JPM insider ownership: who sold, why, and what they still hold

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Robin Leopold Head of Human Resources	2,500	$352.81	2.7%	89K	Sep 10, 2026	Sep 10, 2026

What stands out

Tax withholding outweighed market sales: the company withheld $189M of officers' and directors' shares for taxes, against $126M sold on the open market. The largest was Jamie Dimon ($52.3M withheld).Largest withholding, Mar 25, 2026

Three officers sold shares but ended with larger stakes, because more shares came in than were sold: Mary Erdoes (sold 30K, 5.0% of starting holdings; 135K added), Marianne Lake (sold 21K, 8.6% of starting holdings; 91K added) and Ashley Bacon (sold 19K, 8.3% of starting holdings; 76K added).Mary Erdoes: largest sale, Apr 15, 2026 · Marianne Lake: largest sale, Apr 15, 2026 · Ashley Bacon: largest sale, Apr 15, 2026

Percentages cover 15 of 22 officers and directors. 7 are left out

Left out: Douglas Petno, Troy Rohrbaugh, Stacey Friedman, Robin Leopold, Jennifer Piepszak, Lori Beer and Jeremy Barnum (most of their shares vested during the period, so a percentage would mislead).

Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is the insider's vested stake at the start of the period (Oct 8, 2025). The gold part is what they sold.

SoldRest of starting stakeAdded during the period

Jamie Dimon

Chairman & CEO, Director

3.1% · $61.4MDisclosed plan

Troy Rohrbaugh

Co-President; CEO CCB

Sold 25% of the shares held or received (after tax withholding) during the period†. No bar against the starting stake: most of these shares arrived during the period.

$15.4MDisclosed plan

Mary Erdoes

CEO Asset & Wealth Management

Sold 5.0%, but 135K shares were added (mostly vesting), so the stake grew

5.0% · $9.3MDisclosed plan

Jennifer Piepszak

Chief Operating Officer

Sold 21% of the shares held or received (after tax withholding) during the period†. No bar against the starting stake: most of these shares arrived during the period.

$7.0MDisclosed plan

Marianne Lake

CEO Ccb

Sold 8.6%, but 91K shares were added (mostly vesting), so the stake grew

8.6% · $6.3MDisclosed plan

All 11 sellers

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planTo cover taxesNo plan disclosed

Common questions

Is the JPMorgan Chase CEO selling stock?

Yes. Jamie Dimon sold 200K shares ($61.4M, 3.1% of starting holdings) in the past 12 months, all of it under a trading plan disclosed in the filings.

Why are JPMorgan Chase insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 100% of sales by value ran under 10b5-1 trading plans disclosed in the filings. A trading plan schedules sales in advance.

Are any JPMorgan Chase insiders buying?

No. Officers and directors reported no purchases in the past 12 months.

How much of their stake did JPMorgan Chase insiders sell?

About 3.3% overall. As a group they still hold 99% of their starting shares. That covers the 12 months to Oct 8, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold11 officers and directors: amount, % of holdings, trading plan

