JPM Insider Trading

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Insider Ownership Percentage: 0.79%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $208,530,749.75

JPMorgan Chase & Co. Insider Trading History Chart

JPMorgan Chase & Co. Share Price & Price History

^$204.79

▼ -2.73 (-1.32%)

As of 07/5/2024 01:00 AM ET

Days: 30 | 90 | 365

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JPMorgan Chase & Co. Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/10/2024	Ashley Bacon	Insider	Sell	5,086	$199.54	$1,014,860.44	212,265
5/20/2024	Lori A. Beer	Insider	Sell	5,298	$200.64	$1,062,990.72	46,375
5/20/2024	Stacey Friedman	General Counsel	Sell	4,415	$200.65	$885,869.75	42,124
5/14/2024	Marianne Lake	CEO	Sell	11,734	$200.02	$2,347,034.68	122,740
5/10/2024	Robin Leopold	Insider	Sell	3,000	$198.86	$596,580.00	44,113
5/8/2024	Ashley Bacon	Insider	Sell	5,086	$193.64	$984,853.04	217,351
5/8/2024	Mary E Erdoes	CEO	Sell	15,895	$193.66	$3,078,225.70	585,898
5/6/2024	Elena A. Korablina	Insider	Sell	21,829	$190.91	$4,167,374.39	6,484
4/15/2024	James Dimon	CEO	Sell	178,222	$184.18	$32,824,927.96	264,461
3/25/2024	Lori A. Beer	Insider	Sell	3,920	$195.36	$765,811.20	64,783
2/22/2024	James Dimon	CEO	Sell	821,778	$182.73	$150,163,493.94	595,316
2/22/2024	Lori A. Beer	Insider	Sell	3,920	$182.74	$716,340.80	44,996
2/22/2024	Stacey Friedman	General Counsel	Sell	6,030	$182.73	$1,101,861.90	59,456
2/16/2024	Ashley Bacon	Insider	Sell	3,368	$179.00	$602,872.00	202,093
2/16/2024	Jennifer Piepszak	CEO	Sell	1,648	$178.96	$294,926.08	32,819
2/16/2024	Peter Scher	Vice Chairman	Sell	1,810	$178.96	$323,917.60	44,956
1/16/2024	Ashley Bacon	Insider	Sell	3,368	$166.73	$561,546.64	205,461
1/16/2024	Jennifer Piepszak	CEO	Sell	1,649	$166.59	$274,706.91	34,467
1/16/2024	Peter Scher	Vice Chairman	Sell	1,812	$166.65	$301,969.80	46,766
12/12/2023	Marianne Lake	CEO	Sell	32,243	$160.00	$5,158,880.00	131,962
9/6/2023	Stacey Friedman	General Counsel	Sell	4,310	$144.86	$624,346.60	53,425
8/7/2023	Stacey Friedman	General Counsel	Sell	4,310	$157.16	$677,359.60	57,735
6/15/2023	Douglas B. Petno	CEO	Sell	4,930	$142.16	$700,848.80	277,161
6/15/2023	Peter Scher	Vice Chairman	Sell	2,482	$141.39	$350,929.98	41,333
6/12/2023	Jennifer Piepszak	CEO	Sell	1,871	$140.70	$263,249.70	22,926
5/15/2023	Ashley Bacon	Insider	Sell	16,766	$135.00	$2,263,410.00	195,356
5/15/2023	Douglas B. Petno	CEO	Sell	4,932	$134.90	$665,326.80	282,091
5/15/2023	Peter Scher	Vice Chairman	Sell	1,240	$135.02	$167,424.80	45,056
5/11/2023	Daniel E. Pinto	CEO	Sell	113,640	$135.93	$15,447,085.20	566,665
1/19/2023	Mellody L. Hobson	Director	Buy	375	$134.53	$50,448.75	22,040
1/17/2023	Mary E Erdoes	CEO	Sell	10,340	$140.29	$1,450,598.60	544,136
1/17/2023	Peter Scher	Vice Chairman	Sell	4,399	$140.32	$617,267.68	36,369
1/17/2023	Stacey Friedman	General Counsel	Sell	23,148	$140.31	$3,247,895.88	48,311
10/26/2022	Douglas B. Petno	CEO	Sell	5,139	$125.02	$642,477.78	248,011
10/26/2022	Peter Scher	Vice Chairman	Sell	1,310	$125.02	$163,776.20	34,973
10/26/2022	Robin Leopold	Insider	Sell	2,000	$125.07	$250,140.00	19,031
10/17/2022	Mary E Erdoes	CEO	Sell	33,515	$115.77	$3,880,031.55	533,795
8/11/2022	Chase & Co Jpmorgan	Major Shareholder	Buy	3,329	$3.28	$10,919.12	49,955,583
4/19/2022	Ashley Bacon	Insider	Sell	21,012	$130.04	$2,732,400.48	178,588
4/14/2022	Jennifer Piepszak	CEO	Sell	4,668	$126.19	$589,054.92	11,135

