JPMorgan Chase & Co.

NYSE:JPM Stock Report

Market Cap: US$823.1b

JPMorgan Chase Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:JPM Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
02 Sep 25SellUS$2,830,472Linda BammannIndividual9,500US$297.94
12 Jun 25SellUS$1,390,972Ashley BaconIndividual5,201US$267.44
05 Jun 25SellUS$1,608,424Jennifer PiepszakIndividual6,128US$262.47
20 May 25SellUS$2,505,410Stacey FriedmanIndividual9,429US$265.71
16 May 25SellUS$1,568,605Lori BeerIndividual5,873US$267.09
16 May 25SellUS$3,278,087Marianne LakeIndividual12,274US$267.08
15 May 25SellUS$2,706,562Douglas PetnoIndividual10,141US$266.89
13 May 25SellUS$1,365,656Ashley BaconIndividual5,202US$262.53
13 May 25SellUS$3,689,941Mary ErdoesIndividual14,055US$262.54
12 May 25SellUS$3,288,444Troy RohrbaughIndividual12,500US$263.08
06 May 25SellUS$10,034,435Jeremy BarnumIndividual40,014US$250.77
06 May 25SellUS$1,536,931Jennifer PiepszakIndividual6,129US$250.76
06 May 25SellUS$2,375,000Linda BammannIndividual9,500US$250.00
14 Apr 25SellUS$31,495,692James DimonIndividual133,639US$235.68
24 Mar 25SellUS$308,652Robin LeopoldIndividual1,250US$246.92
24 Mar 25SellUS$506,698Lori BeerIndividual2,052US$246.93
24 Mar 25SellUS$1,055,314Jennifer PiepszakIndividual4,272US$247.03
24 Mar 25SellUS$6,175,485Troy RohrbaughIndividual25,000US$247.02
20 Feb 25SellUS$337,610Robin LeopoldIndividual1,250US$270.09
20 Feb 25SellUS$1,153,078Jennifer PiepszakIndividual4,273US$269.85
20 Feb 25SellUS$554,054Lori BeerIndividual2,053US$269.88
20 Feb 25SellUS$10,118,869Troy RohrbaughIndividual37,500US$269.84
20 Feb 25SellUS$233,776,513James DimonIndividual866,361US$269.84
18 Feb 25SellUS$1,178,009Marianne LakeIndividual4,232US$278.36
18 Feb 25SellUS$919,371Stacey FriedmanIndividual3,303US$278.34
18 Feb 25SellUS$971,646Douglas PetnoIndividual3,490US$278.41
18 Feb 25SellUS$1,468,971Mary ErdoesIndividual5,277US$278.37
16 Jan 25SellUS$838,778Stacey FriedmanIndividual3,303US$253.94
16 Jan 25SellUS$886,565Douglas PetnoIndividual3,491US$253.96
16 Jan 25SellUS$1,340,216Mary ErdoesIndividual5,277US$253.97
16 Jan 25SellUS$1,808,591Ashley BaconIndividual7,122US$253.94
16 Jan 25SellUS$1,075,203Marianne LakeIndividual4,233US$254.00

Insider Trading Volume

Insider Buying: JPM insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of JPM?
Owner TypeNumber of SharesOwnership Percentage
Public Companies8,7600.000322%
Private Companies2,042,1280.075%
State or Government2,970,6290.109%
Individual Insiders9,524,1920.35%
General Public606,540,58922.3%
Institutions2,101,113,70277.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 46.54% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.99%
The Vanguard Group, Inc.
271,954,190US$82.2b-0.31%0.99%
7.55%
BlackRock, Inc.
205,627,949US$62.2b-1.14%0.82%
4.6%
State Street Global Advisors, Inc.
125,287,735US$37.9b-1.75%1.19%
2.86%
Capital Research and Management Company
77,816,507US$23.5b0.75%0.97%
2.25%
Geode Capital Management, LLC
61,129,271US$18.5b0.49%1.03%
2.07%
Pacific Investment Management Company LLC
56,327,711US$17.0b51,500%33.35%
1.6%
Morgan Stanley
43,673,651US$13.2b-4.76%1.24%
1.48%
UBS Asset Management AG
40,321,405US$12.2b-0.21%0.87%
1.3%
Norges Bank Investment Management
35,511,741US$10.7b2.43%0.71%
1.24%
FMR LLC
33,700,228US$10.2b1.17%0.53%
1.2%
Northern Trust Global Investments
32,541,931US$9.8b-1.74%1.22%
1.07%
T. Rowe Price Group, Inc.
29,042,670US$8.8b-0.51%0.73%
0.87%
Managed Account Advisors LLC
23,744,408US$7.2b6.92%1.14%
0.83%
BNY Asset Management
22,562,719US$6.8b-5.72%1.18%
0.8%
Columbia Management Investment Advisers, LLC
21,907,008US$6.6b-2.28%1.37%
0.8%
Wells Fargo & Company
21,868,752US$6.6b0%1.43%
0.78%
Eaton Vance Management
21,118,330US$6.4b-0.48%1.24%
0.75%
Wellington Management Group LLP
20,522,665US$6.2b-14%0.93%
0.73%
Charles Schwab Investment Management, Inc.
19,820,015US$6.0b0.02%0.82%
0.71%
Dimensional Fund Advisors LP
19,280,322US$5.8b-4.07%0.8%
0.67%
Legal & General Investment Management Limited
18,301,953US$5.5b-3.42%1.05%
0.64%
Massachusetts Financial Services Company
17,366,071US$5.3b-4.57%1.09%
0.62%
Goldman Sachs Asset Management, L.P.
16,850,785US$5.1b11.8%1.1%
0.56%
Fisher Asset Management, LLC
15,375,410US$4.6b-16.3%1.66%
0.56%
Bank of America Corporation
15,190,830US$4.6b43.2%1.17%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/21 07:04
End of Day Share Price 2025/10/21 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

JPMorgan Chase & Co. is covered by 49 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
David GeorgeBaird
Jason GoldbergBarclays