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JPM JPMorgan Chase & Co (JPM) Insider Trading, Ownership & Congress Trades

Banks · National commercial banks · CIK 0000019617
Quote by TradingView
Congress · 5Form 144 · 2
Insider buyers, 180 days
0
Funds added, last quarter
2,517
13F, latest reported quarter

What the filings say about JPM

Insiders, 180 days
-$15.5M net sold
9 sellers · 9% of sales under a 10b5-1 plan
Congress, 1 year
5 bought · 3 sold
Latest: sale, 2026-08-20
Planned sales (Form 144), 90 days
$1.8M
2 notices

JPMorgan Chase & Co insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, JPMORGAN CHASE & CO insiders sold a net $15.5M of stock across 149 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Leopold Robin
Head of Human Resources
SELL
2026-09-10 SEC
2,500
$882.0K
-6.5%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Aug 11, 2026.
  • The trade is 3.5% of the 71,047 shares held after it.
  • No other insider sold within 30 days.
  • 2,517 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Head of Human Resources Leopold Robin sold about $882.0K of JPM under a 10b5-1 plan on Sep 10, 2026; 2,517 funds added in the latest 13F quarter.
Leopold Robin
Head of Human Resources
SELL
2026-08-11 SEC
2,500
$903.5K
-9.2%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Mar 23, 2026.
  • The trade is 3.4% of the 73,547 shares held after it.
  • No other insider sold within 30 days.
  • 2,517 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Head of Human Resources Leopold Robin sold about $903.5K of JPM on Aug 11, 2026; 2,517 funds added in the latest 13F quarter.
Friedman Stacey
General Counsel
SELL
2026-06-22 SEC
5,467
$1.8M
-0.3%
Context
  • 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on May 20, 2026.
  • The trade is 13.3% of the 40,961 shares held after it.
  • No other insider sold within 30 days.
  • 2,517 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Friedman Stacey sold about $1.8M of JPM on Jun 22, 2026; 2,517 funds added in the latest 13F quarter.
Friedman Stacey
General Counsel
SELL
2026-05-20 SEC
5,468
$1.6M
+9.9%
Context
  • 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Feb 17, 2026.
  • The trade is 11.8% of the 46,428 shares held after it.
  • 7 other insiders sold within 30 days.
  • 2,517 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Friedman Stacey sold about $1.6M of JPM on May 20, 2026; 7 other insiders sold within 30 days and 2,517 funds added in the latest 13F quarter.
Erdoes Mary E.
CEO Asset & Wealth Management
SELL
2026-05-15 SEC
6,648
$2.0M
+10.8%
Context
  • 14 earlier Form 4 trades (code P or S) here by this insider (14 sales), the last on Apr 15, 2026.
  • The trade is 1.1% of the 632,399 shares held after it.
  • 8 other insiders sold within 30 days.
  • 2,517 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO Asset & Wealth Management Erdoes Mary E. sold about $2.0M of JPM on May 15, 2026; 8 other insiders sold within 30 days and 2,517 funds added in the latest 13F quarter.
149 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 144 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$15.5M over 180 days
-$1.8M over 90 days
below 98% of Banks
Congress
5 members bought in the last year
the highest in Banks
Funds
2,517 funds bought in last quarter
the highest in Banks
Revenue
+2.8% year over year
below 69% of Banks
Margin
31.3% net margin
below 72% of Banks
Buybacks
$15.1B repurchased, FY to 2026-06-30
the highest in Banks
Short interest
0.9% of the float short (float per yahoo 2026-10-26) · 2.6 days to cover · settled 2026-09-30
below 73% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch JPM