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SEC Filings (Institutional Ownership Changes) for JPMorgan Chase & Co. (NYSE:JPM)

71.55% of JPMorgan Chase & Co. stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

JPMorgan Chase & Co. Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/5/2024	Rempart Asset Management Inc.	126,714	$25.63M	5.1%	-2.9%	0.004%
7/5/2024	Heritage Wealth Partners LLC	5,528	$1.12M	1.6%	+108.1%	0.000%
7/5/2024	Collective Family Office LLC	4,689	$0.95M	0.3%	+26.3%	0.000%
7/5/2024	Stokes Family Office LLC	47,688	$9.65M	1.1%	-0.4%	0.002%
7/5/2024	HBW Advisory Services LLC	4,355	$0.88M	0.1%	+2.1%	0.000%
7/5/2024	Institutional & Family Asset Management LLC	36,563	$7.40M	1.1%	-1.4%	0.001%
7/5/2024	Kozak & Associates Inc.	7,426	$1.55M	0.4%	-7.9%	0.000%
7/5/2024	DNB Asset Management AS	1,244,777	$251.77M	1.2%	+8.3%	0.043%
7/3/2024	Beese Fulmer Investment Management Inc.	92,135	$18.64M	1.7%	+1.4%	0.003%
7/3/2024	Moody National Bank Trust Division	34,337	$6.95M	0.5%	+4.4%	0.001%
7/3/2024	Curbstone Financial Management Corp	22,500	$4.55M	1.0%	-3.8%	0.001%
7/3/2024	Hilltop Wealth Advisors LLC	1,165	$0.24M	0.1%	+11.2%	0.000%
7/3/2024	First Financial Bank Trust Division	88,200	$17.84M	1.8%	-3.4%	0.003%
7/2/2024	Modus Advisors LLC	26,409	$5.34M	1.9%	+1.1%	0.001%
7/2/2024	Marcum Wealth LLC	34,611	$7M	0.7%	+1.2%	0.001%
7/2/2024	Hudson Valley Investment Advisors Inc. ADV	89,519	$18.11M	2.2%	+1.3%	0.003%
7/2/2024	M&R Capital Management Inc.	56,299	$11.39M	2.7%	+0.4%	0.002%
7/2/2024	Massmutual Trust Co. FSB ADV	313,425	$63.39M	1.9%	+0.2%	0.011%
7/2/2024	First Hawaiian Bank	47,929	$9.69M	0.3%	-3.4%	0.002%
7/2/2024	GAMMA Investing LLC	71,735	$14.51M	2.0%	+27.7%	0.002%
7/2/2024	Park Place Capital Corp	8,968	$1.81M	0.6%	-6.4%	0.000%
7/2/2024	Transcend Capital Advisors LLC	82,859	$16.76M	1.2%	+3.5%	0.003%
7/2/2024	Centre Asset Management LLC	28,120	$5.69M	1.3%	+2.3%	0.001%
7/2/2024	Appleton Partners Inc. MA	153,193	$30.99M	2.4%	-4.9%	0.005%
7/2/2024	Waller Financial Planning Group Inc.	2,850	$0.58M	0.2%	+60.2%	0.000%
7/1/2024	Neville Rodie & Shaw Inc.	143,898	$29.10M	2.2%	-0.6%	0.005%
7/1/2024	Kathmere Capital Management LLC	5,085	$1.03M	0.1%	+2.7%	0.000%
7/1/2024	Capital Market Strategies LLC	2,150	$0.44M	0.3%	+38.1%	0.000%
7/1/2024	Cullen Investment Group LTD.	100,867	$20.40M	3.3%	-1.4%	0.004%
7/1/2024	Jackson Wealth Management LLC	996	$0.20M	0.0%	N/A	0.000%
