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JPMorgan Chase & Co. (JPM)

USD336.47 +1.00 (+0.30%)
US NYSE DJIA S&P 500 Financial Services Banks - Diversified
Address 270 Park Avenue 10017
New York, NY, US
CEO James Dimon
IPO 1980-03-17
CIK 19617 ISIN US46625H1005

Explore sections of this company profile

Also trades on CBOE CA · JPM.NE (CAD) Deutsche Börse · CMC.DE (EUR) London Stock Exchange · 0Q1F.L (USD) New York Stock Exchange · JPM-PC (USD) New York Stock Exchange · JPM-PD (USD) New York Stock Exchange · JPM-PJ (USD) New York Stock Exchange · JPM-PK (USD) New York Stock Exchange · JPM-PL (USD) New York Stock Exchange · JPM-PM (USD) New York Stock Exchange · JPM (USD)
Description

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Issuer CMB 2000-10-05 View
Meta Data Limited ONE 2004-02-19 View
Stearns Companies Inc. BSC 2008-04-11 View

Index membership

IndexAddedRemovedStatus
DJIA 1994-01-01 Active
S&P 500 1976-07-01 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD336.47 +1.00 (+0.30%)
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Volume Profile
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Liquidity & share structure
Average Volume
9M
Beta
1.00
Float Shares
2.67B
Free Float %
99.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.31% +2.38% +6.82% +13.15% +0.69% -0.47% +21.05% +125.83% +103.54% +406.91% +3,254.81%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (61 analysts) Buy
Price Targets & DCF
Current price
336.47
Low 295.00 -12.3%
Consensus 339.75 +1.0%
Median 336.00 -0.1%
High 391.00 +16.2%
DCF (Unlevered) 744.91 +121.4%
DCF (Levered) 929.04 +176.1%
Ratings Trend (MoM) 50% Bullish
Rating 2026-06 Change
Strong Buy 4 -1
Buy 8 0
Hold 12 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 5
330.20
-1.9%
Last Year 26
322.38
-4.2%
All Time 104
224.26
-33.3%
Quality scores
Altman Z-Score
-0.01
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Banks - Diversified: +4.3%
    +3.3% Q1'26: +6.9% (vs Q1'25)
  • EPS growth Banks - Diversified: +17.7%
    +1.5% Q1'26: +17.2% (vs Q1'25)
  • FCF margin Banks - Diversified: +154.0%
    -6.5% Q1'26: -287.5% (vs Q1'25)
  • EBIT margin Banks - Diversified: +20.4%
    +26.0% Q1'26: +27.8% (vs Q1'25)
  • ROIC Banks - Diversified: +2.3%
    +480.0% Q1'26: -24.7% (vs Q1'25)
  • Share dilution Banks - Diversified: +3.0%
    -3.0% Q1'26: -1.1% (vs Q1'25)
  • Debt / EBITDA Banks - Diversified: 3.66×
    6.14× Q1'26: 15.06× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.00) × ERP
WACC = 49% × Ke + 51% × Kd (10.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 742.65 Current price: 336.47
