JPMorgan Chase & Co. $JPM Stock Bought by Wealth Enhancement Trust Services Inc.

Wealth Enhancement Trust Services Inc. grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm 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 holdings, making the stock its 14th largest holding. Wealth Enhancement Trust Services Inc.’s holdings in JPMorgan Chase & Co. were worth $13,762,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. E Fund Management Co. Ltd. increased its holdings 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 purchasing an additional 1,973 shares during the period. Edmond DE Rothschild Holding S.A. lifted its position in JPMorgan Chase & Co. by 4.6% during the second 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 last quarter. First National Bank of Mount Dora Trust Investment Services boosted its position 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 worth $12,125,000 after purchasing an additional 6,492 shares in the last quarter. FAS Wealth Partners Inc. grew its stake in shares of JPMorgan Chase & Co. by 4.3% during the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after acquiring an additional 1,794 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its stake in JPMorgan Chase & Co. by 2.9% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,170,524 shares of the financial services provider’s stock valued at $383,148,000 after purchasing an additional 33,071 shares in the last quarter. 71.55% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction 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 in the company, valued at $25,066,092.07. The trade was a 3.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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.

More JPMorgan Chase & Co. News

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 issued reports on JPM shares. Jefferies Financial Group reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Friday, September 25th. UBS Group dropped their price objective on JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating on the stock in a report on Monday. Truist Financial increased their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research report on Wednesday, July 15th. The Goldman Sachs Group reissued a “buy” rating and issued a $418.00 price target on shares of JPMorgan Chase & Co. in a report on Tuesday, July 14th. Finally, Barclays reaffirmed an “overweight” rating on shares of JPMorgan Chase & Co. in a report on Tuesday. Sixteen investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and an average price target of $363.08.

JPMorgan Chase & Co. Price Performance

JPM stock traded down $1.78 during midday trading on Wednesday, reaching $329.50. The 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 company’s fifty day simple moving average is $351.12 and its 200 day simple moving average is $328.32. The company has a market cap 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 issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 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 business had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. During the same period in the prior year, the business earned $4.96 earnings per share. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. As a group, sell-side analysts predict that JPMorgan Chase & Co. will post 24.16 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th will be issued a $1.65 dividend. This represents a $6.60 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, October 6th. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 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.