Who sold	Amount	% of holdings	Trading plan
Jamie Dimon Chairman & CEO, Director	$61.4M 200K shares	3.1%	Disclosed plan
Troy Rohrbaugh Co-President; CEO CCB	$15.4M 50K shares	25%† i † Most of the shares Troy Rohrbaugh sold arrived during the period, so this is shares sold as a share of the 151K held at the start plus the 116K received, less 63K withheld by the company for taxes.	Disclosed plan
Mary Erdoes CEO Asset & Wealth Management	$9.3M 30K shares	5.0%	Disclosed plan
Jennifer Piepszak Chief Operating Officer	$7.0M 23K shares	21%† i † Most of the shares Jennifer Piepszak sold arrived during the period, so this is shares sold as a share of the 62K held at the start plus the 91K received, less 46K withheld by the company for taxes.	Disclosed plan
Marianne Lake CEO Ccb	$6.3M 21K shares	8.6%	Disclosed plan
Ashley Bacon Chief Risk Officer	$5.9M 19K shares	8.3%	Disclosed plan
Douglas Petno Co-President; CEO CIB	$5.6M 18K shares	3%† i † Most of the shares Douglas Petno sold arrived during the period, so this is shares sold as a share of the 430K held at the start plus the 216K received, less 44K withheld by the company for taxes.	Disclosed plan
Stacey Friedman General Counsel	$5.6M 18K shares	11%† i † Most of the shares Stacey Friedman sold arrived during the period, so this is shares sold as a share of the 119K held at the start plus the 78K received, less 43K withheld by the company for taxes.	Disclosed plan
Jeremy Barnum Chief Financial Officer	$4.4M 14K shares	31%† i † Most of the shares Jeremy Barnum sold arrived during the period, so this is shares sold as a share of the 18K held at the start plus the 64K received, less 35K withheld by the company for taxes.	Disclosed plan
Lori Beer Chief Information Officer	$3.2M 10K shares	14%† i † Most of the shares Lori Beer sold arrived during the period, so this is shares sold as a share of the 56K held at the start plus the 45K received, less 25K withheld by the company for taxes.	Disclosed plan
Robin Leopold Head of Human Resources	$2.3M 6.8K shares	7%† i † Most of the shares Robin Leopold sold arrived during the period, so this is shares sold as a share of the 78K held at the start plus the 40K received, less 21K withheld by the company for taxes.	Disclosed plan

The full ownership picture22 of 22 insiders fully reconciled · 22 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

Insider

Held Oct 8, 2025

Sold

Held Oct 8, 2026

Still held

Jamie Dimon

Minor difference of 102 shares. Difference is under 0.5% of holdings. An owner entity could not be identified from the footnotes. Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.

Chairman & CEO, Director

6.44M

−200K

6.29M

98%

Vesting, gifts, unvested awards and holding lines for Jamie Dimon

Name on SEC filings: James Dimon (DIMON JAMES).

+320Kshares vested or exercised

−90Kgifted (net of own trusts)

−177Kwithheld by the company for taxes

none reportedunvested awards, start → end

An owner entity could not be identified from the footnotes.
Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	1,757,862	1,680,625
Family Trusts	Common Stock	4,278,796	4,209,284
Spouse	Common Stock	273,035	273,035
LLC	Common Stock	116,466	116,466
401(k)	Common Stock	8,904	9,005

Additional holdings last reported Jan 13, 2017, not confirmed since: 3,703,634 shares. Not included in any total or percentage on this page.

GRAT, Common Stock: 3,700,456 shares, last reported Jan 13, 2017
Child, Common Stock: 666 shares, last reported Sep 4, 2007
GRAT, Preferred Stock, Series I: 1,266 shares, last reported Oct 21, 2008
Spouse's GRATs, Preferred Stock, Series I: 1,246 shares, last reported Oct 21, 2008

Reconciliation: minor difference of 102 shares. Difference is under 0.5% of holdings.

Mary Erdoes

Includes unvested RSUs, amount not disclosed.

CEO Asset & Wealth Management

608K

−30K

632K

+3.9%

Vesting, gifts, unvested awards and holding lines for Mary Erdoes

+135Kshares vested or exercised

−6.5Kgifted (net of own trusts)

−74Kwithheld by the company for taxes

105K → 145Kunvested awards, start → end

Includes unvested RSUs, amount not disclosed.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct includes unvested RSUs, amount not disclosed	Common Stock	608,410	632,399

Douglas Petno

Minor difference of 25,530 shares. Difference is stated in footnotes (unreported vesting, exempt acquisition or transfer). New Form 3 filed 2025-01-16; earlier filings set aside.

Co-President; CEO CIB

430K

−18K

471K

not meaningful

Vesting, gifts, unvested awards and holding lines for Douglas Petno

+81Kshares vested or exercised

−2.5Kgifted (net of own trusts)

−44Kwithheld by the company for taxes

66K → 152Kunvested awards, start → end

New Form 3 filed 2025-01-16; earlier filings set aside.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	351,973	223,755
Family Trusts	Common Stock	52,427	70,457
GRATs	Common Stock	25,530	25,530
Spouse	Common Stock	0	135,027
GRAT	Common Stock	0	16,502

Reconciliation: minor difference of 25,530 shares. Difference is stated in footnotes (unreported vesting, exempt acquisition or transfer).

