JPMorgan Chase & Co. (JPM)
NYSE: JPM · National Commercial Banks · New York, NY · filing with the SEC since 1994
Grade6.6
◀ Past 7.7● Present 6.6▶ Future 4.9
Who owns JPMorgan Chase & Co.
As filed with the SECHolders of 5% or more
1
Vanguard Capital Management holds 7.06% of Common Stock, as its SCHEDULE 13G filed Apr 30, 2026 says.
Directors and officers
23
report now, of 39 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What JPM reports owning in othersstakes of 5% or more, and other ties
Blackrock Muniholdings Fund, Inc.
SCHEDULE 13D/A · filed Oct 1, 2026 · VARIABLE RATE MUNI TERM PREFERRED SHARES
Burlington Stores, Inc. BURL
SCHEDULE 13G/A · filed Oct 2, 2026 · Common stock
Warby Parker Inc. WRBY
SCHEDULE 13G/A · filed Jun 4, 2026 · Class A Common Stock, $0.0001 par value per share
Dover Corporation DOV
SCHEDULE 13G/A · filed May 12, 2026 · Common Stock, par value $1
DigitalOcean Holdings, Inc. DOCN
SCHEDULE 13G/A · filed Oct 16, 2026 · Common stock, par value $0.000025 per share
Natera, Inc. NTRA
SCHEDULE 13G/A · filed Jan 23, 2026 · Common Stock, par value $0.0001 per share
Ventas, Inc. VTR
SCHEDULE 13G/A · filed Jul 27, 2026 · Common Stock $0.25 par value
3M Company MMM
SCHEDULE 13G/A · filed Oct 16, 2026 · Common Stock, Par Value $.01 Per Share
uniQure N.V. QURE
SCHEDULE 13G/A · filed Oct 16, 2026 · Ordinary Shares, par value 0.05
Twilio Inc. TWLO
SCHEDULE 13G/A · filed Jul 27, 2026 · Class A Common Stock, par value $0.001 per share
The other 131
AutoZone, Inc.
Corpay, Inc.
Hubspot, Inc.
Lemonade, Inc.
Andersen Group Inc.
Baker Hughes Company
Allegro MicroSystems, Inc.
6.7%
NXP Semiconductors N.V.
Lowe's Companies Inc.
DocuSign, Inc.
Eagle Materials, Inc.
Yum! Brands, Inc.
Silgan Holdings Inc
Yum China Holdings, Inc.
Affirm Holdings, Inc.
Levi Strauss & Co.
Veradermics, Incorporated
Trane Technologies plc
Warner Music Group Corp.
Lexeo Therapeutics, Inc.
Arthur J. Gallagher & Co.
CSX Corporation
EOG Resources, Inc.
Regenxbio Inc.
COPT Defense Properties
Copa Holdings, S.A.
Western Digital Corporation
Neurocrine Biosciences, Inc.
Fidelity National Information Services, Inc.
NextEra Energy, Inc.
MGIC Investment Corp.
Rhythm Pharmaceuticals, Inc.
Ecolab, Inc.
Post Holdings, Inc.
H World Group Limited
Chipotle Mexican Grill, Inc.
CMS Energy Corporation
Take-Two Interactive Software, Inc.
Lamb Weston Holdings, Inc.
SCHEDULE 13G/A · filed Aug 5, 2026 · reported falling below 5%
People Incorporated
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
Karyopharm Therapeutics Inc.
SCHEDULE 13G/A · filed Oct 17, 2025 · reported falling below 5%
e.l.f. Beauty, Inc.
SCHEDULE 13G/A · filed Apr 15, 2025 · reported falling below 5%
Hayward Holdings, Inc.
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
CSLM Digital Asset Acquisition Corp III
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
Cartesian Therapeutics, Inc.
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
Grupo Televisa S.A.
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
Ross Stores, Inc.
SCHEDULE 13G/A · filed Jul 31, 2025 · reported falling below 5%
Insmed Incorporated
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
ITT Inc.
SCHEDULE 13G/A · filed May 13, 2026 · reported falling below 5%
Zura Bio Limited
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
Sibanye-Stillwater
SCHEDULE 13G/A · filed Jan 16, 2026 · reported falling below 5%
Loews Corporation
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
Eaton Corporation, plc
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
TD SYNNEX Corporation
SCHEDULE 13G/A · filed Oct 24, 2025 · reported falling below 5%
Utz Brands, Inc.
SCHEDULE 13G/A · filed May 13, 2026 · reported falling below 5%
Kontoor Brands, Inc.
SCHEDULE 13G/A · filed May 13, 2026 · reported falling below 5%
Mine Safety Incorporated
SCHEDULE 13G/A · filed Jul 31, 2025 · reported falling below 5%
Middleby Corporation
SCHEDULE 13G/A · filed Oct 13, 2026 · reported falling below 5%
Howmet Aerospace Inc.
