JPMorgan Chase & Co. $JPM Stock Sold by WestEnd Advisors LLC

WestEnd Advisors LLC reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,396 shares of the financial services provider’s stock after selling 6,035 shares during the period. JPMorgan Chase & Co. makes up 0.8% of WestEnd Advisors LLC’s holdings, making the stock its 28th largest position. WestEnd Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $38,177,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Victory Financial Group LLC increased its holdings in shares of JPMorgan Chase & Co. by 84.0% during the third quarter. Victory Financial Group LLC now owns 9,339 shares of the financial services provider’s stock valued at $3,090,000 after acquiring an additional 4,264 shares in the last quarter. Great Lakes Retirement Inc. boosted its stake in JPMorgan Chase & Co. by 2.2% in the 3rd quarter. Great Lakes Retirement Inc. now owns 32,915 shares of the financial services provider’s stock worth $10,889,000 after purchasing an additional 717 shares in the last quarter. Generali Asset Management SPA SGR grew its position in JPMorgan Chase & Co. by 9.2% during the 3rd quarter. Generali Asset Management SPA SGR now owns 178,540 shares of the financial services provider’s stock worth $59,066,000 after purchasing an additional 15,107 shares during the last quarter. IMG Wealth Management Inc. grew its position in JPMorgan Chase & Co. by 4.8% during the 3rd quarter. IMG Wealth Management Inc. now owns 1,590 shares of the financial services provider’s stock worth $526,000 after purchasing an additional 73 shares during the last quarter. Finally, Asset Management One Co. Ltd. increased its stake in JPMorgan Chase & Co. by 2.8% during the 3rd quarter. Asset Management One Co. Ltd. now owns 1,354,702 shares of the financial services provider’s stock valued at $448,176,000 after purchasing an additional 36,589 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about JPMorgan Chase & Co.

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

• Positive Sentiment: UBS raised its price target to $400 and reiterated a “buy” rating, implying approximately 17.4% upside from the referenced share price. The upgrade reflects continued confidence in JPMorgan’s earnings power and franchise strength.
• Positive Sentiment: JPMorgan is among major banks with substantial stock-repurchase programs. Buybacks can support earnings per share and shareholder returns, although the bank is balancing repurchases against investments in its businesses and client support. 3 Bank Stocks With Buyback Plans of at Least $30 Billion Worth a Look
• Positive Sentiment: ETFs recorded a net $83.1 million inflow into JPMorgan shares on October 29, with 40 funds buying and 15 selling. The flow indicates supportive institutional demand, though it is a short-term trading signal. ETFs Bought $83.1 Million of JPMorgan on Oct. 29
• Positive Sentiment: JPMorgan continues expanding its digital-asset and technology capabilities. Its involvement in tokenized funds and stablecoin-related infrastructure could create longer-term growth opportunities, while the appointment of a data-infrastructure chief supports AI and digital-banking initiatives. Blackrock, JPMorgan and Visa Bolster Grayscale’s Crypto Growth Case
• Neutral Sentiment: JPMorgan strategists expect renewed geopolitical risk after the U.S. midterm elections but view any market selloff as a potential buying opportunity. This could support JPM sentiment if investors favor large, diversified banks during volatility. Post-midterm geopolitical risks could create another buying opportunity
• Negative Sentiment: JPMorgan’s latest quarterly earnings missed consensus estimates, with earnings per share of $5.75 versus $5.94 expected and revenue of $50.17 billion versus $51.23 billion expected. Management’s decision to reduce buybacks while increasing investment could pressure near-term per-share returns, despite a higher 2026 net-interest-income outlook. Learn Why The Bull Case For JPMorgan Chase Stock Could Change Following Earnings Miss

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $340.75 on Tuesday. 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. The company has a fifty day moving average of $343.12 and a two-hundred day moving average of $323.13. The stock has a market capitalization of $905.79 billion, a PE ratio of 14.29, a P/E/G ratio of 1.34 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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 return on equity of 18.48% and a net margin of 21.85%. JPMorgan Chase & Co.’s quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter last year, the firm posted $5.07 earnings per share. As a group, research analysts forecast that JPMorgan Chase & Co. will post 23.97 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th were paid a $1.65 dividend. This is a positive change 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 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is 27.68%.

Wall Street Analysts Forecast Growth

JPM has been the subject of several research reports. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 14th. UBS Group raised their target price on JPMorgan Chase & Co. from $395.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday. The Goldman Sachs Group restated an “outperform” rating and issued a $392.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, October 13th. Morgan Stanley lifted 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. Finally, TD Cowen started coverage on JPMorgan Chase & Co. in a research note on Thursday, October 8th. They set a “hold” rating and a $370.00 price target on the stock. One 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. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $368.33.

Insiders Place Their Bets

In other news, insider Robin Leopold sold 2,500 shares of the company’s 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 completion of the sale, the insider directly owned 71,047 shares in the company, valued at $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.

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.