JPMorgan Chase & Co. $JPM Stock: SS&H Financial Advisors Inc. Cuts Holdings

SS&H Financial Advisors Inc. lessened its holdings 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 and Exchange Commission. The firm owned 79,060 shares of the financial services provider’s stock after selling 25,730 shares during the quarter. JPMorgan Chase & Co. comprises approximately 6.6% of SS&H Financial Advisors Inc.’s investment portfolio, making the stock its 2nd largest holding. SS&H Financial Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $26,155,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of JPM. Bank of America Corp DE increased its stake in shares of JPMorgan Chase & Co. by 15.8% in the first 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 during the period. Ascentis Wealth Management LLC raised its holdings in shares of 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 purchasing an additional 4,632,891 shares during the last quarter. Jupiter Topco LLC purchased a new position in shares of JPMorgan Chase & Co. during the second quarter worth $1,274,097,000. Healthcare of Ontario Pension Plan Trust Fund raised its holdings in shares of JPMorgan Chase & Co. by 31.5% during 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 last quarter. Finally, Canada Pension Plan Investment Board lifted its position in JPMorgan Chase & Co. by 22.9% during the second quarter. Canada Pension Plan Investment Board now owns 8,020,990 shares of the financial services provider’s stock valued at $2,625,511,000 after purchasing an additional 1,496,676 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. HSBC upped their price target on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a report on Monday, September 28th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 14th. Bank of America boosted their price objective on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Weiss Ratings cut JPMorgan Chase & Co. from a “buy (a-)” rating to a “buy (b+)” rating in a report on Friday, October 23rd. Finally, 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 research note on Friday, August 14th. One equities research 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. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus target price of $368.33.

Key Stories Impacting JPMorgan Chase & Co.

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

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $352.14 on Thursday. The stock has a market capitalization of $936.05 billion, a price-to-earnings ratio of 14.77, a PEG ratio of 1.33 and a beta of 1.03. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31. The stock has a 50-day moving average of $342.66 and a 200 day moving average of $323.49.

JPMorgan Chase & Co. (NYSE:JPM) last issued 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). JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The business had revenue of $50.17 billion during the quarter, compared to analyst estimates of $51.23 billion. During the same period in the previous year, the business posted $5.07 earnings per share. The firm’s revenue for the quarter was up 8.1% on a year-over-year basis. Sell-side 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 announced a quarterly dividend, which was paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th were paid a dividend of $1.65 per share. This represents a $6.60 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend 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 currently 27.68%.

Insider Activity

In other news, insider Robin Leopold sold 2,500 shares of the stock in a transaction that occurred 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 transaction, the insider owned 71,047 shares in the company, valued at $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a filing with the SEC, 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 owned by company insiders.

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.