JPM insider buying and SEC filings, explained
JPMorgan Chase & Co. · CIK 19617
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- NYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE
- Industry (SIC)
- National Commercial Banks
- State of incorporation
- DE
- Fiscal year end
- Dec 31
- Former names
- JPMORGAN CHASE & CO; J P MORGAN CHASE & CO; CHASE MANHATTAN CORP /DE/; CHEMICAL BANKING CORP
Insider activity in the last 12 months
Bought
$0
Insiders who bought
0
Sold (not marked 10b5-1)
$0
Planned sales (10b5-1)
$126.4M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Sep 10, 2026 | Planned (10b5-1) | Robin Leopold (Head of Human Resources) sold 2,500 shares at $352.81 ($882K), marked as a 10b5-1 plan trade. Holdings down 3% to 71,047 shares. | SEC filing Filed Sep 10, 2026 |
| Aug 11, 2026 | Planned (10b5-1) | Robin Leopold (Head of Human Resources) sold 2,500 shares at $361.41 ($904K), marked as a 10b5-1 plan trade. Holdings down 3% to 73,547 shares. | SEC filing Filed Aug 11, 2026 |
| Jun 22, 2026 | Planned (10b5-1) | Stacey Friedman (General Counsel) sold 5,467 shares at $330.73 ($1.8M), marked as a 10b5-1 plan trade. Holdings down 12% to 40,961 shares. | SEC filing Filed Jun 22, 2026 |
| May 20, 2026 | Planned (10b5-1) | Stacey Friedman (General Counsel) sold 5,468 shares at $300.27 ($1.6M), marked as a 10b5-1 plan trade. Holdings down 11% to 46,428 shares. | SEC filing Filed May 20, 2026 |
| May 15, 2026 | Planned (10b5-1) | Mary E. Erdoes (CEO) sold 6,648 shares at $298.36 ($2.0M), marked as a 10b5-1 plan trade. Holdings down 1% to 632,399 shares. | SEC filing Filed May 15, 2026 |
| May 15, 2026 | Planned (10b5-1) | Marianne Lake (CEO) sold 6,427 shares indirectly at $298.36 ($1.9M), marked as a 10b5-1 plan trade. Indirect holdings down 8% to 76,402 shares. | SEC filing Filed May 15, 2026 |
| May 15, 2026 | Planned (10b5-1) | Lori A Beer (Chief Information Officer) sold 3,165 shares at $300.05 ($950K), marked as a 10b5-1 plan trade. Holdings down 5% to 66,783 shares. | SEC filing Filed May 15, 2026 |
| May 15, 2026 | Planned (10b5-1) | Douglas B Petno (CEO) sold 5,659 shares at $300.05 ($1.7M), marked as a 10b5-1 plan trade. Holdings down 2% to 224,619 shares. | SEC filing Filed May 15, 2026 |
| May 5, 2026 | Planned (10b5-1) | Jeremy Barnum (CFO) sold 3,022 shares at $309.41 ($935K), marked as a 10b5-1 plan trade. Holdings down 9% to 32,438 shares. | SEC filing Filed May 5, 2026 |
| May 5, 2026 | Planned (10b5-1) | Ashley Bacon (Chief Risk Officer) sold 4,070 shares at $309.42 ($1.3M), marked as a 10b5-1 plan trade. Holdings down 2% to 248,785 shares. | SEC filing Filed May 5, 2026 |
| May 5, 2026 | Planned (10b5-1) | Jennifer Piepszak (President / COO) sold 4,919 shares at $309.42 ($1.5M), marked as a 10b5-1 plan trade. Holdings down 5% to 85,082 shares. | SEC filing Filed May 5, 2026 |
| Apr 15, 2026 | Planned (10b5-1) | Jennifer Piepszak (President / COO) sold 9,136 shares at $306.56 ($2.8M), marked as a 10b5-1 plan trade. Holdings down 9% to 90,001 shares. | SEC filing Filed Apr 15, 2026 |
| Apr 15, 2026 | Planned (10b5-1) | Douglas B Petno (CEO) sold 5,660 shares at $306.58 ($1.7M), marked as a 10b5-1 plan trade. Holdings down 1% to 381,807 shares. | SEC filing Filed Apr 15, 2026 |
| Apr 15, 2026 | Planned (10b5-1) | Marianne Lake (CEO) sold 6,427 shares indirectly at $306.57 ($2.0M), marked as a 10b5-1 plan trade. Indirect holdings down 5% to 130,872 shares. | SEC filing Filed Apr 15, 2026 |
| Apr 15, 2026 | Planned (10b5-1) | Mary E. Erdoes (CEO) sold 12,345 shares at $306.57 ($3.8M), marked as a 10b5-1 plan trade. Holdings down 2% to 639,047 shares. | SEC filing Filed Apr 15, 2026 |
| Apr 15, 2026 | Planned (10b5-1) | Lori A Beer (Chief Information Officer) sold 3,166 shares at $306.59 ($971K), marked as a 10b5-1 plan trade. Holdings down 4% to 69,948 shares. | SEC filing Filed Apr 15, 2026 |
| Apr 15, 2026 | Planned (10b5-1) | Jeremy Barnum (CFO) sold 5,611 shares at $306.55 ($1.7M), marked as a 10b5-1 plan trade. Holdings down 14% to 35,460 shares. | SEC filing Filed Apr 15, 2026 |
| Apr 15, 2026 | Planned (10b5-1) | Ashley Bacon (Chief Risk Officer) sold 7,558 shares at $306.55 ($2.3M), marked as a 10b5-1 plan trade. Holdings down 3% to 252,855 shares. | SEC filing Filed Apr 15, 2026 |
