Jpmorgan Chase & CO JPM
We take great care to ensure that the data presented and summarized in this overview for JPMORGAN CHASE & CO is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding JPM
View all-
Vanguard Group Inc Valley Forge, PA272MShares$71.5 Billion1.05% of portfolio
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Black Rock Inc. New York, NY199MShares$52.2 Billion0.92% of portfolio
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State Street Corp Boston, MA126MShares$33.1 Billion1.1% of portfolio
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Morgan Stanley New York, NY69.2MShares$18.2 Billion1.08% of portfolio
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Geode Capital Management, LLC Boston, MA58.3MShares$15.3 Billion1.01% of portfolio
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Bank Of America Corp Charlotte, NC50MShares$13.2 Billion0.89% of portfolio
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Capital World Investors Los Angeles, CA34.4MShares$9.03 Billion1.16% of portfolio
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Capital International Investors Los Angeles, CA33.8MShares$8.88 Billion1.41% of portfolio
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Price T Rowe Associates Inc Baltimore, MD30.1MShares$7.91 Billion0.73% of portfolio
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Wellington Management Group LLP Boston, MA29.8MShares$7.83 Billion1.13% of portfolio
Latest Institutional Activity in JPM
Top Purchases
Top Sells
About JPM
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Insider Transactions at JPM
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jan 16
2025
|
Ashley Bacon Chief Risk Officer |
SELL
Open market or private sale
|
Direct |
7,122
-3.14%
|
$1,801,866
$253.94 P/Share
|
Jan 16
2025
|
Mary E. Erdoes CEO Asset & Wealth Management |
SELL
Open market or private sale
|
Direct |
5,277
-0.87%
|
$1,335,081
$253.97 P/Share
|
Jan 16
2025
|
Stacey Friedman General Counsel |
SELL
Open market or private sale
|
Direct |
3,303
-6.49%
|
$835,659
$253.94 P/Share
|
Jan 16
2025
|
Douglas B Petno Co-CEO CIB |
SELL
Open market or private sale
|
Direct |
3,491
-1.02%
|
$883,223
$253.96 P/Share
|
Jan 16
2025
|
Marianne Lake CEO CCB |
SELL
Open market or private sale
|
Indirect |
4,233
-3.45%
|
$1,075,182
$254.0 P/Share
|
Jan 13
2025
|
Robin Leopold Head of Human Resources |
SELL
Payment of exercise price or tax liability
|
Direct |
7,617
-12.94%
|
$1,835,697
$241.77 P/Share
|
Jan 13
2025
|
Robin Leopold Head of Human Resources |
BUY
Exercise of conversion of derivative security
|
Direct |
14,848
+11.89%
|
-
|
Jan 13
2025
|
Stacey Friedman General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
14,989
-22.74%
|
$3,612,349
$241.77 P/Share
|
Jan 13
2025
|
Stacey Friedman General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
28,203
+19.39%
|
-
|
Jan 13
2025
|
Troy L Rohrbaugh Co-CEO CIB |
SELL
Payment of exercise price or tax liability
|
Direct |
23,418
-10.68%
|
$5,643,738
$241.77 P/Share
|
Jan 13
2025
|
Troy L Rohrbaugh Co-CEO CIB |
BUY
Exercise of conversion of derivative security
|
Direct |
43,518
+9.47%
|
-
|
Jan 13
2025
|
Lori A Beer Chief Information Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
8,683
-13.72%
|
$2,092,603
$241.77 P/Share
|
Jan 13
2025
|
Lori A Beer Chief Information Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,895
+12.55%
|
-
|
Jan 13
2025
|
Jeremy Barnum Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,094
-19.85%
|
$2,673,654
$241.77 P/Share
|
Jan 13
2025
|
Jeremy Barnum Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
21,136
+17.24%
|
-
|
Jan 13
2025
|
Ashley Bacon Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
13,424
-5.59%
|
$3,235,184
$241.77 P/Share
|
Jan 13
2025
|
Ashley Bacon Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
27,669
+5.61%
|
-
|
Jan 13
2025
|
Jennifer Piepszak Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
16,232
-21.65%
|
$3,911,912
$241.77 P/Share
|
Jan 13
2025
|
Jennifer Piepszak Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
33,324
+20.09%
|
-
|
Jan 13
2025
|
Mary E. Erdoes CEO Asset & Wealth Management |
SELL
Payment of exercise price or tax liability
|
Direct |
24,679
-3.92%
|
$5,947,639
$241.77 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 4.52K shares |
---|---|
Exercise of conversion of derivative security | 1.1M shares |
Bona fide gift | 353 shares |
Bona fide gift | 170K shares |
---|---|
Payment of exercise price or tax liability | 599K shares |
Open market or private sale | 1.22M shares |