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 1997
actual
Dec 1998
actual
Dec 1999
actual
Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
11 Rev. Ana.
14 EPS Ana.
Dec 2027
11 Rev. Ana.
15 EPS Ana.
Dec 2028
5 Rev. Ana.
7 EPS Ana.
Revenue
30.41B
est: 21.98B (+38.3%)
32.38B
est: 22.74B (+42.4%)
51.85B
est: 23.70B (+118.7%)
50.43B
est: 32.05B (+57.3%)
43.37B
est: 29.63B (+46.4%)
44.36B
est: 27.24B (+62.9%)
56.31B
est: 46.08B (+22.2%)
79.77B
est: 50.81B (+57.0%)
99.86B
est: 56.30B (+77.4%)
116.35B
est: 65.16B (+78.6%)
115.63B
est: 59.66B (+93.8%)
115.48B
est: 91.50B (+26.2%)
110.84B
est: 91.04B (+21.7%)
108.07B
est: 78.85B (+37.1%)
106.72B
est: 86.76B (+23.0%)
103.01B
est: 97.07B (+6.1%)
101.01B
est: 96.24B (+5.0%)
106.39B
est: 97.55B (+9.1%)
114.58B
est: 102.90B (+11.3%)
129.82B
est: 110.70B (+17.3%)
142.52B
est: 115.94B (+22.9%)
129.84B
est: 120.27B (+8.0%)
127.24B
est: 123.13B (+3.3%)
153.82B
est: 129.88B (+18.4%)
236.27B
est: 161.00B (+46.8%)
270.79B
est: 175.78B (+54.1%)
279.75B
est: 183.54B (+52.4%)
196.45B
192.96B – 198.87B
+7.0% YoY
204.93B
202.57B – 209.35B
+4.3% YoY
215.04B
214.15B – 215.94B
+4.9% YoY
EBITDA
6.86B
est: 20.18B (-66.0%)
7.10B
est: 19.52B (-63.6%)
13.43B
est: 17.02B (-21.0%)
5.46B
est: 28.35B (-80.8%)
5.95B
est: 19.11B (-68.9%)
13.13B
est: 18.59B (-29.4%)
9.69B
est: 25.30B (-61.7%)
16.16B
est: 39.28B (-58.9%)
23.46B
est: 56.18B (-58.2%)
26.63B
est: 63.56B (-58.1%)
20.43B
est: 57.74B (-64.6%)
29.82B
est: 37.49B (-20.5%)
31.85B
est: 42.21B (-24.5%)
34.06B
est: 34.66B (-1.7%)
31.98B
est: 36.35B (-12.0%)
35.46B
est: 42.86B (-17.3%)
35.64B
est: 39.10B (-8.8%)
40.01B
est: 43.78B (-8.6%)
42.08B
est: 51.45B (-18.2%)
48.56B
est: 70.72B (-31.3%)
53.23B
est: 71.29B (-25.3%)
44.43B
est: 42.90B (+3.6%)
67.49B
est: 54.60B (+23.6%)
53.22B
est: 58.82B (-9.5%)
69.12B
est: 56.88B (+21.5%)
83.02B
est: 62.11B (+33.7%)
81.42B
est: 64.85B (+25.5%)
69.41B
68.18B – 70.27B
+7.0% YoY
72.41B
71.57B – 73.97B
+4.3% YoY
75.98B
75.66B – 76.29B
+4.9% YoY
EBIT
5.91B
est: 6.95B (-15.0%)
5.93B
est: 7.19B (-17.6%)
11.49B
est: 7.50B (+53.2%)
2.57B
est: 10.14B (-74.7%)
2.52B
est: 9.37B (-73.1%)
10.03B
est: 8.62B (+16.3%)
5.86B
est: 14.58B (-59.8%)
11.84B
est: 16.08B (-26.4%)
19.89B
est: 17.81B (+11.6%)
22.81B
est: 20.62B (+10.6%)
16.07B
est: 18.88B (-14.9%)
24.86B
est: 28.95B (-14.1%)
26.75B
est: 28.81B (-7.1%)
28.92B
est: 24.95B (+15.9%)
26.68B
est: 27.45B (-2.8%)
30.70B
est: 30.71B (-0.1%)
30.70B
est: 30.45B (+0.8%)
34.54B
est: 30.87B (+11.9%)
35.90B
est: 32.56B (+10.3%)
40.76B
est: 35.03B (+16.4%)
44.87B
est: 36.69B (+22.3%)
35.82B
est: 38.06B (-5.9%)
59.56B
est: 97.23B (-38.7%)
46.17B
est: 106.96B (-56.8%)
61.61B
est: 50.42B (+22.2%)
75.08B
est: 55.05B (+36.4%)
72.60B
est: 57.48B (+26.3%)
61.52B
60.43B – 62.28B
+7.0% YoY
64.17B
63.44B – 65.56B
+4.3% YoY
67.34B
67.06B – 67.62B
+4.9% YoY
Net Income
3.71B
est: 3.65B (+1.5%)
3.78B
est: 3.53B (+7.0%)
7.50B
est: 4.30B (+74.6%)
1.69B
est: 1.48B (+14.7%)
1.66B
est: 1.60B (+4.1%)
6.72B
