JPMorgan Chase & Co. $JPM Shares Newly Acquired by Canandaigua National Trust Co of Florida

Canandaigua National Trust Co of Florida bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund bought 5,928 shares of the financial services provider’s stock, valued at approximately $1,961,000. JPMorgan Chase & Co. makes up approximately 1.1% of Canandaigua National Trust Co of Florida’s portfolio, making the stock its 23rd biggest holding.

Other institutional investors and hedge funds also recently bought and sold shares of the company. State Street Corp grew its holdings in shares of JPMorgan Chase & Co. by 0.8% in the second quarter. State Street Corp now owns 125,209,293 shares of the financial services provider’s stock valued at $40,984,758,000 after purchasing an additional 932,632 shares in the last quarter. Bank of America Corp DE boosted its position in JPMorgan Chase & Co. by 6.1% in the 2nd quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider’s stock valued at $22,804,018,000 after buying an additional 4,006,293 shares during the period. Bank of New York Mellon Corp grew its stake in shares of JPMorgan Chase & Co. by 2.6% in the second quarter. Bank of New York Mellon Corp now owns 21,642,804 shares of the financial services provider’s stock worth $7,084,339,000 after acquiring an additional 540,362 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of JPMorgan Chase & Co. by 0.7% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 18,833,413 shares of the financial services provider’s stock worth $6,164,741,000 after acquiring an additional 134,634 shares during the period. Finally, Dimensional Fund Advisors LP raised its stake in shares of JPMorgan Chase & Co. by 3.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider’s stock valued at $5,578,788,000 after acquiring an additional 607,288 shares in the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Down 0.5%

NYSE:JPM traded down $1.78 during trading hours 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 52-week low of $279.10 and a 52-week high of $366.50. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock has a market capitalization of $875.88 billion, a P/E ratio of 14.12, a price-to-earnings-growth ratio of 1.39 and a beta of 1.02. The stock has a fifty day moving average of $351.44 and a 200-day moving average of $328.03.

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, topping analysts’ consensus estimates of $5.59 by $0.55. The company had revenue of $58.02 billion during the quarter, compared to the consensus estimate of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same period in the previous year, the business earned $4.96 EPS. On average, equities analysts forecast that JPMorgan Chase & Co. will post 24.16 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be paid a dividend of $1.65 per share. The ex-dividend date is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

JPMorgan Chase & Co. News Summary

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

Wall Street Analysts Forecast Growth

Several research analysts recently commented on JPM shares. UBS Group lowered their target price on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating for the company in a research note on Monday. Robert W. Baird lifted their price objective on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research note on Wednesday, July 15th. Weiss Ratings raised JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research report on Wednesday, September 2nd. The Goldman Sachs Group restated a “buy” rating and set a $418.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Finally, Truist Financial raised their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a report on Wednesday, July 15th. Sixteen equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $363.08.

Insider Transactions at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the company’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 value of $882,025.00. Following the completion of the transaction, the insider directly owned 71,047 shares of the company’s stock, valued at $25,066,092.07. This represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.

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.