JPMJPMorgan Chase
JPMorgan Chase & Co. (“JPMorganChase” or the “Firm”, NYSE: JPM), a financial holding company incorporated under Delaware law in 1968, is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. 10-K, Item 1
- Employees
- 318,512
- Headquarters
- New York, NY
- CEO
- James Dimon
- Next results
- around Jan 12, 2027
What JPM's directors and officers said they would sell, before they sold: trading plans the company reports each quarter, and the Form 144 notices sellers file on the day of a planned sale. Facts only; most of these sales are routine, such as selling shares from vesting stock awards.
Trading plans adopted or ended
9 plans still running: Robin Leopold, Lori Beer, Ashley Bacon, Mary Erdoes, Jennifer Piepszak, Douglas Petno, Jeremy Barnum, Stacey Friedman.
| Insider | What | Date | Shares | Runs to | Reported in |
|---|---|---|---|---|---|
| Robin Leopold Head of Human Resources |
Adopted 10b5-1 plan | Aug 14, 2026 | up to 1,177 | Mar 31, 2027 | 10-Q Nov 3, 2026 |
| Lori Beer Chief Information Officer |
Adopted 10b5-1 plan | Aug 12, 2026 | not stated | Mar 31, 2027 | 10-Q Nov 3, 2026 |
| Ashley Bacon Chief Risk Officer |
Adopted 10b5-1 plan | Aug 6, 2026 | not stated | Mar 31, 2027 | 10-Q Nov 3, 2026 |
| Mary Erdoes CEO, AWM |
Adopted 10b5-1 plan | Aug 6, 2026 | not stated | Mar 31, 2027 | 10-Q Nov 3, 2026 |
| Jennifer Piepszak Chief Operating Officer |
Adopted 10b5-1 plan | Jul 30, 2026 | not stated | Mar 31, 2027 | 10-Q Nov 3, 2026 |
| Douglas Petno Co-President;CEO, CIB |
Adopted 10b5-1 plan | Jul 25, 2026 | not stated | Mar 31, 2027 | 10-Q Nov 3, 2026 |
| Jeremy Barnum Chief Financial Officer |
Adopted 10b5-1 plan | Jul 24, 2026 | not stated | Mar 31, 2027 | 10-Q Nov 3, 2026 |
| Stacey Friedman General Counsel |
Adopted 10b5-1 plan | Jul 24, 2026 | not stated | Mar 31, 2027 | 10-Q Nov 3, 2026 |
| Robin Leopold Head of Human Resources |
Adopted 10b5-1 plan | Apr 22, 2026 | up to 5,000 | Dec 31, 2026 | 10-Q Aug 6, 2026 |
| Stacey Friedman General Counsel |
Adopted 10b5-1 plan | Feb 11, 2026 | up to 10,935 | Jun 30, 2026 | 10-Q May 1, 2026 |
| Douglas Petno Co-CEO, CIB |
Adopted 10b5-1 plan | Nov 14, 2025 | not stated | Jun 30, 2026 | 10-K Feb 13, 2026 |
| Jeremy Barnum Chief Financial Officer |
Adopted 10b5-1 plan | Nov 14, 2025 | not stated | Jun 30, 2026 | 10-K Feb 13, 2026 |
| Robin Leopold Head of Human Resources |
Adopted 10b5-1 plan | Nov 14, 2025 | up to 865 | Jun 30, 2026 | 10-K Feb 13, 2026 |
| Jennifer Piepszak Chief Operating Officer |
Adopted 10b5-1 plan | Nov 13, 2025 | not stated | Jun 30, 2026 | 10-K Feb 13, 2026 |
| Lori Beer Chief Information Officer |
Adopted 10b5-1 plan | Nov 13, 2025 | not stated | Jun 30, 2026 | 10-K Feb 13, 2026 |
| Troy Rohrbaugh Co-CEO, CIB |
Adopted 10b5-1 plan | Nov 13, 2025 | up to 50,000 | Jun 30, 2026 | 10-K Feb 13, 2026 |
| Ashley Bacon Chief Risk Officer |
Adopted 10b5-1 plan | Nov 12, 2025 | not stated | Jun 30, 2026 | 10-K Feb 13, 2026 |
| Marianne Lake CEO, CCB |
