LGT Group Foundation Increases Holdings in JPMorgan Chase & Co. $JPM

LGT Group Foundation lifted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.3% in the third quarter, HoldingsChannel reports. The fund owned 824,279 shares of the financial services provider’s stock after buying an additional 48,978 shares during the period. JPMorgan Chase & Co. accounts for approximately 2.9% of LGT Group Foundation’s investment portfolio, making the stock its 9th largest holding. LGT Group Foundation’s holdings in JPMorgan Chase & Co. were worth $256,112,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Norges Bank acquired a new stake in JPMorgan Chase & Co. in the second quarter worth about $10,295,209,000. Laurel Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 28,813.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 16,785,584 shares of the financial services provider’s stock valued at $4,866,309,000 after purchasing an additional 16,727,530 shares during the period. Viking Global Investors LP lifted its position in JPMorgan Chase & Co. by 86.1% during the 2nd quarter. Viking Global Investors LP now owns 4,042,034 shares of the financial services provider’s stock valued at $1,171,826,000 after purchasing an additional 1,870,386 shares during the period. KBC Group NV boosted its stake in shares of JPMorgan Chase & Co. by 56.3% in the 2nd quarter. KBC Group NV now owns 2,566,562 shares of the financial services provider’s stock valued at $744,072,000 after purchasing an additional 924,915 shares during the last quarter. Finally, Mawer Investment Management Ltd. grew its position in shares of JPMorgan Chase & Co. by 187.5% during the 2nd quarter. Mawer Investment Management Ltd. now owns 1,241,969 shares of the financial services provider’s stock worth $360,059,000 after buying an additional 809,976 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on JPM shares. CICC Research initiated coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price target for the company. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of JPMorgan Chase & Co. in a research note on Tuesday, February 24th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Wells Fargo & Company dropped their target price on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. Finally, DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $340.00.

Insider Transactions at JPMorgan Chase & Co.

In other news, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $306.40, for a total value of $1,042,985.60. Following the sale, the general counsel directly owned 61,949 shares in the company, valued at $18,981,173.60. The trade was a 5.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Robin Leopold sold 432 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total value of $132,684.48. Following the transaction, the insider directly owned 65,353 shares of the company’s stock, valued at $20,072,520.42. This represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is currently owned by company insiders.

Trending Headlines about JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: Zacks upgraded JPM to a “Strong Buy,” boosting short‑term bullishness from some retail/analyst circles. Zacks Upgrade
• Neutral Sentiment: J.P. Morgan Asset Management released its annual College Planning guide — positive PR for the wealth management franchise but unlikely to move the stock materially. College Planning Essentials
• Negative Sentiment: JPMorgan marked down and repriced software-linked loans in private‑credit portfolios and has restricted lending to private‑credit firms — a direct hit to capital deployment and a signal of rising credit stress in the $2T private‑credit market. This is the primary negative catalyst. Reuters: Restricts Private Credit Lending
• Negative Sentiment: Multiple outlets (FT, CNBC, PYMNTS, Zacks) report that the markdowns target software firms because of AI disruption risks — investors worry about valuation, liquidity and potential future losses. Zacks: Markdowns Signal Reality Check
• Negative Sentiment: JPMorgan is facing a proposed class‑action lawsuit alleging the bank facilitated a $328M crypto Ponzi scheme — legal risk and reputational concerns that can pressure shares if exposure or fines grow. Cointelegraph: Crypto Ponzi Lawsuit
• Negative Sentiment: Heavy insider selling and notable institutional rebalancing (reported by Quiver Quantitative) add to sentiment weakness and may amplify intraday selling pressure. Quiver Quant: Insider & Institutional Activity
• Negative Sentiment: Broader market sell‑off (oil surge and geopolitical risks) has led to a bank sector pullback, exacerbating JPM’s decline despite its strong fundamentals and recent earnings beat. Marketwide Sell-Off Coverage

JPMorgan Chase & Co. Trading Down 1.7%

Shares of NYSE:JPM opened at $282.57 on Friday. The firm has a market cap of $762.10 billion, a price-to-earnings ratio of 14.12, a PEG ratio of 1.19 and a beta of 1.06. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company’s fifty day simple moving average is $307.57 and its 200 day simple moving average is $308.38. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The firm had revenue of $45.80 billion during the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the prior year, the business earned $4.81 EPS. As a group, research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

About JPMorgan Chase & Co.

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.