Stephen Burke

Minor difference of 2,910 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

260K

265K

no sales

Vesting, gifts, unvested awards and holding lines for Stephen Burke

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	184,881	209,167
GRAT	Common Stock	75,000	55,245
Trust	Common Stock	222	222

Reconciliation: minor difference of 2,910 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Marianne Lake

CEO Ccb

242K

−21K

262K

+8.5%

Vesting, gifts, unvested awards and holding lines for Marianne Lake

+91Kshares vested or exercised

0gifted (net of own trusts)

−50Kwithheld by the company for taxes

73K → 61Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	63,404	111,029
GRATs	Common Stock	124,943	76,402
Family Trust	Common Stock	53,424	75,011

Ashley Bacon

Chief Risk Officer

230K

−19K

249K

+8.3%

Vesting, gifts, unvested awards and holding lines for Ashley Bacon

+76Kshares vested or exercised

0gifted (net of own trusts)

−38Kwithheld by the company for taxes

62K → 51Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	229,791	248,785

Mellody Hobson

Minor difference of 447 shares. Difference is under 0.5% of holdings.

Director

152K

154K

no sales

Vesting, gifts, unvested awards and holding lines for Mellody Hobson

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	28,284	30,211
GWL Living Trust	Common Stock	124,155	124,155

Reconciliation: minor difference of 447 shares. Difference is under 0.5% of holdings.

Troy Rohrbaugh

Minor difference of 1 share. Difference is under 0.5% of holdings.

Co-President; CEO CCB

151K

−50K

144K

not meaningful

Vesting, gifts, unvested awards and holding lines for Troy Rohrbaugh

+116Kshares vested or exercised

−9.5Kgifted (net of own trusts)

−63Kwithheld by the company for taxes

89K → 163Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	151,126	143,895
401(k)	Common Stock	91	92

Reconciliation: minor difference of 1 share. Difference is under 0.5% of holdings.

Stacey Friedman

General Counsel

119K

−18K

136K

not meaningful

Vesting, gifts, unvested awards and holding lines for Stacey Friedman

+78Kshares vested or exercised

−166gifted (net of own trusts)

−43Kwithheld by the company for taxes

62K → 51Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	36,520	40,795
GRAT	Common Stock	68,757	79,468
Trust	Common Stock	13,604	16,196

Linda Bammann

Minor difference of 334 shares. Difference is under 0.5% of holdings. New Form 3 filed 2013-09-24; earlier filings set aside.

Director

82K

83K

no sales

Vesting, gifts, unvested awards and holding lines for Linda Bammann

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

New Form 3 filed 2013-09-24; earlier filings set aside.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	82,207	83,455

Reconciliation: minor difference of 334 shares. Difference is under 0.5% of holdings.

Robin Leopold

Head of Human Resources

78K

−6.8K

89K

not meaningful

Vesting, gifts, unvested awards and holding lines for Robin Leopold

+40Kshares vested or exercised

0gifted (net of own trusts)

−21Kwithheld by the company for taxes

31K → 25Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	59,445	71,047
Spouse's GRAT	Common Stock	9,333	9,201
GRAT	Common Stock	9,333	9,201

Jennifer Piepszak

Chief Operating Officer

62K

−23K

85K

not meaningful

Vesting, gifts, unvested awards and holding lines for Jennifer Piepszak

+91Kshares vested or exercised

0gifted (net of own trusts)

−46Kwithheld by the company for taxes

73K → 121Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	62,455	85,082

Lori Beer

Chief Information Officer

56K

−10K

67K

not meaningful

Vesting, gifts, unvested awards and holding lines for Lori Beer

+45Kshares vested or exercised

0gifted (net of own trusts)

−25Kwithheld by the company for taxes

38K → 33Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	56,356	66,783

Jeremy Barnum

Chief Financial Officer

18K

−14K

32K

not meaningful

Vesting, gifts, unvested awards and holding lines for Jeremy Barnum

+64Kshares vested or exercised

0gifted (net of own trusts)