Adopted 10b5-1 plan | Nov 12, 2025 | not stated | Jun 30, 2026 | 10-K Feb 13, 2026 |
| Mary Erdoes CEO, AWM |
Adopted 10b5-1 plan | Nov 12, 2025 | not stated | Jun 30, 2026 | 10-K Feb 13, 2026 |
| James Dimon Chairman and CEO |
Adopted 10b5-1 plan | Nov 10, 2025 | up to 200,000 | Aug 7, 2026 | 10-K Feb 13, 2026 |
| Stacey Friedman(a) General Counsel |
Adopted 10b5-1 plan | Aug 14, 2025 | not stated | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Marianne Lake(b) CEO, CCB |
Adopted 10b5-1 plan | Aug 13, 2025 | not stated | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Douglas Petno Co-CEO, CIB |
Adopted 10b5-1 plan | Aug 11, 2025 | not stated | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Ashley Bacon Chief Risk Officer |
Adopted 10b5-1 plan | Aug 8, 2025 | not stated | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Lori Beer Chief Information Officer |
Adopted 10b5-1 plan | Aug 8, 2025 | not stated | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Robin Leopold Head of Human Resources |
Adopted 10b5-1 plan | Aug 8, 2025 | up to 966 | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Jeremy Barnum Chief Financial Officer |
Adopted 10b5-1 plan | Aug 6, 2025 | not stated | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Mary Erdoes CEO, AWM |
Adopted 10b5-1 plan | Aug 1, 2025 | not stated | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Jennifer Piepszak Chief Operating Officer |
Adopted 10b5-1 plan | Jul 25, 2025 | not stated | Mar 31, 2026 | 10-Q Nov 4, 2025 |
| Lori Beer Chief Information Officer |
Adopted 10b5-1 plan | Feb 14, 2025 | up to 5,873 | Sep 30, 2025 | 10-Q May 1, 2025 |
| Marianne Lake(c) CEO, CCB |
Adopted 10b5-1 plan | Feb 14, 2025 | up to 12,274 | Sep 30, 2025 | 10-Q May 1, 2025 |
| Stacey Friedman(b) General Counsel |
Adopted 10b5-1 plan | Feb 14, 2025 | up to 9,429 | Sep 30, 2025 | 10-Q May 1, 2025 |
| Douglas Petno Co-CEO, CIB |
Adopted 10b5-1 plan | Feb 13, 2025 | up to 10,141 | Sep 30, 2025 | 10-Q May 1, 2025 |
| Ashley Bacon Chief Risk Officer |
Adopted 10b5-1 plan | Feb 11, 2025 | up to 10,403 | Sep 30, 2025 | 10-Q May 1, 2025 |
| Mary Erdoes CEO, AWM |
Adopted 10b5-1 plan | Feb 11, 2025 | up to 14,055 | Jun 30, 2025 | 10-Q May 1, 2025 |
| Jennifer Piepszak Chief Operating Officer |
Adopted 10b5-1 plan | Jan 28, 2025 | up to 12,257 | Sep 30, 2025 | 10-Q May 1, 2025 |
| Jeremy Barnum Chief Financial Officer |
Adopted 10b5-1 plan | Jan 28, 2025 | up to 40,014 | Dec 31, 2025 | 10-Q May 1, 2025 |
| Linda Bammann(a) Director |
Adopted 10b5-1 plan | Jan 17, 2025 | up to 19,000 | Dec 31, 2025 | 10-Q May 1, 2025 |
| Lori Beer Chief Information Officer |
Adopted 10b5-1 plan | Nov 15, 2024 | up to 4,105 | Mar 31, 2025 | 10-K Feb 14, 2025 |
| Troy Rohrbaugh Co-CEO, CIB |
Adopted 10b5-1 plan | Nov 15, 2024 | up to 75,000 | Jun 30, 2025 | 10-K Feb 14, 2025 |
| James Dimon(a) Chairman and CEO |
Adopted 10b5-1 plan | Nov 7, 2024 | up to 1,000,000 | Aug 1, 2025 | 10-K Feb 14, 2025 |
| Robin Leopold Head of Human Resources |
