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$65.5 Billion1.05% of portfolio
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Black Rock Inc. New York, NY199MShares$47.8 Billion0.92% of portfolio
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State Street Corp Boston, MA126MShares$30.4 Billion1.1% of portfolio
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Morgan Stanley New York, NY69.2MShares$16.7 Billion1.08% of portfolio
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Geode Capital Management, LLC Boston, MA58.3MShares$14 Billion1.01% of portfolio
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Bank Of America Corp Charlotte, NC50MShares$12.1 Billion0.89% of portfolio
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Capital World Investors Los Angeles, CA34.4MShares$8.27 Billion1.16% of portfolio
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Capital International Investors Los Angeles, CA33.8MShares$8.13 Billion1.41% of portfolio
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Price T Rowe Associates Inc Baltimore, MD30.1MShares$7.25 Billion0.73% of portfolio
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Wellington Management Group LLP Boston, MA29.8MShares$7.18 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 |
---|---|---|---|---|---|
Nov 15
2024
|
Troy L Rohrbaugh Co-CEO CIB |
SELL
Bona fide gift
|
Direct |
12,362
-6.57%
|
-
|
Nov 14
2024
|
Mary E. Erdoes CEO Asset & Wealth Management |
SELL
Bona fide gift
|
Direct |
2,100
-0.36%
|
-
|
Oct 30
2024
|
Robin Leopold Head of Human Resources |
SELL
Bona fide gift
|
Direct |
45
-0.1%
|
-
|
Oct 25
2024
|
Elena A Korablina Corporate Controller |
SELL
Payment of exercise price or tax liability
|
Direct |
965
-6.07%
|
$215,195
$223.25 P/Share
|
Oct 25
2024
|
Elena A Korablina Corporate Controller |
BUY
Exercise of conversion of derivative security
|
Direct |
1,707
+9.92%
|
-
|
Sep 30
2024
|
Stephen B Burke Director |
BUY
Grant, award, or other acquisition
|
Direct |
290
+0.16%
|
$60,900
$210.86 P/Share
|
Sep 30
2024
|
Alex Gorsky Director |
BUY
Grant, award, or other acquisition
|
Direct |
177
+3.4%
|
$37,170
$210.86 P/Share
|
Sep 30
2024
|
Mellody L Hobson Director |
BUY
Grant, award, or other acquisition
|
Direct |
237
+0.9%
|
$49,770
$210.86 P/Share
|
Sep 30
2024
|
Phebe N Novakovic Director |
BUY
Grant, award, or other acquisition
|
Direct |
177
+1.69%
|
$37,170
$210.86 P/Share
|
Sep 30
2024
|
Virginia M Rometty Director |
BUY
Grant, award, or other acquisition
|
Direct |
177
+1.49%
|
$37,170
$210.86 P/Share
|
Jul 15
2024
|
Robin Leopold Head of Human Resources |
SELL
Bona fide gift
|
Direct |
48
-0.11%
|
-
|
Jun 30
2024
|
Virginia M Rometty Director |
BUY
Grant, award, or other acquisition
|
Direct |
173
+1.48%
|
$34,946
$202.26 P/Share
|
Jun 30
2024
|
Phebe N Novakovic Director |
BUY
Grant, award, or other acquisition
|
Direct |
185
+1.8%
|
$37,370
$202.26 P/Share
|
Jun 30
2024
|
Stephen B Burke Director |
BUY
Grant, award, or other acquisition
|
Direct |
278
+0.16%
|
$56,156
$202.26 P/Share
|
Jun 30
2024
|
Alex Gorsky Director |
BUY
Grant, award, or other acquisition
|
Direct |
185
+3.69%
|
$37,370
$202.26 P/Share
|
Jun 30
2024
|
Mellody L Hobson Director |
BUY
Grant, award, or other acquisition
|
Direct |
222
+0.85%
|
$44,844
$202.26 P/Share
|
Jun 20
2024
|
Stacey Friedman General Counsel |
SELL
Open market or private sale
|
Direct |
4,415
-10.48%
|
$869,755
$197.58 P/Share
|
Jun 10
2024
|
Ashley Bacon Chief Risk Officer |
SELL
Open market or private sale
|
Direct |
5,086
-2.34%
|
$1,012,114
$199.54 P/Share
|
May 20
2024
|
Stacey Friedman General Counsel |
SELL
Open market or private sale
|
Direct |
4,415
-9.49%
|
$883,000
$200.65 P/Share
|
May 20
2024
|
Lori A Beer Chief Information Officer |
SELL
Open market or private sale
|
Direct |
5,298
-10.25%
|
$1,059,600
$200.64 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 22.8K shares |
---|---|
Exercise of conversion of derivative security | 1.07M shares |
Bona fide gift | 353 shares |
Bona fide gift | 170K shares |
---|---|
Payment of exercise price or tax liability | 581K shares |
Open market or private sale | 1.25M shares |