Executive and director filing history, acquisition and disposal balance, executive concentration, cadence, and stored market context.
Symbol
JPMLatest filing 30 Jun 2026
Company Read
Net disposal
JPM has 78 stored insider filings.
Acquisitions account for 46.2% of classified filings and disposals account for 53.8%.
The largest stored filing is $52.3M from DIMON, JAMES.
Latest filing
30 Jun 2026most recent stored row
Largest filing
$52.3Mreported transaction value
Total filings
78stored transaction rows
Acquisition value
$362.5K36 acquisitions
Disposal value
$203.6M42 disposals
Net value
$-203.2Macquisitions minus disposals
Filing cadence
Last 12 active months
Mar 202649
Apr 20268
May 202610
Jun 202611
Acquisitions 46.2% · Disposals 53.8%
Mar 2026$134.7M
Apr 2026$55.3M
May 2026$11.9M
Jun 2026$2.0M
Executive concentration
By filing count
PETNO, DOUGLAS BCo-CEO CIB · 8 filings
ERDOES, MARY E.CEO Asset & Wealth Management · 7 filings
Insider
ERDOES, MARY E.CEO Asset & Wealth Management
Side
Acquisition
Shares
60214
Price
0.00
Value
0
Security
Restricted Stock Units
Date
24 Jun 2026
Insider
PETNO, DOUGLAS BCo-President; CEO CIB
Side
Acquisition
Shares
90321
Price
0.00
Value
0
Security
Restricted Stock Units
Date
24 Jun 2026
Insider
PIEPSZAK, JENNIFERChief Operating Officer
Side
Acquisition
Shares
60214
Price
0.00
Value
0
Security
Restricted Stock Units
Date
24 Jun 2026
Insider
ROHRBAUGH, TROY LCo-President; CEO CCB
Side
Acquisition
Shares
90321
Price
0.00
Value
0
Security
Restricted Stock Units
Date
22 Jun 2026
Insider
FRIEDMAN, STACEYGeneral Counsel
Side
Disposal
Shares
5467
Price
330.73
Value
1808121
Security
Common Stock
Date
2 Jun 2026
Insider
JPMORGAN, CHASE & CO10% Owner
Side
Disposal
Shares
7178
Price
-
Value
-
Security
Series W-7 Variable Rate Muni Term Preferred Shares
Date
2 Jun 2026
Insider
JPMORGAN, CHASE & CO10% Owner
Side
Acquisition
Shares
7178
Price
-
Value
-
Security
Series W-7 Variable Rate Muni Term Preferred Shares
Date
20 May 2026
Insider
FRIEDMAN, STACEYGeneral Counsel
Side
Disposal
Shares
5468
Price
300.27
Value
1641856
Security
Common Stock
Date
15 May 2026
Insider
ERDOES, MARY E.CEO Asset & Wealth Management
Side
Disposal
Shares
6648
Price
298.36
Value
1983527
Security
Common Stock
Date
15 May 2026
Insider
LAKE, MARIANNECEO CCB
Side
Disposal
Shares
6427
Price
298.36
Value
1917531
Security
Common Stock
Date
15 May 2026
Insider
PETNO, DOUGLAS BCo-CEO CIB
Side
Disposal
Shares
5659
Price
300.05
Value
1697983
Security
Common Stock
Date
15 May 2026
Insider
BEER, LORI AChief Information Officer
Side
Disposal
Shares
3165
Price
300.05
Value
949658
Security
Common Stock
Date
14 May 2026
Insider
PETNO, DOUGLAS BCo-CEO CIB
Side
Disposal
Shares
135027
Price
0.00
Value
0
Security
Common Stock
Date
14 May 2026
Insider
PETNO, DOUGLAS BCo-CEO CIB
Side
Acquisition
Shares
135027
Price
0.00
Value
0
Security
Common Stock
Date
5 May 2026
Insider
PIEPSZAK, JENNIFERChief Operating Officer
Side
Disposal
Shares
4919
Price
309.42
Value
1522037
Security
Common Stock
Date
5 May 2026
Insider
BACON, ASHLEYChief Risk Officer
Side
Disposal
Shares
4070
Price
309.42
Value
1259356
Security
Common Stock
Date
5 May 2026
Insider
BARNUM, JEREMYChief Financial Officer
Side
Disposal
Shares
3022
Price
309.41
Value
935032
Security
Common Stock
Date
15 Apr 2026
Insider
DIMON, JAMESDirector, Chairman & CEO
Side
Disposal
Shares
130488
Price
306.56
Value
40002010
Security
Common Stock
Date
15 Apr 2026
Insider
ERDOES, MARY E.CEO Asset & Wealth Management
Side
Disposal
Shares
12345
Price
306.57
Value
3784554
Security
Common Stock
Date
15 Apr 2026
Insider
PIEPSZAK, JENNIFERChief Operating Officer
Side
Disposal
Shares
9136
Price
306.56
Value
2800713
Security
Common Stock
Date
15 Apr 2026
Insider
BACON, ASHLEYChief Risk Officer
Side
Disposal
Shares
7558
Price
306.55
Value
2316931
Security
Common Stock
Date
15 Apr 2026
Insider
LAKE, MARIANNECEO CCB
Side
Disposal
Shares
6427
Price
306.57
Value
1970304
Security
Common Stock
Date
15 Apr 2026
Insider
PETNO, DOUGLAS BCo-CEO CIB
Side
Disposal
Shares
5660
Price
306.58
Value
1735219
Security
Common Stock
Date
15 Apr 2026
Insider
BARNUM, JEREMYChief Financial Officer
Side
Disposal
Shares
5611
Price
306.55
Value
1720064
Security
Common Stock
Date
15 Apr 2026
Insider
BEER, LORI AChief Information Officer
Side
Disposal
Shares
3166
Price
306.59
Value
970660
Security
Common Stock
Date
31 Mar 2026
Insider
BURKE, STEPHEN BDirector
Side
Acquisition
Shares
191
Price
294.16
Value
56250
Security
Common Stock
Plain English Guide
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