Ferguson Wellman Capital Management Inc. Cuts Stock Holdings in JPMorgan Chase & Co. $JPM

Ferguson Wellman Capital Management Inc. trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 16.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 609,443 shares of the financial services provider’s stock after selling 118,758 shares during the period. JPMorgan Chase & Co. comprises 2.4% of Ferguson Wellman Capital Management Inc.’s holdings, making the stock its 8th biggest holding. Ferguson Wellman Capital Management Inc.’s holdings in JPMorgan Chase & Co. were worth $201,622,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of the stock. Norges Bank bought a new stake in JPMorgan Chase & Co. during the 4th quarter valued at $11,396,496,000. Bank of America Corp DE increased its stake in shares of JPMorgan Chase & Co. by 15.8% during the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock valued at $19,314,681,000 after buying an additional 8,941,351 shares during the period. Ascentis Wealth Management LLC lifted its stake in JPMorgan Chase & Co. by 32,672.0% in the second quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock worth $1,521,126,000 after acquiring an additional 4,632,891 shares during the period. Jupiter Topco LLC bought a new position in JPMorgan Chase & Co. during the 2nd quarter worth about $1,274,097,000. Finally, Healthcare of Ontario Pension Plan Trust Fund increased its position in JPMorgan Chase & Co. by 31.5% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 6,944,004 shares of the financial services provider’s stock valued at $2,042,648,000 after purchasing an additional 1,662,250 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Up 0.2%

JPMorgan Chase & Co. stock traded up $0.56 during midday trading on Monday, reaching $332.94. The company’s stock had a trading volume of 1,927,784 shares, compared to its average volume of 9,244,871. The stock’s 50-day simple moving average is $352.44 and its 200-day simple moving average is $327.40. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The stock has a market capitalization of $885.02 billion, a P/E ratio of 14.27, a PEG ratio of 1.39 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The business had revenue of $58.02 billion for the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue was up 27.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.96 earnings per share. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 24.11 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be issued a $1.65 dividend. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio is 25.71%.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: Scale and diversification reinforce JPM’s competitive moat. JPMorgan earned more in 2025 than Bank of America and Wells Fargo combined, reflecting its greater scale across consumer banking, cards, payments, commercial banking, investment banking, trading and wealth management. This breadth can support steadier revenue and profitability through different market cycles. JPMorgan Chase Earned More in 2025 Than Bank of America and Wells Fargo Combined
• Positive Sentiment: JPMorgan is helping roll out Versana’s loan-voting platform. JPMorgan is among five leading agent banks supporting Versana Loan Voting, a digital platform intended to automate amendment voting in syndicated-loan and private-credit markets. The initiative could improve operational efficiency and reinforce JPM’s role in corporate lending infrastructure, though the direct financial impact is likely modest initially. Versana’s Digital Loan Voting Platform is Live
• Neutral Sentiment: JPMorgan’s market strategist sees resilient equities despite higher yields. Mislav Matejka expects earnings strength and resilient economic growth to support stocks, while rising borrowing costs weaken investor sentiment. For JPM, higher yields may help interest income but can pressure equity valuations, bond portfolios and credit conditions. Equities Won’t Be Dragged by Spike in Bond Yields
• Neutral Sentiment: JPMorgan’s October stock-pick updates provide little direct catalyst for JPM shares. The bank added companies including American Express, Liberty Energy and Thermo Fisher to its favored-stock lists. This highlights ongoing research activity but does not change JPMorgan’s own earnings outlook. JPMorgan Adds Stocks to October Picks List

Analysts Set New Price Targets

Several brokerages have recently weighed in on JPM. Weiss Ratings raised shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research report on Wednesday, September 2nd. Wells Fargo & Company upped their target price on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a report on Friday, August 14th. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. Barclays upped their price objective on JPMorgan Chase & Co. from $391.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. Finally, Citigroup lifted their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research note on Monday, July 20th. Sixteen research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. currently has a consensus rating of “Moderate Buy” and an average price target of $363.08.

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction 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 directly owned 71,047 shares of the company’s stock, valued at $25,066,092.07. The trade was 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 this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

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, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.