Adopted 10b5-1 plan | Nov 4, 2024 | up to 2,500 | Dec 31, 2025 | 10-K Feb 14, 2025 |
| Jennifer Piepszak(b) Co-CEO, CIB |
Adopted 10b5-1 plan | Oct 30, 2024 | up to 8,545 | Mar 31, 2025 | 10-K Feb 14, 2025 |
| Ashley Bacon Chief Risk Officer |
Adopted 10b5-1 plan | Aug 7, 2024 | not stated | Mar 31, 2025 | 10-Q Oct 30, 2024 |
| Stacey Friedman General Counsel |
Adopted 10b5-1 plan | Aug 6, 2024 | not stated | Mar 31, 2025 | 10-Q Oct 30, 2024 |
| Mary Erdoes CEO, AWM |
Adopted 10b5-1 plan | Aug 1, 2024 | not stated | Mar 31, 2025 | 10-Q Oct 30, 2024 |
| Marianne Lake(a) CEO, CCB |
Adopted 10b5-1 plan | Jul 31, 2024 | not stated | Mar 31, 2025 | 10-Q Oct 30, 2024 |
| Stacey Friedman General Counsel |
Adopted 10b5-1 plan | Feb 14, 2024 | up to 8,830 | 229 days | 10-Q May 1, 2024 |
| Lori Beer Chief Information Officer |
Adopted 10b5-1 plan | Feb 13, 2024 | up to 5,298 | 230 days | 10-Q May 1, 2024 |
| Marianne Lake(a) CEO, CCB |
Adopted 10b5-1 plan | Feb 13, 2024 | up to 11,734 | 322 days | 10-Q May 1, 2024 |
| Doug Petno Co-Head of Global Banking, CIB |
Adopted 10b5-1 plan | Feb 12, 2024 | up to 9,654 | 231 days | 10-Q May 1, 2024 |
| Peter Scher Vice Chairman |
Adopted 10b5-1 plan | Feb 9, 2024 | up to 4,973 | 234 days | 10-Q May 1, 2024 |
| Robin Leopold Head of Human Resources |
Adopted 10b5-1 plan | Feb 9, 2024 | up to 3,000 | 326 days | 10-Q May 1, 2024 |
| Ashley Bacon Chief Risk Officer |
Adopted 10b5-1 plan | Feb 7, 2024 | up to 10,172 | 236 days | 10-Q May 1, 2024 |
| Mary Erdoes CEO, AWM |
Adopted 10b5-1 plan | Feb 7, 2024 | up to 15,895 | 142 days | 10-Q May 1, 2024 |
| Jennifer Piepszak Co-CEO, CIB |
Adopted 10b5-1 plan | Feb 6, 2024 | up to 8,831 | 329 days | 10-Q May 1, 2024 |
| Elena Korablina Controller |
Adopted 10b5-1 plan | Feb 1, 2024 | up to 21,829 | 242 days | 10-Q May 1, 2024 |
| Lori Beer Chief Information Officer |
Adopted 10b5-1 plan | Nov 13, 2023 | up to 7,840 | 186 days | 10-K Feb 16, 2024 |
| Stacey Friedman General Counsel |
Adopted 10b5-1 plan | Nov 7, 2023 | up to 6,030 | 192 days | 10-K Feb 16, 2024 |
| James Dimon(a) Chairman and CEO |
Adopted 10b5-1 plan | Oct 26, 2023 | up to 1,000,000 | 302 days | 10-K Feb 16, 2024 |
| Doug Petno CEO, CB |
Adopted 10b5-1 plan | Aug 9, 2023 | not stated | 232 days | 10-Q Nov 1, 2023 |
| Jennifer Piepszak Co-CEO, CCB |
Adopted 10b5-1 plan | Aug 8, 2023 | not stated | 233 days | 10-Q Nov 1, 2023 |
| Mary Erdoes CEO, AWM |
Adopted 10b5-1 plan | Aug 8, 2023 | not stated | 233 days | 10-Q Nov 1, 2023 |
| Peter Scher Vice Chairman |
Adopted 10b5-1 plan | Aug 8, 2023 | not stated | 233 days | 10-Q Nov 1, 2023 |
| Ashley Bacon Chief Risk Officer |
Adopted 10b5-1 plan | Aug 4, 2023 | not stated | 237 days | 10-Q Nov 1, 2023 |
| Marianne Lake(a) Co-CEO, CCB |
Adopted 10b5-1 plan | Aug 4, 2023 | not stated | 237 days | 10-Q Nov 1, 2023 |
From the XBRL of the company's 10-Qs and 10-Ks (Regulation S-K Item 408, reported since 2023): 13 filings checked since Nov 1, 2023.