7/1/2024	Confluence Investment Management LLC	1,041	$0.21M	0.0%	N/A	0.000%
7/1/2024	Bank of New Hampshire	30,673	$6.20M	1.6%	-2.9%	0.001%
6/28/2024	Bright Futures Wealth Management LLC.	3,564	$0.71M	0.4%	N/A	0.000%
6/28/2024	Quent Capital LLC	12,447	$2.49M	0.3%	+16.2%	0.000%
6/26/2024	Old Port Advisors	27,815	$5.57M	1.7%	-1.1%	0.001%
6/24/2024	Lazari Capital Management Inc.	7,448	$1.49M	0.8%	-7.4%	0.000%
6/21/2024	Cape Investment Advisory Inc.	4,325	$0.87M	0.4%	+2.9%	0.000%
6/20/2024	HM Payson & Co.	246,192	$49.31M	0.9%	-2.1%	0.009%
6/17/2024	Chelsea Counsel Co.	2,092	$0.42M	0.2%	+3.6%	0.000%
6/14/2024	SRN Advisors LLC	8,386	$1.68M	1.3%	+9.8%	0.000%
6/13/2024	NBW Capital LLC	52,315	$10.48M	2.1%	+2.7%	0.002%
6/13/2024	Keynote Financial Services LLC	6,534	$1.31M	1.1%	N/A	0.000%
6/13/2024	Mosaic Family Wealth Partners LLC	6,832	$1.37M	0.2%	+11.9%	0.000%
6/11/2024	American Trust	42,592	$8.53M	0.8%	-5.7%	0.001%
6/11/2024	Cypress Asset Management Inc. TX	60,661	$12.41M	3.4%	-1.8%	0.002%
6/11/2024	OMC Financial Services LTD	2,860	$0.57M	0.3%	N/A	0.000%
6/11/2024	EverSource Wealth Advisors LLC	28,489	$5.46M	0.4%	+11.7%	0.001%
6/10/2024	Clear Rock Advisors LLC	15,929	$3.19M	1.4%	+0.6%	0.001%
6/10/2024	Hamilton Wealth LLC	3,299	$0.66M	0.2%	+13.8%	0.000%
6/7/2024	Railway Pension Investments Ltd	120,500	$24.14M	0.2%	N/A	0.004%
6/5/2024	Objective Capital Management LLC	7,441	$1.49M	1.0%	+10.0%	0.000%
6/4/2024	DekaBank Deutsche Girozentrale	3,429,115	$686.75M	1.3%	+1.0%	0.119%
6/4/2024	Tactive Advisors LLC	3,386	$0.68M	0.4%	N/A	0.000%
5/31/2024	Granite Group Advisors LLC	14,658	$2.94M	2.0%	-3.2%	0.001%
5/31/2024	Maxwell Wealth Strategies Inc.	26,785	$5.34M	2.7%	+17.2%	0.001%
5/30/2024	Cambridge Trust Co.	311,570	$62.41M	2.4%	+0.3%	0.011%
5/30/2024	EULAV Asset Management	22,000	$4.41M	0.1%	-24.1%	0.001%
5/29/2024	Pathway Financial Advisers LLC	34,638	$6.94M	2.5%	N/A	0.001%
5/29/2024	Birmingham Capital Management Co. Inc. AL	14,569	$2.92M	1.1%	-3.8%	0.001%
5/29/2024	Instrumental Wealth LLC	1,054	$0.21M	0.1%	N/A	0.000%
5/29/2024	Soltis Investment Advisors LLC	38,712	$7.75M	0.9%	-13.4%	0.001%
5/29/2024	Alexander Labrunerie & CO. Inc.	33,713	$6.75M	3.8%	N/A	0.001%
5/29/2024	Clean Yield Group	1,718	$0.34M	0.1%	-17.3%	0.000%
5/29/2024	Garde Capital Inc.	4,003	$0.80M	0.1%	-11.7%	0.000%
5/28/2024	Boston Partners	9,057,827	$1.81B	2.2%	-0.4%	0.315%
