Leo Wealth LLC Buys New Stake in JPMorgan Chase & Co. $JPM

Leo Wealth LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,608 shares of the financial services provider’s stock, valued at approximately $1,524,000.

A number of other hedge funds have also bought and sold shares of JPM. Apollon Wealth Management LLC grew its stake in JPMorgan Chase & Co. by 3.8% in the 3rd quarter. Apollon Wealth Management LLC now owns 229,483 shares of the financial services provider’s stock valued at $75,920,000 after purchasing an additional 8,304 shares during the period. Level Wealth Management LLC bought a new position in JPMorgan Chase & Co. during the third quarter valued at about $330,000. Holos Integrated Wealth LLC grew its position in JPMorgan Chase & Co. by 8.3% during the third quarter. Holos Integrated Wealth LLC now owns 3,134 shares of the financial services provider’s stock valued at $1,045,000 after buying an additional 240 shares during the period. Marest Capital LLC increased its stake in shares of JPMorgan Chase & Co. by 0.5% during the 3rd quarter. Marest Capital LLC now owns 22,157 shares of the financial services provider’s stock worth $7,335,000 after purchasing an additional 107 shares during the last quarter. Finally, Aries Wealth Management raised its holdings in shares of JPMorgan Chase & Co. by 0.7% in the 3rd quarter. Aries Wealth Management now owns 17,495 shares of the financial services provider’s stock worth $5,788,000 after purchasing an additional 123 shares during the period. 71.55% of the stock is currently owned by institutional investors.

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 Buying and Selling at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the insider owned 71,047 shares of the company’s stock, valued at $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing 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. Corporate insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on JPM. TD Cowen assumed coverage on JPMorgan Chase & Co. in a report on Thursday, October 8th. They set a “hold” rating and a $370.00 price objective for the company. Bank of America lifted their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 14th. 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 report on Wednesday, October 14th. Finally, UBS Group reduced their price target on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating for the company in a research report on Monday, October 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $368.10.

JPMorgan Chase & Co. Stock Down 1.9%

Shares of NYSE JPM opened at $336.96 on Friday. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The firm has a market capitalization of $895.70 billion, a price-to-earnings ratio of 14.13, a PEG ratio of 1.35 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 business has a 50-day moving average of $343.34 and a 200-day moving average of $322.98.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share for the quarter, missing the consensus estimate of $5.94 by ($0.19). The company had revenue of $50.17 billion for 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 business’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the business posted $5.07 EPS. Sell-side analysts expect that JPMorgan Chase & Co. will post 23.97 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be issued a dividend of $1.65 per share. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $6.60 dividend on an annualized basis and a dividend yield of 2.0%. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s payout ratio 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.