est: 5.24B (+28.1%)
4.47B
est: 4.73B (-5.7%)
8.48B
est: 7.92B (+7.2%)
14.44B
est: 12.99B (+11.2%)
15.37B
est: 13.37B (+14.9%)
10.03B
est: 18.10B (-44.6%)
16.41B
est: 15.30B (+7.2%)
18.20B
est: 17.62B (+3.3%)
20.53B
est: 16.49B (+24.5%)
17.89B
est: 16.15B (+10.8%)
21.75B
est: 21.96B (-1.0%)
24.44B
est: 21.95B (+11.4%)
24.73B
est: 21.70B (+14.0%)
24.44B
est: 22.20B (+10.1%)
32.47B
est: 32.24B (+0.7%)
36.43B
est: 32.37B (+12.5%)
29.13B
est: 21.13B (+37.9%)
48.33B
est: 36.05B (+34.1%)
37.68B
est: 37.30B (+1.0%)
49.55B
est: 50.20B (-1.3%)
58.47B
est: 52.07B (+12.3%)
57.05B
est: 56.47B (+1.0%)
62.07B
60.87B – 63.26B
+9.9% YoY
65.31B
61.07B – 69.55B
+5.2% YoY
72.65B
67.91B – 77.39B
+11.2% YoY
SGA
5.44B
est: 5.35B (+1.5%)
5.88B
est: 5.51B (+6.7%)
11.04B
est: 5.77B (+91.2%)
12.55B
est: 13.74B (-8.7%)
11.38B
est: 11.43B (-0.4%)
12.41B
est: 9.52B (+30.4%)
15.63B
est: 16.83B (-7.1%)
19.98B
est: 21.10B (-5.3%)
23.40B
est: 21.27B (+10.0%)
24.76B
est: 21.96B (+12.8%)
28.71B
est: 50.92B (-43.6%)
30.57B
est: 26.84B (+13.9%)
32.18B
est: 29.56B (+8.9%)
33.16B
est: 24.89B (+33.3%)
33.31B
est: 29.08B (+14.5%)
32.71B
est: 33.16B (-1.4%)
32.46B
est: 29.34B (+10.6%)
33.10B
est: 28.99B (+14.2%)
34.11B
est: 30.97B (+10.1%)
36.16B
est: 36.25B (-0.2%)
37.51B
est: 33.54B (+11.8%)
37.46B
est: 32.13B (+16.6%)
41.60B
est: 31.33B (+32.8%)
45.55B
est: 41.47B (+9.8%)
51.06B
est: 40.63B (+25.7%)
56.33B
est: 44.36B (+27.0%)
60.02B
est: 46.32B (+29.6%)
49.57B
48.69B – 50.18B
+7.0% YoY
51.71B
51.12B – 52.83B
+4.3% YoY
54.27B
54.04B – 54.49B
+4.9% YoY
EPS
2.77
est: 2.67 (+3.7%)
2.90
est: 2.67 (+8.6%)
6.12
est: 2.83 (+116.3%)
0.83
est: 2.29 (-63.8%)
0.81
est: 1.14 (-28.9%)
3.32
est: 2.13 (+55.9%)
1.59
est: 3.23 (-50.8%)
2.43
est: 2.59 (-6.2%)
4.16
est: 3.18 (+30.8%)
4.38
est: 3.49 (+25.5%)
2.27
est: 1.14 (+99.1%)
3.98
est: 2.82 (+41.1%)
4.50
est: 3.89 (+15.7%)
5.22
est: 3.35 (+56.1%)
4.38
est: 4.69 (-6.6%)
5.33
est: 5.47 (-2.6%)
6.05
est: 5.92 (+2.1%)
6.24
est: 5.90 (+5.8%)
6.35
est: 6.88 (-7.7%)
9.04
est: 9.23 (-2.0%)
10.75
est: 10.50 (+2.4%)
8.89
est: 7.73 (+15.0%)
15.39
est: 15.04 (+2.3%)
12.10
est: 11.62 (+4.1%)
16.25
est: 17.94 (-9.4%)
19.79
est: 18.59 (+6.5%)
20.09
est: 20.20 (-0.5%)
22.27
21.79 – 22.64
+10.2% YoY
23.61
21.86 – 24.89
+6.0% YoY
25.86
24.31 – 27.70
+9.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-17 Evercore ISI Group Outperform Outperform Maintain
2026-04-15 Jefferies Hold Hold Maintain
2026-04-14 Piper Sandler Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-12 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-11 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-10 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-09 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-08 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-05 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-04 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-03 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-02 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-06-01 