JPMorgan Chase & Co.

BRSE:JPM Stock Report

Market Cap: CHF 625.7b

JPMorgan Chase Ownership

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

Recent Insider Transactions

BRSE:JPM Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 Nov 25SellCHF 242,203Robin LeopoldIndividual966CHF 250.73
02 Sep 25SellCHF 2,272,246Linda BammannIndividual9,500CHF 239.18
12 Jun 25SellCHF 1,131,444Ashley BaconIndividual5,201CHF 217.54
05 Jun 25SellCHF 1,318,988Jennifer PiepszakIndividual6,128CHF 215.24
20 May 25SellCHF 2,082,472Stacey FriedmanIndividual9,429CHF 220.86
16 May 25SellCHF 1,317,111Lori BeerIndividual5,873CHF 224.27
16 May 25SellCHF 2,752,511Marianne LakeIndividual12,274CHF 224.26
15 May 25SellCHF 2,265,419Douglas PetnoIndividual10,141CHF 223.39
13 May 25SellCHF 1,149,022Ashley BaconIndividual5,202CHF 220.88
13 May 25SellCHF 3,104,605Mary ErdoesIndividual14,055CHF 220.89
12 May 25SellCHF 2,769,330Troy RohrbaughIndividual12,500CHF 221.55
06 May 25SellCHF 8,269,277Jeremy BarnumIndividual40,014CHF 206.66
06 May 25SellCHF 1,266,569Jennifer PiepszakIndividual6,129CHF 206.65
06 May 25SellCHF 1,957,214Linda BammannIndividual9,500CHF 206.02
14 Apr 25SellCHF 25,652,926James DimonIndividual133,639CHF 191.96
24 Mar 25SellCHF 272,792Robin LeopoldIndividual1,250CHF 218.23
24 Mar 25SellCHF 447,830Lori BeerIndividual2,052CHF 218.24
24 Mar 25SellCHF 932,708Jennifer PiepszakIndividual4,272CHF 218.33
24 Mar 25SellCHF 5,458,017Troy RohrbaughIndividual25,000CHF 218.32
20 Feb 25SellCHF 303,863Robin LeopoldIndividual1,250CHF 243.09
20 Feb 25SellCHF 1,037,816Jennifer PiepszakIndividual4,273CHF 242.88
20 Feb 25SellCHF 498,671Lori BeerIndividual2,053CHF 242.90
20 Feb 25SellCHF 9,107,387Troy RohrbaughIndividual37,500CHF 242.86
20 Feb 25SellCHF 210,408,213James DimonIndividual866,361CHF 242.86
18 Feb 25SellCHF 1,062,435Marianne LakeIndividual4,232CHF 251.05
18 Feb 25SellCHF 829,171Stacey FriedmanIndividual3,303CHF 251.04
18 Feb 25SellCHF 876,318Douglas PetnoIndividual3,490CHF 251.09
18 Feb 25SellCHF 1,324,850Mary ErdoesIndividual5,277CHF 251.06
16 Jan 25SellCHF 764,345Stacey FriedmanIndividual3,303CHF 231.41
16 Jan 25SellCHF 807,891Douglas PetnoIndividual3,491CHF 231.42
16 Jan 25SellCHF 1,221,285Mary ErdoesIndividual5,277CHF 231.44
16 Jan 25SellCHF 1,648,096Ashley BaconIndividual7,122CHF 231.41
16 Jan 25SellCHF 979,789Marianne LakeIndividual4,233CHF 231.46

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 Public716,635,02925.5%
Institutions2,083,256,43074%

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

Top Shareholders

Top 25 shareholders own 44.76% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.67%
The Vanguard Group, Inc.
272,150,400CHF 60.5b0.29%0.96%
7.19%
BlackRock, Inc.
202,423,747CHF 45.0b1.88%0.77%
4.48%
State Street Global Advisors, Inc.
126,129,050CHF 28.0b0.04%1.11%
3.23%
Capital Research and Management Company
90,852,629CHF 20.2b-3.51%1.04%
2.07%
Geode Capital Management, LLC
58,344,186CHF 13.0b0.87%0.98%
1.64%
Morgan Stanley, Investment Banking and Brokerage Investments
46,207,411CHF 10.3b2.16%1.27%
1.39%
FMR LLC
39,062,715CHF 8.7b0%0.55%
1.32%
Norges Bank Investment Management
37,055,325CHF 8.2b0%0.72%
1.21%
UBS Asset Management AG
34,193,797CHF 7.6b1.73%0.81%
1.07%
T. Rowe Price Group, Inc.
30,110,045CHF 6.7b-2.77%0.63%
1.06%
Wellington Management Group LLP
29,799,721CHF 6.6b-17%1.11%
1.04%
Northern Trust Global Investments
29,330,529CHF 6.5b-4.21%1.07%
0.89%
Massachusetts Financial Services Company
24,940,912CHF 5.5b-10.8%1.28%
0.86%
BNY Asset Management
24,307,880CHF 5.4b-8.22%1.13%
0.82%
Legal & General Investment Management Limited
23,204,943CHF 5.2b-2.8%1.0%
0.82%
Managed Account Advisors LLC
23,062,011CHF 5.1b-3.15%1.11%
0.82%
Columbia Management Investment Advisers, LLC
23,034,175CHF 5.1b-1.76%1.23%
0.78%
Dimensional Fund Advisors LP
21,852,881CHF 4.9b-3.72%0.77%
0.75%
Eaton Vance Management
21,011,294CHF 4.7b0.59%1.16%
0.72%
Wells Fargo & Company, Securities and Brokerage Investments
20,184,916CHF 4.5b-1.05%1.46%
0.71%
Charles Schwab Investment Management, Inc.
20,056,854CHF 4.5b-0.9%0.78%
0.6%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
16,819,008CHF 3.7b6.82%0.93%
0.6%
Fisher Asset Management, LLC
16,784,272CHF 3.7b31.7%1.64%
0.53%
Merrill Lynch & Co. Inc., Banking Investments
15,054,199CHF 3.3b-0.76%1.31%
0.51%
Goldman Sachs Asset Management, L.P.
14,271,276CHF 3.2b2.2%0.91%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/11/23 01:19
End of Day Share Price 2024/08/26 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.

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 48 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