Wilmington Savings Fund Society, FSB 13F: Cuts JPM Stake by $2.6M

Wilmington Savings Fund Society trimmed its stake in JPMorgan Chase & Co. JPM, cutting its holdings by 7,799 shares during the period. According to a Form 13F filing with the U.S. Securities and Exchange Commission on October 23, 2026, the firm ended the quarter with 237,729 shares. The remaining position carried a value of about $78.6 million after a 3.2% reduction from the prior quarter.

JPM JPMorgan Chase & Co.

$332.04 ▲ +3.98% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Wilmington Savings Fund Society's JPMorgan Chase Position

The fund held 245,528 shares of the banking giant prior to this filing. Trimming 7,799 shares brought the total down to 237,729 shares. The reported value of the holding sat at $78,647,885 at the close of the period.

Other Institutional Activity in JPMorgan Chase

Other institutional investors also adjusted their positions in the banking institution around the same time. Perigon Wealth Management trimmed its holdings by 14,773 shares, ending with 117,409 shares worth about $38.8 million. Sepio Capital cut its stake by 3,344 shares to finish with 2,293 shares valued at roughly $758,905. Axxcess Wealth Management reduced its holdings by 57,078 shares, leaving it with 79,512 shares worth about $26.3 million. Smith Chas P & Associates Pa Cpas pared its position by 16,212 shares to hold 272,271 shares valued at about $92.5 million. Meanwhile, Pictet North America Advisors grew its holdings by 2,648 shares, resulting in a stake of 67,484 shares worth about $22.3 million.

JPMorgan Chase & Co. Stock Down 1.1%

JPMorgan Chase & Co. shares closed at $331.58 on October 23, 2026, and recently traded around $331.57 as of October 24, 2026. The stock sits below its 50-day moving average of $346.04 while staying above its 200-day moving average of $322.49. The recent price is about 9.5% below its 52-week high of $366.50 and well above its 52-week low of $279.10. Analysts hold a mean price target of $372.26 on the stock, leaving the recent price roughly 10.9% below that consensus target.

Recent Earnings

JPMorgan Chase & Co. generated $190.7 billion in trailing twelve-month revenue and posted earnings of $23.84 per share. The bank reported a return on equity of 18.0% and a net profit margin of 34.6%. Its next quarterly financial update is scheduled for release on January 14, 2027.

Dividend

JPMorgan Chase & Co. pays an annual dividend of $6.60 per share, which translates to a dividend yield of 1.96%. The company distributes 25.7% of its earnings as dividends to shareholders.

Insider Buying and Selling at JPMorgan Chase & Co.

Company insiders executed several stock sales prior to the filing. General Counsel Stacey R. Friedman sold 5,468 shares on May 20, 2026, at an average price of $300.27 for a total of about $1.64 million, and later sold 5,467 shares on June 22, 2026, at $330.73 per share worth about $1.81 million. Officer Robin Leopold sold 2,500 shares on August 11, 2026, at $361.41 per share for roughly $903,518, followed by another sale of 2,500 shares on September 10, 2026, at $352.81 per share totaling about $882,026.

Analysts Set New Price Targets

Wall Street firms updated their views on JPMorgan Chase & Co. ahead of the filing. On October 14, 2026, Truist Securities maintained a hold rating while lifting its price target from $352.00 to $361.00. Barclays maintained an overweight rating on the same day, raising its target from $420.00 to $425.00. RBC Capital reiterated an outperform rating with a steady $370.00 price target on October 14, 2026. Morgan Stanley maintained an equal-weight rating while nudging its target from $370.00 to $377.00 on October 14, 2026. Citigroup maintained a neutral rating on October 15, 2026, while lowering its price target from $360.00 to $350.00. Overall, the stock carries a consensus buy recommendation from 23 analyst opinions.

About JPMorgan Chase

Headquartered in New York, New York, JPMorgan Chase & Co. operates as a large financial holding company providing consumer banking, commercial banking, asset management, and investment banking services. The firm serves millions of customers globally through its extensive branch network and digital platforms, making its institutional holding shifts a closely watched indicator for the broader financial sector.

Bottom Line

Investors tracking Wilmington Savings Fund Society will look toward upcoming SEC disclosures to monitor further portfolio adjustments. The bank's next earnings report in January 2027 will provide fresh data on profit margins and revenue growth.