JPMorgan Chase & Co. $JPM Stock Position Cut by SS&H Financial Advisors Inc.

SS&H Financial Advisors Inc. trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 24.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 79,060 shares of the financial services provider’s stock after selling 25,730 shares during the period. JPMorgan Chase & Co. comprises about 6.6% of SS&H Financial Advisors Inc.’s portfolio, making the stock its 2nd largest holding. SS&H Financial Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $26,155,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Soltis Investment Advisors LLC boosted its position in JPMorgan Chase & Co. by 25.4% during the third quarter. Soltis Investment Advisors LLC now owns 45,224 shares of the financial services provider’s stock worth $14,961,000 after acquiring an additional 9,172 shares during the last quarter. Everett Harris & Co. CA grew its stake in JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Everett Harris & Co. CA now owns 30,881 shares of the financial services provider’s stock valued at $10,216,000 after acquiring an additional 88 shares in the last quarter. Blueprint Investment Partners LLC grew its stake in JPMorgan Chase & Co. by 2.0% during the 3rd quarter. Blueprint Investment Partners LLC now owns 16,883 shares of the financial services provider’s stock valued at $5,586,000 after acquiring an additional 330 shares in the last quarter. ERn Financial LLC raised its holdings in JPMorgan Chase & Co. by 3.1% in the 3rd quarter. ERn Financial LLC now owns 1,882 shares of the financial services provider’s stock valued at $623,000 after acquiring an additional 57 shares during the last quarter. Finally, Crew Capital Management Ltd raised its holdings in JPMorgan Chase & Co. by 11.0% in the 3rd quarter. Crew Capital Management Ltd now owns 7,083 shares of the financial services provider’s stock valued at $2,343,000 after acquiring an additional 702 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

JPM has been the topic of a number of research reports. Barclays raised their target price on shares of JPMorgan Chase & Co. from $420.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 14th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, October 14th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. Weiss Ratings downgraded JPMorgan Chase & Co. from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Friday, October 23rd. Finally, Freedom Broker upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 15th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $368.33.

Insider Activity

In other news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. 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. The trade was a 3.40% decrease in their position. The transaction was disclosed in a filing 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. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Trading Up 4.2%

Shares of JPM opened at $352.14 on Thursday. 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 $936.05 billion, a P/E ratio of 14.77, a P/E/G ratio of 1.33 and a beta of 1.03. The firm has a 50-day moving average price of $342.66 and a 200 day moving average price of $323.49. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.31.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing analysts’ consensus estimates of $5.94 by ($0.19). The firm 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% on a year-over-year basis. During the same period last year, the firm earned $5.07 earnings per share. Sell-side analysts forecast that JPMorgan Chase & Co. will post 23.95 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th were issued a dividend of $1.65 per share. The ex-dividend date was Tuesday, October 6th. This represents a $6.60 dividend on an annualized basis and a dividend yield of 1.9%. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s payout ratio is 27.68%.

Key Stories Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s trading desk expects technology stocks to rebound after the midterms and sees a potential broadening of the market rally beyond megacap leaders. A broader rally could support investor sentiment toward financial stocks, though the view is a market outlook rather than a JPM-specific earnings update. JPMorgan Trading Desk Sees Tech Rebounding After Midterms
• Positive Sentiment: JPMorgan is expanding its Dubai private-banking presence with a new DIFC branch and a larger local team. The move could help the bank attract regional clients and grow wealth-management assets and revenue over time. JPM Opens Dubai Private Banking Branch
• Positive Sentiment: JPMorgan Payments’ new Receivables Matching tool aims to automate invoice matching and reduce manual work for clients. Separately, treasury platform Embat integrated JPMorgan’s banking authorization API, making it easier for shared clients to connect accounts. These developments may improve the bank’s payments offering and client engagement. J.P. Morgan Payments Debuts Tool to Streamline Cash Application Embat Turns to J.P. Morgan for Better Bank-Treasury Connectivity
• Positive Sentiment: Recent reports cite an analyst upgrade and a UBS analyst’s expectation that JPM shares could rise, adding a potential source of support from analyst sentiment. The provided headlines do not include the target price or rationale. JPMorgan Shares Up Following Analyst Upgrade UBS Analyst Says JPMorgan Stock Price Expected to Rise
• Neutral Sentiment: JPMorgan filed its quarterly Form 10-Q for the period ended September 30, 2026. The filing is a routine disclosure; the supplied report does not describe new financial details that would change the investment outlook. JPMorganChase Files Form 10-Q

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, 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.