Capital Advisors Inc. OK Raises Position in JPMorgan Chase & Co. $JPM

Core Insights - Capital Advisors Inc. OK increased its stake in JPMorgan Chase & Co. by 4.7% in Q3, owning 560,784 shares valued at $176.89 million, making it the 5th largest holding in their portfolio [2] - Several institutional investors significantly modified their holdings in JPMorgan Chase & Co. in Q2, with Kingstone Capital Partners Texas LLC raising its position by 609,867.5% to 72,897,211 shares valued at $21.13 billion [3] - Insider Robin Leopold sold 966 shares at an average price of $311.92, resulting in a 1.63% decrease in their position [4] - Analysts have mixed ratings on JPMorgan Chase & Co., with a consensus rating of "Hold" and a price target of $333.90 [5] - The company reported Q3 earnings of $5.07 EPS, exceeding estimates, with revenue of $47.12 billion, an 8.8% year-over-year increase [7] - JPMorgan Chase & Co. announced a quarterly dividend of $1.50, representing a 1.8% yield and a payout ratio of 29.72% [8] - The company operates across various segments, including Consumer & Community Banking, Corporate & Investment Banking, Commercial Banking, and Asset & Wealth Management [9][10] Financial Performance - The stock opened at $329.34, with a market cap of $896.55 billion, a P/E ratio of 16.31, and a beta of 1.07 [6] - The stock has a 1-year low of $202.16 and a high of $337.25, with 50-day and 200-day moving averages at $315.25 and $304.42, respectively [6] Institutional Ownership - 71.55% of JPMorgan Chase & Co.'s stock is owned by institutional investors and hedge funds [3]