JPMorgan is a leading global financial services firm with operations in 66 countries and over 318,000 employees as of year-end 2025. Under the JPMorgan brands, the bank holding company boasts a $4.9 trillion balance sheet and $2.68 trillion in deposits, as of March 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages over $7.1 trillion in client assets within its wealth and asset management franchise.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 2 | 7,967 | $2.71M |
| Grant or award | 8 | 301,624 | |
| Bona-fide gift | 2 | 1,030 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
138 Form 4 filings on record, the earliest from Oct 1, 2024, newest first. Filing history page 2 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Grant or award | Common Stock | 135.98 | $294.16 | $40K | ||
| Grant or award | Common Stock | 152.98 | $294.16 | $45K | ||
| Grant or award | Common Stock | 191.22 | $294.16 | $56K | ||
| Troy L. Rohrbaugh - Officer | Tax withholding / forfeiture | Common Stock | 40,349 | $295.04 | $11.90M | |
| Troy L. Rohrbaugh - Officer | Option exercise | Common Stock | 72,965 | $0.00 | - | |
| Troy L. Rohrbaugh - Officer | Option exercise | Performance Share Units | 72,965 | $0.00 | - | |
| Tax withholding / forfeiture | Common Stock | 27,058 | $295.04 | $7.98M | ||
| Option exercise | Common Stock | 48,929 | $0.00 | - | ||
| Option exercise | Performance Share Units | 48,929 | $0.00 | - | ||
| Tax withholding / forfeiture | Common Stock | 29,405 | $295.04 | $8.68M | ||
| Option exercise | Common Stock | 57,515 | $0.00 | - | ||
| Option exercise | Performance Share Units | 57,515 | $0.00 | - | ||
| Douglas B. Petno - Officer | Tax withholding / forfeiture | Common Stock | 28,009 | $295.04 | $8.26M | |
| Douglas B. Petno - Officer | Option exercise | Common Stock | 50,648 | $0.00 | - | |
| Douglas B. Petno - Officer | Option exercise | Performance Share Units | 50,648 | $0.00 | - | |
| Mary E. Erdoes - Officer | Tax withholding / forfeiture | Common Stock | 46,997 | $295.04 | $13.87M | |
| Mary E. Erdoes - Officer | Option exercise | Common Stock | 84,984 | $0.00 | - | |
| Mary E. Erdoes - Officer | Option exercise | Performance Share Units | 84,984 | $0.00 | - | |
| James Dimon - Officer | Tax withholding / forfeiture | Common Stock | 177,222 | $295.04 | $52.29M | |
| James Dimon - Officer | Option exercise | Common Stock | 320,473 | $0.00 | - | |
| James Dimon - Officer | Option exercise | Performance Share Units | 320,473 | $0.00 | - | |
| Robin Leopold - Officer | Tax withholding / forfeiture | Common Stock | 13,768 | $295.04 | $4.06M | |
| Robin Leopold - Officer | Option exercise | Common Stock | 24,895 | $0.00 | - | |
| Robin Leopold - Officer | Option exercise | Performance Share Units | 24,895 | $0.00 | - | |
| Tax withholding / forfeiture | Common Stock | 31,806 | $295.04 | $9.38M | ||
| Option exercise | Common Stock | 57,515 | $0.00 | - | ||
| Option exercise | Performance Share Units | 57,515 | $0.00 | - | ||
| Tax withholding / forfeiture | Common Stock | 15,666 | $295.04 | $4.62M | ||
| Option exercise | Common Stock | 28,328 | $0.00 | - | ||
| Option exercise | Performance Share Units | 28,328 | $0.00 | - | ||
| Tax withholding / forfeiture | Common Stock | 21,362 | $295.04 | $6.30M | ||
| Option exercise | Common Stock | 38,629 | $0.00 | - | ||
| Option exercise | Performance Share Units | 38,629 | $0.00 | - | ||
| Ashley Bacon - Officer | Tax withholding / forfeiture | Common Stock | 23,957 | $295.04 | $7.07M | |
| Ashley Bacon - Officer | Option exercise | Common Stock | 47,213 | $0.00 | - | |
| Ashley Bacon - Officer | Option exercise | Performance Share Units | 47,213 | $0.00 | - | |
| Robin Leopold - Officer | Open-market sale | Common Stock | 433 | $295.06 | $128K | |
| Grant or award | Performance Share Units | 57,515 | $0.00 | - | ||
| Douglas B. Petno - Officer | Grant or award | Performance Share Units | 50,648 | $0.00 | - | |
| Mary E. Erdoes - Officer | Grant or award | Performance Share Units | 84,984 | $0.00 | - | |
| Grant or award | Performance Share Units | 57,515 | $0.00 | - | ||
| Ashley Bacon - Officer | Grant or award | Performance Share Units | 47,213 | $0.00 | - | |
| Grant or award | Performance Share Units | 38,629 | $0.00 | - | ||
| Grant or award | Performance Share Units | 28,328 | $0.00 | - | ||
| Troy L. Rohrbaugh - Officer | Grant or award | Performance Share Units | 72,965 | $0.00 | - | |
| Grant or award | Performance Share Units | 48,929 | $0.00 | - | ||
| Robin Leopold - Officer | Grant or award | Performance Share Units | 24,895 | $0.00 | - | |
| James Dimon - Officer | Grant or award | Performance Share Units | 320,473 | $0.00 | - | |
| Robin Leopold - Officer | Open-market sale | Common Stock | 432 | $307.14 | $133K | |
| Troy L. Rohrbaugh - Officer | Open-market sale | Common Stock | 50,000 | $307.11 | $15.36M | |
| James Dimon - Officer | Open-market sale | Common Stock | 5,000 | $307.19 | $1.54M | |
| James Dimon - Officer | Open-market sale | Common Stock | 5,000 | $307.19 | $1.54M | |
| James Dimon - Officer | Open-market sale | Common Stock | 5,000 | $307.19 | $1.54M | |
| James Dimon - Officer | Open-market sale | Common Stock | 10,042 | $307.19 | $3.08M | |
| James Dimon - Officer | Open-market sale | Common Stock | 22,235 | $307.19 | $6.83M | |
| James Dimon - Officer | Open-market sale | Common Stock | 22,235 | $307.19 | $6.83M | |
| Douglas B. Petno - Officer | Open-market sale | Common Stock | 3,487 | $306.40 | $1.07M |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| Robin Leopold | Head of Human Resources | 2,500 | $904K | View on EDGAR | |
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
JPMORGAN CHASE & CO (JPM) had 13 insider filings in the last 90 days, with the most recent on 2026-08-11. The full record for JPM runs to 138 Form 4 filings, the earliest from 2024-10-01. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of JPM were filed in the last 90 days.
2 insider sales of JPM were filed in the last 90 days, totaling $2.71M.
This page tracks JPM Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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