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
SBA Communications Corporation
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
UL Solutions Inc.
SCHEDULE 13G/A · filed Jul 31, 2025 · reported falling below 5%
Oscar Health, Inc.
SCHEDULE 13G/A · filed Jul 31, 2025 · reported falling below 5%
Entergy Corporation
SCHEDULE 13G/A · filed Oct 13, 2026 · reported falling below 5%
WillScot Holdings Corporation
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
Vulcan Materials Company(Holding Company)
SCHEDULE 13G/A · filed May 13, 2026 · reported falling below 5%
DraftKings Inc.
SCHEDULE 13G/A · filed Mar 5, 2026 · reported falling below 5%
Applied Optoelectronics, Inc.
SCHEDULE 13G/A · filed Nov 4, 2025 · reported falling below 5%
Sionna Therapeutics, Inc.
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
Henry Schein, Inc.
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
Bright Horizons Family Solutions Inc.
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
Kite Realty Group Trust
SCHEDULE 13G/A · filed Sep 4, 2025 · reported falling below 5%
Analog Devices, Inc.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
Regeneron Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed Jun 5, 2025 · reported falling below 5%
LB Pharmaceuticals Inc
SCHEDULE 13G/A · filed Oct 13, 2026 · reported falling below 5%
McDonald's Corporation
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
Healthpeak Properties, Inc.
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
Janus International Group, Inc.
SCHEDULE 13G/A · filed Sep 4, 2025 · reported falling below 5%
Axalta Coating Systems Ltd.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
Host Hotels & Resorts, Inc.
SCHEDULE 13G/A · filed Dec 4, 2025 · reported falling below 5%
The Macerich Company
SCHEDULE 13G/A · filed Feb 4, 2026 · reported falling below 5%
Ameriprise Financial, Inc.
SCHEDULE 13G/A · filed Nov 4, 2025 · reported falling below 5%
Almacenes Exito S.A.
SCHEDULE 13G/A · filed Nov 4, 2025 · reported falling below 5%
Confluent, Inc.
SCHEDULE 13G/A · filed Jul 31, 2025 · reported falling below 5%
Vicor Corporation
SCHEDULE 13G/A · filed Sep 3, 2026 · reported falling below 5%
Radiopharm Theranostics Limited
SCHEDULE 13G/A · filed Jan 16, 2026 · reported falling below 5%
Seagate Technology Holdings PLC
SCHEDULE 13G/A · filed Nov 4, 2025 · reported falling below 5%
Bristol-Myers Squibb Co.
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
Alterity Therapeutics Limited
SCHEDULE 13G/A · filed May 5, 2025 · reported falling below 5%
Globant S.A.
SCHEDULE 13G/A · filed Apr 16, 2025 · reported falling below 5%
Ciena Corporation
SCHEDULE 13G/A · filed Sep 3, 2026 · reported falling below 5%
Flowco Holdings Inc.
SCHEDULE 13G/A · filed May 13, 2026 · reported falling below 5%
Mohawk Industries, Inc.
SCHEDULE 13G/A · filed Oct 31, 2025 · reported falling below 5%
D.R. Horton Inc.
SCHEDULE 13G/A · filed Jun 5, 2025 · reported falling below 5%
Regency Centers Corporation
SCHEDULE 13G/A · filed May 5, 2026 · reported falling below 5%
The Southern Company
SCHEDULE 13G/A · filed Mar 5, 2026 · reported falling below 5%
SoFi Technologies, Inc.
SCHEDULE 13G/A · filed Feb 4, 2026 · reported falling below 5%
CI&T Inc
SCHEDULE 13G/A · filed Oct 17, 2025 · reported falling below 5%
Summit Hotel Properties, Inc.
SCHEDULE 13G/A · filed Jun 5, 2025 · reported falling below 5%
Kulicke and Soffa Industries, Inc.
SCHEDULE 13G/A · filed Oct 13, 2026 · reported falling below 5%
Cerebras Systems Inc.
SCHEDULE 13G/A · filed Jul 22, 2026 · reported falling below 5%
Rocket Companies, Inc.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
Credo Technology Group Holding Ltd
SCHEDULE 13G/A · filed Mar 6, 2025 · reported falling below 5%
First Solar, Inc.
SCHEDULE 13G/A · filed Feb 7, 2025 · reported falling below 5%
MKS Inc.
SCHEDULE 13G/A · filed Sep 3, 2026 · reported falling below 5%
IBEX Limited
SCHEDULE 13G/A · filed May 5, 2025 · reported falling below 5%
Tenaya Therapeutics, Inc.
SCHEDULE 13G/A · filed Mar 6, 2025 · reported falling below 5%
WEX Inc.