−35Kwithheld by the company for taxes

56K → 50Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	18,017	32,438

Virginia Rometty

Minor difference of 264 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

14K

15K

no sales

Vesting, gifts, unvested awards and holding lines for Virginia Rometty

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	13,549	15,219

Reconciliation: minor difference of 264 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Elena Korablina

Corporate Controller

12K

20K

no sales

Vesting, gifts, unvested awards and holding lines for Elena Korablina

+16Kshares vested or exercised

0gifted (net of own trusts)

−8.7Kwithheld by the company for taxes

31K → 23Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	12,328	20,036

Phebe Novakovic

Minor difference of 233 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

12K

14K

no sales

Vesting, gifts, unvested awards and holding lines for Phebe Novakovic

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	12,120	13,762
Spouse	Common Stock	45	45

Reconciliation: minor difference of 233 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Brad Smith

Minor difference of 21 shares. Difference is under 0.5% of holdings.

Director

11K

12K

no sales

Vesting, gifts, unvested awards and holding lines for Brad Smith

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	2,012	2,947
Family Trusts	Common Stock	5,738	5,738
Spouse's GRAT	Common Stock	2,142	2,142
Spouse	Common Stock	1,000	1,000
Spouse's IRA	Common Stock	18	18

Reconciliation: minor difference of 21 shares. Difference is under 0.5% of holdings.

Alex Gorsky

Minor difference of 129 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

6.3K

7.3K

no sales

Vesting, gifts, unvested awards and holding lines for Alex Gorsky

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	6,251	7,294

Reconciliation: minor difference of 129 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Mark Weinberger

Minor difference of 55 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

3.1K

4.1K

no sales

Vesting, gifts, unvested awards and holding lines for Mark Weinberger

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	3,143	4,111

Reconciliation: minor difference of 55 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Alicia Davis

Director

2.9K

3.9K

no sales

Vesting, gifts, unvested awards and holding lines for Alicia Davis

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	2,643	3,611
Trust	Common Stock	285	285

Reconciliation: minor difference of 55 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Michele Buck

Director

919

no sales

Vesting, gifts, unvested awards and holding lines for Michele Buck

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	5	919

22 of 22 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (10 exactly, 12 with a minor or footnoted difference). Percentages cover 15 of 22 officers and directors. Left out: Douglas Petno, Troy Rohrbaugh, Stacey Friedman, Robin Leopold, Jennifer Piepszak, Lori Beer and Jeremy Barnum (most of their shares vested during the period, so a percentage would mislead). "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$126M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $126M across 410,453 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

Disclosed plan · $126M · 100%

Taxes

625,769 shares ($189M) were withheld by the company for taxes, which isn't a market sale.

Seller	Shares sold	Proceeds	Under a disclosed plan	Share of total	Sales dates
Jamie Dimon Chairman & CEO, Director	200K	$61.4M	100%	49%	Feb 19, 2026 to Apr 15, 2026
Troy Rohrbaugh Co-President; CEO CCB	50K	$15.4M	100%	12%	Feb 19, 2026 to Feb 19, 2026
Mary Erdoes CEO Asset & Wealth Management	30K	$9.3M	100%	7%	Jan 16, 2026 to May 15, 2026
Jennifer Piepszak Chief Operating Officer	23K	$7.0M	100%	6%	Jan 16, 2026 to May 5, 2026
Marianne Lake CEO Ccb	21K	$6.3M	100%	5%	Jan 16, 2026 to May 15, 2026
Ashley Bacon Chief Risk Officer	19K	$5.9M	100%	5%	Jan 16, 2026 to May 5, 2026
Douglas Petno Co-President; CEO CIB	18K	$5.6M	100%	4%	Jan 16, 2026 to May 15, 2026
Stacey Friedman General Counsel	18K	$5.6M	100%	4%	Jan 16, 2026 to Jun 22, 2026
Jeremy Barnum Chief Financial Officer	14K	$4.4M	100%	4%	Jan 16, 2026 to May 5, 2026
Lori Beer Chief Information Officer	10K	$3.2M	100%	3%	Jan 16, 2026 to May 15, 2026
Robin Leopold Head of Human Resources	6.8K	$2.3M	100%	2%	Nov 7, 2025 to Sep 10, 2026