| Apr 15, 2026 | Planned (10b5-1) | James Dimon (CEO and Director) sold 130,488 shares at $306.56 ($40.0M), marked as a 10b5-1 plan trade. Holdings down 7% to 1,680,625 shares. | SEC filing Filed Apr 15, 2026 |
| Mar 23, 2026 | Planned (10b5-1) | Robin Leopold (Head of Human Resources) sold 433 shares at $295.06 ($128K), marked as a 10b5-1 plan trade. Holdings down 1% to 64,920 shares. | SEC filing Filed Mar 23, 2026 |
| Feb 19, 2026 | Planned (10b5-1) | Robin Leopold (Head of Human Resources) sold 432 shares at $307.14 ($133K), marked as a 10b5-1 plan trade. Holdings down 1% to 65,353 shares. | SEC filing Filed Feb 19, 2026 |
| Feb 19, 2026 | Planned (10b5-1) | Troy L Rohrbaugh (CEO) sold 50,000 shares at $307.11 ($15.4M), marked as a 10b5-1 plan trade. Holdings down 31% to 111,279 shares. | SEC filing Filed Feb 19, 2026 |
| Feb 19, 2026 | Planned (10b5-1) | James Dimon (CEO and Director) sold 69,512 shares indirectly (by trust) at $307.19 ($21.4M), marked as a 10b5-1 plan trade. Holdings by trust down 2% to 4,209,284 shares. | SEC filing Filed Feb 19, 2026 |
| Feb 17, 2026 | Planned (10b5-1) | Douglas B Petno (CEO) sold 3,487 shares at $306.40 ($1.1M), marked as a 10b5-1 plan trade. Holdings down 1% to 364,828 shares. | SEC filing Filed Feb 17, 2026 |
| Feb 17, 2026 | Planned (10b5-1) | Mary E. Erdoes (CEO) sold 5,731 shares at $306.41 ($1.8M), marked as a 10b5-1 plan trade. Holdings down 1% to 613,405 shares. | SEC filing Filed Feb 17, 2026 |
| Feb 17, 2026 | Planned (10b5-1) | Lori A Beer (Chief Information Officer) sold 2,047 shares at $306.40 ($627K), marked as a 10b5-1 plan trade. Holdings down 3% to 60,452 shares. | SEC filing Filed Feb 17, 2026 |
| Feb 17, 2026 | Planned (10b5-1) | Jeremy Barnum (CFO) sold 2,892 shares at $306.42 ($886K), marked as a 10b5-1 plan trade. Holdings down 11% to 23,804 shares. | SEC filing Filed Feb 17, 2026 |
| Feb 17, 2026 | Planned (10b5-1) | Marianne Lake (CEO) sold 3,907 shares indirectly at $306.41 ($1.2M), marked as a 10b5-1 plan trade. Indirect holdings down 3% to 137,299 shares. | SEC filing Filed Feb 17, 2026 |
| Feb 17, 2026 | Planned (10b5-1) | Stacey Friedman (General Counsel) sold 3,404 shares indirectly (by trust) at $306.40 ($1.0M), marked as a 10b5-1 plan trade. Holdings by trust down 5% to 61,949 shares. | SEC filing Filed Feb 17, 2026 |
| Jan 16, 2026 | Planned (10b5-1) | Jennifer Piepszak (President / COO) sold 8,571 shares at $312.79 ($2.7M), marked as a 10b5-1 plan trade. Holdings down 11% to 71,027 shares. | SEC filing Filed Jan 16, 2026 |
| Jan 16, 2026 | Planned (10b5-1) | Douglas B Petno (CEO) sold 3,487 shares at $312.80 ($1.1M), marked as a 10b5-1 plan trade. Holdings down 1% to 369,126 shares. | SEC filing Filed Jan 16, 2026 |
| Jan 16, 2026 | Planned (10b5-1) | Marianne Lake (CEO) sold 3,908 shares indirectly at $312.78 ($1.2M), marked as a 10b5-1 plan trade. Indirect holdings down 3% to 121,035 shares. | SEC filing Filed Jan 16, 2026 |
| Jan 16, 2026 | Planned (10b5-1) | Stacey Friedman (General Counsel) sold 3,404 shares indirectly (by trust) at $312.80 ($1.1M), marked as a 10b5-1 plan trade. Holdings by trust down 5% to 65,353 shares. | SEC filing Filed Jan 16, 2026 |
| Jan 16, 2026 | Planned (10b5-1) | Mary E. Erdoes (CEO) sold 5,732 shares at $312.78 ($1.8M), marked as a 10b5-1 plan trade. Holdings down 1% to 619,136 shares. | SEC filing Filed Jan 16, 2026 |
| Jan 16, 2026 | Planned (10b5-1) | Lori A Beer (Chief Information Officer) sold 2,047 shares at $312.80 ($640K), marked as a 10b5-1 plan trade. Holdings down 3% to 62,499 shares. | SEC filing Filed Jan 16, 2026 |
| Jan 16, 2026 | Planned (10b5-1) | Jeremy Barnum (CFO) sold 2,893 shares at $312.79 ($905K), marked as a 10b5-1 plan trade. Holdings down 10% to 26,696 shares. | SEC filing Filed Jan 16, 2026 |
| Jan 16, 2026 | Planned (10b5-1) | Ashley Bacon (Chief Risk Officer) sold 7,364 shares at $312.79 ($2.3M), marked as a 10b5-1 plan trade. Holdings down 3% to 237,157 shares. | SEC filing Filed Jan 16, 2026 |
| Nov 7, 2025 | Planned (10b5-1) | Robin Leopold (Head of Human Resources) sold 966 shares at $311.92 ($301K), marked as a 10b5-1 plan trade. Holdings down 2% to 58,479 shares. | SEC filing Filed Nov 7, 2025 |
83 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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