JPMorgan Chase & Co. $JPM Stock Acquired by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 25.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,224 shares of the financial services provider’s stock after purchasing an additional 9,172 shares during the quarter. JPMorgan Chase & Co. accounts for 0.7% of Soltis Investment Advisors LLC’s investment portfolio, making the stock its 21st largest position. Soltis Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $14,961,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in JPM. E Fund Management Co. Ltd. increased its position in shares of JPMorgan Chase & Co. by 7.1% in the second quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider’s stock worth $9,805,000 after purchasing an additional 1,973 shares during the last quarter. Edmond DE Rothschild Holding S.A. lifted its position in JPMorgan Chase & Co. by 4.6% during the second quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider’s stock valued at $112,485,000 after purchasing an additional 15,017 shares during the last quarter. Neumann Capital Management LLC bought a new stake in JPMorgan Chase & Co. during the third quarter valued at approximately $3,457,000. First National Bank of Mount Dora Trust Investment Services grew its stake in JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock worth $12,125,000 after buying an additional 6,492 shares in the last quarter. Finally, FAS Wealth Partners Inc. grew its stake in JPMorgan Chase & Co. by 4.3% in the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after buying an additional 1,794 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

JPMorgan Chase & Co. stock opened at $352.14 on Thursday. The firm has a fifty day simple moving average of $342.66 and a two-hundred day simple moving average of $323.49. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.31. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The company has a market capitalization of $936.05 billion, a PE ratio of 14.77, a P/E/G ratio of 1.33 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM) 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 company had revenue of $50.17 billion for the quarter, compared to the consensus estimate of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The firm’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same period last year, the business posted $5.07 earnings per share. Research analysts expect that JPMorgan Chase & Co. will post 23.95 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were given a dividend of $1.65 per share. This represents a $6.60 annualized dividend and a yield of 1.9%. The ex-dividend date was 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 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 transaction, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. The Goldman Sachs Group reissued an “outperform” rating and issued a $392.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, October 13th. Zacks Research downgraded shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Morgan Stanley upped their target price on shares of JPMorgan Chase & Co. from $370.00 to $377.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 14th. Weiss Ratings cut JPMorgan Chase & Co. from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Friday, October 23rd. Finally, TD Cowen began coverage on JPMorgan Chase & Co. in a research note on Thursday, October 8th. They issued a “hold” rating and a $370.00 target price on the stock. One research 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 company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $368.33.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan’s trading desk expects technology stocks to rebound after the midterms and sees a potential broadening of the market rally beyond megacap leaders. A broader rally could support investor sentiment toward financial stocks, though the view is a market outlook rather than a JPM-specific earnings update. JPMorgan Trading Desk Sees Tech Rebounding After Midterms
• Positive Sentiment: JPMorgan is expanding its Dubai private-banking presence with a new DIFC branch and a larger local team. The move could help the bank attract regional clients and grow wealth-management assets and revenue over time. JPM Opens Dubai Private Banking Branch
• Positive Sentiment: JPMorgan Payments’ new Receivables Matching tool aims to automate invoice matching and reduce manual work for clients. Separately, treasury platform Embat integrated JPMorgan’s banking authorization API, making it easier for shared clients to connect accounts. These developments may improve the bank’s payments offering and client engagement. J.P. Morgan Payments Debuts Tool to Streamline Cash Application Embat Turns to J.P. Morgan for Better Bank-Treasury Connectivity
• Positive Sentiment: Recent reports cite an analyst upgrade and a UBS analyst’s expectation that JPM shares could rise, adding a potential source of support from analyst sentiment. The provided headlines do not include the target price or rationale. JPMorgan Shares Up Following Analyst Upgrade UBS Analyst Says JPMorgan Stock Price Expected to Rise
• Neutral Sentiment: JPMorgan filed its quarterly Form 10-Q for the period ended September 30, 2026. The filing is a routine disclosure; the supplied report does not describe new financial details that would change the investment outlook. JPMorganChase Files Form 10-Q

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.