BDF Gestion Cuts Holdings in JPMorgan Chase & Co. $JPM

BDF Gestion trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 17.2% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 63,921 shares of the financial services provider’s stock after selling 13,290 shares during the quarter. JPMorgan Chase & Co. makes up about 2.4% of BDF Gestion’s investment portfolio, making the stock its 7th largest holding. BDF Gestion’s holdings in JPMorgan Chase & Co. were worth $20,163,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Brighton Jones LLC lifted its holdings in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the period. Acorns Advisers LLC raised its holdings in shares of JPMorgan Chase & Co. by 6.9% during the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares in the last quarter. Axiom Investors LLC DE raised its position in JPMorgan Chase & Co. by 84.8% during the first quarter. Axiom Investors LLC DE now owns 1,719,115 shares of the financial services provider’s stock valued at $421,699,000 after acquiring an additional 788,831 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC raised its stake in shares of JPMorgan Chase & Co. by 4.0% in the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 27,184 shares of the financial services provider’s stock valued at $6,668,000 after acquiring an additional 1,050 shares in the last quarter. Finally, Full Sail Capital LLC increased its stake in shares of JPMorgan Chase & Co. by 19.0% in the first quarter. Full Sail Capital LLC now owns 5,233 shares of the financial services provider’s stock worth $1,284,000 after purchasing an additional 836 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on JPM. TD Cowen increased their price objective on shares of JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Citigroup lifted their price target on shares of JPMorgan Chase & Co. from $275.00 to $325.00 and gave the stock a “neutral” rating in a research report on Wednesday, September 24th. UBS Group increased their price objective on JPMorgan Chase & Co. from $339.00 to $350.00 and gave the stock a “buy” rating in a report on Tuesday, October 7th. The Goldman Sachs Group decreased their price objective on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating for the company in a research report on Friday, December 5th. Finally, Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Hold” and a consensus price target of $329.19.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of the business’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $311.92, for a total transaction of $301,314.72. Following the transaction, the insider owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.47% of the stock is owned by corporate insiders.

Key JPMorgan Chase & Co. News

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

JPMorgan Chase & Co. Trading Up 1.8%

NYSE JPM opened at $322.97 on Tuesday. The business’s fifty day moving average is $308.12 and its 200 day moving average is $299.10. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 1.26. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $323.23. The company has a market cap of $879.22 billion, a price-to-earnings 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 announced its quarterly earnings results on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.83 by $0.24. The firm had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The company’s revenue was up 8.8% on a year-over-year basis. During the same period in the prior year, the company posted $4.37 EPS. As a group, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

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

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.