Wedmont Private Capital boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 25.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 67,827 shares of the financial services provider’s stock after purchasing an additional 13,816 shares during the quarter. Wedmont Private Capital’s holdings in JPMorgan Chase & Co. were worth $22,479,000 at the end of the most recent quarter.
Several other institutional investors have also recently added to or reduced their stakes in JPM. Horizons Wealth Management bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $31,000. MBM Wealth Consultants LLC bought a new position in JPMorgan Chase & Co. during the first quarter worth $29,000. Aventus Investment Advisors Inc. acquired a new stake in JPMorgan Chase & Co. in the second quarter worth $33,000. Osbon Capital Management LLC acquired a new stake in JPMorgan Chase & Co. in the fourth quarter worth $35,000. Finally, Timbuktu Capital Management LLC bought a new stake in JPMorgan Chase & Co. in the second quarter valued at $50,000. 71.55% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about JPMorgan Chase & Co.
Here are the key news stories impacting JPMorgan Chase & Co. this week:
- Positive Sentiment: JPMorgan reportedly generated approximately $700 million in first-half 2026 profits from gold, silver, and other metals trading. Strong precious-metals demand could support record industry trading revenue and benefit the bank’s markets business. Gold, silver boom puts US bank trading revenues on track for record $5 billion
- Positive Sentiment: JPMorgan is serving as a joint lead arranger on Volta Infrastructure Holdings’ $5.012 billion leveraged-loan package for data-center leases and GPU capital expenditures, highlighting continued demand for its lending and arranging businesses. Volta launches $5B leveraged loan package
- Positive Sentiment: TD Cowen initiated coverage with a Hold rating and a $370 price target, implying meaningful potential upside from the referenced trading level. Investors are also focused on JPMorgan’s expected third-quarter earnings release on October 13. JPMorgan Q3 earnings preview
- Positive Sentiment: JPMorgan will present at the BancAnalysts Association of Boston Conference on November 5. The event may provide additional updates on treasury management, markets, interest-rate exposure, and capital allocation. JPMorganChase to Present at the BancAnalysts Association of Boston Conference
- Neutral Sentiment: Analysts expect year-over-year revenue and earnings growth, but investors are taking a cautious stance ahead of results because of higher funding costs, expenses, credit risks, and JPMorgan’s premium valuation.
- Neutral Sentiment: JPMorgan continues to receive attention for its artificial-intelligence investments and its estimate of roughly $50 billion in 2026 cryptocurrency inflows, although the earnings impact remains uncertain.
- Negative Sentiment: JPMorgan has warned that rising long-term Treasury yields—driven partly by elevated government debt—could pressure markets and reduce returns for small- and mid-cap assets. Rapidly rising yields can also increase bond-market volatility and financing risks for banks.
- Negative Sentiment: The bank’s research describes U.S. housing affordability as severely strained, with mortgage costs outpacing incomes and activity effectively frozen. A prolonged housing slowdown could weigh on mortgage demand and consumer credit quality.
- Negative Sentiment: CEO Jamie Dimon has cautioned that artificial intelligence could eliminate or significantly change large numbers of jobs. While JPMorgan may gain efficiency from AI, broader labor-market disruption could increase economic and credit concerns.
Wall Street Analyst Weigh In
Check Out Our Latest Analysis on JPMorgan Chase & Co.
JPMorgan Chase & Co. Price Performance
Shares of NYSE JPM opened at $333.01 on Friday. The stock has a market cap of $885.20 billion, a price-to-earnings ratio of 14.27, a PEG ratio of 1.36 and a beta of 1.02. The company has a debt-to-equity ratio of 1.30, 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’s 50-day simple moving average is $350.36 and its 200 day simple moving average is $328.67.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%. The company’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same period in the previous year, the company posted $4.96 EPS. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 24.16 earnings per share for the current fiscal year.
JPMorgan Chase & Co. Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be given a dividend of $1.65 per share. The ex-dividend date of this dividend is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s payout ratio is presently 28.28%.
Insider Transactions at JPMorgan Chase & Co.
In related news, insider Robin Leopold sold 2,500 shares of the stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of the sale, the insider directly owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company 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, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.
The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.
JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.
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