SCHEDULE 13G/A · filed Apr 16, 2025 · reported falling below 5%
PG&E Corporation
SCHEDULE 13G/A · filed Jul 31, 2025 · reported falling below 5%
Otis Worldwide Corporation
SCHEDULE 13G/A · filed Sep 4, 2025 · reported falling below 5%
Hims & Hers Health, Inc.
SCHEDULE 13G/A · filed Mar 5, 2026 · reported falling below 5%
Arcos Dorados Holdings Inc.
SCHEDULE 13G/A · filed Jun 5, 2025 · reported falling below 5%
TELUS International (Cda) Inc.
SCHEDULE 13G/A · filed Feb 11, 2025 · reported falling below 5%
Inflection Point Acquisition Corp. III
SCHEDULE 13G/A · filed Nov 4, 2025 · reported falling below 5%
Microchip Technology Incorporated
SCHEDULE 13G/A · filed Jun 5, 2025 · reported falling below 5%
Carter's Inc.
SCHEDULE 13G/A · filed Jun 5, 2025 · reported falling below 5%
Keros Therapeutics, Inc.
SCHEDULE 13G/A · filed May 5, 2025 · reported falling below 5%
Sky Quarry Inc.
SCHEDULE 13G/A · filed Jul 7, 2026 · reported falling below 5%
Blackrock Muniyield Quality Fund, Inc.
SCHEDULE 13D/A · filed Mar 2, 2026 · reported falling below 5%
Blackrock Investment Quality Municipal Trust, Inc.
SCHEDULE 13D/A · filed Feb 26, 2026 · reported falling below 5%
Blackrock Muniyield Quality Fund II, Inc
SCHEDULE 13D/A · filed Feb 26, 2026 · reported falling below 5%
Blackrock Munivest Fund, Inc.
SCHEDULE 13D/A · filed Feb 26, 2026 · reported falling below 5%
Blackrock Munivest Fund II, Inc.
SCHEDULE 13D/A · filed Feb 26, 2026 · reported falling below 5%
Blackrock Muniholdings Quality Fund II, Inc.
SCHEDULE 13D/A · filed Feb 26, 2026 · reported falling below 5%
Blackrock Municipal Income Trust
SCHEDULE 13D/A · filed Feb 26, 2026 · reported falling below 5%
Blackrock Municipal Income Quality Trust
SCHEDULE 13D/A · filed Feb 26, 2026 · reported falling below 5%
Blackrock Municipal Income Trust II
SCHEDULE 13D/A · filed Feb 26, 2026 · reported falling below 5%
Vasta Platform Limited
SCHEDULE 13G/A · filed Nov 4, 2025 · reported falling below 5%
Bel Fuse Inc.
SCHEDULE 13G/A · filed Jul 31, 2025 · reported falling below 5%
Intra-Cellular Therapies, Inc.
SCHEDULE 13G/A · filed Jun 5, 2025 · reported falling below 5%
Revance Therapeutics, Inc.
SCHEDULE 13G/A · filed Mar 6, 2025 · reported falling below 5%
Other ties the annual report names
Consortium of Large U.S. Banks
An entity · legal entity · owns, named in the 10-K filed Feb 13, 2026
Apple Credit Card Portfolio
A company bought · asset acquisition · owns, named in the 10-K filed Feb 13, 2026
First Republic Bank
A company bought · acquisition · owns, named in the 10-K filed Feb 13, 2026
19 subsidiaries in 6 countries, from the list filed with the 10-K filed Feb 13, 2026. Its Form 13F-HR for Jun 30, 2026 lists 7,720 holdings. The record carries no value for them.
Insider tradesForm 4
43sales
0purchases
43sales on a scheduled plan
11people selling
$126Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 15, 2025 to Oct 15, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Oct 15, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window11 of 41 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Dimon James | Chairman & CEO | 7 | $61.4M | 7 | 0 | $0 |
| Rohrbaugh Troy L | Co-President; CEO CCB | 1 | $15.4M | 1 | 0 | $0 |
| Erdoes Mary E. | CEO Asset & Wealth Management | 4 | $9.3M | 4 | 0 | $0 |
| Piepszak Jennifer | Chief Operating Officer | 3 | $7.0M | 3 | 0 | $0 |
| Lake Marianne | CEO CCB | 4 | $6.3M | 4 | 0 | $0 |
| Bacon Ashley | Chief Risk Officer | 3 | $5.9M | 3 | 0 | $0 |
| Petno Douglas B | Co-President; CEO CIB | 4 | $5.6M | 4 | 0 | $0 |
| Friedman Stacey | General Counsel | 4 | $5.6M | 4 | 0 | $0 |
| Barnum Jeremy | Chief Financial Officer | 4 | $4.4M | 4 | 0 | $0 |
| Beer Lori A | Chief Information Officer | 4 | $3.2M | 4 | 0 | $0 |
| Leopold Robin | Head of Human Resources | 5 | $2.3M | 5 | 0 | $0 |