Form 144 notices of planned sales
| Filed | Seller | Shares | Value | Shares came from | 10b5-1 plan | Form 4 sales after |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Robin Leopold Head of Human Resources |
2,500 | $882,026 | Acquired as a result of awards granted by Issuer | adopted Apr 22, 2026 | 2,500 shares from Sep 10, 2026 |
| Aug 11, 2026 | Robin Leopold Head of Human Resources |
2,500 | $903,518 | Acquired as a result of awards granted by Issuer | adopted Apr 22, 2026 | 5,000 shares from Aug 11, 2026 |
| Jul 21, 2026 | Marianne Lake Retired CEO, Consumer and Community Banking |
15,631 | $5,393,778 | Acquired as a result of awards granted by Issuer | none given | none found |
| Jun 22, 2026 | Stacey Friedman General Counsel |
5,467 | $1,808,121 | Acquired as a result of awards granted by Issuer | adopted Feb 11, 2026 | 5,467 shares from Jun 22, 2026 |
| May 20, 2026 | Stacey Friedman General Counsel |
5,468 | $1,641,856 | Acquired as a result of awards granted by Issuer | adopted Feb 11, 2026 | 5,468 shares from May 20, 2026 |
| May 15, 2026 | Marianne Lake CEO, Consumer and Community Banking |
6,427 | $1,917,531 | Acquired as a result of awards granted by Issuer | adopted Nov 12, 2025 | 6,427 shares from May 15, 2026 |
| May 15, 2026 | Douglas B. Petno Co-CEO, Commercial and Investment Bank |
5,659 | $1,697,983 | Acquired as a result of awards granted by Issuer | adopted Nov 14, 2025 | 5,659 shares from May 15, 2026 |
| May 15, 2026 | Mary E. Erdoes CEO, Asset & Wealth Management |
6,648 | $1,983,526 | Acquired as a result of awards granted by Issuer | adopted Nov 12, 2025 | 6,648 shares from May 15, 2026 |
| May 15, 2026 | Lori Beer Chief Information Officer |
3,165 | $949,658 | Acquired as a result of awards granted by Issuer | adopted Nov 13, 2025 | 3,165 shares from May 15, 2026 |
| May 5, 2026 | Jeremy Barnum Chief Financial Officer |
3,022 | $935,031 | Acquired as a result of awards granted by Issuer | adopted Nov 14, 2025 | 3,022 shares from May 5, 2026 |
| May 5, 2026 | Jennifer Piepszak Chief Operating Officer |
4,919 | $1,522,037 | Acquired as a result of awards granted by Issuer | adopted Nov 13, 2025 | 4,919 shares from May 5, 2026 |
| May 5, 2026 | Ashley Bacon Chief Risk Officer |
4,070 | $1,259,356 | Acquired as a result of awards granted by Issuer | adopted Nov 12, 2025 | 4,070 shares from May 5, 2026 |
| Apr 15, 2026 | Jeremy Barnum Chief Financial Officer |
5,611 | $1,720,065 | Acquired as a result of awards granted by Issuer | adopted Nov 14, 2025 | 3,022 shares from May 5, 2026 |
| Apr 15, 2026 | Jennifer Piepszak Chief Operating Officer |
9,136 | $2,800,713 | Acquired as a result of awards granted by Issuer | adopted Nov 13, 2025 | 4,919 shares from May 5, 2026 |
| Apr 15, 2026 | Ashley Bacon Chief Risk Officer |
7,558 | $2,316,931 | Acquired as a result of awards granted by Issuer | adopted Nov 12, 2025 | 4,070 shares from May 5, 2026 |
| Apr 15, 2026 | Marianne Lake CEO, Consumer and Community Banking |
6,427 | $1,970,304 | Acquired as a result of awards granted by Issuer | adopted Nov 12, 2025 | 6,427 shares from May 15, 2026 |
| Apr 15, 2026 | Douglas B. Petno Co-CEO, Commercial and Investment Bank |
5,660 | $1,735,219 | Acquired as a result of awards granted by Issuer | adopted Nov 14, 2025 | 5,659 shares from May 15, 2026 |
| Apr 15, 2026 | Mary E. Erdoes CEO, Asset & Wealth Management |
12,345 | $3,784,553 | Acquired as a result of awards granted by Issuer | adopted Nov 12, 2025 | 6,648 shares from May 15, 2026 |
| Apr 15, 2026 | Lori Beer Chief Information Officer |
3,166 | $970,660 | Acquired as a result of awards granted by Issuer | adopted Nov 13, 2025 | 3,165 shares from May 15, 2026 |
