JPMorgan Chase & Co.

NYSE:JPM Stock Report

Market Cap: US$964.5b

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
11 Aug 26SellUS$903,518Robin LeopoldIndividual2,500US$361.41
22 Jun 26SellUS$1,808,121Stacey FriedmanIndividual5,467US$330.73
20 May 26SellUS$1,641,856Stacey FriedmanIndividual5,468US$300.27
15 May 26SellUS$949,658Lori BeerIndividual3,165US$300.05
15 May 26SellUS$1,917,531Marianne LakeIndividual6,427US$298.36
15 May 26SellUS$1,697,983Douglas PetnoIndividual5,659US$300.05
15 May 26SellUS$1,983,527Mary ErdoesIndividual6,648US$298.36
05 May 26SellUS$935,032Jeremy BarnumIndividual3,022US$309.41
05 May 26SellUS$1,522,037Jennifer PiepszakIndividual4,919US$309.42
05 May 26SellUS$1,259,356Ashley BaconIndividual4,070US$309.42
15 Apr 26SellUS$1,720,064Jeremy BarnumIndividual5,611US$306.55
15 Apr 26SellUS$3,784,554Mary ErdoesIndividual12,345US$306.57
15 Apr 26SellUS$970,660Lori BeerIndividual3,166US$306.59
15 Apr 26SellUS$1,735,219Douglas PetnoIndividual5,660US$306.58
15 Apr 26SellUS$1,970,304Marianne LakeIndividual6,427US$306.57
15 Apr 26SellUS$2,800,713Jennifer PiepszakIndividual9,136US$306.56
15 Apr 26SellUS$2,316,931Ashley BaconIndividual7,558US$306.55
15 Apr 26SellUS$40,002,010James DimonIndividual130,488US$306.56
23 Mar 26SellUS$127,761Robin LeopoldIndividual433US$295.06
19 Feb 26SellUS$15,355,670Troy RohrbaughIndividual50,000US$307.11
19 Feb 26SellUS$132,684Robin LeopoldIndividual432US$307.14
19 Feb 26SellUS$21,353,561James DimonIndividual69,512US$307.19
17 Feb 26SellUS$886,157Jeremy BarnumIndividual2,892US$306.42
17 Feb 26SellUS$1,197,158Marianne LakeIndividual3,907US$306.41
17 Feb 26SellUS$1,042,985Stacey FriedmanIndividual3,404US$306.40
17 Feb 26SellUS$627,207Lori BeerIndividual2,047US$306.40
17 Feb 26SellUS$1,756,046Mary ErdoesIndividual5,731US$306.41
17 Feb 26SellUS$1,068,429Douglas PetnoIndividual3,487US$306.40
16 Jan 26SellUS$1,792,878Mary ErdoesIndividual5,732US$312.78
16 Jan 26SellUS$1,064,758Stacey FriedmanIndividual3,404US$312.80
16 Jan 26SellUS$1,222,353Marianne LakeIndividual3,908US$312.78
16 Jan 26SellUS$1,090,728Douglas PetnoIndividual3,487US$312.80
16 Jan 26SellUS$2,680,888Jennifer PiepszakIndividual8,571US$312.79
16 Jan 26SellUS$640,295Lori BeerIndividual2,047US$312.80
16 Jan 26SellUS$2,303,393Ashley BaconIndividual7,364US$312.79
16 Jan 26SellUS$904,890Jeremy BarnumIndividual2,893US$312.79
07 Nov 25SellUS$301,311Robin LeopoldIndividual966US$311.92
02 Sep 25SellUS$2,830,472Linda BammannIndividual9,500US$297.94

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
Private Companies1,848,3500.0695%
State or Government2,904,5100.109%
Individual Insiders9,480,0140.357%
General Public701,398,73926.4%
Institutions1,942,557,08273.1%

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

Top Shareholders

Top 25 shareholders own 41.47% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.76%
BlackRock, Inc.
206,290,537US$74.9b-0.93%0.81%
6.6%
Vanguard Capital Management, LLC
175,553,110US$63.7b-2.13%0.92%
4.71%
State Street Investment Management
125,209,293US$45.4b0.75%1.18%
2.48%
Vanguard Portfolio Management, LLC
65,819,503US$23.9b0.36%1.04%
2.32%
Geode Capital Management, LLC
61,707,794US$22.4b-1.35%0.99%
2.1%
Capital Research and Management Company
55,803,028US$20.2b-1.03%0.73%
1.42%
UBS Asset Management AG
37,641,180US$13.7b-0.45%0.86%
1.36%
Norges Bank Investment Management
36,122,327US$13.1b2.13%0.74%
1.15%
Northern Trust Global Investments
30,677,237US$11.1b-1.74%1.17%
1.14%
T. Rowe Price Group, Inc.
30,199,963US$11.0b7.18%0.82%
1.03%
Bank of America Corporation
27,431,795US$10.0b43.2%2.13%
0.88%
Managed Account Advisors LLC
23,422,502US$8.5b3.55%1.11%
0.81%
Wells Fargo & Company
21,592,927US$7.8b0%1.42%
0.77%
BNY Asset Management
20,451,266US$7.4b1.95%1.15%
0.73%
Goldman Sachs Asset Management, L.P.
19,474,155US$7.1b2.57%1.18%
0.73%
Dimensional Fund Advisors LP
19,418,112US$7.0b2.37%0.79%
0.72%
Charles Schwab Investment Management, Inc.
19,134,034US$6.9b0.01%0.78%
0.71%
Legal & General Investment Management Limited
18,847,278US$6.8b-0.91%1.15%
0.68%
FMR LLC
18,165,000US$6.6b-22.9%0.28%
0.66%
Fisher Asset Management, LLC
17,427,412US$6.3b2.39%1.78%
0.64%
Columbia Management Investment Advisers, LLC
17,103,080US$6.2b-11.6%1.08%
0.56%
Merrill Lynch, Pierce, Fenner & Smith Incorporated
14,806,163US$5.4b-0.91%1.47%
0.54%
Raymond James Financial, Inc.
14,483,337US$5.3b0.24%1.41%
0.49%
SG Americas Securities, LLC
13,150,448US$4.8b-15.7%2.69%
0.47%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
12,501,907US$4.5b-5.53%0.88%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/17 17:43
End of Day Share Price 2026/08/17 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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 50 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