Simon Quick Advisors 13F: Adds $1.6M to JPM Stake
Key Points
- This increase represents a 17.7% boost in Simon Quick Advisors' holdings in JPMorgan Chase, now making up 0.79% of its total portfolio.
- Simon Quick Advisors held 31,995 $JPM shares at quarter end, up 17.74% from the prior quarter.
- JPMorgan Chase shares were recently trading around $334.12, which is about equal to its closing price on the filing date of $334.04.
- The stock has a mean price target of $372.26 from analysts, indicating it trades about 10.2% below that target.
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On October 26, 2026, Simon Quick Advisors boosted its position in JPMorgan Chase & Co. (JPM) by 4,820 shares, bringing its total to 31,995 shares valued at about $10.6 million. This information comes from the fund's latest Form 13F filing with the SEC.
Simon Quick Advisors' reported value for its JPMorgan Chase stake is about $10.6 million, making it the 25th largest position in its portfolio, which has a total reported value of approximately $1.34 billion. The increase of 4,820 shares represents a 17.7% change in the fund's holdings.
JPM
JPMorgan Chase & Co.
Where JPMorgan Chase Fits in Simon Quick Advisors' Portfolio
JPMorgan Chase now accounts for 0.79% of Simon Quick Advisors' total portfolio, ranking 25th among its 455 holdings.
JPMorgan Chase & Co. Stock Up 0.8%
As of October 27, 2026, JPMorgan Chase shares were recently trading around $334.12, which is about equal to its closing price of $334.04 on October 26. The stock is currently about 8.8% below its 52-week high of $366.50 but is 19.7% above its 52-week low of $279.10.
Recent Earnings
JPMorgan Chase reported trailing twelve-month revenue of about $190.7 billion, with a net margin of 34.6% and a return on equity of 18.0%. The next earnings report is scheduled for January 14, 2027.
Dividend
JPMorgan Chase has a dividend rate of $6.60 per share, yielding about 1.98%. The dividend payout ratio stands at 25.7%.
Insider Buying and Selling at JPMorgan Chase & Co.
Recent insider activity includes sales by Stacey R. Friedman, General Counsel, who sold 5,468 shares at an average price of $300.27 on May 20, 2026, and 5,467 shares at $330.73 on June 22, 2026. Additionally, Robin Leopold, an Officer, sold 2,500 shares at $361.41 on August 11, 2026, and another 2,500 shares at $352.81 on September 10, 2026.
Analysts Set New Price Targets
On October 14, 2026, Truist Securities maintained a "Hold" rating with a price target of $361.00, while Barclays maintained an "Overweight" rating with a target of $425.00. The consensus price target for JPMorgan Chase is $372.26, based on 23 analyst opinions, indicating a general recommendation to buy.
About JPMorgan Chase & Co.
JPMorgan Chase & Co. is a major financial institution that offers various banking and financial services globally. It operates in three main segments: Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. This recent increase in Simon Quick Advisors' holdings suggests a growing confidence in the bank's performance and outlook.
Bottom Line
Investors should keep an eye on JPMorgan Chase's next earnings report on January 14, 2027, and watch for further filings from institutional investors like Simon Quick Advisors. The stock's current position relative to analyst price targets may influence future trading activity.
Related Filing Alerts
Source: Simon Quick Advisors's 13F filing on $JPM (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts