
Insider and congress filings
JPMorgan Chase & Co. (JPM)
NYSE · Financial Services · 325 insider transactions · 359 congress trades · last filed 11 days agoS&P 500
About JPMorgan Chase & Co.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Banks - Diversified
- Chief executive
- Jamie Dimon
- Employees
- 320,560
- Listed since
- -
- Market value
- $891.0B
- Price to earnings (12 mo)
- 14.0
- Net income per share, as reported (12 mo)
- $24.63
- Dividend yield
- 1.83%
Company news
1 article · newest first| Headline | Source | Date |
|---|---|---|
| JPMorgan Chase & Co. closes public offerings of notes due 2030 and 2037The offerings comprised $350 million of floating rate notes due 2030, $2.9 billion of fixed-to-floating rate notes due 2030 and $3.75 billion of fixed-to-floating rate notes due 2037. | Form 8-K | Oct 20, 2026 |
Written by GetSignal with AI from the company's own SEC filings and press releases; each article links to its source. Not investment advice. Company news from every company we cover
Earnings
6 reported quarters · next on Jan 14, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 13, 2026 | $5.75 | $5.93 | $50.2B | $51.2B | EPS missRevenue miss |
| Q2 FY2026reported Jul 14, 2026 | $7.70 | $5.59 | $57.3B | $50.7B | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported Apr 14, 2026 | $5.94 | $5.47 | $49.8B | $49.2B | EPS beat, GAAPRevenue in line |
| Q4 FY2025reported Jan 13, 2026 | $4.63 | $4.85 | $45.8B | $46.2B | EPS missRevenue in line |
| Q3 FY2025reported Oct 14, 2025 | $5.07 | $4.85 | $46.4B | $45.5B | EPS beat, GAAPRevenue beat |
| Q2 FY2025reported Jul 15, 2025 | $4.96 | $4.48 | $44.9B | $43.8B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 6, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| James DimonChairman and CEO | $1.5M | $0 | $41.5M | $43.0M |
| Mary Callahan ErdoesCEO, Asset & Wealth Management | $1.0M | $0 | $30.0M | $31.0M |
| Douglas PetnoCo-CEO, Commercial & Investment Bank | $1.0M | $0 | $26.5M | $27.5M |
| Troy RohrbaughCo-CEO, Commercial & Investment Bank | $1.0M | $0 | $26.5M | $27.5M |
| Jeremy BarnumCFO | $1.0M | $0 | $18.5M | $19.5M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $67.5B | 206,290,537 | -0.9% | 7.40% |
| Vanguard Capital Management LLC | $52.9B | 161,586,023 | -2.2% | 5.79% |
| State Street Corp | $41.0B | 125,209,293 | +0.8% | 4.49% |
| Bank of America Corp | $22.8B | 69,666,753 | +6.1% | 2.50% |
| Morgan Stanley | $22.0B | 67,092,426 | -2.1% | 2.41% |
| Vanguard Portfolio Management LLC | $21.5B | 65,819,503 | +0.4% | 2.36% |
| Geode Capital Management, LLC | $20.1B | 61,707,794 | -1.3% | 2.21% |
| Norges Bank | $11.8B | 36,122,327 | New | 1.30% |
| Northern Trust Corp | $10.0B | 30,677,237 | -1.7% | 1.10% |
| Capital Research Global Investors | $9.1B | 27,746,323 | +1.2% | 0.99% |
| T. Rowe Price Associates, Inc. | $9.1B | 27,686,080 | +0.7% | 0.99% |
| FMR LLC | $8.6B | 26,296,276 | -16.3% | 0.94% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding JPM
10 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Two Sigma | $968.1M | 2,957,516 | 0.7% |
| Viking Global InvestorsAndreas Halvorsen | $949.1M | 2,899,386 | 2.7% |
| Cliff AsnessAQR Capital Management | $930.3M | 2,842,230 | 0.3% |
| Adage Capital Partners | $782.2M | 2,389,766 | 1.1% |
| MKP Capital Management | $465.8M | 1,423,000 | 12.6% |
| Walleye Capital | $217.2M | 663,632 | 0.8% |
| Trexquant Investment | $192.6M | 588,465 | 1.1% |
| Woodline Partners | $191.5M | 584,992 | 0.6% |