5/28/2024	Teachers Retirement System of The State of Kentucky	503,125	$100.78M	0.9%	-7.6%	0.018%
5/24/2024	Cetera Advisor Networks LLC	382,523	$76.62M	0.4%	+2.4%	0.013%
5/24/2024	Cetera Advisors LLC	455,164	$91.17M	0.7%	+82.4%	0.016%
5/24/2024	Cetera Investment Advisers	976,108	$195.51M	0.5%	+202.3%	0.034%
5/24/2024	Invst LLC	13,215	$2.63M	0.3%	+2.2%	0.000%
5/24/2024	Dodds Wealth LLC	1,283	$0.26M	0.1%	+6.4%	0.000%
5/24/2024	PGGM Investments	277,276	$55.54M	0.8%	+14.1%	0.010%
5/24/2024	Northwest Bank & Trust Co	15,337	$2.94M	2.6%	-1.9%	0.001%
5/23/2024	Dock Street Asset Management Inc.	2,638	$0.53M	0.1%	+2.6%	0.000%
5/23/2024	Community Trust & Investment Co.	172,006	$34.45M	2.4%	-3.6%	0.006%
5/23/2024	Raelipskie Partnership	18,874	$3.78M	2.2%	-3.3%	0.001%
5/23/2024	FSA Advisors Inc.	3,248	$0.65M	0.7%	+8.3%	0.000%
5/22/2024	Burney Co.	19,674	$3.94M	0.2%	-43.9%	0.001%
5/22/2024	First City Capital Management Inc.	16,740	$3.35M	1.9%	-0.9%	0.001%
5/22/2024	Orleans Capital Management Corp LA	14,188	$2.84M	1.9%	-1.5%	0.000%
5/22/2024	Second Line Capital LLC	19,653	$3.94M	1.3%	+7.8%	0.001%
5/22/2024	BigSur Wealth Management LLC	30,134	$6.04M	1.9%	N/A	0.001%
5/21/2024	Atria Investments Inc	268,340	$53.74M	0.7%	-3.1%	0.009%
5/21/2024	Swedbank AB	3,994,659	$800.13M	1.1%	N/A	0.139%
5/21/2024	Sanibel Captiva Trust Company Inc.	240,633	$48.20M	1.6%	+1.7%	0.008%
5/21/2024	Delphi Management Inc. MA	8,908	$1.78M	1.4%	-3.8%	0.000%
5/21/2024	LRI Investments LLC	9,990	$2M	0.3%	N/A	0.000%
5/21/2024	Arrow Financial Corp	42,141	$8.44M	0.8%	-5.8%	0.001%
5/20/2024	Independent Wealth Network Inc.	1,545	$0.31M	0.1%	+9.0%	0.000%
5/20/2024	Virtu Financial LLC	2,976	$0.60M	0.0%	-38.1%	0.000%
5/20/2024	Strategic Wealth Partners Ltd.	54,404	$10.90M	1.2%	+5.2%	0.002%
5/17/2024	Citizens Financial Group Inc. RI	179,672	$35.99M	1.2%	+0.7%	0.006%
5/17/2024	Rokos Capital Management LLP	218,431	$43.76M	0.2%	N/A	0.008%
5/17/2024	Advisory Resource Group	1,157	$0.23M	0.1%	N/A	0.000%
5/17/2024	Heartland Bank & Trust Co	19,085	$3.82M	2.2%	-3.1%	0.001%
5/17/2024	Kozak & Associates Inc.	8,061	$1.63M	0.4%	-2.2%	0.000%
5/17/2024	Montchanin Asset Management LLC	26,872	$5.38M	5.3%	N/A	0.001%
5/17/2024	New Covenant Trust Company N.A.	6,019	$1.21M	1.2%	N/A	0.000%
5/17/2024	Plato Investment Management Ltd	53,383	$10.69M	1.1%	+1,211.6%	0.002%
5/17/2024	XML Financial LLC	50,976	$10.21M	1.0%	-13.8%	0.002%

