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Company Analysis

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

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2015-07-16 00:25 2015-07-15 Cutler Stephen M Officer - General Counsel SELL $69.08 5,376 $371,347 222,994 -2.4%
2015-04-16 00:15 2015-04-15 Zames Matthew E Officer - Chief Operating Officer SELL $64.08 4,258 $272,837 233,154 -1.8%
2015-04-16 00:15 2015-04-15 Cutler Stephen M Officer - General Counsel SELL $64.09 18,617 $1,193,089 206,867 -8.3%
2015-02-18 01:33 2015-02-13 Lake Marianne Officer - Chief Financial Officer SELL $60.01 2,826 $169,598 37,750 -7.0%
2015-01-24 00:16 2015-01-22 Pinto Daniel E Officer - Managing Director SELL $56.92 88,708 $5,049,384 118,959 -42.7%
2015-01-24 00:16 2015-01-22 Zames Matthew E Officer - Chief Operating Officer SELL $56.92 37,760 $2,149,341 228,897 -14.2%
2015-01-24 00:16 2015-01-22 Erdoes Mary E. Officer - Managing Director SELL $56.92 77,842 $4,430,813 203,169 -27.7%
2015-01-24 00:16 2015-01-22 Smith Gordon Officer - Executive Vice President SELL $56.92 29,238 $1,664,259 173,143 -14.4%
2015-01-17 00:50 2015-01-15 NEAL MICHAEL A Director BUY $55.07 9,050 $498,384 14,525 +165.3%
2015-01-16 03:03 2015-01-15 BACON ASHLEY Officer - Chief Risk Officer OPT+S $55.35 4,860 $269,023 32,882 0.0%
2015-01-16 03:03 2015-01-15 O'Donovan Mark Officer - Corporate Controller OPT+S $55.35 4,808 $266,146 0 0.0%
2015-01-16 03:03 2015-01-15 Zames Matthew E Officer - Chief Operating Officer OPT+S $55.37 17,557 $972,184 266,657 0.0%
2015-01-16 03:03 2015-01-15 Petno Douglas B Officer - Managing Director OPT+S $55.37 17,378 $962,244 176,468 0.0%
2015-01-16 03:03 2015-01-15 Donnelly John L Officer - Director Human Resources OPT+S $55.35 5,396 $298,680 82,410 0.0%
2015-01-16 03:03 2015-01-15 Cutler Stephen M Officer - General Counsel OPT+S $55.37 23,027 $1,274,961 225,484 0.0%
2014-11-01 00:14 2014-10-31 O'Donovan Mark Officer - Corporate Controller SELL $60.26 1,144 $68,933 0 -100.0%
2014-10-16 00:37 2014-10-15 Donnelly John L Officer - Director Human Resources SELL $55.89 6,540 $365,495 66,326 -9.0%
2014-07-18 22:19 2014-07-16 Cutler Stephen M Officer - General Counsel SELL $58.74 43,997 $2,584,247 173,093 -20.3%
2014-02-04 00:21 2014-01-30 CROWN JAMES S Director BUY $55.53 500,000 $27,762,600 18,803 +100.0%
2014-01-30 02:02 2014-01-27 BACON ASHLEY Officer - Chief Risk Officer SELL $55.26 3,051 $168,588 21,351 -12.5%
2014-01-30 02:02 2014-01-27 Lake Marianne Officer - Chief Financial Officer SELL $55.26 4,880 $269,661 34,154 -12.5%
2014-01-30 02:02 2014-01-29 Pinto Daniel E Officer - Managing Director SELL $55.35 63,718 $3,527,084 228,883 -21.8%
2014-01-30 02:02 2014-01-27 Zames Matthew E Officer - Chief Operating Officer SELL $55.25 76,000 $4,199,068 271,161 -21.9%
2014-01-30 02:02 2014-01-27 Petno Douglas B Officer - Managing Director SELL $55.26 21,110 $1,166,446 171,370 -11.0%
2014-01-30 02:02 2014-01-27 Erdoes Mary E. Officer - Managing Director SELL $55.25 63,802 $3,524,818 261,536 -19.6%