| Apr 15, 2026 | James Dimon Director, Chairman and Chief Executive Officer |
130,488 | $40,002,013 | Acquired as a result of awards granted by Issuer | adopted Nov 10, 2025 | none found |
| Mar 23, 2026 | Robin Leopold Head of Human Resources |
433 | $127,761 | Acquired as a result of awards granted by Issuer | adopted Nov 14, 2025 | none found |
| Feb 19, 2026 | Troy Rohrbaugh Co-CEO, Commercial and Investment Bank |
50,000 | $15,355,672 | Acquired as a result of awards granted by Issuer | adopted Nov 13, 2025 | none found |
| Feb 19, 2026 | Robin Leopold Head of Human Resources |
432 | $132,684 | Acquired as a result of awards granted by Issuer | adopted Nov 14, 2025 | none found |
| Feb 19, 2026 | James Dimon Director, Chairman and Chief Executive Officer |
69,512 | $21,353,562 | Acquired as a result of awards granted by Issuer | adopted Nov 10, 2025 | none found |
| Feb 17, 2026 | Jeremy Barnum Chief Financial Officer |
2,892 | $886,157 | Acquired as a result of awards granted by Issuer | adopted Aug 6, 2025 | none found |
| Feb 17, 2026 | Stacey Friedman General Counsel |
3,404 | $1,042,985 | Acquired as a result of awards granted by Issuer | adopted Aug 14, 2025 | none found |
| Feb 17, 2026 | Marianne Lake CEO, Consumer and Community Banking |
3,907 | $1,197,158 | Acquired as a result of awards granted by Issuer | adopted Aug 13, 2025 | none found |
| Feb 17, 2026 | Douglas Petno Co-CEO, Commercial and Investment Bank |
3,487 | $1,068,429 | Acquired as a result of awards granted by Issuer | adopted Aug 11, 2025 | none found |
| Feb 17, 2026 | Mary E. Erdoes CEO, Asset & Wealth Management |
5,731 | $1,756,046 | Acquired as a result of awards granted by Issuer | adopted Aug 1, 2025 | none found |
| Feb 17, 2026 | Lori Beer Chief Information Officer |
2,047 | $627,207 | Acquired as a result of awards granted by Issuer | adopted Aug 8, 2025 | none found |
| Jan 16, 2026 | Jeremy Barnum Chief Financial Officer |
2,893 | $904,890 | Acquired as a result of awards granted by Issuer | adopted Aug 6, 2025 | none found |
| Jan 16, 2026 | Jennifer Piepszak Chief Operating Officer |
8,571 | $2,680,888 | Acquired as a result of awards granted by Issuer | adopted Jul 25, 2025 | none found |
| Jan 16, 2026 | Stacey Friedman General Counsel |
3,404 | $1,064,758 | Acquired as a result of awards granted by Issuer | adopted Aug 14, 2025 | none found |
| Jan 16, 2026 | Ashley Bacon Chief Risk Officer |
7,364 | $2,303,393 | Acquired as a result of awards granted by Issuer | adopted Aug 8, 2025 | none found |
| Jan 16, 2026 | Marianne Lake CEO, Consumer and Community Banking |
3,908 | $1,222,353 | Acquired as a result of awards granted by Issuer | adopted Aug 13, 2025 | none found |
| Jan 16, 2026 | Douglas B. Petno Co-CEO, Commercial and Investment Bank |
3,487 | $1,090,728 | Acquired as a result of awards granted by Issuer | adopted Aug 11, 2025 | none found |
| Jan 16, 2026 | Mary E. Erdoes CEO, Asset & Wealth Management |
5,732 | $1,792,879 | Acquired as a result of awards granted by Issuer | adopted Aug 1, 2025 | none found |
| Jan 16, 2026 | Lori Beer Chief Information Officer |
2,047 | $640,295 | Acquired as a result of awards granted by Issuer | adopted Aug 8, 2025 | none found |
| Nov 7, 2025 | Robin Leopold Head of Human Resources |
966 | $301,311 | Acquired as a result of awards granted by Issuer | adopted Aug 8, 2025 | none found |
From the Form 144 XML filed with the SEC, since Nov 7, 2025. The value is the seller's estimate on the notice. "Form 4 sales after" matches the seller's Form 4 sales in the 30 days after the notice, by name; Form 4s go back 180 days.
Work on JPM in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/JPM/export.csv") into a cell.