JPMNYSENational Commercial BanksFiscal year ends December 31Also trades as AMJB, JPM.PC, JPM.PD, JPM.PJ, JPM.PK, JPM.PL, JPM.PM, VYLD
JPMORGAN CHASE & CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$333.53−6.19 (-1.82%)
Close on Oct 19, 2026
- Market cap
- $898.60B
- P/E (TTM)
- 14.3
- Dividend yield
- 1.74%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1.97B
Shares held, 13F filers
Institutional holders
5,126
237 new, 114 sold out
Net institutional buying
24M
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 JPM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 206,290,537 | – | $67.53B | −1,929,756 | 1.00% |
| Vanguard Capital Management LLC | 161,586,023 | – | $52.89B | −3,692,710 | 1.13% |
| State Street Corp | 125,209,293 | – | $40.98B | +932,632 | 1.22% |
| Bank Of America Corp /De/ | 69,666,753 | – | $22.80B | +4,006,293 | 1.47% |
| Morgan Stanley | 67,092,426 | – | $21.96B | −1,452,016 | 1.16% |
| Vanguard Portfolio Management LLC | 65,819,503 | – | $21.54B | +238,677 | 0.97% |
| Geode Capital Management, LLC | 61,707,794 | – | $20.13B | −843,020 | 1.07% |
| Norges Bank | 36,122,327 | – | $11.82B | New | 1.18% |
| Northern Trust Corp | 30,677,237 | – | $10.04B | −543,805 | 1.17% |
| Capital Research Global Investors | 27,746,323 | – | $9.08B | +332,928 | 1.27% |
| Price T Rowe Associates Inc /Md/ | 27,686,080 | – | $9.06M | +198,757 | 0.91% |
| FMR LLC | 26,296,276 | – | $8.61B | −5,137,693 | 0.37% |
| Goldman Sachs Group Inc | 25,300,855 | – | $8.28B | +1,851,881 | 0.72% |
| Wells Fargo & Company/Mn | 23,350,060 | – | $7.64B | +349,429 | 1.24% |
| Royal Bank of Canada | 22,764,634 | – | $7.45B | −1,127,514 | 1.11% |
| Bank of New York Mellon Corp | 21,642,804 | – | $7.08B | +540,362 | 1.16% |
| Dimensional Fund Advisors LP | 19,418,112 | – | $6.36B | +449,228 | 1.15% |
| Charles Schwab Investment Management Inc | 19,187,267 | – | $6.28B | +86,154 | 0.84% |
| UBS Asset Management Americas Inc | 18,833,413 | – | $6.16B | +134,634 | 1.12% |
| UBS Group AG | 18,807,767 | – | $6.16B | −303,983 | 0.78% |
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 | 5,126 | 1.97B | 237 / 2258 | 2102 / 114 | 89M | 66M |
| Q1 2026 | 5,085 | 1.95B | 207 / 2129 | 2288 / 178 | 355M | 134M |
| Q4 2025 | 5,141 | 2.01B | 568 / 1966 | 2158 / 89 | 116M | 70M |
| Q3 2025 | 4,761 | 1.97B | 193 / 1946 | 2125 / 99 | 57M | 119M |
| Q2 2025 | 4,748 | 2.04B | 251 / 2028 | 2012 / 105 | 83M | 64M |
| Q1 2025 | 4,672 | 2.02B | 208 / 1875 | 2138 / 131 | 69M | 78M |
| Q4 2024 | 4,672 | 2.05B | 622 / 1718 | 1939 / 84 | 94M | 66M |
| Q3 2024 | 4,210 | 2.04B | 190 / 1736 | 1870 / 101 | 254M | 74M |
| Q2 2024 | 4,175 | 2.07B | 200 / 1739 | 1813 / 89 | 59M | 196M |
| Q1 2024 | 4,115 | 2.21B | 254 / 1620 | 1864 / 84 | 132M | 55M |
| Q4 2023 | 3,997 | 2.14B | 458 / 1577 | 1641 / 103 | 142M | 49M |
| Q3 2023 | 3,707 | 2.05B | 161 / 1579 | 1565 / 80 | 57M | 58M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JPM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 78,532,263 | – | $25.71B | 1.12% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 64,114,615 | – | $20.99B | 1.26% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 36,858,212 | – | $12.06B | 1.36% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 34,503,332 | – | $10.33B | 1.24% | May 31, 2026 |
