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
Disposal
Shares
46997
Price
295.04
Value
13865848
Security
Common Stock
Date
25 Mar 2026
Insider
ROHRBAUGH, TROY LCo-CEO CIB
Side
Disposal
Shares
40349
Price
295.04
Value
11904602
Security
Common Stock
Date
25 Mar 2026
Insider
LAKE, MARIANNECEO CCB
Side
Disposal
Shares
31806
Price
295.04
Value
9383964
Security
Common Stock
Date
25 Mar 2026
Insider
PIEPSZAK, JENNIFERChief Operating Officer
Side
Disposal
Shares
29405
Price
295.04
Value
8675573
Security
Common Stock
Date
25 Mar 2026
Insider
PETNO, DOUGLAS BCo-CEO CIB
Side
Disposal
Shares
28009
Price
295.04
Value
8263641
Security
Common Stock
Date
25 Mar 2026
Insider
FRIEDMAN, STACEYGeneral Counsel
Side
Disposal
Shares
27058
Price
295.04
Value
7983323
Security
Common Stock
Date
25 Mar 2026
Insider
BACON, ASHLEYChief Risk Officer
Side
Disposal
Shares
23957
Price
295.04
Value
7068405
Security
Common Stock
Date
25 Mar 2026
Insider
BARNUM, JEREMYChief Financial Officer
Side
Disposal
Shares
21362
Price
295.04
Value
6302690
Security
Common Stock
Date
25 Mar 2026
Insider
BEER, LORI AChief Information Officer
Side
Disposal
Shares
15666
Price
295.04
Value
4622058
Security
Common Stock
Date
25 Mar 2026
Insider
LEOPOLD, ROBINHead of Human Resources
Side
Disposal
Shares
13768
Price
295.04
Value
4062044
Security
Common Stock
Date
25 Mar 2026
Insider
BACON, ASHLEYChief Risk Officer
Side
Acquisition
Shares
47213
Price
0.00
Value
0
Security
Common Stock
Date
25 Mar 2026
Insider
BACON, ASHLEYChief Risk Officer
Side
Disposal
Shares
47213
Price
0.00
Value
0
Security
Performance Share Units
Date
25 Mar 2026
Insider
BARNUM, JEREMYChief Financial Officer
Side
Acquisition
Shares
38629
Price
0.00
Value
0
Security
Common Stock
Date
25 Mar 2026
Insider
BARNUM, JEREMYChief Financial Officer
Side
Disposal
Shares
38629
Price
0.00
Value
0
Security
Performance Share Units
Date
25 Mar 2026
Insider
BEER, LORI AChief Information Officer
Side
Disposal
Shares
28328
Price
0.00
Value
0
Security
Performance Share Units
Date
25 Mar 2026
Insider
BEER, LORI AChief Information Officer
Side
Acquisition
Shares
28328
Price
0.00
Value
0
Security
Common Stock
Date
25 Mar 2026
Insider
DIMON, JAMESDirector, Chairman & CEO
Side
Disposal
Shares
320473
Price
0.00
Value
0
Security
Performance Share Units
Date
25 Mar 2026
Insider
DIMON, JAMESDirector, Chairman & CEO
Side
Acquisition
Shares
320473
Price
0.00
Value
0
Security
Common Stock
Date
25 Mar 2026
Insider
ERDOES, MARY E.CEO Asset & Wealth Management
Side
Acquisition
Shares
84984
Price
0.00
Value
0
Security
Common Stock
Date
25 Mar 2026
Insider
ERDOES, MARY E.CEO Asset & Wealth Management
Side
Disposal
Shares
84984
Price
0.00
Value
0
Security
Performance Share Units
Date
25 Mar 2026
Insider
FRIEDMAN, STACEYGeneral Counsel
Side
Disposal
Shares
48929
Price
0.00
Value
0
Security
Performance Share Units
Date
25 Mar 2026
Insider
FRIEDMAN, STACEYGeneral Counsel
Side
Acquisition
Shares
48929
Price
0.00
Value
0
Security
Common Stock
Date
25 Mar 2026
Insider
LAKE, MARIANNECEO CCB
Side
Disposal
Shares
57515
Price
0.00
Value
0
Security
Performance Share Units
Date
25 Mar 2026
Insider
LAKE, MARIANNECEO CCB
Side
Acquisition
Shares
57515
Price
0.00
Value
0
Security
Common Stock
Date
25 Mar 2026
Insider
LEOPOLD, ROBINHead of Human Resources
Side
Acquisition
Shares
24895
Price
0.00
Value
0
Security
Common Stock
Date
25 Mar 2026
Insider
LEOPOLD, ROBINHead of Human Resources
Side
Disposal
Shares
24895
Price
0.00
Value
0
Security
Performance Share Units
Plain English Guide
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