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+14.3%12M
-3%+6%+16%+26%2025-102025-122026-022026-042026-062026-082026-10 2026-04-15 · DIMON JAMES sold $40.0M2026-02-19 · Rohrbaugh Troy L sold $15.4M2026-02-19 · DIMON JAMES sold $6.8M2026-04-15 · Erdoes Mary E. sold $3.8M2026-02-19 · DIMON JAMES sold $3.1M2026-04-15 · Piepszak Jennifer sold $2.8M2026-01-16 · Piepszak Jennifer sold $2.7M2026-04-15 · BACON ASHLEY sold $2.3M2026-01-16 · BACON ASHLEY sold $2.3M2026-05-15 · Erdoes Mary E. sold $2.0M2026-04-15 · Lake Marianne sold $2.0M2026-05-15 · Lake Marianne sold $1.9M2026-06-22 · Friedman Stacey sold $1.8M2026-01-16 · Erdoes Mary E. sold $1.8M2026-02-17 · Erdoes Mary E. sold $1.8M2026-04-15 · Petno Douglas B sold $1.7M2026-04-15 · Barnum Jeremy sold $1.7M2026-05-15 · Petno Douglas B sold $1.7M2026-05-20 · Friedman Stacey sold $1.6M2026-02-19 · DIMON JAMES sold $1.5M2026-05-05 · Piepszak Jennifer sold $1.5M2026-05-05 · BACON ASHLEY sold $1.3M2026-01-16 · Lake Marianne sold $1.2M2026-02-17 · Lake Marianne sold $1.2M2026-01-16 · Petno Douglas B sold $1.1M2026-02-17 · Petno Douglas B sold $1.1M2026-01-16 · Friedman Stacey sold $1.1M2026-02-17 · Friedman Stacey sold $1.0M2026-04-15 · Beer Lori A sold $970.7K2026-05-15 · Beer Lori A sold $949.7K2026-05-05 · Barnum Jeremy sold $935.0K2026-01-16 · Barnum Jeremy sold $904.9K2026-08-11 · Leopold Robin sold $903.5K2026-02-17 · Barnum Jeremy sold $886.2K2026-09-10 · Leopold Robin sold $882.0K2026-01-16 · Beer Lori A sold $640.3K2026-02-17 · Beer Lori A sold $627.2K2025-11-07 · Leopold Robin sold $301.3K2026-02-19 · Leopold Robin sold $132.7K2026-03-23 · Leopold Robin sold $127.8K2026-09-10 · Robin Leopold filed to sell $882.0K2026-08-11 · Robin Leopold filed to sell $903.5K2026-07-21 · Marianne Lake filed to sell $5.4M2026-06-22 · Stacey Friedman filed to sell $1.8M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns JPM: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
206,290,537 sh
$67.5B
VANGUARD CAPITAL MANAGEMENT LLC
161,586,023 sh
$52.9B
STATE STREET CORP
125,209,293 sh
$41.0B
BANK OF AMERICA CORP /DE/
69,666,753 sh
$22.8B
MORGAN STANLEY
67,155,995 sh
$22.0B

Congress trades in JPM

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Scott Scott Franklin
Sold 2026-08-20 · disclosed 28 days later
$1,001 - $15,000
Elizabeth Fletcher
Sold 2026-04-08 · disclosed 23 days later
$1,001 - $15,000
David J. Taylor
Bought 2026-01-29 · disclosed 4 days later
$1,001 - $15,000
David J. Taylor
Bought 2026-01-29 · disclosed 4 days later
$1,001 - $15,000
Jonathan Jackson
Bought 2026-01-20 · disclosed 34 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

JPM planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Robin Leopold
Filed 2026-09-10
$882.0K
Robin Leopold
Filed 2026-08-11
$903.5K
Marianne Lake
Filed 2026-07-21
$5.4M
Stacey Friedman
Filed 2026-06-22
$1.8M

