JPMorgan Chase & Co. $JPM Stock Holdings Boosted by Strategic Planning Group LLC

Strategic Planning Group LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 44,410 shares of the financial services provider’s stock after acquiring an additional 1,515 shares during the period. JPMorgan Chase & Co. comprises 1.5% of Strategic Planning Group LLC’s portfolio, making the stock its 25th largest position. Strategic Planning Group LLC’s holdings in JPMorgan Chase & Co. were worth $14,692,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of JPM. State Street Corp grew its stake in shares of JPMorgan Chase & Co. by 0.8% in 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 purchasing an additional 932,632 shares during the last quarter. Bank of America Corp DE raised its position in JPMorgan Chase & Co. by 6.1% during 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 purchasing an additional 4,006,293 shares during the last quarter. Bank of New York Mellon Corp raised its position in JPMorgan Chase & Co. by 2.6% during the 2nd 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 purchasing an additional 540,362 shares during the last quarter. Dimensional Fund Advisors LP raised its position in JPMorgan Chase & Co. by 3.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider’s stock valued at $5,578,788,000 after purchasing an additional 607,288 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in JPMorgan Chase & Co. by 0.7% during the 2nd 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 valued at $6,164,741,000 after purchasing an additional 134,634 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Freedom Broker raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 15th. UBS Group dropped their target price on shares of 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. Bank of America raised their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price on the stock in a research note on Wednesday, July 22nd. Finally, Truist Financial boosted their price target on shares of JPMorgan Chase & Co. from $352.00 to $361.00 and gave the company a “hold” rating in a research report on Wednesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $368.10.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $334.12 on Tuesday. The business’s fifty day moving average is $345.50 and its 200 day moving average is $322.76. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.31. The stock has a market cap of $888.16 billion, a price-to-earnings ratio of 14.02, a PEG ratio of 1.31 and a beta of 1.02. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month 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 firm 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 period in the prior year, the business posted $5.07 EPS. Research analysts expect that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be given a $1.65 dividend. 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 boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s payout ratio is currently 27.68%.

Insider Activity

In related news, insider Robin Leopold sold 2,500 shares of the stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of the transaction, the insider directly owned 71,047 shares in the company, valued at $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by insiders.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Nigeria expansion creates new growth opportunities. JPMorgan received approval to establish a merchant bank in Nigeria, allowing it to pursue corporate banking, capital-markets and cross-border financing business in a fast-growing African market. The expansion could strengthen the bank’s international fee revenue and client relationships. Will JPMorgan’s Nigeria Expansion Bolster Its Growth Prospects?
• Positive Sentiment: Blockchain initiatives reinforce JPMorgan’s technology and payments strategy. Coverage highlights nearly $900 million invested in tokenized funds across Ethereum and Solana, along with the expansion of JPM Coin and tokenized-fund capabilities. These initiatives could eventually support new transaction, custody and financing revenue streams, while analysts view the stock as potentially undervalued relative to its profitability and growth prospects. JPMorgan Has Nearly $900 Million in Tokenized Funds on Ethereum and Solana
• Positive Sentiment: JPMorgan strategists see potential relief for equities if bond yields stabilize. The bank’s strategists believe the recent increase in government bond yields may be overextended. Stabilizing yields could reduce pressure on equity markets and improve conditions for investment banking and asset-management activity. Could Stabilising Bond Yields Support Equities Through Year-End?
• Neutral Sentiment: J.P. Morgan Mortgage Trust received preliminary ratings for a $340.9 million pool of primarily prime residential mortgage loans. The securitization supports JPMorgan’s mortgage-finance operations but is not a major direct catalyst for JPM shares. KBRA Assigns Preliminary Ratings to J.P. Morgan Mortgage Trust 2026-9
• Neutral Sentiment: JPMorgan affiliates ceased being substantial holders in several Australian mining companies. These portfolio-position changes appear unrelated to JPMorgan’s core operating performance and are unlikely to significantly affect JPM stock. JPMorgan Ceases to Be Substantial Holder in Deep Yellow
• Negative Sentiment: A seven-member Houston team departed J.P. Morgan for Rockefeller Capital Management. The move could raise limited concerns about talent retention in wealth management, though its financial impact appears modest. Rockefeller Adds J.P. Morgan Team in Houston

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.