Insider at

04

Insider transactions

05
0 buys (P) 4 sells (S) Net: $-5,557,734 + 81 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

81 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
June 22, 2026 JPM S 5,467 $330.73 $1,808,101 40,961 Direct -11.78% Disposed 0.5% (price as of 2026-10-02)
May 20, 2026 JPM S 5,468 $300.27 $1,641,876 46,428 Direct -10.54% Disposed 10.7% (price as of 2026-10-02)
Feb. 17, 2026 JPM S 3,404 $306.40 $1,042,986 61,949 Indirect -5.21% Disposed 8.5% (price as of 2026-10-02)
Jan. 16, 2026 JPM S 3,404 $312.80 $1,064,771 65,353 Indirect -4.95% Disposed 6.3% (price as of 2026-10-02)
May 20, 2025 JPM S 6,608 $265.71 $1,755,812 36,520 Direct -15.32% Disposed 25.1% (price as of 2026-10-02)
May 20, 2025 JPM S 2,821 $265.71 $749,568 68,757 Indirect -3.94% Disposed 25.1% (price as of 2026-10-02)
Feb. 18, 2025 JPM S 3,303 $278.34 $919,357 44,317 Direct -6.94% Disposed 19.4% (price as of 2026-10-02)
Jan. 16, 2025 JPM S 3,303 $253.94 $838,764 47,620 Direct -6.49% Disposed 30.9% (price as of 2026-10-02)
June 20, 2024 JPM S 4,415 $197.58 $872,316 37,709 Direct -10.48% Disposed 68.2% (price as of 2026-10-02)
May 20, 2024 JPM S 4,415 $200.65 $885,870 42,124 Direct -9.49% Disposed 65.7% (price as of 2026-10-02)
Feb. 22, 2024 JPM S 6,030 $182.73 $1,101,862 59,456 Direct -9.21% Disposed 81.9% (price as of 2026-10-02)
Sept. 6, 2023 JPM S 4,310 $144.86 $624,347 53,425 Direct -7.47% Disposed 129.4% (price as of 2026-10-02)
Aug. 7, 2023 JPM S 4,310 $157.16 $677,360 57,735 Direct -6.95% Disposed 111.5% (price as of 2026-10-02)
Jan. 17, 2023 JPM S 10b5-1 23,148 $140.31 $3,247,896 48,311 Direct -32.39% Disposed 136.9% (price as of 2026-10-02)
April 15, 2021 JPM S 10b5-1 16,965 $150.90 $2,560,018 56,212 Direct -23.18% Disposed 120.3% (price as of 2026-10-02)
Jan. 19, 2021 JPM S 10b5-1 16,652 $138.77 $2,310,798 46,746 Direct -26.27% Disposed 139.5% (price as of 2026-10-02)
Jan. 15, 2020 JPM S 10b5-1 6,441 $137.10 $883,061 30,091 Direct -17.63% Disposed 142.4% (price as of 2026-10-02)
April 15, 2019 JPM S 10b5-1 3,710 $109.75 $407,172 23,650 Direct -13.56% Disposed 202.9% (price as of 2026-10-02)
Jan. 29, 2019 JPM S 10b5-1 3,022 $105.00 $317,310 12,519 Direct -19.45% Disposed 216.6% (price as of 2026-10-02)