Data available starting January 2016

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 deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; 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 and midsized companies, local governments, nonprofit clients, and large corporations, as well as 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, estate planning, lending, deposits, and investment management products to high net worth clients. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Today's Range

Now: $204.79

$204.52

$207.37

50 Day Range

MA: $198.41

$190.51

$208.83

52 Week Range

Now: $204.79

$135.19

$210.38

Volume

8,093,096 shs

Average Volume

8,459,327 shs

Market Capitalization

$588.09 billion

P/E Ratio

12.37

Dividend Yield

2.20%

Beta

1.12

Who are the company insiders with the largest holdings of JPMorgan Chase & Co.?: JPMorgan Chase & Co.'s top insider investors include:
Chase & Co Jpmorgan (Major Shareholder)
James Dimon (CEO)
Mary E Erdoes (CEO)
Daniel E Pinto (CEO)
Douglas B Petno (CEO)
Ashley Bacon (Insider)
Marianne Lake (CEO)
Lori A Beer (Insider)
Stacey Friedman (General Counsel)
Peter Scher (Vice Chairman)
Robin Leopold (Insider)
Jennifer Piepszak (CEO)
Mellody L Hobson (Director)
Elena A Korablina (Insider)
Learn More about top insider investors at JPMorgan Chase & Co..
Who are the major institutional investors of JPMorgan Chase & Co.?: JPMorgan Chase & Co.'s top institutional shareholders include:
DNB Asset Management AS — 0.04%
Massmutual Trust Co. FSB ADV — 0.01%
Appleton Partners Inc. MA — 0.01%
Neville Rodie & Shaw Inc. — 0.01%
Rempart Asset Management Inc. — 0.00%
Cullen Investment Group LTD. — 0.00%
Learn More about top institutional investors of JPMorgan Chase & Co. stock.
Which major investors are selling JPMorgan Chase & Co. stock?: Within the previous quarter, JPM stock was sold by these institutional investors:
Appleton Partners Inc. MA
Rempart Asset Management Inc.
First Financial Bank Trust Division
First Hawaiian Bank
Cullen Investment Group LTD.
Bank of New Hampshire
Curbstone Financial Management Corp
Neville Rodie & Shaw Inc.
Within the previous year, company insiders that have sold JPMorgan Chase & Co. company stock include:
Chase & Co Jpmorgan (Major Shareholder)
James Dimon (CEO)
Mary E Erdoes (CEO)
Daniel E Pinto (CEO)
Douglas B Petno (CEO)
Ashley Bacon (Insider)
Marianne Lake (CEO)
Lori A Beer (Insider)
Stacey Friedman (General Counsel)
Peter Scher (Vice Chairman)
Learn More investors selling JPMorgan Chase & Co. stock.
Which major investors are buying JPMorgan Chase & Co. stock?: In the previous quarter, JPM stock was acquired by institutional investors including:
DNB Asset Management AS
GAMMA Investing LLC
Heritage Wealth Partners LLC
Transcend Capital Advisors LLC
Moody National Bank Trust Division
Beese Fulmer Investment Management Inc.
Hudson Valley Investment Advisors Inc. ADV
Waller Financial Planning Group Inc.
Within the previous year, these company insiders have bought JPMorgan Chase & Co. stock:
Chase & Co Jpmorgan (Major Shareholder)
James Dimon (CEO)
Learn More investors buying JPMorgan Chase & Co. stock.