| Samlyn Capital | $166.2M | 507,845 | 2.7% |
| Brave Warrior Advisors | $1.8M | 5,643 | n/a |
10 of the 97 fund managers we track list JPM shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Robin LeopoldHead of Human Resources | Sold · scheduled | 2,500 | $352.81 | $882K | Sep 10, 2026filed Sep 10, 2026 | 0d |
| Robin LeopoldHead of Human Resources | Sold · scheduled | 2,500 | $361.41 | $904K | Aug 11, 2026filed Aug 11, 2026 | 0d |
| Stacey FriedmanGeneral Counsel | Sold · scheduled | 5,467 | $330.73 | $1.8M | Jun 22, 2026filed Jun 22, 2026 | 0d |
| Stacey FriedmanGeneral Counsel | Sold · scheduled | 5,468 | $300.27 | $1.6M | May 20, 2026filed May 20, 2026 | 0d |
| Lori A. BeerChief Information Officer | Sold · scheduled | 3,165 | $300.05 | $950K | May 15, 2026filed May 15, 2026 | 0d |
| Douglas B. PetnoCo-CEO CIB | Sold · scheduled | 5,659 | $300.05 | $1.7M | May 15, 2026filed May 15, 2026 | 0d |
| Marianne LakeCEO CCB | Sold · scheduled | 6,427 | $298.36 | $1.9M | May 15, 2026filed May 15, 2026 | 0d |
| Mary E. ErdoesCEO Asset & Wealth Management | Sold · scheduled | 6,648 | $298.36 | $2.0M | May 15, 2026filed May 15, 2026 | 0d |
| Jennifer PiepszakChief Operating Officer | Sold · scheduled | 4,919 | $309.42 | $1.5M | May 5, 2026filed May 5, 2026 | 0d |
| Ashley BaconChief Risk Officer | Sold · scheduled | 4,070 | $309.42 | $1.3M | May 5, 2026filed May 5, 2026 | 0d |
| Jeremy BarnumChief Financial Officer | Sold · scheduled | 3,022 | $309.41 | $935K | May 5, 2026filed May 5, 2026 | 0d |
| James DimonChairman & CEO | Sold · scheduled | 130,488 | $306.56 | $40.0M | Apr 15, 2026filed Apr 15, 2026 | 0d |
| Ashley BaconChief Risk Officer | Sold · scheduled | 7,558 | $306.55 | $2.3M | Apr 15, 2026filed Apr 15, 2026 | 0d |
| Jeremy BarnumChief Financial Officer | Sold · scheduled | 5,611 | $306.55 | $1.7M | Apr 15, 2026filed Apr 15, 2026 | 0d |
| Lori A. BeerChief Information Officer | Sold · scheduled | 3,166 | $306.59 | $971K | Apr 15, 2026filed Apr 15, 2026 | 0d |
| Mary E. ErdoesCEO Asset & Wealth Management | Sold · scheduled | 12,345 | $306.57 | $3.8M | Apr 15, 2026filed Apr 15, 2026 | 0d |
| Marianne LakeCEO CCB | Sold · scheduled | 6,427 | $306.57 | $2.0M | Apr 15, 2026filed Apr 15, 2026 | 0d |
| Douglas B. PetnoCo-CEO CIB | Sold · scheduled | 5,660 | $306.58 | $1.7M | Apr 15, 2026filed Apr 15, 2026 | 0d |
| Jennifer PiepszakChief Operating Officer | Sold · scheduled | 9,136 | $306.56 | $2.8M | Apr 15, 2026filed Apr 15, 2026 | 0d |
| Robin LeopoldHead of Human Resources | Sold · scheduled | 433 | $295.06 | $128K | Mar 23, 2026filed Mar 23, 2026 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Stephen B. BurkeDirector | Gift | 30,000 | Oct 14, 2026 |
| Stephen B. BurkeDirector | Stock award | 170 | Sep 30, 2026 |
| Mellody L. HobsonDirector | Stock award | 136 | Sep 30, 2026 |
| Virginia M. RomettyDirector | Stock award | 121 | Sep 30, 2026 |
| Phebe N. NovakovicDirector | Stock award | 121 | Sep 30, 2026 |
| Douglas B. PetnoCo-President; CEO CIB | Gift | 864 | Jul 24, 2026 |
| Stacey FriedmanGeneral Counsel | Gift | 166 | Jul 27, 2026 |
| Stephen B. BurkeDirector | Stock award | 344 | Jun 30, 2026 |
| Mellody L. HobsonDirector | Stock award | 275 | Jun 30, 2026 |
| Phebe N. NovakovicDirector | Stock award | 244 | Jun 30, 2026 |
| Virginia M. RomettyDirector | Stock award | 244 | Jun 30, 2026 |
| Mary E. ErdoesCEO Asset & Wealth Management | Stock award | 60,214 | Jun 24, 2026 |
| Douglas B. PetnoCo-President; CEO CIB | Stock award | 90,321 | Jun 24, 2026 |
