JPMorgan Chase & Co. $JPM Shares Purchased by Legal & General Group Plc

Legal & General Group Plc boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 18,908,978 shares of the financial services provider’s stock after buying an additional 607,025 shares during the period. JPMorgan Chase & Co. makes up approximately 1.3% of Legal & General Group Plc’s portfolio, making the stock its 10th largest holding. Legal & General Group Plc’s holdings in JPMorgan Chase & Co. were worth $5,964,459,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Pinkerton Wealth LLC lifted its stake in shares of JPMorgan Chase & Co. by 2.4% in the 3rd quarter. Pinkerton Wealth LLC now owns 22,238 shares of the financial services provider’s stock worth $7,015,000 after acquiring an additional 513 shares during the period. Banque Cantonale Vaudoise increased its stake in shares of JPMorgan Chase & Co. by 9.3% during the third quarter. Banque Cantonale Vaudoise now owns 85,764 shares of the financial services provider’s stock worth $27,052,000 after acquiring an additional 7,288 shares during the period. Sienna Gestion increased its stake in shares of JPMorgan Chase & Co. by 54.4% during the third quarter. Sienna Gestion now owns 135,565 shares of the financial services provider’s stock worth $38,987,000 after acquiring an additional 47,792 shares during the period. Fieldview Capital Management LLC raised its holdings in JPMorgan Chase & Co. by 56.1% during the third quarter. Fieldview Capital Management LLC now owns 11,773 shares of the financial services provider’s stock worth $3,714,000 after purchasing an additional 4,232 shares in the last quarter. Finally, WINTON GROUP Ltd lifted its position in JPMorgan Chase & Co. by 104.3% in the third quarter. WINTON GROUP Ltd now owns 14,153 shares of the financial services provider’s stock valued at $4,464,000 after purchasing an additional 7,226 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on JPM. Piper Sandler lifted their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Truist Financial reduced their price target on JPMorgan Chase & Co. from $334.00 to $330.00 in a report on Wednesday, February 25th. DZ Bank restated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Zacks Research upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Finally, Robert W. Baird raised their target price on JPMorgan Chase & Co. from $280.00 to $290.00 and gave the company a “neutral” rating in a report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $340.00.

JPMorgan Chase & Co. Stock Performance

NYSE:JPM opened at $282.57 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm has a 50-day moving average price of $307.57 and a two-hundred day moving average price of $308.38. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company has a market capitalization of $762.10 billion, a P/E ratio of 14.12, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.93 by $0.30. The company had revenue of $45.80 billion for the quarter, compared to the consensus estimate 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 quarter in the prior year, the firm earned $4.81 earnings per share. As a group, research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. News Roundup

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

Insider Activity

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.79, for a total value of $2,680,923.09. Following the completion of the transaction, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by corporate insiders.

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.