| Vanguard Value Index Fund | 23,762,607 | – | $7.78B | 3.06% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 18,123,750 | – | $5.93B | 11.55% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 15,160,531 | – | $5.33B | 4.07% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 13,410,372 | – | $4.39B | 1.25% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 10,766,183 | – | $3.79B | 3.82% | Jul 31, 2026 |
| Washington Mutual Investors Fund | 9,051,903 | – | $3.18B | 1.46% | Jul 31, 2026 |
| American Mutual Fund | 7,436,460 | – | $2.62B | 2.22% | Jul 31, 2026 |
| MFS Value Fund | 7,311,533 | – | $2.19B | 4.28% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 6,390,381 | – | $2.09B | 1.36% | Jun 30, 2026 |
| Schwab S&P 500 Index Fund | 5,984,889 | – | $2.11B | 1.46% | Jul 31, 2026 |
| iShares Russell 1000 Value ETF | 5,971,846 | – | $1.95B | 2.45% | Jun 30, 2026 |
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.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Leopold Robin Head of Human Resources | Sep 10, 2026 | 2,500 | $882.03K | Sep 10, 2026 | Acquired as a result of awards granted by Issuer |
| Leopold Robin Head of Human Resources | Aug 11, 2026 | 2,500 | $903.52K | Aug 11, 2026 | Acquired as a result of awards granted by Issuer |
| Lake Marianne 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 |
| Friedman Stacey General Counsel | Jun 22, 2026 | 5,467 | $1.81M | Jun 22, 2026 | Acquired as a result of awards granted by Issuer |
| Friedman Stacey General Counsel | May 20, 2026 | 5,468 | $1.64M | May 20, 2026 | Acquired as a result of awards granted by Issuer |
| Lake Marianne CEO, Consumer and Community Banking | May 15, 2026 | 6,427 | $1.92M | May 15, 2026 | Acquired as a result of awards granted by Issuer |
| Beer Lori Chief Information Officer | May 15, 2026 | 3,165 | $949.66K | May 15, 2026 | Acquired as a result of awards granted by Issuer |
| E. Erdoes Mary CEO, Asset & Wealth Management | May 15, 2026 | 6,648 | $1.98M | May 15, 2026 | Acquired as a result of awards granted by Issuer |
| B. Petno Douglas 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 |
| Piepszak Jennifer Chief Operating Officer | May 5, 2026 | 4,919 | $1.52M | May 5, 2026 | Acquired as a result of awards granted by Issuer |
| Barnum Jeremy Chief Financial Officer | May 5, 2026 | 3,022 | $935.03K | May 5, 2026 | Acquired as a result of awards granted by Issuer |
| Bacon Ashley Chief Risk Officer | May 5, 2026 | 4,070 | $1.26M | May 5, 2026 | Acquired as a result of awards granted by Issuer |
| E. Erdoes Mary CEO, Asset & Wealth Management | Apr 15, 2026 | 12,345 | $3.78M | Apr 15, 2026 | Acquired as a result of awards granted by Issuer |
| Beer Lori Chief Information Officer | Apr 15, 2026 | 3,166 | $970.66K | Apr 15, 2026 | Acquired as a result of awards granted by Issuer |
| Barnum Jeremy Chief Financial Officer | Apr 15, 2026 | 5,611 | $1.72M | Apr 15, 2026 | Acquired as a result of awards granted by Issuer |