JPMorgan Chase & Co (AMJB) shareholders
AMJBNYSENational Commercial BanksFiscal year ends December 31Also trades as JPM, JPM.PC, JPM.PD, JPM.PJ, JPM.PK, JPM.PL, JPM.PM, VYLD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 17/3037% above fair value
$35.58−0.26 (-0.73%)
Close on Oct 30, 2026Market cap $95.86BP/E 1.5Yield 16.30%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
13M
Shares held, 13F filers
Institutional holders
72
6 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 43 sales
Net sold $126.35M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 192,831,104 | 6.70% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 190,479,749 | 7.06% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMJB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,983,296 | – | $137.30M | +276,076 | 0.17% |
| JPMorgan Chase & Co | 1,907,023 | – | $65.70M | −254,000 | 0.00% |
| Equitable Holdings, Inc. | 1,380,520 | – | $47.61M | +98,940 | 0.28% |
| Keybank National Association/Oh | 599,629 | – | $20.68M | +4,874 | 0.07% |
| LPL Financial LLC | 530,493 | – | $18.30M | +21,265 | 0.00% |
| Osborne Partners Capital Management, LLC | 364,721 | – | $12.58M | −3,231 | 0.70% |
| Nicolet Bankshares Inc | 322,369 | – | $11.05M | −8,008 | 0.35% |
| Waverly Advisors, LLC | 319,590 | – | $11.02M | −34,153 | 0.06% |
| Goldman Sachs Group Inc | 311,777 | – | $10.75M | −30,392 | 0.00% |
| Baird Financial Group, Inc. | 271,646 | – | $9.37M | +3,774 | 0.01% |
| FF Advisors,LLC | 203,102 | – | $7.00M | +4,621 | 2.62% |
| MAI Capital Management | 189,489 | – | $6.54M | +17,952 | 0.02% |
| Vident Advisory, LLC | 167,115 | – | $5.76M | −27,003 | 0.04% |
| RPg Family Wealth Advisory, LLC | 165,639 | – | $5.71M | +45,061 | 0.53% |
| Noesis Capital Mangement Corp | 157,497 | – | $5.43M | +975 | 0.65% |
| Risk Paradigm Group, LLC | 150,358 | – | $5.19M | +38,210 | 4.07% |
| Lake Street Financial LLC | 142,795 | – | $4.93M | −4,215 | 0.56% |
| Everett Harris & Co /Ca/ | 99,310 | – | $3.43M | +565 | 0.04% |
| Smallwood Wealth Investment Management, LLC | 93,326 | – | $3.22M | +1,424 | 1.41% |
| United Capital Financial Advisers, LLC | 92,000 | – | $3.17M | – | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | 13M | 6 / 26 | 23 / 3 | 1M | 0M |
| Q1 2026 | 70 | 12M | 8 / 24 | 24 / 4 | 4M | 0M |
| Q4 2025 | 68 | 12M | 14 / 18 | 26 / 2 | 1M | 2M |
| Q3 2025 | 57 | 14M | 4 / 21 | 23 / 2 | 3M | 0M |
| Q2 2025 | 57 | 12M | 3 / 22 | 24 / 8 | 0M | 2M |
| Q1 2025 | 62 | 14M | 10 / 24 | 20 / 2 | 1M | 3M |
| Q4 2024 | 54 | 15M | 5 / 21 | 17 / 9 | 1M | 6M |
| Q3 2024 | 60 | 21M | 10 / 18 | 20 / 6 | 1M | 3M |
| Q2 2024 | 57 | 23M | 55 / 2 | 0 / 0 | 15M | 0M |
| Q1 2024 | 2 | 8M | 2 / 0 | 0 / 0 | 8M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| James Dimon | Chairman & CEO, Director | 6,288,416 | Apr 15, 2026 |
| Robin Leopold | Head of Human Resources | 89,449 | Sep 10, 2026 |
| Douglas B. Petno | Co-President; CEO CIB | 445,741 | Jul 28, 2026 |
| Stacey Friedman | General Counsel | 136,459 | Jul 28, 2026 |
| Marianne Lake | CEO CCB | 262,442 | Jul 8, 2026 |
| Troy L. Rohrbaugh | Co-President; CEO CCB | 184,337 | Jun 26, 2026 |
| Mary E. Erdoes | CEO Asset & Wealth Management | 632,399 | Jun 26, 2026 |
| Jennifer Piepszak | Chief Operating Officer | 85,082 | Jun 26, 2026 |
