JPMorgan Chase & Co. $JPM Shares Acquired by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 25.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 45,224 shares of the financial services provider’s stock after buying an additional 9,172 shares during the quarter. JPMorgan Chase & Co. makes up about 0.7% of Soltis Investment Advisors LLC’s investment portfolio, making the stock its 21st largest holding. Soltis Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $14,961,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Horizons Wealth Management bought a new position in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $31,000. Aventus Investment Advisors Inc. purchased a new stake in JPMorgan Chase & Co. in the second quarter worth $33,000. Timbuktu Capital Management LLC bought a new stake in JPMorgan Chase & Co. in the second quarter valued at $50,000. NI Acquisitions Company LLC bought a new stake in JPMorgan Chase & Co. in the second quarter valued at $51,000. Finally, Turim 21 Investimentos Ltda. purchased a new position in JPMorgan Chase & Co. during the 1st quarter valued at $62,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

More JPMorgan Chase & Co. News

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

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction dated Thursday, September 10th. The shares were 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 of the company’s stock, valued at $25,066,092.07. The trade was a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, 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 currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have commented on JPM. UBS Group upped their price objective on shares of JPMorgan Chase & Co. from $395.00 to $400.00 and gave the stock a “buy” rating in a report on Monday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $370.00 target price on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 14th. Robert W. Baird boosted their price target on shares of JPMorgan Chase & Co. from $305.00 to $312.00 and gave the company a “neutral” rating in a research report on Wednesday, October 14th. Truist Financial increased their price target on shares of JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a “hold” rating in a research note on Wednesday, October 14th. Finally, TD Cowen assumed coverage on shares of JPMorgan Chase & Co. in a report on Thursday, October 8th. They issued a “hold” rating and a $370.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $368.33.

JPMorgan Chase & Co. Price Performance

JPM opened at $352.14 on Thursday. The stock has a fifty day simple moving average of $342.66 and a two-hundred day simple moving average of $323.49. 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 company has a market cap of $936.05 billion, a price-to-earnings ratio of 14.77, a price-to-earnings-growth ratio of 1.33 and a beta of 1.03. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM) last announced its 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 business had revenue of $50.17 billion for the quarter, compared to the consensus estimate of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The business’s quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter last year, the firm posted $5.07 EPS. Research analysts predict that JPMorgan Chase & Co. will post 23.95 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Tuesday, October 6th were given a dividend of $1.65 per share. This is an increase 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%.

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.