JPMorgan Chase & Co. $JPM Shares Newly Purchased by Neumann Capital Management LLC

Neumann Capital Management LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the third quarter, HoldingsChannel.com reports. The fund bought 10,450 shares of the financial services provider’s stock, valued at approximately $3,457,000.

Several other institutional investors have also recently bought and sold shares of the company. Activest Wealth Management lifted its stake in JPMorgan Chase & Co. by 5.7% in the 3rd quarter. Activest Wealth Management now owns 2,888 shares of the financial services provider’s stock valued at $955,000 after acquiring an additional 156 shares in the last quarter. V Square Quantitative Management LLC boosted its position in JPMorgan Chase & Co. by 3.6% during the 3rd quarter. V Square Quantitative Management LLC now owns 10,844 shares of the financial services provider’s stock worth $3,588,000 after acquiring an additional 375 shares during the last quarter. YANKCOM Partnership grew its stake in shares of JPMorgan Chase & Co. by 0.8% during the 3rd quarter. YANKCOM Partnership now owns 14,191 shares of the financial services provider’s stock worth $4,695,000 after acquiring an additional 111 shares in the last quarter. Fortitude Advisory Group L.L.C. grew its stake in shares of JPMorgan Chase & Co. by 3.4% during the 3rd quarter. Fortitude Advisory Group L.L.C. now owns 8,761 shares of the financial services provider’s stock worth $2,899,000 after acquiring an additional 285 shares in the last quarter. Finally, Davidson Capital Management Inc. raised its holdings in shares of JPMorgan Chase & Co. by 2.2% in the third quarter. Davidson Capital Management Inc. now owns 4,281 shares of the financial services provider’s stock valued at $1,416,000 after purchasing an additional 94 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

Key JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan reported approximately $15.3 billion in third-quarter net income and added more than 650,000 net new checking accounts, highlighting continued customer and deposit growth. JPMorgan Chase: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Several analysts remain constructive: Royal Bank of Canada reiterated an Outperform rating, while Morgan Stanley and Robert W. Baird published bullish outlooks. Investors may view JPMorgan’s scale, profitability and balance-sheet strength as defensive advantages if economic conditions deteriorate. JPMorgan Earns Outperform Rating from Royal Bank of Canada
• Positive Sentiment: The bank’s decision to block unvetted third-party AI agents from customer accounts could reduce cybersecurity, fraud and operational risks, while its AI strategy continues to develop under tighter controls. Jamie Dimon Warns About AI Payment Agents
• Neutral Sentiment: Citigroup lowered its price target from $360 to $350 while maintaining a Neutral rating, suggesting limited near-term upside but no major deterioration in its view. Citigroup Lowers JPMorgan Price Target
• Neutral Sentiment: JPMorgan and Goldman Sachs increased the yield and improved terms on a $5 billion leveraged loan for Volta Infrastructure, indicating stronger investor compensation is needed for riskier AI-related debt. This may support fee activity but also underscores tighter credit-market conditions. JPMorgan and Goldman Boost Yield on Volta AI Loan
• Negative Sentiment: The third-quarter earnings release included an EPS miss, while revenue also came in below consensus estimates. The shortfall has raised questions about whether the stock’s recent gains already reflect much of its earnings strength. JPMorgan Misses Third Quarter Earnings
• Negative Sentiment: One Seeking Alpha analysis downgraded JPMorgan to Hold, citing leverage as a potential constraint on future earnings. CEO Jamie Dimon also warned that inflation, elevated asset prices, bond yields and the possibility of a market shock remain important risks. JPMorgan Leverage a Concern to Future Earnings

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the firm’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 completion of the transaction, the insider directly 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 filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on JPM shares. HSBC lifted their price objective 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 restated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Wednesday. TD Cowen initiated coverage on shares of JPMorgan Chase & Co. in a research report on Thursday, October 8th. They issued a “hold” rating and a $370.00 target price for the company. Citigroup decreased their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set a “neutral” rating for the company in a research report on Thursday. Finally, Evercore reiterated an “outperform” rating and issued a $360.00 price target on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average price target of $365.45.

JPMorgan Chase & Co. Stock Performance

JPM opened at $339.49 on Friday. The business’s 50-day simple moving average is $348.22 and its 200 day simple moving average is $330.24. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. 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 market capitalization of $902.43 billion, a PE ratio of 14.24, a PEG ratio of 1.35 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $5.75 earnings per share for the quarter, missing analysts’ consensus estimates of $5.94 by ($0.19). The company had revenue of $50.17 billion during 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 firm’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.07 earnings per share. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 23.72 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be issued a $1.65 dividend. This represents a $6.60 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, October 6th. This is a boost from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s payout ratio is currently 27.68%.

JPMorgan Chase & Co. 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.