| Lori A. Beer | Chief Information Officer | 66,783 | May 15, 2026 |
| Ashley Bacon | Chief Risk Officer | 248,785 | May 5, 2026 |
| Jeremy Barnum | Chief Financial Officer | 32,438 | May 5, 2026 |
| Elena A. Korablina | Corporate Controller | 27,818 | Jan 22, 2026 |
| Daniel E. Pinto | President & COO | 736,805 | Jul 2, 2025 |
| Mellody L. Hobson | Director | 154,121 | Jul 1, 2026 |
| Virginia M. Rometty | Director | 15,032 | Jul 1, 2026 |
| Stephen B. Burke | Director | 263,548 | Jul 1, 2026 |
| Phebe N. Novakovic | Director | 13,628 | Jul 1, 2026 |
| Mark A. Weinberger | Director | 4,111 | Jan 22, 2026 |
| Linda Bammann | Director | 83,455 | Jan 22, 2026 |
| Michele Buck | Director | 919 | Jan 22, 2026 |
| Alicia Boler Davis | Director | 3,896 | Jan 22, 2026 |
| Brad D. Smith | Director | 11,845 | Jan 22, 2026 |
| Alex Gorsky | Director | 7,294 | Jan 22, 2026 |
| Todd A. Combs | Director | 32,759 | Dec 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robin Leopold Head of Human Resources | Sep 10, 2026 | Sale(10b5-1 plan) | −2,500 | $352.81 | $882.03K | 71,047 |
| Robin Leopold Head of Human Resources | Aug 11, 2026 | Sale(10b5-1 plan) | −2,500 | $361.41 | $903.53K | 73,547 |
| Stacey Friedman General Counsel | Jul 27, 2026 | Gift | −166 | – | – | 40,795 |
| Douglas B. Petno Co-President; CEO CIB | Jul 24, 2026 | Gift | −864 | – | – | 223,755 |
| Phebe N. Novakovic Director | Jun 30, 2026 | Award | +122.2 | $327.33 | $40.00K | 13,583 |
| Stephen B. Burke Director | Jun 30, 2026 | Award | +171.84 | $327.33 | $56.25K | 208,303 |
| Virginia M. Rometty Director | Jun 30, 2026 | Award | +122.2 | $327.33 | $40.00K | 15,032 |
| Mellody L. Hobson Director | Jun 30, 2026 | Award | +137.48 | $327.33 | $45.00K | 29,966 |
| Stacey Friedman General Counsel | Jun 22, 2026 | Sale(10b5-1 plan) | −5,467 | $330.73 | $1.81M | 40,961 |
| Stacey Friedman General Counsel | May 20, 2026 | Sale(10b5-1 plan) | −5,468 | $300.27 | $1.64M | 46,428 |
| Lori A. Beer Chief Information Officer | May 15, 2026 | Sale(10b5-1 plan) | −3,165 | $300.05 | $949.66K | 66,783 |
| Marianne Lake CEO CCB | May 15, 2026 | Sale(10b5-1 plan) | −6,427 | $298.36 | $1.92M | 76,402 |
| Douglas B. Petno Co-CEO CIB | May 15, 2026 | Sale(10b5-1 plan) | −5,659 | $300.05 | $1.70M | 224,619 |
| Mary E. Erdoes CEO Asset & Wealth Management | May 15, 2026 | Sale(10b5-1 plan) | −6,648 | $298.36 | $1.98M | 632,399 |
| Douglas B. Petno Co-CEO CIB | May 14, 2026 | Gift | +135,027 | – | – | 135,027 |
| Douglas B. Petno Co-CEO CIB | May 14, 2026 | Gift | −135,027 | – | – | 230,278 |
| Ashley Bacon Chief Risk Officer | May 5, 2026 | Sale(10b5-1 plan) | −4,070 | $309.42 | $1.26M | 248,785 |
| Jennifer Piepszak Chief Operating Officer | May 5, 2026 | Sale(10b5-1 plan) | −4,919 | $309.42 | $1.52M | 85,082 |
| Jeremy Barnum Chief Financial Officer | May 5, 2026 | Sale(10b5-1 plan) | −3,022 | $309.41 | $935.04K | 32,438 |
| Douglas B. Petno Co-CEO CIB | Apr 15, 2026 | Sale(10b5-1 plan) | −5,660 | $306.58 | $1.74M | 381,807 |
| James Dimon Chairman & CEO, Director | Apr 15, 2026 | Sale(10b5-1 plan) | −130,488 | $306.56 | $40.00M | 1,680,625 |
| Jeremy Barnum Chief Financial Officer | Apr 15, 2026 | Sale(10b5-1 plan) | −5,611 | $306.55 | $1.72M | 35,460 |
| Lori A. Beer Chief Information Officer | Apr 15, 2026 | Sale(10b5-1 plan) | −3,166 | $306.59 | $970.66K | 69,948 |
