JPMorgan Chase & Co. $JPM Stock Holdings Cut by BDF Gestion

BDF Gestion cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 17.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,921 shares of the financial services provider’s stock after selling 13,290 shares during the period. JPMorgan Chase & Co. comprises approximately 2.4% of BDF Gestion’s portfolio, making the stock its 7th biggest holding. BDF Gestion’s holdings in JPMorgan Chase & Co. were worth $20,163,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Peterson Wealth Advisors LLC grew its stake in shares of JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares during the period. JFS Wealth Advisors LLC increased its stake in JPMorgan Chase & Co. by 0.4% in the 2nd quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock worth $2,290,000 after acquiring an additional 35 shares during the last quarter. Cottonwood Capital Advisors LLC increased its holdings in shares of JPMorgan Chase & Co. by 0.9% in the 2nd quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock worth $1,112,000 after buying an additional 35 shares during the last quarter. Coign Capital Advisors LLC boosted its stake in JPMorgan Chase & Co. by 1.2% in the second quarter. Coign Capital Advisors LLC now owns 2,854 shares of the financial services provider’s stock worth $827,000 after buying an additional 35 shares in the last quarter. Finally, Rialto Wealth Management LLC grew its stake in shares of JPMorgan Chase & Co. by 3.9% during the second quarter. Rialto Wealth Management LLC now owns 929 shares of the financial services provider’s stock valued at $269,000 after buying an additional 35 shares during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the sale, the insider directly owned 58,479 shares in the company, valued at approximately $18,240,769.68. The trade was a 1.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Up 1.8%

Shares of JPM opened at $322.97 on Tuesday. The business’s 50 day moving average is $308.12 and its 200 day moving average is $299.10. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $323.23. The company has a market capitalization of $879.22 billion, a PE ratio of 16.00, a price-to-earnings-growth ratio of 1.64 and a beta of 1.08.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, topping the consensus estimate of $4.83 by $0.24. JPMorgan Chase & Co. had a return on equity of 17.18% and a net margin of 20.90%.The business had revenue of $47.12 billion during the quarter, compared to the consensus estimate of $44.42 billion. During the same period in the prior year, the company posted $4.37 EPS. The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. Research analysts expect that JPMorgan Chase & Co. will post 18.1 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be given a dividend of $1.50 per share. The ex-dividend date is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.72%.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Bank is reported to be evaluating crypto trading services for institutional clients (spot and derivatives), which could expand Markets revenue and strengthen JPM’s position in digital assets if launched; the plan is under internal consideration and could attract fee income from institutional flows. JPMorgan Weighs Crypto Trading to Expand Digital Asset Presence
• Positive Sentiment: Analyst upgrade reported that has already been linked with upside in the shares today — upgrades can spur short-term buying and validate outlook for earnings/valuation. JPMorgan Chase & Co. (NYSE:JPM) Trading Up 1.2% on Analyst Upgrade
• Positive Sentiment: Small institutional buying reported (Breakthru Advisory purchased new JPM holdings), signaling continued demand from asset managers—though the position size is modest, it’s a confirming data point for institutional interest. Breakthru Advisory Services LLC Purchases New Holdings in JPMorgan Chase & Co. $JPM
• Neutral Sentiment: J.P. Morgan Asset Management (Canada) announced estimated 2025 reinvested capital gain distributions and December cash distributions for several JPMorgan ETFs on the TSX — routine fund housekeeping that affects ETF unitholders but has limited direct impact on JPM stock fundamentals. JPMorgan Asset Management (Canada) Inc. Exchange Traded Funds 2025 Estimated Annual Reinvested Capital Gain Distributions
• Negative Sentiment: JPMorgan (or its affiliates) ceased to be a substantial holder in IDP Education — a minor portfolio change that is unlikely to affect JPM’s core business but is a small negative signal about that specific investment. JPMorgan Ceases to Be Substantial Holder in IDP Education
• Negative Sentiment: Coverage notes that internal discussions on crypto have no firm timeline and CEO Jamie Dimon has publicly criticized bitcoin in the past—regulatory, compliance and reputational risks remain and could limit how quickly or broadly JPM expands crypto services. JPMorgan Evaluates Crypto Market Entry with Institutional-Grade Trading Services

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 15th. KGI Securities raised their price target on JPMorgan Chase & Co. from $300.00 to $315.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Daiwa Capital Markets upped their price target on JPMorgan Chase & Co. from $330.00 to $332.00 and gave the company an “outperform” rating in a report on Wednesday, October 8th. Morgan Stanley set a $331.00 price target on JPMorgan Chase & Co. in a research note on Tuesday, December 9th. Finally, Piper Sandler boosted their price objective on shares of JPMorgan Chase & Co. from $332.00 to $336.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Fifteen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Hold” and an average target price of $329.19.

JPMorgan Chase & Co. Profile

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.