JPMorgan Chase & Co. $JPM Holdings Lessened by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 860,067 shares of the financial services provider’s stock after selling 8,949 shares during the period. JPMorgan Chase & Co. comprises about 0.8% of Nisa Investment Advisors LLC’s holdings, making the stock its 11th largest holding. Nisa Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $284,536,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Horizons Wealth Management acquired a new stake in JPMorgan Chase & Co. in the 3rd quarter valued at about $31,000. MBM Wealth Consultants LLC acquired a new position in shares of JPMorgan Chase & Co. during the first quarter worth about $29,000. Aventus Investment Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. during the second quarter worth about $33,000. Timbuktu Capital Management LLC acquired a new position in shares of JPMorgan Chase & Co. during the second quarter worth about $50,000. Finally, NI Acquisitions Company LLC purchased a new stake in shares of JPMorgan Chase & Co. during the second quarter worth approximately $51,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $331.82 on Friday. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The firm has a market capitalization of $882.04 billion, a PE ratio of 13.92, a price-to-earnings-growth ratio of 1.33 and a beta of 1.02. The stock’s 50-day simple moving average is $345.41 and its 200-day simple moving average is $331.70.

JPMorgan Chase & Co. (NYSE:JPM) last posted 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 business 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 revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.07 EPS. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 23.99 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be paid a $1.65 dividend. 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 is Tuesday, October 6th. JPMorgan Chase & Co.’s payout ratio is currently 27.68%.

Key Headlines Impacting JPMorgan Chase & Co.

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.

Analysts Set New Price Targets

Several analysts recently weighed in on JPM shares. Deutsche Bank Aktiengesellschaft raised shares of JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 target price on the stock in a report on Wednesday, July 22nd. Bank of America increased their price objective on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Jefferies Financial Group restated a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. HSBC lifted their price objective on shares of JPMorgan Chase & Co. from $369.00 to $377.00 and gave the stock a “hold” rating in a research report on Monday, September 28th. Finally, Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 14th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus target price of $368.10.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on 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 approximately $25,066,092.07. This trade 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 can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

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.