Gerber Kawasaki Wealth & Investment Management Grows Position in JPMorgan Chase & Co. $JPM

Gerber Kawasaki Wealth & Investment Management boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 15.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,528 shares of the financial services provider’s stock after buying an additional 2,727 shares during the period. Gerber Kawasaki Wealth & Investment Management’s holdings in JPMorgan Chase & Co. were worth $6,475,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mizuho Securities Co. Ltd. increased its holdings in shares of JPMorgan Chase & Co. by 450.0% in the 2nd 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 JPMorgan Chase & Co. during the 3rd quarter worth $32,000. Family Legacy Financial Solutions LLC boosted its stake in JPMorgan Chase & Co. by 92.6% during 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 period. Collier Financial purchased a new position in JPMorgan Chase & Co. during the 3rd quarter worth $60,000. Finally, Clarity Asset Management Inc. grew its position in 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 during the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on JPM shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $330.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. CICC Research assumed coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 price objective for the company. Finally, Piper Sandler increased their price objective on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $340.00.

Insider Activity at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred 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 transaction, the general counsel directly owned 65,353 shares of the company’s stock, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,596 shares of company stock worth $22,067,932 in the last three months. 0.47% of the stock is currently owned by corporate insiders.

More JPMorgan Chase & Co. News

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. Stock Down 1.7%

Shares of NYSE:JPM opened at $282.57 on Friday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27. The firm’s 50-day simple moving average is $307.57 and its 200-day simple moving average is $308.38. The company has a market cap of $762.10 billion, a price-to-earnings ratio of 14.12, a PEG ratio of 1.19 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.93 by $0.30. The firm had revenue of $45.80 billion during 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%. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $4.81 earnings per share. As a group, equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

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.