executives handled it. The probe could prolong reputational and regulatory uncertainty; the reports do not establish wrongdoing. Democrats to probe JPMorgan’s relationship with Epstein when they take Senate control
JPMorgan Chase & Co. Price Performance
Shares of JPMorgan Chase & Co. stock traded down $2.67 during trading hours on Friday, reaching $334.67. The stock had a trading volume of 7,818,025 shares, compared to its average volume of 6,948,441. 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 $889.61 billion, a PE ratio of 14.04, a PEG ratio of 1.34 and a beta of 1.03. 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 50 day moving average is $341.87 and its 200 day moving average is $323.78.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its quarterly earnings data 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 net margin of 21.85% and a return on equity of 18.48%. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period in the prior year, the company posted $5.07 EPS. Equities analysts expect that JPMorgan Chase & Co. will post 23.95 earnings per share for the current fiscal year.
JPMorgan Chase & Co. Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th were paid a dividend of $1.65 per share. This represents a $6.60 annualized dividend and a yield of 2.0%. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend was Tuesday, October 6th. JPMorgan Chase & Co.’s payout ratio is 27.68%.
Analyst Upgrades and Downgrades
JPM has been the subject of several recent analyst reports. UBS Group raised their price target on JPMorgan Chase & Co. from $395.00 to $400.00 and gave the stock a “buy” rating in a report on Monday, November 2nd. Freedom Broker upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 15th. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective for the company in a research report on Wednesday, July 22nd. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. Finally, Wall Street Zen cut shares of JPMorgan Chase & Co. from a “hold” rating to a “sell” rating in a research note on Saturday. One investment 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 stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $368.33.
Get Our Latest Analysis on JPM
Insider Transactions at JPMorgan Chase & Co.
In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the sale, the insider owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.
JPMorgan Chase & Co. Company Profile
JPMorgan Chase & Co is a global financial services company serving consumers, businesses, institutional clients and governments. Its operations include consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.
The company offers services such as deposit accounts, credit cards, mortgages, auto financing, lending, payment processing and investment advice. It also provides institutional clients with investment banking, markets, treasury and securities services, and commercial lending.
Headquartered in New York City, JPMorgan Chase serves customers across the United States and operates in many international markets.
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