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, % |
|---|---|---|---|---|---|---|---|---|---|
| 2010-03-17 23:44 | 2010-03-17 | BLACK STEVEN D | Officer - Vice Chairman | SELL | $44.00 | 168,574 | $7,417,256 | 654,276 | -20.5% |
| 2010-02-13 00:06 | 2010-02-12 | Erdoes Mary E. | Officer - Managing Director | SELL | $38.71 | 5,000 | $193,550 | 287,202 | -1.7% |
| 2010-02-04 01:20 | 2010-02-03 | MANDELBAUM JAY | Officer - Executive Vice President | SELL | $40.83 | 25,000 | $1,020,823 | 415,826 | -5.7% |
| 2010-02-03 00:54 | 2010-02-02 | Erdoes Mary E. | Officer - Managing Director | SELL | $40.48 | 5,000 | $202,422 | 292,202 | -1.7% |
| 2010-02-01 23:42 | 2010-02-01 | MILLER HEIDI | Officer - Executive Vice President | SELL | $39.34 | 25,000 | $983,433 | 322,990 | -7.2% |
| 2010-01-28 22:39 | 2010-01-28 | Cutler Stephen M | Officer - General Counsel | SELL | $39.18 | 5,242 | $205,401 | 50,262 | -9.4% |
| 2009-11-11 00:35 | 2009-11-10 | CROWN JAMES S | Director | SELL | $44.17 | 13,500 | $596,295 | 191,105 | -6.6% |
| 2009-11-10 00:48 | 2009-11-09 | STALEY JAMES E | Officer - Managing Director | SELL | $43.79 | 2,814 | $123,238 | 446,986 | -0.6% |
| 2009-11-02 20:10 | 2009-11-02 | RAYMOND LEE R | Director | BUY | $26.85 | 40,000 | $1,074,000 | 80,000 | +100.0% |
| 2009-10-23 23:31 | 2009-10-23 | RAYMOND LEE R | Director | BUY | $27.77 | 40,000 | $1,110,800 | 40,000 | +100.0% |
| 2009-10-19 23:49 | 2009-10-19 | Maclin Samuel Todd | Officer - Executive Vice President | SELL | $45.99 | 6,400 | $294,308 | 306,222 | -2.0% |
| 2009-09-02 01:38 | 2009-09-01 | Bisignano Frank | Officer - Chief Administrative Officer | SELL | $42.71 | 10,000 | $427,054 | 260,836 | -3.7% |
| 2009-09-02 01:38 | 2009-09-01 | WINTERS WILLIAM T | Officer - Managing Director | SELL | $43.03 | 80,000 | $3,442,400 | 1,244,921 | -6.0% |
| 2009-08-04 21:43 | 2009-08-04 | MANDELBAUM JAY | Officer - Executive Vice President | SELL | $40.00 | 25,000 | $1,000,000 | 482,067 | -4.9% |
| 2009-07-21 21:22 | 2009-07-17 | Rauchenberger Louis | Officer - Corporate Controller | OPT+S | $36.85 | 29,600 | $1,090,760 | 84,387 | 0.0% |
| 2009-07-09 23:45 | 2009-05-22 | NOVAK DAVID C | Director | BUY | $34.18 | 3,000 | $102,540 | 95,029 | +3.3% |
| 2009-05-11 22:17 | 2009-05-08 | Cavanagh Michael J | Officer - Chief Financial Officer | OPT+S | $37.32 | 20,000 | $746,412 | 369,461 | 0.0% |
| 2009-04-30 22:11 | 2009-04-30 | MANDELBAUM JAY | Officer - Executive Vice President | SELL | $35.00 | 25,000 | $875,000 | 493,757 | -4.8% |
| 2009-04-17 23:08 | 2009-04-17 | STALEY JAMES E | Officer - Managing Director | SELL | $32.92 | 37,000 | $1,218,203 | 384,114 | -8.8% |
| 2009-02-03 00:35 | 2009-02-02 | STALEY JAMES E | Officer - Managing Director | SELL | $24.93 | 11,894 | $296,517 | 421,114 | -2.7% |
| 2009-01-22 00:19 | 2009-01-16 | MILLER HEIDI | Officer - Executive Vice President | BUY | $22.45 | 3,600 | $80,802 | 5,184 | +227.3% |
| 2009-01-22 00:21 | 2009-01-16 | DIMON JAMES | Director, Officer - Chairman & CEO | BUY | $22.93 | 500,000 | $11,464,600 | 3,545,503 | +16.4% |
| 2008-10-23 23:35 | 2008-10-21 | DIMON JAMES | Director, Officer - Chairman & CEO | BUY | $842.22 | 12,475 | $10,506,695 | 605 | +100.0% |
