JPM Insider Trading
JPMORGAN CHASE & CO | National Commercial Banks
Comprehensive Trading Performance Summary
The investment history of corporate insiders at JPMORGAN CHASE & CO provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the National Commercial Banks sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2018-01-18 01:10 | 2018-01-16 | BACON ASHLEY | Officer - Chief Risk Officer | OPT+S | $112.22 | 16,434 | $1,844,230 | 74,547 | 0.0% |
| 2018-01-18 01:16 | 2018-01-16 | Lake Marianne | Officer - Chief Financial Officer | OPT+S | $112.22 | 9,194 | $1,031,723 | 27,579 | 0.0% |
| 2018-01-18 01:18 | 2018-01-16 | Petno Douglas B | Officer - CEO Commercial Banking | OPT+S | $112.22 | 48,344 | $5,425,140 | 37,499 | 0.0% |
| 2018-01-18 01:12 | 2018-01-16 | Erdoes Mary E. | Officer - CEO Asset Management | OPT+S | $112.25 | 65,101 | $7,307,438 | 391,979 | 0.0% |
| 2017-10-27 00:09 | 2017-10-26 | Friedman Stacey | Officer - General Counsel | OPT+S | $101.96 | 2,099 | $214,019 | 10,527 | 0.0% |
| 2017-08-22 00:13 | 2017-08-21 | Friedman Stacey | Officer - General Counsel | SELL | $90.55 | 9,968 | $902,608 | 10,527 | -48.6% |
| 2017-07-18 23:07 | 2017-07-18 | Giles Nicole | Officer - Corporate Controller | SELL | $91.29 | 1,000 | $91,292 | 3,783 | -20.9% |
| 2017-07-17 23:40 | 2017-07-17 | Lake Marianne | Officer - Chief Financial Officer | SELL | $91.58 | 17,596 | $1,611,412 | 0 | -100.0% |
| 2017-05-12 23:11 | 2017-05-11 | BACON ASHLEY | Officer - Chief Risk Officer | SELL | $87.21 | 6,514 | $568,100 | 47,384 | -12.1% |
| 2017-04-20 23:40 | 2017-04-19 | CROWN JAMES S | Director | BUY | $85.48 | 11,500 | $982,991 | 4,022 | +100.0% |
| 2017-04-18 23:15 | 2017-04-17 | Friedman Stacey | Officer - General Counsel | OPT+S | $85.07 | 10,792 | $918,084 | 92,552 | 0.0% |
| 2017-04-18 23:15 | 2017-04-17 | Zames Matthew E | Officer - Chief Operating Officer | SELL | $85.06 | 3,405 | $289,616 | 329,019 | -1.0% |
| 2017-01-20 00:58 | 2017-01-18 | Lake Marianne | Officer - Chief Financial Officer | SELL | $83.68 | 13,072 | $1,093,822 | 44,711 | -22.6% |
| 2017-01-20 00:58 | 2017-01-18 | Petno Douglas B | Officer - CEO Commercial Banking | SELL | $83.67 | 21,532 | $1,801,649 | 86,338 | -20.0% |
| 2017-01-20 00:58 | 2017-01-18 | Smith Gordon | Officer - Executive Vice President | SELL | $83.67 | 65,865 | $5,510,997 | 237,466 | -21.7% |
| 2017-01-19 00:03 | 2017-01-17 | BACON ASHLEY | Officer - Chief Risk Officer | OPT+S | $84.15 | 12,986 | $1,092,769 | 53,898 | 0.0% |
| 2017-01-19 00:03 | 2017-01-17 | Pinto Daniel E | Officer - Managing Director | OPT+S | $84.15 | 40,433 | $3,402,506 | 388,193 | 0.0% |
| 2017-01-19 00:03 | 2017-01-17 | Zames Matthew E | Officer - Chief Operating Officer | OPT+S | $84.16 | 42,083 | $3,541,581 | 324,372 | 0.0% |
| 2017-01-19 00:04 | 2017-01-17 | Petno Douglas B | Officer - CEO Commercial Banking | OPT+S | $84.16 | 6,728 | $566,195 | 107,870 | 0.0% |
| 2017-01-19 00:03 | 2017-01-17 | Erdoes Mary E. | Officer - CEO Asset Management | OPT+S | $84.15 | 35,799 | $3,012,593 | 326,878 | 0.0% |
| 2017-01-19 00:03 | 2017-01-17 | Donnelly John L | Officer - Director Human Resources | OPT+S | $84.16 | 6,444 | $542,314 | 123,018 | 0.0% |
| 2016-11-02 23:48 | 2016-10-31 | JACKSON LABAN | Director | BUY | $69.52 | 40 | $2,781 | 5,986 | +0.7% |
| 2016-10-27 19:57 | 2016-10-26 | Friedman Stacey | Officer - General Counsel | OPT+S | $69.03 | 2,099 | $144,904 | 0 | 0.0% |
| 2016-10-27 19:58 | 2016-10-26 | O'Donovan Mark | Officer - Corporate Controller | OPT+S | $69.05 | 4,035 | $278,621 | 0 | 0.0% |
| 2016-10-18 23:12 | 2016-10-17 | Lake Marianne | Officer - Chief Financial Officer | SELL | $67.26 | 14,083 | $947,237 | 16,581 | -45.9% |