Sales by month

Month	Sale proceeds	Disclosed plan	To cover taxes	No plan disclosed
Oct 2025	$0	$0	$0	$0
Nov 2025	$301K	$301K	$0	$0
Dec 2025	$0	$0	$0	$0
Jan 2026	$11.7M	$11.7M	$0	$0
Feb 2026	$43.4M	$43.4M	$0	$0
Mar 2026	$128K	$128K	$0	$0
Apr 2026	$55.3M	$55.3M	$0	$0
May 2026	$11.9M	$11.9M	$0	$0
Jun 2026	$1.8M	$1.8M	$0	$0
Jul 2026	$0	$0	$0	$0
Aug 2026	$904K	$904K	$0	$0
Sep 2026	$882K	$882K	$0	$0
Oct 2026	$0	$0	$0	$0

Is this normal? Selling year by year5 earlier years to compare with

Less than usual: about two-thirds of the 5-year average. 11 insiders sold; the average is 10 a year.

12 months ending	Shares sold	Insiders who sold	Proceeds
Oct 8, 2026 Latest 12 months	410K	11	$126M
Oct 8, 2025 1 year earlier	1.26M	12	$334M
Oct 8, 2024 2 years earlier	1.25M	12	$228M
Oct 9, 2023 3 years earlier	313K	10	$42.2M
Oct 9, 2022 4 years earlier	48K	5	$6.9M
Oct 9, 2021 5 years earlier	252K	9	$35.7M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertaintyEvery officer and director reconciles

Every officer and director reconciles for this period.

Jamie Dimon: minor difference of 102 shares. Difference is under 0.5% of holdings.

Douglas Petno: minor difference of 25,530 shares. Difference is stated in footnotes (unreported vesting, exempt acquisition or transfer).

Stephen Burke: minor difference of 2,910 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Mellody Hobson: minor difference of 447 shares. Difference is under 0.5% of holdings.

Troy Rohrbaugh: minor difference of 1 share. Difference is under 0.5% of holdings.

Linda Bammann: minor difference of 334 shares. Difference is under 0.5% of holdings.

Virginia Rometty: minor difference of 264 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Phebe Novakovic: minor difference of 233 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Brad Smith: minor difference of 21 shares. Difference is under 0.5% of holdings.

Alex Gorsky: minor difference of 129 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Mark Weinberger: minor difference of 55 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Alicia Davis: minor difference of 55 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Inferred rename: "a partnership" is treated as the same holder as "Partnership (Crown Fund II)", because the old name was never reported again and the new one opened with the same balance (383,096 shares). Old name, new name

Inferred rename: "a trust" is treated as the same holder as "Trust (Crown)", because the old name was never reported again and the new one opened with the same balance (204,605 shares). Old name, new name

Inferred rename: "Partnership (Henry Crown & Co)" is treated as the same holder as "Partnership (HCNI II LLC)", because the old name was never reported again and the new one opened with the same balance (3,048,854 shares). Old name, new name

Inferred rename: "Partnership (Areljay)" is treated as the same holder as "Partnership (Areljay II LLC)", because the old name was never reported again and the new one opened with the same balance (1,834,723 shares). Old name, new name

Inferred rename: "Trust" is treated as the same holder as "Family Trusts", because the old name was never reported again and the new one opened with the same balance (522,743 shares). Old name, new name

Inferred rename: "Spouse's GRAT" is treated as the same holder as "Spouse's GRATs", because the old name was never reported again and the new one opened with the same balance (336,968 shares). Old name, new name

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology2,690 filings from SEC EDGAR, and how we read them

All 2,690 Forms 3, 4 and 5 filed for JPMorgan Chase (SEC CIK 19617) from Jul 26, 2000 to Oct 1, 2026, retrieved from SEC EDGAR on Oct 8, 2026. Prices are the ones reported in each filing, often weighted averages. 241 filings were left out because JPMorgan Chase filed them as an owner of another company's stock. 67 older filings exist only on paper and could not be read.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (74)No filing in 18 months; last reported balances, not in any total

