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JPM · Jpmorgan Chase & Co
> Ask across nine datasets ⌘K
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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JPM

JPMORGAN CHASE & CO
BANKS · NATIONAL COMMERCIAL BANKS · CIK 0000019617
CONGRESS · 5FORM 144 · 3☆ WATCH
INSIDER NET · 180D
-$70.0M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
5
FUNDS ADDED · QTR
2,496
13F, latest reported quarter
REVENUE GROWTH
+2.8%
XBRL, annual
NET MARGIN
31.3%
CONVERSIONS · 180D
11
codes C/M, not in net · $0 priced
COMPLAINTS · 90D
5,767
-4.6% YoY · CFPB
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$70.0M over 180 days
-$2.7M over 90 days
the lowest in Banks
CONGRESS
5 members bought in the last year
the highest in Banks
FUNDS
2,496 funds added or opened 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
1.1% of shares outstanding short · 3.4 days to cover · settled 2026-07-31
below 71% of Banks
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$70.0M across 10 people in 180 days.
2,496 funds added or opened positions in the latest 13F quarter, of 5,137 holders.
5 members of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +23.1%
+23.1%12M
-5%+5%+15%+24%2025-092025-102025-122026-032026-052026-072026-09 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 $3.1M2025-09-02 · BAMMANN LINDA sold $2.8M2026-04-15 · 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 $886.2K2026-01-16 · 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 $127.8K2026-08-11 · 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
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $70.0M sold by insiders over 180 days, 2,496 funds added last quarter, 5 Congress member(s) bought in 12 months, $8.1M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
UMBFBWFGPEBOPBFMBMGABCNEWTPCBDCOMISBAWSBFJMSB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, JPMORGAN CHASE & CO insiders sold a net $70.0M of stock across 148 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Leopold Robin
Head of Human Resources
SELL
2026-08-11
2,500.0
$903.5K
Friedman Stacey
General Counsel
SELL
2026-06-22
5,467.0
$1.8M
Friedman Stacey
General Counsel
SELL
2026-05-20
5,468.0
$1.6M
Erdoes Mary E.
CEO Asset & Wealth Management
SELL
2026-05-15
6,648.0
$2.0M
Lake Marianne
CEO CCB
SELL
2026-05-15
6,427.0
$1.9M
148 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 143 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
206,290,537.0 sh
$67.5B
VANGUARD CAPITAL MANAGEMENT LLC
161,586,023.0 sh
$52.9B
STATE STREET CORP
125,209,293.0 sh
$41.0B
BANK OF AMERICA CORP /DE/
69,666,753.0 sh
$22.8B
MORGAN STANLEY
67,155,995.0 sh
$22.0B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Robin Leopold
FILED 2026-08-11
$903.5K
Marianne Lake
FILED 2026-07-21
$5.4M
Stacey Friedman
FILED 2026-06-22
$1.8M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
WP Large Cap Income Plus Fund
$3.6M POSITION · AS OF 2026-02-28
13.4%
iShares U.S. Financial Services ETF
$252.3M POSITION · AS OF 2026-04-30
12.5%
PGIM Jennison Financial Services Fund
$17.4M POSITION · AS OF 2026-02-27
12.0%
State Street(R) Financial Select Sector SPDR(R) ETF
$5.4B POSITION · AS OF 2026-03-31
11.2%
PROFUND VP FINANCIALS
$2.9M POSITION · AS OF 2026-03-31
11.2%
iShares U.S. Financials ETF
$367.0M POSITION · AS OF 2026-04-30
10.8%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Corporate PAC
FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors
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
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs 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) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
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-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →