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JPM JPMorgan Chase

Financials, filed as JPMORGAN CHASE & CO (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 7

  • 4 Owners
  • #18
  • Max 9.7%
  • Master 0.18%
  • $59M
  • 4 reduce

In 2026 Q3 Claude Leveille, Kentucky Trust, David Katz, and Murphy Pohlad trimmed JPMorgan Chase.

Who owns this now

Largest portfolio weights among holders, up to 9.7% (Claude Leveille, Courant Investment Management). Not free-float ownership.

  1. Claude Leveille Reduce 9.7%
  2. Kentucky Trust Co. Reduce 3.7%
  3. David Katz Reduce 3.5%
  4. Murphy Pohlad Reduce 0.24%

Who owns JPM

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 3.5%, was 3.5% Reduce −2.8% 129,211 $43M History
Claude Leveille, Courant Investment Management 9.7%, was 22.5% Reduce −63.7% 25,697 $8.5M History
Kentucky Trust Co., Kentucky Trust 3.7% Reduce −1.5% 22,375 $7.4M History
Murphy Pohlad, Murphy Pohlad Asset Management 0.24%, was 0.28% Reduce −15.2% 2,121 $702K History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by JPM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All JPM insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $126M sold by 11 insiders under 10b5-1 plans
  1. Robin Leopold Head of Human Resources
    Planned sale
    $882K 2,500 shares at $352.81 3.4% of stake
    Traded Sep 10 Filed Sep 10
    ↗
  2. Robin Leopold Head of Human Resources
    Planned sale
    $904K 2,500 shares at $361.41 3.3% of stake
    Traded Aug 11 Filed Aug 11
    ↗
  3. Stacey Friedman General Counsel
    Planned sale
    $1.8M 5,467 shares at $330.73 12% of stake
    Traded Jun 22 Filed Jun 22
    ↗
  4. Stacey Friedman General Counsel
    Planned sale
    $1.6M 5,468 shares at $300.27 11% of stake
    Traded May 20 Filed May 20
    ↗
  5. Mary E. Erdoes CEO
    Planned sale
    $2M 6,648 shares at $298.36 1% of stake
    Traded May 15 Filed May 15
    ↗
  6. Marianne Lake CEO
    Planned sale
    $1.9M 6,427 shares at $298.36 7.8% of stake
    Traded May 15 Filed May 15
    ↗
  7. Douglas B Petno CEO
    Planned sale
    $1.7M 5,659 shares at $300.05 2.5% of stake
    Traded May 15 Filed May 15
    ↗
  8. Lori A Beer Chief Information Officer
    Planned sale
    $950K 3,165 shares at $300.05 4.5% of stake
    Traded May 15 Filed May 15
    ↗
  9. Jeremy Barnum CFO
    Planned sale
    $935K 3,022 shares at $309.41 8.5% of stake
    Traded May 5 Filed May 5
    ↗
  10. Ashley Bacon Chief Risk Officer
    Planned sale
    $1.3M 4,070 shares at $309.42 1.6% of stake
    Traded May 5 Filed May 5
    ↗
  11. Jennifer Piepszak COO
    Planned sale
    $1.5M 4,919 shares at $309.42 5.5% of stake
    Traded May 5 Filed May 5
    ↗
  12. Jennifer Piepszak COO
    Planned sale
    $2.8M 9,136 shares at $306.56 9.2% of stake
    Traded Apr 15 Filed Apr 15
    ↗
  13. Douglas B Petno CEO
    Planned sale
    $1.7M 5,660 shares at $306.58 1.5% of stake
    Traded Apr 15 Filed Apr 15
    ↗
  14. Marianne Lake CEO
    Planned sale
    $2M 6,427 shares at $306.57 4.7% of stake
    Traded Apr 15 Filed Apr 15
    ↗
  15. Mary E. Erdoes CEO
    Planned sale
    $3.8M 12,345 shares at $306.57 1.9% of stake
    Traded Apr 15 Filed Apr 15
    ↗

Also filed in the last 12 months, not counted as buying or selling: 37 option exercises, 26 stock grants, 24 share withholdings for taxes, and 12 gifts.

Congress

34 members of Congress traded JPM in the last three years: 43 buys and 42 sales. 45 members listed it in 2025 annual reports.

All Congress trades
  1. Sheldon Whitehouse D-RI Partial sale $15K–$50K Sep 4 filed Oct 1
  2. Sheldon Whitehouse D-RISpouse Partial sale $15K–$50K Sep 4 filed Oct 1
  3. Scott Franklin R-FL-18Spouse Partial sale $1K–$15K Aug 20 filed Sep 17
  4. Scott Franklin R-FL-18 Partial sale $1K–$15K Aug 20 filed Sep 17
  5. Alan Armstrong R-OK Sell $15K–$50K Mar 27 filed Jul 21
  6. Sheldon Whitehouse D-RI Partial sale $15K–$50K Apr 13 filed May 4

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
424B2 PRICING SUPPLEMENT Filing Doc
424B3 FORM 424B3 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc

Source: SEC EDGAR submissions, updated about 1 hour ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $158.1B $177.56B $182.45B
Net income $49.55B $58.47B $57.05B
Net margin * 31.3% 32.9% 31.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $3.88T $4T $4.42T
Total equity $327.88B $344.76B $362.44B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $12.97B -$42.01B -$147.78B
Cash from investing $67.64B -$163.4B -$265.56B
Cash from financing -$25.57B $63.45B $269.53B
Net change in cash $56.92B -$154.83B -$125.98B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.