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-28 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-27 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-26 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-22 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-21 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-20 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-19 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-18 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-15 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-14 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-13 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-12 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-11 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-08 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-07 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-06 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-05 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-04 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-01 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-04-30 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-04-29 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-04-28 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-04-27 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-04-24 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-04-23 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-04-22 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-04-21 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-04-20 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-04-17 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-16 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-15 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-14 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-13 A- 4/5 5/5 5/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
142.74B
OE per share TTM
51.09
Owner's Yield
15.96%
Maintenance CapEx ratio
4.44%
Maint CapEx / Avg PPE
15.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
5,161
Total invested
570.88B
Insider transactions (90d)
17
Beneficial owners (>5%)
4
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 JPMORGAN CHASE & CO.13-2624428 2.25M 13.50% 2.25M 2.25M HC Delaware 2024-10-30
2 JPMORGAN CHASE FUNDING INC. 13-3471824 2.25M 13.50% 2.25M 2.25M HC Delaware 2024-10-30
3 JPMorgan Chase & Co. 182.1K 18.21% 182.1K 182.1K HC, CO 2024-09-12
4 Inc. 167.8K 16.74% 167.8K 167.8K IA, CO 2024-09-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
5,161
-88 vs prev Q
New positions
203
Closed positions
292
Increased
2,297
Reduced
2,270
Put/Call ratio
1.36
Calls held
21.20M
Puts held
28.82M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 265.76M -136.4K (-0.1%) 85.63B +1.8B (+2.1%) 9.53% -0.005 pp 1.24% -0.014 pp USD66.84 +382.1% 84 qtrs
2 BLACKROCK, INC. 211.60M +2.4M (+1.1%) 68.18B +2.2B (+3.3%) 7.59% +0.086 pp 1.15% -0.003 pp USD214.58 +50.2% 6 qtrs
3 STATE STREET CORP 125.34M +144.2K (+0.1%) 40.39B +896.5M (+2.3%) 4.49% +0.005 pp 1.35% -0.015 pp USD71.93 +348.0% 51 qtrs
4 MORGAN STANLEY 66.39M +939.4K (+1.4%) 21.39B +747.1M (+3.6%) 2.38% +0.034 pp 1.28% +0.027 pp USD107.94 +198.5% 51 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 61.27M -13.0K (0.0%) 19.67B +413.1M (+2.1%) 2.20% -0.001 pp 1.21% -0.015 pp USD93.95 +243.0% 78 qtrs
6 BANK OF AMERICA CORP /DE/ 56.72M -1.0M (-1.8%) 18.28B +59.0M (+0.3%) 2.03% -0.037 pp 1.33% +0.094 pp USD128.63 +150.5% 52 qtrs
7 FMR LLC 35.70M -3.0M (-7.8%) 11.50B -715.4M (-5.9%) 1.28% -0.109 pp 0.59% -0.049 pp USD104.93 +207.1% 70 qtrs
8 NORGES BANK 35.37M +35.4M (+100.0%) 11.40B +11.4B (+100.0%) 1.27% +1.268 pp 1.22% +1.219 pp USD322.22 +0.0% 1 qtrs NEW
9 NORTHERN TRUST CORP 31.67M -685.6K (-2.1%) 10.21B -1.2M (0.0%) 1.14% -0.025 pp 1.30% -0.005 pp USD81.74 +294.2% 51 qtrs
10 PRICE T ROWE ASSOCIATES INC /MD/ 27.94M -1.1M (-3.7%) 9.00B -149.5M (-1.6%) 1.00% -0.039 pp 0.97% -0.009 pp USD126.23 +155.3% 75 qtrs
11 CAPITAL INTERNATIONAL INVESTORS 26.63M -1.5M (-5.4%) 8.58B -294.7M (-3.3%) 0.95% -0.054 pp 1.34% -0.088 pp USD106.64 +202.2% 51 qtrs
12 ROYAL BANK OF CANADA 24.08M +118.7K (+0.5%) 7.76B +200.9M (+2.7%) 0.86% +0.004 pp 1.26% +0.024 pp USD127.79 +152.1% 51 qtrs
13 BANK OF NEW YORK MELLON CORP 23.42M +1.2M (+5.4%) 7.55B +535.9M (+7.6%) 0.84% +0.043 pp 1.35% -0.019 pp USD88.21 +265.3% 66 qtrs
14 WELLS FARGO & COMPANY/MN 23.09M -140.0K (-0.6%) 7.44B +112.6M (+1.5%) 0.83% -0.005 pp 1.35% -0.038 pp USD62.76 +413.4% 57 qtrs
15 CAPITAL RESEARCH GLOBAL INVESTORS 21.93M -1.1M (-4.7%) 7.07B -193.0M (-2.7%) 0.79% -0.039 pp 1.30% -0.058 pp USD166.75 +93.2% 51 qtrs
16 GOLDMAN SACHS GROUP INC 21.78M -388.8K (-1.8%) 7.02B +25.2M (+0.4%) 0.78% -0.014 pp 0.86% +0.005 pp USD142.98 +125.4% 73 qtrs
17 AMERIPRISE FINANCIAL INC 19.35M -1.6M (-7.6%) 6.23B -378.7M (-5.7%) 0.69% -0.057 pp 1.41% -0.110 pp USD77.96 +313.3% 51 qtrs
18 LEGAL & GENERAL GROUP PLC 19.02M +110.6K (+0.6%) 6.13B +164.0M (+2.8%) 0.68% +0.004 pp 1.36% +0.021 pp USD92.00 +250.2% 75 qtrs
19 UBS GROUP AG 18.90M -665.6K (-3.4%) 6.09B -81.7M (-1.3%) 0.68% -0.024 pp 0.99% +0.021 pp USD127.34 +153.0% 45 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18.75M -69.6K (-0.4%) 6.04B +105.3M (+1.8%) 0.67% -0.003 pp 0.94% -0.009 pp USD80.52 +300.2% 100 qtrs
21 DIMENSIONAL FUND ADVISORS LP 18.36M -331.5K (-1.8%) 5.92B +20.3M (+0.3%) 0.66% -0.012 pp 1.24% -0.024 pp USD85.63 +276.3% 51 qtrs
22 CAPITAL WORLD INVESTORS 18.14M -6.0M (-24.7%) 5.85B -1.8B (-23.1%) 0.65% -0.214 pp 0.80% -0.243 pp USD100.95 +219.2% 50 qtrs
23 UBS ASSET MANAGEMENT AMERICAS INC 16.40M -232.4K (-1.4%) 5.29B +38.1M (+0.7%) 0.59% -0.008 pp 1.12% -0.022 pp USD149.62 +115.4% 90 qtrs
24 FISHER ASSET MANAGEMENT, LLC 16.02M +296.2K (+1.9%) 5.16B +202.2M (+4.1%) 0.57% +0.011 pp 1.76% -0.033 pp USD149.54 +115.5% 57 qtrs
25 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 15.52M -896.3K (-5.5%) 5.00B -177.3M (-3.4%) 0.56% -0.032 pp 1.61% +0.008 pp USD60.30 +434.4% 51 qtrs
26 NUVEEN, LLC 14.78M -597.1K (-3.9%) 4.76B -88.0M (-1.8%) 0.53% -0.021 pp 1.25% -0.033 pp USD245.30 +31.4% 4 qtrs
27 RAYMOND JAMES FINANCIAL INC 14.45M +2.4K (+0.0%) 4.66B +99.9M (+2.2%) 0.52% +0.000 pp 1.45% -0.016 pp USD239.72 +34.4% 5 qtrs
28 INVESCO LTD. 14.45M -206.3K (-1.4%) 4.66B +33.0M (+0.7%) 0.52% -0.007 pp 0.71% -0.014 pp USD105.80 +204.6% 57 qtrs
29 FRANKLIN RESOURCES INC 12.42M -176.7K (-1.4%) 4.00B +28.6M (+0.7%) 0.45% -0.006 pp 0.98% -0.009 pp USD121.84 +164.5% 51 qtrs
30 WELLINGTON MANAGEMENT GROUP LLP 10.39M -3.4M (-24.8%) 3.35B -1.0B (-23.2%) 0.37% -0.123 pp 0.59% -0.176 pp USD75.38 +327.5% 81 qtrs
31 DEUTSCHE BANK AG\ 10.19M +296.5K (+3.0%) 3.28B +162.7M (+5.2%) 0.37% +0.011 pp 1.07% +0.024 pp USD110.99 +190.3% 50 qtrs
32 BARCLAYS PLC 9.75M +653.1K (+7.2%) 3.14B +1.2B (+63.8%) 0.35% +0.023 pp 0.75% +0.262 pp USD206.96 +55.7% 51 qtrs
33 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 9.13M +1.3M (+16.0%) 2.94B +459.0M (+18.5%) 0.33% +0.045 pp 2.54% +0.366 pp USD185.90 +73.3% 37 qtrs
34 NEUBERGER BERMAN GROUP LLC 8.21M -554.9K (-6.3%) 2.65B -119.1M (-4.3%) 0.29% -0.020 pp 1.97% -0.051 pp USD82.90 +288.7% 51 qtrs
35 BNP PARIBAS ARBITRAGE, SNC 7.91M +1.8M (+29.9%) 2.55B +628.6M (+32.7%) 0.28% +0.065 pp 1.16% +0.129 pp USD235.53 +36.8% 51 qtrs
36 HSBC HOLDINGS PLC 7.56M +751.2K (+11.0%) 2.44B +294.1M (+13.7%) 0.27% +0.027 pp 1.24% +0.060 pp USD152.87 +110.8% 56 qtrs
37 BOSTON PARTNERS 7.23M -260.8K (-3.5%) 2.33B -33.5M (-1.4%) 0.26% -0.009 pp 2.41% -0.014 pp USD106.67 +202.1% 76 qtrs
38 ENVESTNET ASSET MANAGEMENT INC 6.78M -300.2K (-4.2%) 2.18B -48.7M (-2.2%) 0.24% -0.011 pp 0.65% +0.006 pp USD138.88 +132.0% 51 qtrs
39 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 6.76M +145.6K (+2.2%) 2.18B +91.8M (+4.4%) 0.24% +0.005 pp 1.25% -0.004 pp USD127.69 +152.3% 58 qtrs
40 AMUNDI 6.75M +1.3M (+23.2%) 2.18B +480.5M (+28.4%) 0.24% +0.046 pp 0.59% +0.046 pp USD198.15 +62.6% 19 qtrs
41 PNC FINANCIAL SERVICES GROUP, INC. 6.74M -104.2K (-1.5%) 2.17B +12.9M (+0.6%) 0.24% -0.004 pp 1.19% -0.123 pp USD59.30 +443.4% 51 qtrs
42 SCHRODER INVESTMENT MANAGEMENT GROUP 6.61M +215.8K (+3.4%) 2.13B +111.3M (+5.5%) 0.24% +0.008 pp 1.63% +0.054 pp USD146.24 +120.3% 51 qtrs
43 BAIRD FINANCIAL GROUP, INC. 6.58M +143.1K (+2.2%) 2.12B +89.8M (+4.4%) 0.24% +0.005 pp 3.30% +0.040 pp USD135.65 +137.5% 43 qtrs
44 SUMITOMO MITSUI TRUST HOLDINGS, INC. 6.47M -334.5K (-4.9%) 2.09B -61.5M (-2.9%) 0.23% -0.012 pp 1.23% -0.011 pp USD72.25 +346.0% 59 qtrs
45 SG AMERICAS SECURITIES, LLC 6.22M +6.2M (+223,496.0%) 2.00B +2.0B (+228,364.1%) 0.22% +0.223 pp 2.56% +2.555 pp USD322.19 +0.0% 51 qtrs
46 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 5.87M +237.2K (+4.2%) 1.91B +133.8M (+7.5%) 0.21% +0.009 pp 1.29% +0.016 pp USD181.13 +77.9% 58 qtrs
47 BANK OF MONTREAL /CAN/ 5.83M -300.6K (-4.9%) 1.88B -55.2M (-2.9%) 0.21% -0.011 pp 0.65% -0.091 pp USD136.67 +135.8% 51 qtrs
