Banque Cantonale Vaudoise Has $27.05 Million Holdings in JPMorgan Chase & Co. $JPM

Banque Cantonale Vaudoise increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 85,764 shares of the financial services provider’s stock after buying an additional 7,288 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.0% of Banque Cantonale Vaudoise’s investment portfolio, making the stock its 14th largest position. Banque Cantonale Vaudoise’s holdings in JPMorgan Chase & Co. were worth $27,052,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also bought and sold shares of the stock. Mizuho Securities Co. Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 450.0% during the second quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 90 shares during the period. Mountain Hill Investment Partners Corp. acquired a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC grew its holdings in shares of JPMorgan Chase & Co. by 92.6% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 50 shares during the last quarter. Collier Financial bought a new stake in shares of JPMorgan Chase & Co. in the 3rd quarter worth about $60,000. Finally, Clarity Asset Management Inc. increased its position in shares of JPMorgan Chase & Co. by 87.1% during the 2nd quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after purchasing an additional 101 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Daiwa Securities Group lifted their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Robert W. Baird raised their price objective on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. The Goldman Sachs Group boosted their target price on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Finally, HSBC set a $319.00 price target on JPMorgan Chase & Co. and gave the stock a “hold” rating in a research report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $340.00.

Insider Activity

In other news, CFO Jeremy Barnum sold 2,893 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 transaction of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares in the company, valued at $8,350,241.84. The trade was a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 71,596 shares of company stock worth $22,067,932. 0.47% of the stock is owned by company insiders.

JPMorgan Chase & Co. Trading Down 1.7%

Shares of NYSE JPM opened at $282.57 on Friday. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $337.25. The company has a market cap of $762.10 billion, a PE ratio of 14.12, a P/E/G ratio of 1.19 and a beta of 1.06. 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 company has a 50-day moving average of $307.57 and a two-hundred day moving average of $308.38.

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

Key Headlines Impacting 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. Company 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.