Showing latest 100 of 141 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
March 25, 2026 JPM Performance Share Units Common Stock (48,929) · · 48,929 Disposed
March 17, 2026 JPM Performance Share Units Common Stock (48,929) · · 48,929 Acquired
Jan. 20, 2026 JPM Restricted Stock Units [F1] Common Stock (18,108) · Jan. 13, 2029 18,108 Acquired
Jan. 13, 2026 JPM Restricted Stock Units Common Stock (15,227) · Jan. 13, 2026 15,227 Disposed
Jan. 13, 2026 JPM Restricted Stock Units Common Stock (14,215) · Jan. 13, 2027 14,215 Disposed
March 25, 2025 JPM Performance Share Units Common Stock (42,191) · · 42,191 Disposed
March 18, 2025 JPM Performance Share Units Common Stock (42,191) · · 42,191 Acquired
Jan. 21, 2025 JPM Restricted Stock Units [F1] Common Stock (18,702) · Jan. 13, 2028 18,702 Acquired
Jan. 13, 2025 JPM Restricted Stock Units Common Stock (12,977) · Jan. 13, 2025 12,977 Disposed
Jan. 13, 2025 JPM Restricted Stock Units Common Stock (15,226) · Jan. 13, 2026 15,226 Disposed
March 25, 2024 JPM Performance Share Units Common Stock (39,511) · · 39,511 Disposed
March 19, 2024 JPM Performance Share Units Common Stock (39,511) · · 39,511 Acquired
Jan. 16, 2024 JPM Restricted Stock Units [F1] Common Stock (28,431) · Jan. 13, 2027 28,431 Acquired
Jan. 13, 2024 JPM Restricted Stock Units Common Stock (12,118) · Jan. 13, 2024 12,118 Disposed
Jan. 13, 2024 JPM Restricted Stock Units Common Stock (12,977) · Jan. 13, 2025 12,977 Disposed
March 25, 2023 JPM Performance Share Units Common Stock (38,569) · · 38,569 Disposed
March 21, 2023 JPM Performance Share Units Common Stock (38,569) · · 38,569 Acquired
Jan. 17, 2023 JPM Restricted Stock Units [F1] Common Stock (30,453) · Jan. 13, 2026 30,453 Acquired
Jan. 13, 2023 JPM Restricted Stock Units Common Stock (11,738) · Jan. 13, 2023 11,738 Disposed
Jan. 13, 2023 JPM Restricted Stock Units Common Stock (12,118) · Jan. 13, 2024 12,118 Disposed
March 25, 2022 JPM Performance Share Units Common Stock (48,822) · · 48,822 Disposed
March 15, 2022 JPM Performance Share Units Common Stock (48,822) · · 48,822 Acquired
Jan. 18, 2022 JPM Restricted Stock Units [F1] Common Stock (25,954) · Jan. 13, 2025 25,954 Acquired
Jan. 13, 2022 JPM Restricted Stock Units Common Stock (14,921) · Jan. 13, 2022 14,921 Disposed
Jan. 13, 2022 JPM Restricted Stock Units Common Stock (11,738) · Jan. 13, 2023 11,738 Disposed
March 25, 2021 JPM Performance Share Units Common Stock (40,471) · · 40,471 Disposed
March 16, 2021 JPM Performance Share Units Common Stock (40,471) · · 40,471 Acquired
Feb. 5, 2021 JPM Stock Appreciation Rights Common Stock (13,139) $46.58 Jan. 17, 2023 13,139 Disposed
Feb. 5, 2021 JPM Stock Appreciation Rights Common Stock (10,000) $37.15 Aug. 20, 2022 10,000 Disposed
Jan. 19, 2021 JPM Restricted Stock Units [F2] Common Stock (24,236) · Jan. 13, 2024 24,236 Acquired
Jan. 13, 2021 JPM Restricted Stock Units Common Stock (12,361) · Jan. 13, 2021 12,361 Disposed
Jan. 13, 2021 JPM Restricted Stock Units Common Stock (14,920) · Jan. 13, 2022 14,920 Disposed
March 25, 2020 JPM Performance Share Units Common Stock (41,704) · · 41,704 Disposed
March 17, 2020 JPM Performance Share Units Common Stock (41,704) · · 41,704 Acquired
Jan. 21, 2020 JPM Restricted Stock Units [F1] Common Stock (23,476) · Jan. 13, 2023 23,476 Acquired
Jan. 13, 2020 JPM Restricted Stock Units Common Stock (12,909) · Jan. 13, 2020 12,909 Disposed
Jan. 13, 2020 JPM Restricted Stock Units Common Stock (12,361) · Jan. 13, 2021 12,361 Disposed
March 25, 2019 JPM Performance Share Units Common Stock (31,725) · · 31,725 Disposed
March 19, 2019 JPM Performance Share Units Common Stock (31,725) · · 31,725 Acquired
Jan. 15, 2019 JPM Restricted Stock Units [F1] Common Stock (29,841) · Jan. 13, 2022 29,841 Acquired
Jan. 13, 2019 JPM Restricted Stock Units Common Stock (9,828) · Jan. 13, 2019 9,828 Disposed
Jan. 13, 2019 JPM Restricted Stock Units Common Stock (12,908) · Jan. 13, 2020 12,908 Disposed
Jan. 16, 2018 JPM Restricted Stock Units [F1] Common Stock (24,722) · Jan. 13, 2021 24,722 Acquired
Jan. 13, 2018 JPM Restricted Stock Units Common Stock (10,733) · Jan. 13, 2018 10,733 Disposed
Jan. 13, 2018 JPM Restricted Stock Units Common Stock (9,827) · Jan. 13, 2019 9,827 Disposed
Oct. 25, 2017 JPM Restricted Stock Units Common Stock (4,752) · Oct. 25, 2017 4,752 Disposed
April 17, 2017 JPM Stock Appreciation Rights Common Stock (52,552) $46.58 Jan. 17, 2023 52,552 Disposed
April 17, 2017 JPM Stock Appreciation Rights Common Stock (40,000) $37.15 Aug. 20, 2022 40,000 Disposed
Jan. 17, 2017 JPM Restricted Stock Units [F1] Common Stock (25,817) · Jan. 13, 2020 25,817 Acquired
Jan. 13, 2017 JPM Restricted Stock Units Common Stock (10,732) · Jan. 13, 2018 10,732 Disposed
Jan. 13, 2017 JPM Restricted Stock Units Common Stock (10,022) · Jan. 13, 2017 10,022 Disposed
Oct. 25, 2016 JPM Restricted Stock Units Common Stock (4,752) · Oct. 25, 2017 4,752 Disposed
Jan. 19, 2016 JPM Restricted Stock Units [F1] Common Stock (19,655) · Jan. 13, 2019 19,655 Acquired
Jan. 13, 2016 JPM Restricted Stock Units Common Stock (10,022) · Jan. 13, 2017 10,022 Disposed
Jan. 13, 2016 JPM Restricted Stock Units Common Stock (2,523) · Jan. 13, 2016 2,523 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 6 holdings

07

Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
Jan. 8, 2016 JPM Restricted Stock Units→ Common Stock (2,523) 2,523 Direct
Jan. 8, 2016 JPM Restricted Stock Units→ Common Stock (20,044) 20,044 Direct
Jan. 8, 2016 JPM Restricted Stock Units→ Common Stock (21,465) 21,465 Direct
Jan. 8, 2016 JPM Restricted Stock Units→ Common Stock (9,504) 9,504 Direct
Jan. 8, 2016 JPM Stock Appreciation Rights→ Common Stock (50,000) 50,000 Direct
Jan. 8, 2016 JPM Stock Appreciation Rights→ Common Stock (65,691) 65,691 Direct