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13F +12% · EXODUSPOINT Institutional Filing Alert

ExodusPoint Capital Management (Michael Gelband & Hyung Lee) added to JPM (+12% shares QoQ · 13.0% of 13F portfolio)

Form 13F-HR institutional holdings disclosure · Filed 2026-10-17

ExodusPoint Holdings › All Filing Alerts › SEC Filing ↗

JPM

JPMorgan Chase & Co.
$335.79
+$1.75 (0.52%)Oct 27 close
FinancialsS&P 500 CompareTechnicals
1M3M6M1Y2Y
-7%0%+8%+15%+23%Oct 2025Oct 2026Apr 202652w high $366.5052w low $279.10
JPMSPY
Wall St. Highest PT $425.00 (+26.6%) Wall St. Avg PT $372.26 (+10.9%)
$279$318$358$398$438POC $306Hi $425Avg $372
Underwater Drawdown %Max DD -15.5%Current -7.6%
0.0%-15.5%
Relative Strength vs SPY-1.0% vs SPYUnderperforming
+15%0%-15%
1W
+$0.53 (0.16%)
1M
−$5.57 (1.63%)
3M
−$19.75 (5.55%)
6M
+$27.28 (8.84%)
YTD
+$19.66 (6.22%)
1Y
+$37.39 (12.53%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
26 analysts · mean score 2.04
1 = Strong Buy · 5 = Sell
Strong Buy519%
Buy1038%
Hold1142%
Underperform00%
Sell00%
Wall Street consensus
Analyst price targets
Current price$335.79
Average target$372.26
+$36.47 (+10.9%) upsideaverage target vs current price
CurrentAverageMedian
Low$312.00
Median$370.00
High$425.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-15 · Citigroup reiterated Neutral on JPM
Reiterated
2026-10-14 · Truist Securities reiterated Hold on JPM
Reiterated
2026-10-14 · Barclays reiterated Overweight on JPM
Reiterated
2026-10-14 · RBC Capital reiterated Outperform on JPM
Reiterated
2026-10-14 · Morgan Stanley reiterated Equal-Weight on JPM
Reiterated
2026-10-14 · Baird reiterated Neutral on JPM
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$891.7B
P/E (last 12 months)14.1
P/E (next 12 months, estimated)13.2
52-week range$279.10 – $366.50
Revenue growth (latest quarter vs a year ago)+10.2%
Dividend yield1.98%
Analyst consensusBuy (23)
Average analyst price target$372.26 (+11%)

What they do

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities.

Financial Services · Banks - Diversified
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
46th percentile in sector
C
12-1 return: +7.8%
Percentile within its GICS sector across the S&P 1500.
Growth
46th percentile in sector
C
Revenue growth (YoY): +10.2%
Percentile within its GICS sector across the S&P 1500.
Value
24th percentile in sector
D+
Forward E/P: 7.5% · EBITDA/EV: –
Percentile within its GICS sector across the S&P 1500.
Profitability
75th percentile in sector
B+
Profit margin: +34.6% · Return on equity: +18.0%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 214 of 499 · 12-month momentum 15.0%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

JPM earningsNext report in 78 days
Next report
Thu Jan 14, 2027Before the open
EPS consensus$5.90 range $5.65–$6.40
Revenue consensus$51.1B 11 analysts
Last 4 quarters · EPS vs estimate
Oct 13, 2026$5.75est $5.94−3.2%Below estimates
Jul 14, 2026$6.14est $5.80+5.9%Above estimates
Apr 14, 2026$5.94est $5.51+7.8%Above estimates
Jan 13, 2026$4.63est $4.82−3.9%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:04:06 ET
25-0125-0425-0725-1026-0126-0426-0726-100.006.14
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$52.9B+17.8%
2026-03-31$49.8B–
2025-12-31$45.8B–
2025-09-30$46.4B–
2025-06-30$44.9B–

Recent dividends

2026-10-06: $1.650 · 2026-07-06: $1.500 · 2026-04-06: $1.500 · 2026-01-06: $1.500 · 2025-10-06: $1.500 · 2025-07-03: $1.400 · 2025-04-04: $1.400 · 2025-01-06: $1.250

News & catalysts

More news
JPMorgan U.S. Quality Factor ETF (JQUA) Adds Apple and Microsoft on Oct. 26
GuruFocus.com · 38m ago
JPM puts ArcelorMittal on Positive Catalyst Watch on steel price gains
Investing.com · 40m ago
Market Chatter: Anthropic Picks JPMorgan Chase to Lead US Retail Sales in Potential IPO
MT Newswires · 2h ago
Anthropic taps JPMorgan to lead IPO’s U.S. retail sales, Bloomberg reports
Investing.com · 10h ago
JPMorgan says ex-banker Rana pushed sister, friend to lie to support sexual assault case
Investing.com · 19h ago
Rating changes
Reiterated
2026-10-15 · Citigroup reiterated Neutral on JPM
Reiterated
2026-10-14 · Truist Securities reiterated Hold on JPM
Reiterated
2026-10-14 · Barclays reiterated Overweight on JPM
Reiterated
2026-10-14 · RBC Capital reiterated Outperform on JPM
Reiterated
2026-10-14 · Morgan Stanley reiterated Equal-Weight on JPM
Reiterated
2026-10-14 · Baird reiterated Neutral on JPM

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Leopold Robin
Head of Human Resources · 2026-09-10
Sell
$882.0K
Leopold Robin
Head of Human Resources · 2026-08-11
Sell
$903.5K
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:04:06 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026