JPMorgan Chase & Co. $JPM Stock: Oregon Public Employees Retirement Fund Decreases Stake

Oregon Public Employees Retirement Fund lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 326,818 shares of the financial services provider’s stock after selling 2,658 shares during the quarter. JPMorgan Chase & Co. comprises approximately 1.2% of Oregon Public Employees Retirement Fund’s portfolio, making the stock its 14th biggest position. Oregon Public Employees Retirement Fund’s holdings in JPMorgan Chase & Co. were worth $108,121,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Bank of America Corp DE increased its stake in shares of JPMorgan Chase & Co. by 15.8% in the 1st quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after acquiring an additional 8,941,351 shares in the last quarter. Ascentis Wealth Management LLC boosted its stake in JPMorgan Chase & Co. by 32,672.0% during 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 in the last quarter. Jupiter Topco LLC bought a new stake in JPMorgan Chase & Co. during the second quarter worth about $1,274,097,000. Healthcare of Ontario Pension Plan Trust Fund grew its holdings in JPMorgan Chase & Co. by 31.5% in the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 6,944,004 shares of the financial services provider’s stock worth $2,042,648,000 after purchasing an additional 1,662,250 shares during the period. Finally, Canada Pension Plan Investment Board grew its holdings in JPMorgan Chase & Co. by 22.9% in the second quarter. Canada Pension Plan Investment Board now owns 8,020,990 shares of the financial services provider’s stock worth $2,625,511,000 after purchasing an additional 1,496,676 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. The Goldman Sachs Group reaffirmed an “outperform” rating and set a $392.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, October 13th. Morgan Stanley boosted their price target on 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. Wall Street Zen cut JPMorgan Chase & Co. from a “hold” rating to a “sell” rating in a research report on Saturday. Royal Bank Of Canada restated an “outperform” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 14th. Finally, Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $368.33.

JPMorgan Chase & Co. Stock Up 0.1%

Shares of JPMorgan Chase & Co. stock opened at $334.67 on Monday. The company has a 50-day simple moving average of $341.87 and a two-hundred day simple moving average of $323.78. The stock has a market capitalization of $888.75 billion, a PE ratio of 14.04, a price-to-earnings-growth ratio of 1.32 and a beta of 1.03. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week 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.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing analysts’ consensus estimates 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 company’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $5.07 EPS. On average, analysts anticipate that JPMorgan Chase & Co. will post 23.95 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were given a $1.65 dividend. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend was Tuesday, October 6th. This represents a $6.60 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is currently 27.68%.

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the stock in a transaction on Thursday, September 10th. The stock was 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 in the company, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: JPMorgan’s disciplined duration management and stable deposits may help protect its balance sheet if rates remain high. However, funding costs and regulatory exposure are still risks. JPM Flags Higher Rate Risks: Can Its Balance Sheet Stay Resilient?
• Positive Sentiment: ETFs bought about $65.6 million of JPM shares on Nov. 4, a supportive demand signal, though one day of flows may not indicate a lasting trend. 42 ETFs Add to JPMorgan Chase (JPM) on Nov. 4
• Neutral Sentiment: JPMorgan’s M&A chief expects a softer 2027, but suggested private-equity firms may eventually need to sell assets, potentially improving exit activity. JPMorgan’s M&A chief sees softer 2027—but a potential upside surprise in private equity exits
• Negative Sentiment: Senate Finance Committee Democrats plan to scrutinize JPMorgan’s relationship with Epstein and how senior executives handled it. The probe could prolong reputational and regulatory uncertainty; the reports do not establish wrongdoing. Democrats to probe JPMorgan’s relationship with Epstein when they take Senate control

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co is a global financial services company serving consumers, businesses, institutional clients and governments. Its operations include consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.

The company offers services such as deposit accounts, credit cards, mortgages, auto financing, lending, payment processing and investment advice. It also provides institutional clients with investment banking, markets, treasury and securities services, and commercial lending.

Headquartered in New York City, JPMorgan Chase serves customers across the United States and operates in many international markets.