JPMORGAN CHASE & CO
Congressional Trades
Whale Activity
- Increased0
- New0
- Held0
- Decreased1
- Closed0
- No prior filing46
| Filer | Shares | Value | Change |
|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 609.4K | $201.6M | — |
| EASTERN BANK | 408.7K | $135.2M | — |
| PARK NATIONAL CORP /OH/ | 289.5K | $95.8M | — |
| MassMutual Private Wealth & Trust, FSB | 251.7K | $83.3M | — |
| ARGENT CAPITAL MANAGEMENT LLC | 188.3K | $62.3M | — |
| ROCKLAND TRUST CO | 82.8K | $27.4M | — |
| Legacy Private Trust Co. | 73.9K | $24.4M | — |
| TOMPKINS FINANCIAL CORP | 64.0K | $21.2M | — |
| Iowa State Bank | 58.6K | $19.4M | — |
| Stonebridge Financial Group, LLC | 38.7K | $12.8M | — |
| Bangor Savings Bank | 37.1K | $12.3M | — |
| Violich Capital Management, Inc. | 34.3K | $11.4M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Leopold RobinHead of Human Resources | Sale | −2,500 | $352.81 | $882K | Sep 10, 2026 | Form 4 ↗ |
| Leopold RobinHead of Human Resources | Sale | −2,500 | $361.41 | $904K | Aug 11, 2026 | Form 4 ↗ |
| Friedman StaceyGeneral Counsel | Sale | −5,467 | $330.73 | $1.8M | Jun 22, 2026 | Form 4 ↗ |
| Friedman StaceyGeneral Counsel | Sale | −5,468 | $300.27 | $1.6M | May 20, 2026 | Form 4 ↗ |
| Erdoes Mary E.CEO Asset & Wealth Management | Sale | −6,648 | $298.36 | $2.0M | May 15, 2026 | Form 4 ↗ |
| Lake MarianneCEO CCB | Sale | −6,427 | $298.36 | $1.9M | May 15, 2026 | Form 4 ↗ |
| Petno Douglas BCo-CEO CIB | Sale | −5,659 | $300.05 | $1.7M | May 15, 2026 | Form 4 ↗ |
| Beer Lori AChief Information Officer | Sale | −3,165 | $300.05 | $950K | May 15, 2026 | Form 4 ↗ |
| Petno Douglas BCo-CEO CIB | Gift | +135.0K | $0.00 | $0 | May 14, 2026 | Form 4 ↗ |
| Petno Douglas BCo-CEO CIB | Gift | −135.0K | $0.00 | $0 | May 14, 2026 | Form 4 ↗ |
| Barnum JeremyChief Financial Officer | Sale | −3,022 | $309.41 | $935K | May 5, 2026 | Form 4 ↗ |
| BACON ASHLEYChief Risk Officer | Sale | −4,070 | $309.42 | $1.3M | May 5, 2026 | Form 4 ↗ |
| Piepszak JenniferChief Operating Officer | Sale | −4,919 | $309.42 | $1.5M | May 5, 2026 | Form 4 ↗ |
| Piepszak JenniferChief Operating Officer | Sale | −9,136 | $306.56 | $2.8M | Apr 15, 2026 | Form 4 ↗ |
| Petno Douglas BCo-CEO CIB | Sale | −5,660 | $306.58 | $1.7M | Apr 15, 2026 | Form 4 ↗ |
| Lake MarianneCEO CCB | Sale | −6,427 | $306.57 | $2.0M | Apr 15, 2026 | Form 4 ↗ |
| Erdoes Mary E.CEO Asset & Wealth Management | Sale | −12.3K | $306.57 | $3.8M | Apr 15, 2026 | Form 4 ↗ |
| Beer Lori AChief Information Officer | Sale | −3,166 | $306.59 | $971K | Apr 15, 2026 | Form 4 ↗ |
| Barnum JeremyChief Financial Officer | Sale | −5,611 | $306.55 | $1.7M | Apr 15, 2026 | Form 4 ↗ |
| BACON ASHLEYChief Risk Officer | Sale | −7,558 | $306.55 | $2.3M | Apr 15, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 78.5M | $25.71B | 1.12% | Jun 30, 2026 |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 64.1M | $20.99B | 1.26% | Jun 30, 2026 |
