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
20 Jun 24SellCHF 776,976Stacey FriedmanIndividual4,415CHF 175.99
10 Jun 24SellCHF 910,692Ashley BaconIndividual5,086CHF 179.06
20 May 24SellCHF 805,745Stacey FriedmanIndividual4,415CHF 182.50
20 May 24SellCHF 966,852Lori BeerIndividual5,298CHF 182.49
14 May 24SellCHF 2,127,239Marianne LakeIndividual11,734CHF 181.29
10 May 24SellCHF 540,970Robin LeopoldIndividual3,000CHF 180.32
08 May 24SellCHF 1,553,226Jennifer PiepszakIndividual8,831CHF 175.88
08 May 24SellCHF 2,795,702Mary ErdoesIndividual15,895CHF 175.89
08 May 24SellCHF 894,484Ashley BaconIndividual5,086CHF 175.87
06 May 24SellCHF 3,773,419Elena KorablinaIndividual21,829CHF 172.86
15 Apr 24SellCHF 29,982,341James DimonIndividual178,222CHF 168.23
22 Feb 24SellCHF 971,503Stacey FriedmanIndividual6,030CHF 161.11
22 Feb 24SellCHF 631,596Lori BeerIndividual3,920CHF 161.12
22 Feb 24SellCHF 12,083,561Troy RohrbaughIndividual75,000CHF 161.11
22 Feb 24SellCHF 132,399,435James DimonIndividual821,778CHF 161.12
16 Feb 24SellCHF 259,664Jennifer PiepszakIndividual1,648CHF 157.56
16 Feb 24SellCHF 285,194Peter ScherIndividual1,810CHF 157.57
16 Feb 24SellCHF 530,791Ashley BaconIndividual3,368CHF 157.60
16 Feb 24SellCHF 702,641Marianne LakeIndividual4,459CHF 157.58
16 Feb 24SellCHF 758,661Mary ErdoesIndividual4,814CHF 157.59
16 Feb 24SellCHF 514,705Douglas PetnoIndividual3,266CHF 157.59

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 08:44
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 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 60 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