| 2016-10-18 23:12 | 2016-10-17 | Erdoes Mary E. | Officer - CEO Asset Management | SELL | $67.26 | 25,542 | $1,717,894 | 291,080 | -8.1% |
| 2016-07-18 22:44 | 2016-07-15 | BACON ASHLEY | Officer - Chief Risk Officer | SELL | $63.97 | 15,521 | $992,830 | 14,938 | -51.0% |
| 2016-07-18 22:44 | 2016-07-15 | Zames Matthew E | Officer - Chief Operating Officer | SELL | $63.91 | 3,991 | $255,059 | 282,287 | -1.4% |
| 2016-07-18 22:44 | 2016-07-15 | Smith Gordon | Officer - Executive Vice President | SELL | $64.05 | 23,735 | $1,520,305 | 152,462 | -13.5% |
| 2016-04-15 00:40 | 2016-04-14 | Lake Marianne | Officer - Chief Financial Officer | SELL | $62.41 | 13,684 | $854,064 | 16,581 | -45.2% |
| 2016-04-15 00:39 | 2016-04-14 | Pinto Daniel E | Officer - Managing Director | SELL | $62.38 | 28,837 | $1,798,993 | 147,761 | -16.3% |
| 2016-04-15 00:39 | 2016-04-14 | Zames Matthew E | Officer - Chief Operating Officer | SELL | $61.77 | 45,144 | $2,788,441 | 278,297 | -14.0% |
| 2016-04-15 00:39 | 2016-04-14 | Smith Gordon | Officer - Executive Vice President | SELL | $62.01 | 32,096 | $1,990,421 | 128,728 | -20.0% |
| 2016-02-12 02:14 | 2016-02-11 | DIMON JAMES | Director, Officer - Chairman & CEO | BUY | $53.18 | 500,000 | $26,590,500 | 115,800 | +100.0% |
| 2016-02-05 00:32 | 2016-02-04 | CROWN JAMES S | Director | BUY | $58.22 | 81 | $4,716 | 5,362 | +1.5% |
| 2016-01-30 01:54 | 2016-01-29 | Petno Douglas B | Officer - Managing Director | SELL | $59.00 | 10,566 | $623,409 | 118,955 | -8.2% |
| 2016-01-22 01:36 | 2016-01-20 | Petno Douglas B | Officer - Managing Director | SELL | $55.71 | 10,566 | $588,584 | 131,326 | -7.4% |
| 2016-01-22 01:36 | 2016-01-20 | Erdoes Mary E. | Officer - Managing Director | SELL | $55.27 | 49,349 | $2,727,667 | 265,539 | -15.7% |
| 2016-01-16 02:00 | 2016-01-15 | Friedman Stacey | Officer - General Counsel | OPT+S | $56.81 | 7,296 | $414,474 | 0 | 0.0% |
| 2016-01-16 02:00 | 2016-01-15 | BACON ASHLEY | Officer - Chief Risk Officer | OPT+S | $56.81 | 4,979 | $282,841 | 23,902 | 0.0% |
| 2016-01-16 02:00 | 2016-01-15 | O'Donovan Mark | Officer - Corporate Controller | OPT+S | $56.82 | 6,553 | $372,322 | 0 | 0.0% |
| 2016-01-16 02:00 | 2016-01-15 | Donnelly John L | Officer - Director Human Resources | OPT+S | $56.81 | 7,093 | $402,967 | 103,687 | 0.0% |
| 2016-01-16 02:00 | 2016-01-15 | CROWN JAMES S | Director | BUY | $56.46 | 14,918 | $842,315 | 5,361 | +100.0% |
| 2015-10-30 23:18 | 2015-10-21 | DIMON JAMES | Director, Officer - Chairman & CEO | BUY | $63.07 | 800 | $50,452 | 75,800 | +1.1% |
| 2015-10-27 00:23 | 2015-10-26 | O'Donovan Mark | Officer - Corporate Controller | OPT+S | $63.68 | 1,144 | $72,846 | 0 | 0.0% |
| 2015-10-22 23:07 | 2015-10-21 | JACKSON LABAN | Director | SELL | $1,037.81 | 400 | $415,124 | 0 | -100.0% |
| 2015-10-15 00:07 | 2015-10-14 | Cutler Stephen M | Officer - General Counsel | SELL | $60.63 | 7,217 | $437,532 | 223,138 | -3.1% |
| 2015-07-16 00:25 | 2015-07-15 | BACON ASHLEY | Officer - Chief Risk Officer | SELL | $69.07 | 32,882 | $2,271,153 | 0 | -100.0% |
| 2015-07-16 00:25 | 2015-07-15 | Lake Marianne | Officer - Chief Financial Officer | SELL | $69.07 | 32,468 | $2,242,532 | 5,282 | -86.0% |
| 2015-07-16 00:25 | 2015-07-15 | Erdoes Mary E. | Officer - Managing Director | SELL | $69.07 | 13,022 | $899,426 | 216,190 | -5.7% |
How to Interpret $JPM Trades
Not every insider transaction in JPMORGAN CHASE & CO is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $JPM shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for JPM
Insider activity data for JPMORGAN CHASE & CO is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $JPM, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.