| iShares Core S&P 500 ETF iShares Trust | 36.9M | $12.06B | 1.36% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | 32.5M | $10.63B | 1.36% | Jun 30, 2026 |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 34.5M | $10.33B | 1.24% | May 31, 2026 |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 23.8M | $7.78B | 3.06% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 18.1M | $5.93B | 11.55% | Jun 30, 2026 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 15.2M | $5.33B | 4.07% | Jul 31, 2026 |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 13.4M | $4.39B | 1.25% | Jun 30, 2026 |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 10.8M | $3.79B | 3.82% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list JPM's shares (CUSIP 46625H100), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
- CAPITOL TAX PARTNERS, LLPJPMORGAN CHASE HOLDINGS LLC · 2026 Q2 · TAX$50K
Filing ↗ - JPMORGAN CHASE HOLDINGS LLCJPMORGAN CHASE HOLDINGS LLC · 2026 Q2 · DEF, ENG, PHA, BAN$1.2M
Filing ↗ - WILLIAMS AND JENSEN, PLLCJPMORGAN CHASE HOLDINGS, LLC · 2026 Q2 · TAX, BAN, FIN$50K
Filing ↗ - AVENUE SOLUTIONSJPMORGAN CHASE HOLDINGS LLC · 2026 Q2 · FIN$30K
Filing ↗ - PHRONESISDC, LLCJPMORGAN CHASE & CO. · 2026 Q2 · BAN$50K
Filing ↗
Government Contracts
No federal contract awards found for JPMORGAN CHASE & CO.
U.S. Patents
No USPTO patent applications found for JPMORGAN CHASE & CO.
Annual Financials
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $182.45B | $177.56B | $158.10B | $128.69B | $121.65B |
| Net income | $57.05B | $58.47B | $49.55B | $37.68B | $48.33B |
| Diluted EPS | $20.02 | $19.75 | $16.23 | $12.09 | $15.36 |
| Operating cash flow | -$147.78B | -$42.01B | $12.97B | $107.12B | $78.08B |
| Total assets | $4.42T | $4.00T | $3.88T | $3.67T | $3.74T |
| Total liabilities | $4.06T | $3.66T | $3.55T | $3.37T | $3.45T |
| Shareholders' equity | $362.44B | $344.76B | $327.88B | $292.33B | $294.13B |
As JPMORGAN CHASE & CO tagged them in its 10-K filings: totals for the year on the income and cash-flow lines, values at the year's end on the balance-sheet lines. Latest 10-K, filed Feb 13, 2026 ↗
Stock Splits
- 3-for-2Stock splitJun 12, 2000
- 2-for-1Stock splitJun 15, 1998
- 3-for-2Stock splitApr 16, 1984
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
- 8-K · Items 8.01, 9.01Other eventsJul 23, 2026
EDGAR ↗ - 8-K · Items 5.03Bylaw amendmentJul 23, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureJul 14, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsJul 14, 2026
EDGAR ↗ - 8-K · Items 5.02Officer / director changeJun 25, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureJun 24, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsJun 24, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsJun 2, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsMay 27, 2026
EDGAR ↗ - 8-K · Items 5.07Shareholder voteMay 21, 2026
EDGAR ↗
About JPMORGAN CHASE & CO
. Overview JPMorgan Chase & Co. (“JPMorganChase” or the “Firm”, NYSE: JPM), a financial holding company incorporated under Delaware law in 1968, is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorganChase had $4.4 trillion in assets and $362.4 billion in stockholders’ equity as of December 31, 2025. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers, predominantly in the U.S., and many of the world’s most prominent corporate, ins…