| 2008-10-20 23:44 | 2008-10-16 | JACKSON LABAN | Director | BUY | $44.96 | 15,400 | $692,438 | 15,000 | +100.0% |
| 2008-05-13 22:23 | 2008-05-13 | STALEY JAMES E | Officer - Managing Director | SELL | $46.68 | 3,440 | $160,570 | 446,211 | -0.8% |
| 2008-04-28 22:56 | 2008-04-25 | BOWLES CRANDALL CLOSE | Director | BUY | $47.51 | 2,000 | $95,020 | 16,709 | +13.6% |
| 2008-04-21 23:49 | 2008-04-17 | MILLER HEIDI | Officer - Executive Vice President | SELL | $45.25 | 25,000 | $1,131,283 | 402,612 | -5.8% |
| 2008-02-15 21:09 | 2008-02-13 | STALEY JAMES E | Officer - Managing Director | SELL | $43.04 | 30,900 | $1,329,902 | 396,060 | -7.2% |
| 2008-02-15 21:09 | 2008-02-13 | STALEY JAMES E | Officer - Managing Director | SELL | $43.89 | 7,100 | $311,630 | 426,960 | -1.6% |
| 2008-01-25 23:41 | 2008-01-24 | WINTERS WILLIAM T | Officer - Managing Director | OPT+S | $44.45 | 14,500 | $644,540 | 1,349,300 | 0.0% |
| 2007-05-15 21:00 | 2007-05-11 | Maclin Samuel Todd | Officer - Executive Vice President | SELL | $52.21 | 10,000 | $522,100 | 250,574 | -3.8% |
| 2007-05-15 23:18 | 2007-05-15 | SREDNICKI RICHARD J | Officer - Executive Vice President | SELL | $52.09 | 10,000 | $520,900 | 197,320 | -4.8% |
| 2007-05-15 21:00 | 2007-05-11 | DREW INA R | Officer - Chief Investment Officer | SELL | $51.93 | 82,326 | $4,274,843 | 736,855 | -10.0% |
| 2007-05-15 23:18 | 2007-05-14 | STALEY JAMES E | Officer - Managing Director | SELL | $51.84 | 20,630 | $1,069,482 | 429,925 | -4.6% |
| 2007-04-30 17:39 | 2007-04-27 | Rauchenberger Louis | Officer - Corporate Controller | SELL | $52.21 | 4,305 | $224,767 | 67,609 | -6.0% |
| 2007-04-24 22:09 | 2007-04-20 | BLACK STEVEN D | Officer - Managing Director | SELL | $52.22 | 150,000 | $7,832,700 | 692,017 | -17.8% |
| 2007-02-13 18:21 | 2007-02-12 | MILLER HEIDI | Officer - Executive Vice President | SELL | $50.42 | 10,000 | $504,200 | 318,891 | -3.0% |
| 2007-02-01 20:17 | 2007-02-01 | BOWLES CRANDALL CLOSE | Director | BUY | $50.89 | 4,000 | $203,560 | 7,523 | +113.5% |
| 2007-01-23 02:10 | 2007-01-22 | Maclin Samuel Todd | Officer - Executive Vice President | SELL | $49.84 | 21,000 | $1,046,640 | 270,014 | -7.2% |
| 2006-10-26 18:56 | 2006-10-25 | DREW INA R | Officer - Chief Investment Officer | SELL | $47.15 | 7,216 | $340,234 | 699,379 | -1.0% |
| 2006-10-25 17:58 | 2006-10-24 | Maclin Samuel Todd | Officer - Executive Vice President | SELL | $47.05 | 20,000 | $940,978 | 232,767 | -7.9% |
| 2006-10-23 18:36 | 2006-10-20 | MILLER HEIDI | Officer - Executive Vice President | SELL | $46.84 | 19,494 | $913,011 | 281,060 | -6.5% |
| 2006-05-08 22:20 | 2006-05-05 | MCDAVID WILLIAM H | Officer - Co-General Counsel | OPT+S | $46.37 | 59,748 | $2,770,742 | 688,312 | 0.0% |
| 2006-05-04 20:21 | 2006-05-03 | SCLAFANI JOSEPH L | Officer - Controller | OPT+S | $45.30 | 8,615 | $390,260 | 194,543 | 0.0% |
| 2006-05-03 17:56 | 2006-05-01 | Bradley John F | Officer - Director of Human Resources | SELL | $45.40 | 13,200 | $599,328 | 104,293 | -11.2% |
| 2006-01-25 21:44 | 2006-01-24 | BOSSIDY LAWRENCE A | Director | BUY | $38.24 | 20,000 | $764,800 | 58,338 | +52.2% |
| 2006-01-21 01:11 | 2006-01-19 | MCDAVID WILLIAM H | Officer - Co-General Counsel | SELL | $39.13 | 18,230 | $713,340 | 692,354 | -2.6% |
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.