JPMorgan Chase & Co. $JPM is Vinva Investment Management Ltd's 9th Largest Position

Key Points

• Vinva Investment Management raised its stake in JPMorgan Chase by 24.7% in Q3 to 209,217 shares (worth $66.05M), making the stock its 9th-largest holding and ~1.3% of the fund's portfolio.
• Other institutions also moved significantly — Norges Bank initiated a ~<$10.3B> stake and Laurel Wealth Advisors expanded to 16.79M shares — and institutional investors now own about 71.6% of JPM stock.
• JPMorgan beat Q4 EPS expectations ($5.23 vs. $4.93 est.) on $45.8B revenue; the stock carries a consensus “Moderate Buy” rating with a $340 target, though insiders have recently sold shares.

Vinva Investment Management Ltd increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 24.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 209,217 shares of the financial services provider's stock after purchasing an additional 41,397 shares during the period. JPMorgan Chase & Co. accounts for about 1.3% of Vinva Investment Management Ltd's holdings, making the stock its 9th biggest holding. Vinva Investment Management Ltd's holdings in JPMorgan Chase & Co. were worth $66,048,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter valued at approximately $10,295,209,000. Laurel Wealth Advisors LLC raised its position in shares of 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 buying an additional 16,727,530 shares during the period. Viking Global Investors LP lifted its holdings in JPMorgan Chase & Co. by 86.1% in the second 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 acquiring an additional 1,870,386 shares during the last quarter. KBC Group NV lifted its holdings in JPMorgan Chase & Co. by 56.3% in the second quarter. KBC Group NV now owns 2,566,562 shares of the financial services provider's stock valued at $744,072,000 after acquiring an additional 924,915 shares during the last quarter. Finally, Mawer Investment Management Ltd. grew its position in JPMorgan Chase & Co. by 187.5% in the second quarter. Mawer Investment Management Ltd. now owns 1,241,969 shares of the financial services provider's stock worth $360,059,000 after acquiring an additional 809,976 shares during the period. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $287.39 on Thursday. The business has a 50-day simple moving average of $308.36 and a 200-day simple moving average of $308.56. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The company has a market cap of $775.11 billion, a PE ratio of 14.36, a P/E/G ratio of 1.19 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm had revenue of $45.80 billion for the quarter, compared to analysts' expectations of $45.98 billion. During the same quarter last year, the company earned $4.81 earnings per share. The firm's revenue was up 7.1% compared to the same quarter last year. On average, equities research analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current fiscal year.

Analyst Ratings Changes

JPM has been the subject of several recent analyst reports. Barclays reissued a "buy" rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. DZ Bank reiterated a "neutral" rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Royal Bank Of Canada reissued an "outperform" rating and set a $330.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Freedom Capital upgraded shares of JPMorgan Chase & Co. to a "hold" rating in a report on Wednesday, January 14th. Finally, Truist Financial decreased their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $340.00.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 432 shares of JPMorgan Chase & Co. stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.14, for a total transaction of $132,684.48. Following the completion of the sale, the insider directly owned 65,353 shares of the company's stock, valued at $20,072,520.42. The trade was a 0.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, COO Jennifer Piepszak sold 8,571 shares of the company's stock in a transaction that occurred on Friday, January 16th. The shares were 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 $22,216,535.33. This trade represents a 10.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 71,596 shares of company stock worth $22,067,932. Corporate insiders own 0.47% of the company's stock.

JPMorgan Chase & Co. News Summary

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

• Positive Sentiment: Zacks upgraded JPMorgan to a "Strong Buy", citing brighter earnings prospects—this analyst upgrade can attract buyers and provides a near‑term sentiment tailwind. Zacks Upgrade
• Positive Sentiment: JPMorgan's capital‑return story (dividend hikes + large buyback program) remains a structural upside for the stock and supports valuation—even if near‑term volatility rises. Capital Return Analysis
• Positive Sentiment: Strategic partnerships (JPMorgan Payments + Mirakl) show continued product innovation in payments and commerce—incremental revenue/market‑share positives over time. Mirakl Partnership
• Neutral Sentiment: JPMorgan research turning bullish on life‑insurance stocks and other sector calls underline the bank’s advisory/POV strength but have limited direct impact on JPM’s stock fundamentals. Life Insurance Coverage
• Neutral Sentiment: Reports that the Pentagon is recruiting bankers from Goldman and JPMorgan for a new "Economic Defense Unit" are notable for prestige and fees but are unlikely to move JPM’s stock materially. Pentagon Hiring
• Negative Sentiment: JPMorgan has marked down and tightened lending against private‑credit loans to software companies amid AI disruption fears—this lowers borrowing capacity for private‑credit firms, signals higher perceived credit risk, and could depress fees, increase provisioning or create mark‑to‑market pressure across asset‑management exposures. Market reaction to this move is the primary downward driver. Private Credit Markdowns
• Negative Sentiment: Short interest in JPM rose notably in February (roughly +15% over mid‑February levels), indicating growing bearish positioning that can magnify downward moves during negative headlines. No link

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.

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