2,658 JPMorgan Chase & Co. $JPM Shares Sold by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.8% in the third quarter, HoldingsChannel.com reports. The fund owned 326,818 shares of the financial services provider’s stock after selling 2,658 shares during the period. JPMorgan Chase & Co. accounts for 1.2% of Oregon Public Employees Retirement Fund’s holdings, making the stock its 14th biggest position. Oregon Public Employees Retirement Fund’s holdings in JPMorgan Chase & Co. were worth $108,121,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in JPM. First Nebraska Trust Co purchased a new position in JPMorgan Chase & Co. in the third quarter worth about $12,958,000. Evergreen Private Wealth LLC grew its stake in shares of JPMorgan Chase & Co. by 0.6% during the 3rd quarter. Evergreen Private Wealth LLC now owns 23,476 shares of the financial services provider’s stock valued at $7,767,000 after purchasing an additional 133 shares during the period. IPG Investment Advisors LLC increased its position in shares of JPMorgan Chase & Co. by 39.0% during the 3rd quarter. IPG Investment Advisors LLC now owns 19,468 shares of the financial services provider’s stock valued at $6,441,000 after purchasing an additional 5,459 shares during the last quarter. CrossGen Wealth LLC increased its position in shares of JPMorgan Chase & Co. by 1.6% during the 3rd quarter. CrossGen Wealth LLC now owns 14,076 shares of the financial services provider’s stock valued at $4,657,000 after purchasing an additional 227 shares during the last quarter. Finally, Aware Super Pty Ltd as trustee of Aware Super increased its position in shares of JPMorgan Chase & Co. by 22.6% during the 3rd quarter. Aware Super Pty Ltd as trustee of Aware Super now owns 331,897 shares of the financial services provider’s stock valued at $109,801,000 after purchasing an additional 61,217 shares during the last quarter. 71.55% of the stock is currently owned by institutional investors.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s disciplined duration management and stable deposits may help protect its balance sheet if rates remain high. However, funding costs and regulatory exposure are still risks. JPM Flags Higher Rate Risks: Can Its Balance Sheet Stay Resilient?
• Positive Sentiment: ETFs bought about $65.6 million of JPM shares on Nov. 4, a supportive demand signal, though one day of flows may not indicate a lasting trend. 42 ETFs Add to JPMorgan Chase (JPM) on Nov. 4
• Neutral Sentiment: JPMorgan’s M&A chief expects a softer 2027, but suggested private-equity firms may eventually need to sell assets, potentially improving exit activity. JPMorgan’s M&A chief sees softer 2027—but a potential upside surprise in private equity exits
• Negative Sentiment: Senate Finance Committee Democrats plan to scrutinize JPMorgan’s relationship with Epstein and how senior executives handled it. The probe could prolong reputational and regulatory uncertainty; the reports do not establish wrongdoing. Democrats to probe JPMorgan’s relationship with Epstein when they take Senate control

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 shares were sold at an average price of $352.81, for a total value of $882,025.00. Following the sale, the insider owned 71,047 shares in the company, valued at approximately $25,066,092.07. The trade was a 3.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on JPM. Bank of America raised their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. HSBC upped their target price 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. Wall Street Zen cut shares of JPMorgan Chase & Co. from a “hold” rating to a “sell” rating in a report on Saturday. Citigroup decreased their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating on the stock in a research report on Thursday, October 15th. Finally, Freedom Broker upgraded shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Thursday, October 15th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average price target of $368.33.

JPMorgan Chase & Co. Stock Performance

NYSE JPM opened at $334.67 on Monday. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.31. The firm has a market cap of $888.75 billion, a price-to-earnings ratio of 14.04, a price-to-earnings-growth ratio of 1.32 and a beta of 1.03. The business has a 50-day moving average price of $341.87 and a 200-day moving average price of $323.78.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data 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). The company 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 company’s quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.07 EPS. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 23.95 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

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

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co is a global financial services company serving consumers, businesses, institutional clients and governments. Its operations include consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.

The company offers services such as deposit accounts, credit cards, mortgages, auto financing, lending, payment processing and investment advice. It also provides institutional clients with investment banking, markets, treasury and securities services, and commercial lending.

Headquartered in New York City, JPMorgan Chase serves customers across the United States and operates in many international markets.