2014-01-30 02:02 2014-01-27 Donnelly John L Officer - Director Human Resources SELL $55.26 9,851 $544,369 82,352 -10.7%
2014-01-30 02:02 2014-01-27 Smith Gordon Officer - Executive Vice President SELL $55.26 71,953 $3,975,857 215,857 -25.0%
2014-01-24 19:57 2014-01-23 O'Donovan Mark Officer - Corporate Controller OPT+S $56.51 7,121 $402,386 4,790 0.0%
2013-11-19 01:19 2013-11-18 Cavanagh Michael J Officer - Executive Vice President SELL $55.33 22,500 $1,245,011 242,771 -8.5%
2013-10-24 23:10 2013-04-29 Pinto Daniel E Officer - Managing Director SELL $52.15 146,247 $7,626,079 433,986 -25.2%
2013-10-15 18:15 2013-10-14 Cavanagh Michael J Officer - Executive Vice President SELL $51.93 22,500 $1,168,396 265,271 -7.8%
2013-08-09 23:02 2013-08-08 O'Donovan Mark Officer - Corporate Controller SELL $54.91 3,434 $188,561 2,547 -57.4%
2013-07-23 23:53 2013-07-23 Zames Matthew E Officer - Chief Operating Officer SELL $56.64 3,412 $193,268 190,289 -1.8%
2013-07-19 23:39 2013-07-19 BACON ASHLEY Officer - Chief Risk Officer SELL $56.44 16,693 $942,153 4,620 -78.3%
2013-07-19 23:39 2013-07-19 Erdoes Mary E. Officer - Managing Director SELL $56.31 29,000 $1,633,100 246,735 -10.5%
2013-07-17 23:14 2013-07-16 Lake Marianne Officer - Chief Financial Officer OPT+S $55.13 8,940 $492,890 1,785 0.0%
2013-07-17 23:14 2013-07-17 Hogan John James Officer - Chairman of Risk SELL $55.12 18,934 $1,043,642 103,082 -15.5%
2013-07-17 23:14 2013-07-15 Cavanagh Michael J Officer - Executive Vice President SELL $54.65 20,000 $1,092,982 262,775 -7.1%
2013-05-16 02:07 2013-05-15 Cutler Stephen M Officer - General Counsel SELL $51.00 15,000 $765,000 92,509 -14.0%
2013-05-08 00:29 2013-05-07 O'Donovan Mark Officer - Corporate Controller SELL $48.99 668 $32,728 2,547 -20.8%
2013-05-08 00:30 2013-05-03 CROWN JAMES S Director BUY $47.29 301,477 $14,255,521 6,348,649 +5.0%
2013-04-26 02:11 2013-04-25 Erdoes Mary E. Officer - Managing Director SELL $49.08 5,000 $245,416 154,374 -3.1%
2013-04-24 23:03 2013-04-22 Bisignano Frank Officer - Co-Chief Operating Officer OPT+S $47.38 40,000 $1,895,176 287,684 0.0%
2013-04-24 01:39 2013-04-23 Cutler Stephen M Officer - General Counsel SELL $48.00 15,000 $720,000 107,509 -12.2%
2013-04-24 01:39 2013-04-19 CROWN JAMES S Director BUY $46.98 436,859 $20,525,121 15,803 +100.0%
2013-04-19 00:59 2013-04-18 Cutler Stephen M Officer - General Counsel SELL $46.77 15,000 $701,550 122,509 -10.9%
2013-02-15 23:53 2013-02-15 Donnelly John L Officer - Director Human Resources SELL $49.34 11,000 $542,762 44,584 -19.8%
2013-02-08 20:19 2013-02-06 Bisignano Frank Officer - Co-Chief Operating Officer OPT+S $48.57 20,000 $971,400 300,796 0.0%
2013-02-02 04:34 2013-02-01 O'Donovan Mark Officer - Corporate Controller SELL $47.80 3,000 $143,400 3,217 -48.3%
2013-02-01 02:00 2013-01-31 Erdoes Mary E. Officer - Managing Director SELL $47.02 15,000 $705,300 159,374 -8.6%
SHOW ENTRIES

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.