WoodTrust Financial Corp Sells 1,558 Shares of JPMorgan Chase & Co. $JPM

WoodTrust Financial Corp cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 83,147 shares of the financial services provider’s stock after selling 1,558 shares during the period. JPMorgan Chase & Co. makes up 3.4% of WoodTrust Financial Corp’s investment portfolio, making the stock its 7th largest position. WoodTrust Financial Corp’s holdings in JPMorgan Chase & Co. were worth $27,508,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of JPM. Bank of America Corp DE raised its stake in JPMorgan Chase & Co. by 15.8% during the first quarter. Bank of America Corp DE now owns 65,660,460 shares of the financial services provider’s stock worth $19,314,681,000 after purchasing an additional 8,941,351 shares during the period. Ascentis Wealth Management LLC grew its stake in shares of JPMorgan Chase & Co. by 32,672.0% during the 2nd quarter. Ascentis Wealth Management LLC now owns 4,647,071 shares of the financial services provider’s stock valued at $1,521,126,000 after buying an additional 4,632,891 shares during the period. Jupiter Topco LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 2nd quarter valued at $1,274,097,000. Healthcare of Ontario Pension Plan Trust Fund increased its holdings in shares of JPMorgan Chase & Co. by 31.5% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 6,944,004 shares of the financial services provider’s stock worth $2,042,648,000 after buying an additional 1,662,250 shares during the last quarter. Finally, Canada Pension Plan Investment Board increased its holdings in shares of JPMorgan Chase & Co. by 22.9% during the 2nd quarter. Canada Pension Plan Investment Board now owns 8,020,990 shares of the financial services provider’s stock worth $2,625,511,000 after buying an additional 1,496,676 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. News Roundup

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.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the stock in a transaction dated 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 transaction, the insider owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. This represents 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on JPM shares. Zacks Research cut JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Truist Financial upped their price target on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research note on Wednesday, July 15th. UBS Group cut their price objective on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating on the stock in a report on Monday. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, TD Cowen assumed coverage on JPMorgan Chase & Co. in a report on Thursday. They set a “hold” rating and a $370.00 target price for the company. Fifteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $362.88.

JPMorgan Chase & Co. Trading Up 0.5%

JPM opened at $333.01 on Friday. The firm’s 50 day moving average is $350.36 and its 200-day moving average is $328.67. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week 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 1.30. The firm has a market capitalization of $885.20 billion, a P/E ratio of 14.27, a P/E/G ratio of 1.36 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.59 by $0.55. The firm had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The firm’s quarterly revenue was up 27.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.96 EPS. Analysts expect that JPMorgan Chase & Co. will post 24.16 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders 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 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.28%.

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.