48 CANADA PENSION PLAN INVESTMENT BOARD 5.57M -139.0K (-2.4%) 1.80B -6.0M (-0.3%) 0.20% -0.005 pp 1.20% -0.064 pp USD198.65 +62.2% 52 qtrs
49 LPL FINANCIAL LLC 5.46M +242.2K (+4.6%) 1.76B +113.5M (+6.9%) 0.20% +0.009 pp 0.48% +0.001 pp USD180.88 +78.1% 51 qtrs
50 CITADEL ADVISORS LLC 5.43M +668.1K (+14.0%) 1.75B +247.6M (+16.5%) 0.19% +0.024 pp 0.26% +0.034 pp USD181.85 +77.2% 38 qtrs
51 ALLIANCEBERNSTEIN L.P. 5.43M -349.5K (-6.1%) 1.75B -73.4M (-4.0%) 0.19% -0.013 pp 0.55% -0.022 pp USD102.60 +214.1% 61 qtrs
52 NATIONAL PENSION SERVICE 5.41M -41.9K (-0.8%) 1.74B +23.5M (+1.4%) 0.19% -0.002 pp 1.29% -0.045 pp USD121.13 +166.0% 46 qtrs
53 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 5.28M +447.7K (+9.3%) 1.70B +177.1M (+11.6%) 0.19% +0.016 pp 2.85% +0.087 pp USD225.75 +42.7% 25 qtrs
54 PRINCIPAL FINANCIAL GROUP INC 5.13M -167.5K (-3.2%) 1.65B -18.0M (-1.1%) 0.18% -0.006 pp 0.84% +0.001 pp USD75.37 +327.5% 81 qtrs
55 TD ASSET MANAGEMENT INC 4.93M -148.3K (-2.9%) 1.59B -13.3M (-0.8%) 0.18% -0.005 pp 1.28% -0.023 pp USD119.41 +169.8% 51 qtrs
56 JPMORGAN CHASE & CO 4.93M +74.8K (+1.5%) 1.59B +57.0M (+3.7%) 0.18% +0.003 pp 0.10% +0.008 pp USD130.58 +146.8% 51 qtrs
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4.88M -1.5M (-23.6%) 1.57B -443.2M (-22.0%) 0.17% -0.054 pp 0.18% -0.049 pp USD151.88 +112.2% 51 qtrs
58 UNISPHERE ESTABLISHMENT 4.80M +— (+0.0%) 1.55B +32.6M (+2.2%) 0.17% +0.000 pp 11.56% -0.309 pp USD170.48 +89.0% 9 qtrs
59 SWEDBANK AB 4.73M -111.4K (-2.3%) 1.52B -3.1M (-0.2%) 0.17% -0.004 pp 1.47% -0.074 pp USD180.53 +78.5% 20 qtrs
60 RHUMBLINE ADVISERS 4.71M -167.3K (-3.4%) 1.52B -20.8M (-1.4%) 0.17% -0.006 pp 1.23% -0.009 pp USD68.44 +370.8% 51 qtrs
61 BESSEMER GROUP INC 4.70M -701.4K (-13.0%) 1.51B -189.3M (-11.1%) 0.17% -0.025 pp 2.32% -0.281 pp USD121.46 +165.3% 51 qtrs
62 CLEARBRIDGE INVESTMENTS, LLC 4.62M -194.2K (-4.0%) 1.49B -29.9M (-2.0%) 0.17% -0.007 pp 1.19% +0.048 pp USD73.38 +339.1% 62 qtrs
63 SANDERS CAPITAL, LLC 4.31M -31.5K (-0.7%) 1.39B +19.3M (+1.4%) 0.15% -0.001 pp 1.60% -0.085 pp USD119.49 +169.7% 61 qtrs
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4.26M -113.3K (-2.6%) 1.37B -6.8M (-0.5%) 0.15% -0.004 pp 1.37% -0.042 pp USD59.66 +440.1% 52 qtrs
65 JANUS HENDERSON GROUP PLC 4.19M -170.1K (-3.9%) 1.35B -25.5M (-1.9%) 0.15% -0.006 pp 0.60% -0.023 pp USD120.30 +167.8% 87 qtrs
66 STIFEL FINANCIAL CORP 3.90M -14.8K (-0.4%) 1.26B +21.8M (+1.8%) 0.14% -0.001 pp 1.13% +0.003 pp USD107.22 +200.5% 48 qtrs
67 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 3.78M -12.7K (-0.3%) 1.22B +21.6M (+1.8%) 0.14% -0.001 pp 1.73% +0.002 pp USD175.68 +83.4% 74 qtrs
68 AMERICAN CENTURY COMPANIES INC 3.71M -373.6K (-9.2%) 1.19B -92.7M (-7.2%) 0.13% -0.013 pp 0.60% -0.055 pp USD113.83 +183.1% 51 qtrs
69 PRIMECAP MANAGEMENT CO/CA/ 3.61M -231.2K (-6.0%) 1.16B -48.4M (-4.0%) 0.13% -0.008 pp 0.88% -0.048 pp USD91.01 +254.0% 44 qtrs
