JPMorgan Chase & Co. $JPM Shares Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 96.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,177 shares of the financial services provider’s stock after selling 279,304 shares during the period. JPMorgan Chase & Co. comprises approximately 0.3% of Curated Wealth Partners LLC’s investment portfolio, making the stock its 29th biggest position. Curated Wealth Partners LLC’s holdings in JPMorgan Chase & Co. were worth $3,698,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of JPM. Horizons Wealth Management bought a new stake in JPMorgan Chase & Co. in the third quarter valued at $31,000. MBM Wealth Consultants LLC purchased a new position in JPMorgan Chase & Co. in the first quarter valued at about $29,000. Aventus Investment Advisors Inc. bought a new stake in shares of JPMorgan Chase & Co. in the second quarter valued at $33,000. Osbon Capital Management LLC purchased a new stake in JPMorgan Chase & Co. during the fourth quarter valued at about $35,000. Finally, Timbuktu Capital Management LLC bought a new stake in JPMorgan Chase & Co. during the 2nd quarter valued at $50,000. 71.55% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $352.81, for a total transaction of $882,025.00. Following the transaction, the insider directly owned 71,047 shares of the company’s stock, valued at $25,066,092.07. This represents a 3.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is currently owned by company insiders.

JPMorgan Chase & Co. Price Performance

JPMorgan Chase & Co. stock opened at $339.49 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31. The firm has a 50-day moving average price of $348.22 and a 200-day moving average price of $330.24. JPMorgan Chase & Co. has a 12-month low of $279.10 and a 12-month high of $366.50. The firm has a market capitalization of $902.43 billion, a PE ratio of 14.55, a price-to-earnings-growth ratio of 1.33 and a beta of 1.02.

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). JPMorgan Chase & Co. had a net margin of 21.85% and a return on equity of 18.48%. The company had revenue of $50.17 billion during the quarter, compared to analysts’ expectations of $51.23 billion. During the same period last year, the firm earned $5.07 earnings per share. JPMorgan Chase & Co.’s quarterly revenue was up 8.1% on a year-over-year basis. As a group, equities research analysts forecast that JPMorgan Chase & Co. will post 23.74 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The company 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 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 27.68%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on JPM shares. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Wednesday. Bank of America increased their price target on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Friday, September 25th. UBS Group dropped their price objective on shares of JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating on the stock in a report on Monday, October 5th. Finally, HSBC raised their price objective on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the stock a “hold” rating in a research note on Monday, September 28th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $365.45.

More 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

JPMorgan Chase & Co. Company Profile

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.