Name	Last filed	Last reported balance
Daniel Pinto	Mar 27, 2025	714,986 shares, last reported balance as of Mar 25, 2025
Todd Combs	Jan 23, 2025	32,759 shares, last reported balance as of Jan 21, 2025
Michael Neal	May 8, 2024	51,859 shares, last reported balance as of May 6, 2024
Timothy Flynn	Apr 2, 2024	70,359 shares, last reported balance as of Mar 29, 2024
Peter Scher	Feb 16, 2024	44,956 shares, last reported balance as of Feb 16, 2024
James Crown	Feb 6, 2023	7,776,311 shares, last reported balance as of Feb 3, 2023
James Crown	Feb 6, 2023	6,902,442 shares, last reported balance as of Feb 3, 2023
Gordon Smith	Mar 26, 2021	603,737 shares, last reported balance as of Mar 25, 2021
Nicole Giles	Jan 21, 2021	9,687 shares, last reported balance as of Jan 19, 2021
Lee Raymond	Jan 4, 2021	266,286 shares, last reported balance as of Dec 31, 2020
Laban Jackson	Apr 2, 2020	205,374 shares, last reported balance as of Mar 31, 2020
James Bell	Jan 23, 2020	33,675 shares, last reported balance as of Jan 21, 2020
William Weldon	Apr 2, 2019	102,775 shares, last reported balance as of Mar 31, 2019
Crandall Bowles	Apr 3, 2018	92,864 shares, last reported balance as of Mar 31, 2018
Matthew Zames	Apr 18, 2017	329,019 shares, last reported balance as of Apr 17, 2017
John Donnelly	Jan 27, 2017	141,981 shares, last reported balance as of Jan 25, 2017
Mark O'Donovan	Jan 18, 2017	8,904 shares, last reported balance as of Jan 13, 2017
Stephen Cutler	Oct 14, 2015	223,138 shares, last reported balance as of Oct 14, 2015
Michael Cavanagh	Jan 24, 2014	302,686 shares, last reported balance as of Jan 13, 2014
John Hogan	Jul 17, 2013	104,547 shares, last reported balance as of Jul 17, 2013
David Cote	Jul 2, 2013	57,248 shares, last reported balance as of Jun 30, 2013
Frank Bisignano	Apr 25, 2013	299,741 shares, last reported balance as of Apr 24, 2013
Ellen Futter	Jan 18, 2013	74,782 shares, last reported balance as of Jan 17, 2013
Douglas Braunstein	Jan 4, 2013	604,316 shares, last reported balance as of Dec 26, 2012
James Staley	Aug 15, 2012	384,856 shares, last reported balance as of Aug 15, 2012
Samuel Maclin	Apr 16, 2012	260,547 shares, last reported balance as of Apr 16, 2012
David Novak	Apr 2, 2012	230,369 shares, last reported balance as of Mar 31, 2012
William Gray III	Jan 20, 2012	88,415 shares, last reported balance as of Jan 18, 2012
Ina Drew	Jan 20, 2012	822,574 shares, last reported balance as of Jan 13, 2012
Barry Zubrow	Jan 20, 2012	71,955 shares, last reported balance as of Jan 13, 2012
Shannon Warren	Jan 20, 2012	44,551 shares, last reported balance as of Jan 13, 2012
Jay Mandelbaum	Nov 4, 2011	369,668 shares, last reported balance as of Oct 27, 2011
Heidi Miller	Oct 27, 2011	332,414 shares, last reported balance as of Oct 24, 2011
Charles Scharf	Jan 26, 2011	1,020,526 shares, last reported balance as of Jan 25, 2011
Louis Rauchenberger	Jan 21, 2011	86,105 shares, last reported balance as of Jan 13, 2011
William Daley	Jan 10, 2011	175,678 shares, last reported balance as of Jan 6, 2011
Steven Black	Mar 17, 2010	710,188 shares, last reported balance as of Mar 17, 2010
William Winters	Sep 1, 2009	1,365,566 shares, last reported balance as of Sep 1, 2009
John Bradley	Feb 5, 2008	159,300 shares, last reported balance as of Feb 4, 2008
