2,953 JPMorgan Chase & Co. $JPM Shares Bought by Wealth Enhancement Trust Services Inc.

Wealth Enhancement Trust Services Inc. boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 41,598 shares of the financial services provider’s stock after purchasing an additional 2,953 shares during the period. JPMorgan Chase & Co. comprises approximately 1.5% of Wealth Enhancement Trust Services Inc.’s investment portfolio, making the stock its 14th biggest position. Wealth Enhancement Trust Services Inc.’s holdings in JPMorgan Chase & Co. were worth $13,762,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of JPM. E Fund Management Co. Ltd. boosted its position in JPMorgan Chase & Co. by 7.1% during the 2nd quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider’s stock worth $9,805,000 after buying an additional 1,973 shares during the period. Edmond DE Rothschild Holding S.A. lifted its position in shares of JPMorgan Chase & Co. by 4.6% during the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider’s stock valued at $112,485,000 after acquiring an additional 15,017 shares during the period. First National Bank of Mount Dora Trust Investment Services grew its stake in shares of JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after buying an additional 6,492 shares during the period. FAS Wealth Partners Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 4.3% in the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after purchasing an additional 1,794 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its stake in shares of JPMorgan Chase & Co. by 2.9% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,170,524 shares of the financial services provider’s stock worth $383,148,000 after purchasing an additional 33,071 shares during the last quarter. 71.55% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently weighed in on JPM shares. Robert W. Baird increased their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. HSBC boosted their target price on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the stock a “hold” rating in a research report on Monday, September 28th. Wells Fargo & Company increased their price objective on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. Evercore reiterated an “outperform” rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. Finally, Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. Sixteen investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $363.08.

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the business’s stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total transaction of $882,025.00. Following the transaction, the insider owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. The trade was a 3.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Roundup

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

• Positive Sentiment: Dividend increase reinforces capital strength. JPMorgan recently raised its dividend by 10%, and its relatively low payout ratio suggests the bank may have room for further increases while continuing to invest and maintain capital buffers. JPMorgan dividend article
• Positive Sentiment: Business expansion could support fee revenue. Chase is adding payroll services to its larger-business banking platform, allowing clients to manage payroll alongside banking and payments. The broader offering could improve customer retention and generate additional recurring revenue. Chase payroll article
• Positive Sentiment: AI capabilities remain a competitive strength. JPMorgan ranked first in the 2026 Evident AI Index. Its approximately $19.8 billion technology budget is aimed at productivity gains and could strengthen operations over time, although the financial return on that spending is not yet clear. JPMorgan AI rankings article
• Positive Sentiment: Earnings expectations remain supportive. Analysts anticipate year-over-year earnings growth in the upcoming report, with trading and investment banking activity receiving particular attention. Recent coverage argues that strong banking momentum could reinforce the bullish case for JPM shares. JPMorgan earnings preview
• Neutral Sentiment: New investment-banking and settlement initiatives offer longer-term potential. JPMorgan hired veteran dealmaker Rob Sweeney as a global investment-banking chair and contributed institutional expertise to Solana’s delivery-versus-payment settlement program. Both developments may expand strategic reach, but their near-term earnings impact is uncertain. JPMorgan investment banking hiring article
• Negative Sentiment: Dimon’s warnings highlight macro and cyber risks. CEO Jamie Dimon said AI-related cybersecurity threats have risen sharply and warned that persistent inflation, higher interest rates and intense competition for capital could create a corporate credit squeeze. These risks could pressure loan quality, deal activity and valuation multiples. JPMorgan AI risk article

JPMorgan Chase & Co. Price Performance

JPM stock traded down $1.78 during midday trading on Wednesday, hitting $329.50. The company’s stock had a trading volume of 6,999,411 shares, compared to its average volume of 9,236,223. JPMorgan Chase & Co. has a 12 month low of $279.10 and a 12 month high of $366.50. The company has a 50 day moving average of $351.12 and a two-hundred day moving average of $328.32. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The firm has a market capitalization of $875.88 billion, a price-to-earnings ratio of 14.12, a price-to-earnings-growth ratio of 1.39 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the previous year, the firm posted $4.96 EPS. JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% compared to the same quarter last year. On average, analysts expect that JPMorgan Chase & Co. will post 24.16 EPS for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be paid a $1.65 dividend. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s dividend payout ratio is 25.71%.

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.