| Troy L. RohrbaughCo-President; CEO CCB | Stock award | 90,321 | Jun 24, 2026 |
| Jennifer PiepszakChief Operating Officer | Stock award | 60,214 | Jun 24, 2026 |
| Douglas B. PetnoCo-CEO CIB | Gift | 135,027 | May 14, 2026 |
| Stephen B. BurkeDirector | Stock award | 191 | Mar 31, 2026 |
| Mellody L. HobsonDirector | Stock award | 153 | Mar 31, 2026 |
| Phebe N. NovakovicDirector | Stock award | 136 | Mar 31, 2026 |
| Virginia M. RomettyDirector | Stock award | 136 | Mar 31, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in JPM
20 disclosures of 359 on record · median 23d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Sheldon WhitehouseSelf | Stock | Sale (Partial) | $15,001 - $50,000 | -7.5%After the saleS&P 500 -1.3% · -6.2 pts vs S&P 500 | Sep 4, 2026 | Oct 1, 2026 | 27d |
| Scott FranklinSpouse | Stock | Sale | $1,001 - $15,000 | -5.7%After the saleS&P 500 -0.3% · -5.3 pts vs S&P 500 | Aug 20, 2026 | Sep 17, 2026 | 28d |
| Ro KhannaNot shares: JPMORGAN CHASE & CO LINKED TO S&P 500 INDEX | Bond | Purchase | $100,001 - $250,000 | n/a | Aug 27, 2026 | Sep 4, 2026 | 8d |
| John BoozmanJoint | Stock | Sale (Partial) | $1,001 - $15,000 | -5.2%After the saleS&P 500 +2.9% · -8.2 pts vs S&P 500 | Jul 23, 2026 | Aug 17, 2026 | 25d |
| Alan ArmstrongSelf | Stock | Sale (Full) | $15,001 - $50,000 | +17.2%After the saleS&P 500 +19.8% · -2.6 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +11.8%S&P 500 +0.2% · +11.6 pts vs S&P 500 | Jun 1, 2026 | Jul 6, 2026 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +10.2%After the saleS&P 500 +0.1% · +10.1 pts vs S&P 500 | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +6.2%After the saleS&P 500 +3.0% · +3.1 pts vs S&P 500 | Jun 5, 2026 | Jul 6, 2026 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +10.3%S&P 500 +2.9% · +7.4 pts vs S&P 500 | May 18, 2026 | Jun 9, 2026 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +10.8%S&P 500 +1.3% · +9.5 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro KhannaNot shares: JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES | Bond | Purchase | $15,001 - $50,000 | n/a | Apr 21, 2026 | May 11, 2026 | 20d |
| Sheldon WhitehouseSelf | Stock | Sale (Partial) | $15,001 - $50,000 | +5.7%After the saleS&P 500 +10.8% · -5.0 pts vs S&P 500 | Apr 13, 2026 | May 4, 2026 | 21d |
| Lizzie Fletcher | Stock | Sale | $1,001 - $15,000 | +7.7%After the saleS&P 500 +12.4% · -4.8 pts vs S&P 500 | Apr 8, 2026 | May 1, 2026 | 23d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +16.9%S&P 500 +20.3% · -3.4 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +14.8%After the saleS&P 500 +12.2% · +2.7 pts vs S&P 500 | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.4%S&P 500 +15.6% · -1.2 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro KhannaNot shares: SPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX | Bond | Sale | $15,001 - $50,000 | n/a | Feb 10, 2026 | Mar 9, 2026 | 27d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +8.0%After the saleS&P 500 +11.2% · -3.3 pts vs S&P 500 | Feb 17, 2026 | Mar 9, 2026 | 20d |
| Ro KhannaNot shares: JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX | Bond | Purchase | $15,001 - $50,000 | n/a | Feb 18, 2026 | Mar 9, 2026 | 19d |
| Ro KhannaNot shares: JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES | Bond | Purchase | $100,001 - $250,000 | n/a | Feb 19, 2026 | Mar 9, 2026 | 18d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in JPM, filterable by party, chamber, type and account.
