5,928 Shares of JPMorgan Chase & Co. $JPM Purchased by Canandaigua National Trust Co of Florida

Canandaigua National Trust Co of Florida bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (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 about 1.1% of Canandaigua National Trust Co of Florida’s investment portfolio, making the stock its 23rd largest holding.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Persium Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. by 4.1% in the third quarter. Persium Advisors LLC now owns 4,017 shares of the financial services provider’s stock valued at $1,329,000 after buying an additional 160 shares during the last quarter. Baring Financial LLC increased its position in JPMorgan Chase & Co. by 4.6% in the 3rd quarter. Baring Financial LLC now owns 5,745 shares of the financial services provider’s stock valued at $1,901,000 after acquiring an additional 251 shares during the period. Decision Investments Inc. increased its position in JPMorgan Chase & Co. by 1.0% in the 3rd quarter. Decision Investments Inc. now owns 4,991 shares of the financial services provider’s stock valued at $1,651,000 after acquiring an additional 49 shares during the period. Wealth Enhancement Trust Services Inc. raised its stake in JPMorgan Chase & Co. by 7.6% during the 3rd quarter. Wealth Enhancement Trust Services Inc. now owns 41,598 shares of the financial services provider’s stock valued at $13,762,000 after acquiring an additional 2,953 shares during the last quarter. Finally, Echo45 Advisors LLC raised its stake in JPMorgan Chase & Co. by 22.4% during the 3rd quarter. Echo45 Advisors LLC now owns 1,932 shares of the financial services provider’s stock valued at $639,000 after acquiring an additional 354 shares during the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Performance

Shares of JPM stock traded down $1.78 during trading hours on Wednesday, reaching $329.50. 6,999,411 shares of the company’s stock were exchanged, compared to its average volume of 9,236,223. The company has a market cap 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 company’s 50 day moving average is $351.44 and its two-hundred day moving average is $328.03. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $366.50. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $58.02 billion during the quarter, compared to analysts’ expectations of $50.72 billion. During the same period last year, the firm earned $4.96 EPS. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. Equities research analysts anticipate that JPMorgan Chase & Co. will post 24.16 EPS for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The firm 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 dividend on an annualized basis and a yield of 2.0%. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio is 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

Insider Activity at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total transaction of $882,025.00. Following 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 position. The transaction 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. Insiders own 0.41% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have weighed in on JPM. Citigroup lifted their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a research note on Monday, July 20th. Deutsche Bank Aktiengesellschaft upgraded JPMorgan Chase & Co. from a “hold” rating to a “buy” rating and set a $375.00 price target for the company in a research note on Wednesday, July 22nd. Morgan Stanley reiterated a “positive” rating and issued a $370.00 price objective on shares of JPMorgan Chase & Co. in a research report on Wednesday, July 15th. Weiss Ratings raised shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research note on Wednesday, September 2nd. Finally, Truist Financial upped their price objective on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. Sixteen analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $363.08.

Check Out Our Latest Analysis on JPM

JPMorgan Chase & Co. Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)

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