Accurate Wealth Management 13F: Adds $1.2M to JPM Stake

Accurate Wealth Management boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 8.9% during the third quarter, according to a Form 13F filed with the SEC on October 20, 2026.

JPM JPMorgan Chase & Co.

$335.26 ▲ +4.99% year to date

1M 3M YTD

Daily close · Oct 20, 2026

Inside Accurate Wealth Management's JPMorgan Chase Trade

The fund added 3,475 shares of the banking institution during the period, bringing its total holding to 42,201 shares. The value of the investment reached $13,988,169 as of the filing date. Prior to this purchase, the firm owned 38,726 shares.

JPMorgan Chase & Co. Stock Down 1.3%

The stock recently traded around $335.37 as of October 21, 2026, close to its event-day close of $335.26 on October 20, 2026. Shares sit below the 50-day moving average of $347.64 while remaining above the 200-day moving average of $322.42. The company has traded between a 52-week low of $279.10 and a 52-week high of $366.50, and currently carries a market capitalization of roughly $885.7 billion.

Recent Earnings

For its trailing twelve months, the bank posted $190.73 billion in revenue and reported earnings of $23.84 per share. The institution operates with a net profit margin of 34.6% and a return on equity of 18.0%. Investors can look toward the next earnings report scheduled for January 14, 2027.

Dividend

The company pays an annual dividend rate of $6.60 per share, giving it a dividend yield of 1.98% based on current trading levels.

Insider Buying and Selling at JPMorgan Chase & Co.

General Counsel Stacey R. Friedman sold 5,468 shares on May 20, 2026, at an average price of $300.27, totaling $1,641,856. She later sold another 5,467 shares on June 22, 2026, at $330.73 for a total of $1,808,121. Officer Robin Leopold sold 2,500 shares on August 11, 2026, at $361.41 worth $903,518, followed by another sale of 2,500 shares on September 10, 2026, at $352.81 for $882,026.

Analysts Set New Price Targets

Analyst firms adjusted their views on the stock ahead of the filing. On October 14, 2026, Truist Securities maintained a hold rating with a $361.00 price target. Barclays kept an overweight rating with a target of $425.00, while RBC Capital reiterated an outperform rating with a $370.00 target. Morgan Stanley maintained an equal-weight rating with a target of $377.00, and Citigroup maintained a neutral rating while lowering its target from $360.00 to $350.00 on October 15, 2026. The stock holds a consensus buy rating and a mean target price of $372.57 across 23 analyst opinions.

About JPMorgan Chase & Co.

Headquartered in New York, JPMorgan Chase & Co. operates as a major financial holding company providing banking, asset management, and investment services to customers worldwide through divisions that span consumer banking, commercial banking, and wealth management.

Bottom Line

Institutional interest in the bank remains active as market participants track macroeconomic shifts in the financial sector. Observers will monitor upcoming disclosures and the January earnings release for further details on operational performance.