JPMorgan Chase & Co. $JPM Stock Position Lowered by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.0% in the 3rd quarter, Holdings Channel reports. The firm owned 860,067 shares of the financial services provider’s stock after selling 8,949 shares during the period. JPMorgan Chase & Co. makes up 0.8% of Nisa Investment Advisors LLC’s holdings, making the stock its 11th biggest holding. Nisa Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $284,536,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Robeco Institutional Asset Management B.V. increased its stake in JPMorgan Chase & Co. by 0.4% in the third quarter. Robeco Institutional Asset Management B.V. now owns 3,003,762 shares of the financial services provider’s stock valued at $993,735,000 after purchasing an additional 12,595 shares during the period. Diversify Advisory Services LLC boosted its stake in shares of JPMorgan Chase & Co. by 6.4% during the third quarter. Diversify Advisory Services LLC now owns 77,312 shares of the financial services provider’s stock worth $25,940,000 after buying an additional 4,633 shares during the period. Lakeshore Capital Group Inc. boosted its stake in shares of JPMorgan Chase & Co. by 4.1% during the third quarter. Lakeshore Capital Group Inc. now owns 4,736 shares of the financial services provider’s stock worth $1,567,000 after buying an additional 188 shares during the period. Randall & Associates Wealth Management boosted its stake in shares of JPMorgan Chase & Co. by 55.2% during the third quarter. Randall & Associates Wealth Management now owns 3,830 shares of the financial services provider’s stock worth $1,267,000 after buying an additional 1,362 shares during the period. Finally, Rare Wolf Capital LLC boosted its stake in shares of JPMorgan Chase & Co. by 22.0% during the third quarter. Rare Wolf Capital LLC now owns 2,498 shares of the financial services provider’s stock worth $826,000 after buying an additional 450 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Down 1.4%

Shares of JPMorgan Chase & Co. stock opened at $331.82 on Friday. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50. The company has a market cap of $882.04 billion, a P/E ratio of 13.92, a PEG ratio of 1.33 and a beta of 1.02. 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 firm has a fifty day moving average of $345.41 and a two-hundred day moving average of $331.70.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share for the quarter, missing the consensus estimate of $5.94 by ($0.19). The firm had revenue of $50.17 billion during 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 firm’s revenue was up 8.1% on a year-over-year basis. During the same period in the previous year, the firm earned $5.07 EPS. On average, analysts forecast that JPMorgan Chase & Co. will post 23.99 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The company also recently declared 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 an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio is currently 27.68%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Digital-assets expansion: J.P. Morgan Asset Management made its MONY and JLTXX tokenized money-market funds available on the Solana blockchain for qualified U.S. investors. The move broadens access to the bank’s onchain platform and could support new fee and asset-gathering opportunities. J.P. Morgan Asset Management Expands Access to Its Tokenized Money Market Funds on Solana
• Positive Sentiment: JPM Coin reaches Ethereum: JPMorgan extended its USD-backed deposit-token payment system to the Ethereum mainnet for institutional clients, enabling potentially faster, always-on settlement. The expansion reinforces JPM’s position in institutional blockchain infrastructure. JPMorgan Chase Takes JPM Coin to Ethereum
• Positive Sentiment: Higher earnings outlook: Erste Group raised its fiscal 2027 EPS estimate for JPM to $25.56 from $25.27, above the current consensus forecast of $23.99. The revision offers support for the long-term earnings story. JPMorgan EPS Estimate Update
• Neutral Sentiment: JPMorgan disclosed stakes exceeding 5% in Panoro Energy, Deep Value Driller and Hexagon Composites. These appear to be investment or custody-related holdings and are not expected to materially affect JPM’s operating results. JPMorgan Ownership Disclosures
• Neutral Sentiment: JPMorgan strategists said hedge-fund positioning has reset and that downside risk for equities may be limited. This could improve market sentiment, but it is not a direct change to JPM’s fundamentals. JPMorgan Strategist Market Outlook
• Negative Sentiment: Average credit-card delinquencies among major issuers, including JPMorgan, increased to 2.6% in September. Although net charge-offs declined, rising delinquency rates could raise concerns about consumer credit costs and future provisions. Credit Card Delinquencies Creep Up
• Negative Sentiment: The recent earnings miss remains an overhang: quarterly EPS of $5.75 fell short of the $5.94 consensus, while revenue also missed estimates. This may be offsetting optimism around digital assets and higher longer-term forecasts.

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of the sale, the insider owned 71,047 shares in the company, valued at $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The sale 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 corporate insiders.

Wall Street Analysts Forecast Growth

JPM has been the topic of a number of research reports. Zacks Research lowered JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Citigroup reduced their price objective on JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating for the company in a research note on Thursday, October 15th. The Goldman Sachs Group reaffirmed an “outperform” rating and set a $392.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, October 13th. Barclays lifted their target price on JPMorgan Chase & Co. from $420.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, October 14th. Finally, Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (a-)” rating in a report on Friday, October 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $368.10.

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.