JPM mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
WP Large Cap Income Plus Fund
$3.6M position · as of 2026-05-31
13.5%
iShares U.S. Financial Services ETF
$283.1M position · as of 2026-07-31
13.0%
PGIM Jennison Financial Services Fund
$16.5M position · as of 2026-05-29
11.6%
State Street(R) Financial Select Sector SPDR(R) ETF
$5.9B position · as of 2026-06-30
11.6%
PROFUND VP FINANCIALS
$3.0M position · as of 2026-06-30
11.3%
iShares U.S. Financials ETF
$497.9M position · as of 2026-07-31
11.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Government contracts
Award ceilings over the contract's life, subsidiaries included. Not annual revenue (USASpending.gov).
Pension Benefit Guaranty Corporation
IGF::CT::IGF · 2015-09-01
$4.3M
Federal awards ≥ $25M in the last 90 days, matched via the SAM.gov parent registry
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Jpmorgan Chase & Co. Federal Political Action Committee
Cycle 2026 · $1,243K spent
$1.0M
Jpmorgan Chase & Co. Pac
Cycle 2026 · $605K spent
$859.3K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · James Dimon
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$40.6M
$246.8M
$25.6M
+189%
+103%
2024
$37.7M
$226.8M
$24.4M
+111%
+77%
2023
$36.0M
$104.6M
$21.5M
+46%
+35%
2022
$35.6M
$38.2M
$19.2M
+12%
+21%
2021
$85.2M
$131.3M
$23.5M
+28%
+35%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $15.5M sold by insiders over 180 days, 2,517 funds added last quarter, 5 House member(s) bought in 12 months, disclosed weeks after the trade, $1.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
UMBFBWFGPBPEBOFMBMGABCNEWTPCBDCOMISBAWSBFJMSB

JPM financials

Revenue growth
+2.8%
XBRL, annual
Net margin
31.3%
Complaints, 90 days
6,609
+6.3% YoY · CFPB
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
0.19x
current debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
-2.24x
TTM operating cash flow over current debt only, 2026-06-30
Return on equity
+17.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
14.20x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$675.0B
market value at close 2026-10-23 on 2026-06-30 shares, plus current debt only, 2026-06-30, minus cash 2018-12-31
FCF yield
n/a
capex not filed for the four quarters
PEG, trailing
0.72x
P/E over trailing EPS growth of 20%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$182.4B$177.6B$158.1B$128.7B
Net income$57.0B$58.5B$49.6B$37.7B
EPS (diluted)20.0219.7516.2312.09
Operating cash flow-$147.8B-$42.0B$13.0B$107.1B
Buybacks$31.6B$18.8B$9.8B$3.2B
Dividends paid$16.6B$14.8B$13.5B$13.6B
SEC XBRL, fiscal years, as known on 2026-10-27

JPM Stock Sonar score 6/7 axes

Find similar shapesCompare

JPM ranks highest on profitability (87th percentile) and institutional and government (75th), and lowest on insider conviction (1st), among Banks peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
87
Inputs
  • Return on equity+17.8% · 97 pct, sector of 327
  • Return on assets+1.4% · 77 pct, sector of 334
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
27
Inputs
  • Debt to equity0.19x · 54 pct, sector of 229
  • Cash flow to debt-2.24x · 1 pct, sector of 198
Growth
31
Inputs
  • Revenue growth, YoY+2.8% · 31 pct, sector of 151
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
1
Inputs
  • Net Form 4 buying (codes P and S), 180d-$14.6M · 2 pct, sector of 274
  • Insider buyers, 180d0 · 0 pct, sector of 274
Institutional and government
75
Inputs
  • Funds adding, latest quarter2,517 · 100 pct, sector of 257
  • Congress net buyers, 365d2 · 97 pct, sector of 33
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$200K · 30 pct, universe of 1,063
Risk and compliance
40
Inputs
  • Short interest, % of float+0.9% · 75 pct, sector of 378
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+48.7% · 6 pct, sector of 127
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

JPM filings, in plain words

Are Jpmorgan Chase & Co insiders buying or selling JPM?

In the 180 days to 2026-10-27, Jpmorgan Chase & Co insiders were net sellers, a net $15.5M across purchases and sales reported on Form 4, by 9 sellers.

Have members of Congress traded JPM?

Yes. In the year to 2026-10-27, 5 House members disclosed buying JPM and 3 House members disclosed selling it; the latest on record is a sale by Scott Scott Franklin dated 2026-08-20.

Are there planned insider sales of JPM?

Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $1.8M of stock; the latest, by Robin Leopold, was filed 2026-09-10.

Read the full summary

In the 180 days to 2026-10-27, Jpmorgan Chase & Co insiders were net sellers of JPM, a net $15.5M across purchases and sales reported on Form 4 by 9 sellers. 9% of the 11 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 5 members of Congress disclosed buying JPM and 3 members disclosed selling it; the latest on record is a sale by Scott Scott Franklin dated 2026-08-20. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $1.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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