JPMorgan Chase & Co.

WSE:JPM Stock Report

Market Cap: zł3.0t

JPMorgan Chase Ownership

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

Recent Insider Transactions

WSE:JPM Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Jan 25Sellzł3,474,219Stacey FriedmanIndividual3,303zł1,051.84
16 Jan 25Sellzł3,672,153Douglas PetnoIndividual3,491zł1,051.89
16 Jan 25Sellzł5,551,173Mary ErdoesIndividual5,277zł1,051.96
16 Jan 25Sellzł7,491,182Ashley BaconIndividual7,122zł1,051.84
16 Jan 25Sellzł4,453,490Marianne LakeIndividual4,233zł1,052.09
20 Jun 24Sellzł3,522,915Stacey FriedmanIndividual4,415zł797.94
10 Jun 24Sellzł4,088,655Ashley BaconIndividual5,086zł803.90
20 May 24Sellzł3,466,999Stacey FriedmanIndividual4,415zł785.28
20 May 24Sellzł4,160,218Lori BeerIndividual5,298zł785.24
14 May 24Sellzł9,267,152Marianne LakeIndividual11,734zł789.77
10 May 24Sellzł2,382,071Robin LeopoldIndividual3,000zł794.02
08 May 24Sellzł6,841,602Jennifer PiepszakIndividual8,831zł774.73
08 May 24Sellzł12,314,423Mary ErdoesIndividual15,895zł774.74
08 May 24Sellzł3,939,998Ashley BaconIndividual5,086zł774.68
06 May 24Sellzł16,660,268Elena KorablinaIndividual21,829zł763.22
15 Apr 24Sellzł132,778,891James DimonIndividual178,222zł745.02
22 Feb 24Sellzł4,406,739Stacey FriedmanIndividual6,030zł730.80
22 Feb 24Sellzł2,864,921Lori BeerIndividual3,920zł730.85
22 Feb 24Sellzł54,811,026Troy RohrbaughIndividual75,000zł730.81
22 Feb 24Sellzł600,563,767James DimonIndividual821,778zł730.82
16 Feb 24Sellzł1,187,519Jennifer PiepszakIndividual1,648zł720.58
16 Feb 24Sellzł1,304,276Peter ScherIndividual1,810zł720.59
16 Feb 24Sellzł2,427,462Ashley BaconIndividual3,368zł720.74
16 Feb 24Sellzł3,213,383Marianne LakeIndividual4,459zł720.65
16 Feb 24Sellzł3,469,579Mary ErdoesIndividual4,814zł720.73
16 Feb 24Sellzł2,353,895Douglas PetnoIndividual3,266zł720.73

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 Companies4,3800.000157%
Private Companies2,073,6000.0741%
State or Government2,964,4680.106%
Individual Insiders10,599,7960.379%
General Public715,574,59425.6%
Institutions2,066,383,16273.9%

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

Top Shareholders

Top 25 shareholders own 44.98% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.73%
The Vanguard Group, Inc.
272,150,400zł292.5b0.29%1.01%
7.24%
BlackRock, Inc.
202,423,747zł217.6b1.88%0.82%
4.51%
State Street Global Advisors, Inc.
126,079,362zł135.5b0.15%1.17%
3.25%
Capital Research and Management Company
90,852,629zł97.6b-3.51%1.08%
2.09%
Geode Capital Management, LLC
58,344,186zł62.7b0.87%1.03%
1.65%
Morgan Stanley, Investment Banking and Brokerage Investments
46,207,411zł49.7b2.16%1.35%
1.39%
FMR LLC
38,991,075zł41.9b0%0.58%
1.32%
Norges Bank Investment Management
37,055,325zł39.8b0%0.76%
1.22%
UBS Asset Management AG
34,193,797zł36.8b1.73%0.85%
1.08%
T. Rowe Price Group, Inc.
30,110,045zł32.4b-2.77%0.67%
1.07%
Wellington Management Group LLP
29,799,521zł32.0b-17%1.18%
1.05%
Northern Trust Global Investments
29,330,529zł31.5b-4.21%1.13%
0.89%
Massachusetts Financial Services Company
24,940,912zł26.8b-10.8%1.36%
0.87%
BNY Asset Management
24,307,880zł26.1b-8.22%1.13%
0.83%
Legal & General Investment Management Limited
23,204,943zł24.9b-2.8%1.05%
0.82%
Managed Account Advisors LLC
23,062,011zł24.8b-3.15%1.18%
0.82%
Columbia Management Investment Advisers, LLC
23,034,175zł24.8b-1.76%1.3%
0.78%
Dimensional Fund Advisors LP
21,852,881zł23.5b-3.72%0.83%
0.75%
Eaton Vance Management
21,011,294zł22.6b0.59%1.22%
0.72%
Wells Fargo & Company, Securities and Brokerage Investments
20,184,916zł21.7b-1.05%1.56%
0.72%
Charles Schwab Investment Management, Inc.
20,061,462zł21.6b0.02%0.86%
0.6%
Fisher Asset Management, LLC
16,784,272zł18.0b31.7%1.74%
0.54%
Merrill Lynch & Co. Inc., Banking Investments
15,054,199zł16.2b-0.76%1.4%
0.53%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
14,923,226zł16.0b-5.22%0.91%
0.51%
Goldman Sachs Asset Management, L.P.
14,271,276zł15.3b2.2%0.95%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/20 07:00
End of Day Share Price 2025/01/16 00:00
Earnings2024/12/31
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 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 59 analysts. 16 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