Robert Lipp	Jan 22, 2008	100,691 shares, last reported balance as of Jan 22, 2008
Richard Srednicki	May 15, 2007	197,945 shares, last reported balance as of May 15, 2007
Richard Manoogian	Apr 3, 2007	1,015,928 shares, last reported balance as of Mar 31, 2007
John Biggs	Jan 19, 2007	39,110 shares, last reported balance as of Jan 18, 2007
John Kessler	Jan 19, 2007	48,387 shares, last reported balance as of Jan 18, 2007
William Harrison Jr.	Jan 3, 2007	1,478,448 shares, last reported balance as of Dec 31, 2006
Don Wilson III	Dec 12, 2006	669,526 shares, last reported balance as of Dec 7, 2006
Austin Adams	Jul 5, 2006	203,191 shares, last reported balance as of Jul 1, 2006
Joan Guggenheimer	Jul 5, 2006	223,024 shares, last reported balance as of Jul 1, 2006
William McDavid	May 8, 2006	688,312 shares, last reported balance as of May 8, 2006
Joseph Sclafani	May 4, 2006	194,543 shares, last reported balance as of May 3, 2006
Hans Becherer	Apr 4, 2006	40,311 shares, last reported balance as of Mar 31, 2006
Lawrence Bossidy	Jan 25, 2006	83,809 shares, last reported balance as of Jan 24, 2006
John Farrell	Oct 24, 2005	298,349 shares, last reported balance as of Jul 28, 2005
John Stafford	Apr 4, 2005	38,985 shares, last reported balance as of Mar 31, 2005
Frederick Hill	Feb 14, 2005	156,145 shares, last reported balance as of Feb 11, 2005
David Coulter	Jan 24, 2005	624,717 shares, last reported balance as of Jan 20, 2005
William Campbell	Jan 24, 2005	77,880 shares, last reported balance as of Jan 20, 2005
Donald McCree III	Oct 20, 2004	262,605 shares, last reported balance as of Oct 14, 2004
Dina Dublon	Sep 22, 2004	324,917 shares, last reported balance as of Sep 16, 2004
James Boshart III	Jul 2, 2004	509,371 shares, last reported balance as of Jul 1, 2004
David Donovan	Jul 2, 2004	265,289 shares, last reported balance as of Jul 1, 2004
Helene Kaplan	Feb 17, 2004	12,268 shares, last reported balance as of Feb 13, 2004
Lesley Webster	Feb 13, 2004	91,518 shares, last reported balance as of Feb 11, 2004
Jeffrey Walker	Feb 13, 2004	353,193 shares, last reported balance as of Feb 11, 2004
Stephen Rotella	Feb 13, 2004	175,507 shares, last reported balance as of Feb 11, 2004
John Schmidlin	Feb 13, 2004	278,508 shares, last reported balance as of Feb 11, 2004
Donald Layton	Feb 13, 2004	814,481 shares, last reported balance as of Feb 11, 2004
Riley Bechtel	Feb 13, 2004	14,353 shares, last reported balance as of Feb 11, 2004
Frank Bennack Jr.	Feb 13, 2004	12,268 shares, last reported balance as of Feb 11, 2004
Anthony Burns	Feb 13, 2004	12,268 shares, last reported balance as of Feb 11, 2004
Thomas Ketchum	Oct 1, 2003	527,156 shares, last reported balance as of Sep 30, 2003
Marc Shapiro	Aug 8, 2003	794,871 shares, last reported balance as of Jul 30, 2003
Harold Pote	Jul 28, 2003	283,204 shares, last reported balance as of Jul 25, 2003
Laurance Fuller		No balance on record

JPMorgan Chase insiders sold $126M in the past 12 months. How much of their stake is that?

What stands out

Who sold, and how much of their stake

Selling by month

Common questions

Is the JPMorgan Chase CEO selling stock?

Why are JPMorgan Chase insiders selling?

Are any JPMorgan Chase insiders buying?

How much of their stake did JPMorgan Chase insiders sell?

The evidence

Taxes

Sales by month