| Jennifer Piepszak Chief Operating Officer | Apr 15, 2026 | Sale(10b5-1 plan) | −9,136 | $306.56 | $2.80M | 90,001 |
| Ashley Bacon Chief Risk Officer | Apr 15, 2026 | Sale(10b5-1 plan) | −7,558 | $306.55 | $2.32M | 252,855 |
| Marianne Lake CEO CCB | Apr 15, 2026 | Sale(10b5-1 plan) | −6,427 | $306.57 | $1.97M | 130,872 |
| Mary E. Erdoes CEO Asset & Wealth Management | Apr 15, 2026 | Sale(10b5-1 plan) | −12,345 | $306.57 | $3.78M | 639,047 |
| Virginia M. Rometty Director | Mar 31, 2026 | Award | +135.98 | $294.16 | $40.00K | 14,836 |
| Phebe N. Novakovic Director | Mar 31, 2026 | Award | +135.98 | $294.16 | $40.00K | 13,395 |
| Mellody L. Hobson Director | Mar 31, 2026 | Award | +152.98 | $294.16 | $45.00K | 29,705 |
| Stephen B. Burke Director | Mar 31, 2026 | Award | +191.22 | $294.16 | $56.25K | 207,343 |
| Stacey Friedman General Counsel | Mar 25, 2026 | Option exercise | +48,929.44 | – | – | 99,065 |
| Stacey Friedman General Counsel | Mar 25, 2026 | Tax withholding | −27,058.44 | $295.04 | $7.98M | 72,007 |
| Douglas B. Petno Co-CEO CIB | Mar 25, 2026 | Tax withholding | −28,008.54 | $295.04 | $8.26M | 387,467 |
| Douglas B. Petno Co-CEO CIB | Mar 25, 2026 | Option exercise | +50,647.54 | – | – | 415,476 |
| Lori A. Beer Chief Information Officer | Mar 25, 2026 | Tax withholding | −15,665.87 | $295.04 | $4.62M | 73,114 |
| Lori A. Beer Chief Information Officer | Mar 25, 2026 | Option exercise | +28,327.87 | – | – | 88,780 |
| Troy L. Rohrbaugh Co-CEO CIB | Mar 25, 2026 | Option exercise | +72,965.11 | – | – | 184,244 |
| Troy L. Rohrbaugh Co-CEO CIB | Mar 25, 2026 | Tax withholding | −40,349.11 | $295.04 | $11.90M | 143,895 |
| Marianne Lake CEO CCB | Mar 25, 2026 | Tax withholding | −31,805.74 | $295.04 | $9.38M | 73,726 |
| Marianne Lake CEO CCB | Mar 25, 2026 | Option exercise | +57,514.74 | – | – | 105,532 |
| Mary E. Erdoes CEO Asset & Wealth Management | Mar 25, 2026 | Tax withholding | −46,996.5 | $295.04 | $13.87M | 651,392 |
| Mary E. Erdoes CEO Asset & Wealth Management | Mar 25, 2026 | Option exercise | +84,983.5 | – | – | 698,389 |
| Jeremy Barnum Chief Financial Officer | Mar 25, 2026 | Tax withholding | −21,362.16 | $295.04 | $6.30M | 41,071 |
| Jeremy Barnum Chief Financial Officer | Mar 25, 2026 | Option exercise | +38,629.16 | – | – | 62,433 |
| Ashley Bacon Chief Risk Officer | Mar 25, 2026 | Option exercise | +47,213.45 | – | – | 284,370 |
| Ashley Bacon Chief Risk Officer | Mar 25, 2026 | Tax withholding | −23,957.45 | $295.04 | $7.07M | 260,413 |
| Robin Leopold Head of Human Resources | Mar 25, 2026 | Tax withholding | −13,767.77 | $295.04 | $4.06M | 76,047 |
| Robin Leopold Head of Human Resources | Mar 25, 2026 | Option exercise | +24,894.77 | – | – | 89,815 |
| James Dimon Chairman & CEO, Director | Mar 25, 2026 | Tax withholding | −177,222.21 | $295.04 | $52.29M | 1,811,113 |
| James Dimon Chairman & CEO, Director | Mar 25, 2026 | Option exercise | +320,473.21 | – | – | 1,988,335 |
| Jennifer Piepszak Chief Operating Officer | Mar 25, 2026 | Option exercise | +57,514.74 | – | – | 128,542 |
| Jennifer Piepszak Chief Operating Officer | Mar 25, 2026 | Tax withholding | −29,404.74 | $295.04 | $8.68M | 99,137 |
| Robin Leopold Head of Human Resources | Mar 23, 2026 | Sale(10b5-1 plan) | −433 | $295.06 | $127.76K | 64,920 |
