2,051 JPMorgan Chase & Co. $JPM Shares Purchased by Net Worth Advisory Group

Net Worth Advisory Group boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 25.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,238 shares of the financial services provider’s stock after purchasing an additional 2,051 shares during the period. JPMorgan Chase & Co. comprises 0.8% of Net Worth Advisory Group’s investment portfolio, making the stock its 18th biggest position. Net Worth Advisory Group’s holdings in JPMorgan Chase & Co. were worth $3,411,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Boyd Wealth Management LLC boosted its position in JPMorgan Chase & Co. by 2.1% during the third quarter. Boyd Wealth Management LLC now owns 1,641 shares of the financial services provider’s stock worth $543,000 after purchasing an additional 33 shares in the last quarter. Vision Capital Management Inc. grew its holdings in JPMorgan Chase & Co. by 20.4% in the third quarter. Vision Capital Management Inc. now owns 13,685 shares of the financial services provider’s stock valued at $4,527,000 after purchasing an additional 2,323 shares during the last quarter. Focused Alpha LLC grew its holdings in JPMorgan Chase & Co. by 37.2% in the third quarter. Focused Alpha LLC now owns 17,196 shares of the financial services provider’s stock valued at $5,689,000 after purchasing an additional 4,663 shares during the last quarter. Freedom Day Solutions LLC grew its holdings in JPMorgan Chase & Co. by 8.4% in the third quarter. Freedom Day Solutions LLC now owns 3,709 shares of the financial services provider’s stock valued at $1,227,000 after purchasing an additional 287 shares during the last quarter. Finally, Eagle Wealth Advisors LLC grew its holdings in JPMorgan Chase & Co. by 8.7% in the third quarter. Eagle Wealth Advisors LLC now owns 2,926 shares of the financial services provider’s stock valued at $968,000 after purchasing an additional 234 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan expanded its USD-backed JPM Coin to the public Ethereum mainnet, allowing institutional clients to make on-chain dollar transfers with faster settlement and 24/7 availability. The move could broaden adoption of JPMorgan’s payment infrastructure and strengthen its competitive position in institutional digital assets. JPMorgan Chase Takes JPM Coin to Ethereum for Institutional Payments
• Positive Sentiment: J.P. Morgan Asset Management made its tokenized money-market funds available on Solana for qualified U.S. investors. Multi-chain distribution could expand assets on the firm’s on-chain platform and create longer-term fee and deposit opportunities. J.P. Morgan Asset Management Expands Access to Its Tokenized Money Market Funds on Solana
• Positive Sentiment: JPMorgan, Goldman Sachs and Morgan Stanley reportedly captured nearly 80% of the top-five banks’ equity-trading revenue this year, with activity boosted by institutional demand for leveraged artificial-intelligence trades. Strong trading revenue is a favorable catalyst for JPM’s markets business. Goldman Sachs, JPMorgan and Morgan Stanley are dominating the AI stock boom
• Positive Sentiment: JPMorgan’s dividend and balance-sheet profile were highlighted favorably among major U.S. banks, reinforcing its reputation as a well-capitalized income investment. These 4 Big Banks Pay Similar Dividends
• Neutral Sentiment: JPMorgan Asset Management forecast a 10% annualized return for Bitcoin over the next 10–15 years, but its 55% volatility means Bitcoin is not being included in the firm’s core portfolio models. The forecast enhances JPM’s digital-assets profile but is not a direct earnings catalyst. JPMorgan Puts a Number on Bitcoin for the First Time
• Negative Sentiment: The bank’s latest quarterly results missed consensus estimates for both earnings per share and revenue, despite year-over-year growth. That performance remains a potential overhang, particularly with the stock trading below its 50-day moving average.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $336.43 on Friday. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. The stock’s 50 day moving average price is $346.03 and its 200 day moving average price is $331.70. The firm has a market cap of $894.28 billion, a P/E ratio of 14.11, a PEG ratio of 1.32 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share (EPS) for the quarter, missing the consensus estimate 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 for the quarter, compared to analyst estimates of $51.23 billion. During the same period in the prior year, the business earned $5.07 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 8.1% on a year-over-year basis. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 23.99 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be paid a $1.65 dividend. This represents a $6.60 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s dividend payout ratio is 27.68%.

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 dated 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 in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Robert W. Baird lifted their price target on JPMorgan Chase & Co. from $305.00 to $312.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 14th. UBS Group lowered their price objective on shares of 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. Barclays increased their price objective on shares of JPMorgan Chase & Co. from $420.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, October 14th. TD Cowen initiated coverage on shares of JPMorgan Chase & Co. in a report on Thursday, October 8th. They set a “hold” rating and a $370.00 target price for the company. Finally, Weiss Ratings upgraded shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Friday, October 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $368.10.

JPMorgan Chase & Co. Company 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.