JPMorgan Chase & Co.

WBAG:JPM Stock Report

Market Cap: €653.8b

JPMorgan Chase Ownership

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

Recent Insider Transactions

WBAG:JPM Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
20 Jun 24Sell€814,040Stacey FriedmanIndividual4,415€184.38
10 Jun 24Sell€944,629Ashley BaconIndividual5,086€185.73
20 May 24Sell€815,613Stacey FriedmanIndividual4,415€184.74
20 May 24Sell€978,694Lori BeerIndividual5,298€184.73
14 May 24Sell€2,169,627Marianne LakeIndividual11,734€184.90
10 May 24Sell€553,921Robin LeopoldIndividual3,000€184.64
08 May 24Sell€1,591,329Jennifer PiepszakIndividual8,831€180.20
08 May 24Sell€2,864,285Mary ErdoesIndividual15,895€180.20
08 May 24Sell€916,428Ashley BaconIndividual5,086€180.19
06 May 24Sell€3,867,726Elena KorablinaIndividual21,829€177.18
15 Apr 24Sell€30,871,560James DimonIndividual178,222€173.22
22 Feb 24Sell€1,018,686Stacey FriedmanIndividual6,030€168.94
22 Feb 24Sell€662,271Lori BeerIndividual3,920€168.95
22 Feb 24Sell€12,670,416Troy RohrbaughIndividual75,000€168.94
22 Feb 24Sell€138,829,596James DimonIndividual821,778€168.94
16 Feb 24Sell€273,743Jennifer PiepszakIndividual1,648€166.11
16 Feb 24Sell€300,658Peter ScherIndividual1,810€166.11
16 Feb 24Sell€559,571Ashley BaconIndividual3,368€166.14
16 Feb 24Sell€740,740Marianne LakeIndividual4,459€166.12
16 Feb 24Sell€799,797Mary ErdoesIndividual4,814€166.14
16 Feb 24Sell€542,613Douglas PetnoIndividual3,266€166.14

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of JPM?
Owner TypeNumber of SharesOwnership Percentage
Public Companies4,3800.000156%
Private Companies2,073,6000.0737%
State or Government2,933,2300.104%
Individual Insiders10,437,7530.371%
General Public739,828,86526.3%
Institutions2,060,062,59473.2%

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

Top Shareholders

Top 25 shareholders own 44.69% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.67%
The Vanguard Group, Inc.
272,150,400€63.2b0.29%0.95%
7.19%
BlackRock, Inc.
202,423,747€47.0b1.88%0.77%
4.48%
State Street Global Advisors, Inc.
126,079,362€29.3b0.15%1.1%
3.23%
Capital Research and Management Company
90,852,629€21.1b-3.51%1.02%
2.07%
Geode Capital Management, LLC
58,344,186€13.5b0.87%0.97%
1.64%
Morgan Stanley, Investment Banking and Brokerage Investments
46,207,411€10.7b2.16%1.27%
1.38%
FMR LLC
38,991,075€9.1b0%0.55%
1.32%
Norges Bank Investment Management
37,055,325€8.6b0%0.71%
1.21%
UBS Asset Management AG
34,193,797€7.9b1.73%0.8%
1.07%
T. Rowe Price Group, Inc.
30,110,045€7.0b-2.77%0.62%
1.06%
Wellington Management Group LLP
29,799,721€6.9b-17%1.11%
1.04%
Northern Trust Global Investments
29,330,529€6.8b-4.21%1.06%
0.89%
Massachusetts Financial Services Company
24,940,912€5.8b-10.8%1.28%
0.86%
BNY Asset Management
24,307,880€5.6b-8.22%1.06%
0.82%
Legal & General Investment Management Limited
23,204,943€5.4b-2.8%0.99%
0.82%
Managed Account Advisors LLC
23,062,011€5.4b-3.15%1.11%
0.82%
Columbia Management Investment Advisers, LLC
23,034,175€5.3b-1.76%1.23%
0.78%
Dimensional Fund Advisors LP
21,852,881€5.1b-3.72%0.81%
0.75%
Eaton Vance Management
21,011,294€4.9b0.59%1.15%
0.72%
Wells Fargo & Company, Securities and Brokerage Investments
20,184,916€4.7b-1.05%1.46%
0.71%
Charles Schwab Investment Management, Inc.
20,056,854€4.7b-0.9%0.79%
0.6%
Fisher Asset Management, LLC
16,784,272€3.9b31.7%1.62%
0.53%
Merrill Lynch & Co. Inc., Banking Investments
15,054,199€3.5b-0.76%1.31%
0.53%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
14,923,226€3.5b-5.22%0.85%
0.51%
Goldman Sachs Asset Management, L.P.
14,271,276€3.3b2.2%0.9%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 07:57
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

JPMorgan Chase & Co. is covered by 61 analysts. 12 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