Members of Congress reporting a position
largest 25 of 39 · estimate, as of Oct 21, 202639 members report a position of $1,000 or more (estimated). The largest estimated position is in the $500,001 - $1,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Kevin Hern | Republican · House | $500,001 - $1,000,000 | 3.5% |
| John W. Hickenlooper | Democrat · Senate | $500,001 - $1,000,000 | 2.1% |
| Sheldon Whitehouse | Democrat · Senate | $250,001 - $500,000 | 1.6% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $250,001 - $500,000 | 1.0% |
| John Kennedy | Republican · Senate | $100,001 - $250,000 | 3.6% |
| Scott Franklin | Republican · House | $100,001 - $250,000 | 5.3% |
| Kelly Morrison | Democrat · House | $100,001 - $250,000 | 1.3% |
| Katherine M. Clark | Democrat · House | $100,001 - $250,000 | 2.3% |
| Laurel M. Lee | Republican · House | $100,001 - $250,000 | 2.5% |
| Bill Hagerty | Republican · Senate | $100,001 - $250,000 | 0.5% |
| Gary C. Peters | Democrat · Senate | $100,001 - $250,000 | 2.8% |
| David Taylor | Republican · House | $50,001 - $100,000 | 4.0% |
| Susan M. Collins | Republican · Senate | $50,001 - $100,000 | 2.1% |
| Thomas H. Kean, Jr. | Republican · House | $50,001 - $100,000 | 1.9% |
| Mike Kelly | Republican · House | $50,001 - $100,000 | 0.9% |
| Robert Bresnahan | Republican · House | $50,001 - $100,000 | 0.5% |
| Joyce Beatty | Democrat · House | $50,001 - $100,000 | 32.1% |
| Randy Fine | Republican · House | $50,001 - $100,000 | 3.6% |
| Jonathan L. Jackson | Democrat · House | $50,001 - $100,000 | 2.8% |
| Jared Moskowitz | Democrat · House | $15,001 - $50,000 | 1.1% |
| Harriet M. Hageman | Republican · House | $15,001 - $50,000 | 1.3% |
| Cleo Fields | Democrat · House | $15,001 - $50,000 | 0.1% |
| Julie Johnson | Democrat · House | $15,001 - $50,000 | 0.2% |
| William R. Keating | Democrat · House | $15,001 - $50,000 | 3.9% |
| Daniel Meuser | Republican · House | $15,001 - $50,000 | 1.4% |
The other 14 hold smaller estimated positions; 1 more is estimated under $1,000 and not listed.
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling JPM?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales. 20 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded JPM?
Sheldon Whitehouse, Scott Franklin, Ro Khanna, John Boozman, Alan Armstrong and Lizzie Fletcher disclosed JPM transactions in the filings shown here.
Which members of Congress hold JPM?
39 members of Congress report a position of $1,000 or more in JPM in the estimate we hold as of Oct 21, 2026. The two largest estimated positions belong to Kevin Hern and John W. Hickenlooper; Sheldon Whitehouse holds one of the next largest, in the $250,001 - $500,000 band. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is JPM in the S&P 500 or the Nasdaq 100?
JPMorgan Chase & Co. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are JPM trades disclosed?
Insider filings on this page reached the public a median of 0 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 23 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
