JPMorgan Chase & Co. $JPM Stock: Root Financial Partners LLC Increases Holdings

Root Financial Partners LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 24.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,347 shares of the financial services provider’s stock after buying an additional 2,042 shares during the quarter. Root Financial Partners LLC’s holdings in JPMorgan Chase & Co. were worth $3,423,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in JPM. State Street Corp lifted its stake in JPMorgan Chase & Co. by 0.8% during 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 increased its stake in shares of JPMorgan Chase & Co. by 6.1% in 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 increased its stake in shares of JPMorgan Chase & Co. by 2.6% in 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. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of JPMorgan Chase & Co. by 0.7% in 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. Finally, Dimensional Fund Advisors LP raised its holdings in shares of 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 worth $5,578,788,000 after buying an additional 607,288 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors and hedge funds.

More JPMorgan Chase & Co. News

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

Insiders Place Their Bets

In related news, insider Robin Leopold sold 2,500 shares of the business’s 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 owned 71,047 shares in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on JPM shares. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price objective for the company in a research report on Wednesday, July 22nd. HSBC raised their price objective on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a research note on Monday, September 28th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Wells Fargo & Company boosted their target price on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. Finally, Truist Financial increased their target price on shares of JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a “hold” rating in a report on Wednesday, October 14th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $368.10.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $334.12 on Tuesday. The firm’s fifty day moving average price is $345.50 and its two-hundred day moving average price is $322.76. The stock has a market cap of $888.16 billion, a PE ratio of 14.02, a PEG ratio of 1.31 and a beta of 1.02. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two 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 announced 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 company had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. During the same quarter last year, the company posted $5.07 earnings per share. The firm’s quarterly revenue was up 8.1% on a year-over-year basis. On average, equities analysts expect that JPMorgan Chase & Co. will post 23.97 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be issued a dividend of $1.65 per share. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 27.68%.

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.