| Robin Leopold Head of Human Resources | Feb 19, 2026 | Sale(10b5-1 plan) | −432 | $307.14 | $132.68K | 65,353 |
| James Dimon Chairman & CEO, Director | Feb 19, 2026 | Sale(10b5-1 plan) | −5,000 | $307.19 | $1.54M | 4,263,796 |
| James Dimon Chairman & CEO, Director | Feb 19, 2026 | Sale(10b5-1 plan) | −22,235 | $307.19 | $6.83M | 4,231,519 |
| James Dimon Chairman & CEO, Director | Feb 19, 2026 | Sale(10b5-1 plan) | −10,042 | $307.19 | $3.08M | 4,253,754 |
| James Dimon Chairman & CEO, Director | Feb 19, 2026 | Sale(10b5-1 plan) | −22,235 | $307.19 | $6.83M | 4,209,284 |
| James Dimon Chairman & CEO, Director | Feb 19, 2026 | Sale(10b5-1 plan) | −5,000 | $307.19 | $1.54M | 4,268,796 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
1M shares short
Days to cover
26.0
At 0M shares a day
Change since last report
-0.9%
From 1M shares
Short volume, 20 days
76.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of JPMorgan Chase's stock actually held short. Settlement fails (shares not delivered on time) peaked at 43,092 shares on Aug 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robin Leopold Head of Human Resources | Sep 10, 2026 | 2,500 | $882.03K | Sep 10, 2026 | Acquired as a result of awards granted by Issuer |
| Robin Leopold Head of Human Resources | Aug 11, 2026 | 2,500 | $903.52K | Aug 11, 2026 | Acquired as a result of awards granted by Issuer |
| Marianne Lake Retired CEO, Consumer and Community Banking | Jul 21, 2026 | 15,631 | $5.39M | Jul 21, 2026 | Acquired as a result of awards granted by Issuer |
| Stacey Friedman General Counsel | Jun 22, 2026 | 5,467 | $1.81M | Jun 22, 2026 | Acquired as a result of awards granted by Issuer |
| Stacey Friedman General Counsel | May 20, 2026 | 5,468 | $1.64M | May 20, 2026 | Acquired as a result of awards granted by Issuer |
| Marianne Lake CEO, Consumer and Community Banking | May 15, 2026 | 6,427 | $1.92M | May 15, 2026 | Acquired as a result of awards granted by Issuer |
| Lori A. Beer Chief Information Officer | May 15, 2026 | 3,165 | $949.66K | May 15, 2026 | Acquired as a result of awards granted by Issuer |
| Mary E. Erdoes CEO, Asset & Wealth Management | May 15, 2026 | 6,648 | $1.98M | May 15, 2026 | Acquired as a result of awards granted by Issuer |
| Douglas B. Petno Co-CEO, Commercial and Investment Bank | May 15, 2026 | 5,659 | $1.70M | May 15, 2026 | Acquired as a result of awards granted by Issuer |
| Jennifer Piepszak Chief Operating Officer | May 5, 2026 | 4,919 | $1.52M | May 5, 2026 | Acquired as a result of awards granted by Issuer |
| Jeremy Barnum Chief Financial Officer | May 5, 2026 | 3,022 | $935.03K | May 5, 2026 | Acquired as a result of awards granted by Issuer |
| Ashley Bacon Chief Risk Officer | May 5, 2026 | 4,070 | $1.26M | May 5, 2026 | Acquired as a result of awards granted by Issuer |
| Mary E. Erdoes CEO, Asset & Wealth Management | Apr 15, 2026 | 12,345 | $3.78M | Apr 15, 2026 | Acquired as a result of awards granted by Issuer |
| Lori A. Beer Chief Information Officer | Apr 15, 2026 | 3,166 | $970.66K | Apr 15, 2026 | Acquired as a result of awards granted by Issuer |
| Jeremy Barnum Chief Financial Officer | Apr 15, 2026 | 5,611 | $1.72M | Apr 15, 2026 | Acquired as a result of awards granted by Issuer |