70 US BANCORP \DE\ 3.58M -71.5K (-2.0%) 1.15B +1.8M (+0.2%) 0.13% -0.003 pp 1.35% -0.014 pp USD71.91 +348.1% 51 qtrs
71 NORDEA INVESTMENT MANAGEMENT AB 3.57M +220.6K (+6.6%) 1.15B +110.1M (+10.6%) 0.13% +0.008 pp 0.99% +0.077 pp USD136.06 +136.8% 88 qtrs
72 CI PRIVATE WEALTH, LLC 3.48M +290.2K (+9.1%) 1.12B +122.6M (+12.3%) 0.13% +0.010 pp 1.51% -0.066 pp USD160.46 +100.8% 13 qtrs
73 JANE STREET GROUP, LLC 3.30M -3.9K (-0.1%) 1.06B +21.2M (+2.0%) 0.12% 0.000 pp 0.16% +0.002 pp USD243.70 +32.2% 6 qtrs
74 NEW YORK STATE COMMON RETIREMENT FUND 3.24M -91.8K (-2.8%) 1.05B -6.9M (-0.7%) 0.12% -0.003 pp 1.39% +0.034 pp USD45.22 +612.6% 100 qtrs
75 ALLIANZ ASSET MANAGEMENT GMBH 3.23M +512.1K (+18.8%) 1.04B +183.5M (+21.4%) 0.12% +0.018 pp 1.05% +0.095 pp USD206.23 +56.2% 51 qtrs
76 FAYEZ SAROFIM & CO 3.18M -293.2K (-8.4%) 1.02B -78.8M (-7.1%) 0.11% -0.011 pp 2.46% -0.100 pp USD105.74 +204.7% 49 qtrs
77 CIBC PRIVATE WEALTH GROUP, LLC 3.16M -36.9K (-1.2%) 1.02B +9.8M (+1.0%) 0.11% -0.001 pp 1.72% -0.005 pp USD97.15 +231.7% 48 qtrs
78 VOYA INVESTMENT MANAGEMENT LLC 3.07M +150.3K (+5.1%) 990.03M +68.3M (+7.4%) 0.11% +0.005 pp 0.98% +0.056 pp USD165.41 +94.8% 51 qtrs
79 MARINER, LLC 3.03M -275.9K (-8.3%) 975.92M -66.4M (-6.4%) 0.11% -0.010 pp 1.16% -0.185 pp USD168.73 +91.0% 60 qtrs
80 AVIVA PLC 3.02M +336.9K (+12.6%) 973.13M +126.8M (+15.0%) 0.11% +0.012 pp 1.64% +0.103 pp USD199.02 +61.9% 51 qtrs
81 TRUIST FINANCIAL CORP 3.01M +71.9K (+2.5%) 968.74M +43.1M (+4.7%) 0.11% +0.003 pp 1.29% +0.040 pp USD142.25 +126.5% 51 qtrs
82 COLONY GROUP, LLC 3.01M +640.5K (+27.1%) 967.95M +221.3M (+29.6%) 0.11% +0.023 pp 1.10% -0.101 pp USD237.09 +35.9% 9 qtrs
83 FIL LTD 3.00M +28.8K (+1.0%) 965.18M +29.4M (+3.1%) 0.11% +0.001 pp 0.72% -0.013 pp USD109.02 +195.6% 66 qtrs
84 CITIGROUP INC 2.99M -2.1M (-41.2%) 964.09M -639.8M (-39.9%) 0.11% -0.075 pp 0.43% -0.290 pp USD172.84 +86.4% 100 qtrs
85 ENSIGN PEAK ADVISORS, INC 2.98M -442.5K (-12.9%) 958.64M -119.4M (-11.1%) 0.11% -0.016 pp 1.69% -0.076 pp USD128.89 +150.0% 25 qtrs
86 ACADIAN ASSET MANAGEMENT LLC 2.91M +763.0K (+35.5%) 937.53M +260.4M (+38.5%) 0.10% +0.027 pp 1.54% +0.358 pp USD297.07 +8.5% 50 qtrs
87 NATIONAL BANK OF CANADA /FI/ 2.78M -330.6K (-10.6%) 896.26M -85.3M (-8.7%) 0.10% -0.012 pp 0.81% -0.162 pp USD185.30 +73.9% 17 qtrs
88 RATHBONES GROUP PLC 2.74M -25.8K (-0.9%) 882.11M +10.5M (+1.2%) 0.10% -0.001 pp 3.49% -0.047 pp USD143.81 +124.1% 81 qtrs
89 CREDIT AGRICOLE S A 2.74M +770.0K (+39.2%) 881.82M +261.5M (+42.1%) 0.10% +0.028 pp 2.00% +0.358 pp USD317.34 +1.5% 2 qtrs
90 KBC GROUP NV 2.73M +64.0K (+2.4%) 878.15M +38.7M (+4.6%) 0.10% +0.002 pp 2.00% -0.011 pp USD213.92 +50.6% 69 qtrs
91 HIGHTOWER ADVISORS, LLC 2.67M -49.5K (-1.8%) 861.03M +2.5M (+0.3%) 0.10% -0.002 pp 0.94% -0.033 pp USD126.57 +154.6% 67 qtrs
92 AXIOM INVESTORS LLC /DE 2.62M +892.8K (+51.6%) 845.54M +299.4M (+54.8%) 0.09% +0.032 pp 7.42% +3.399 pp USD271.32 +18.8% 5 qtrs
93 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.59M +5.5K (+0.2%) 835.55M +19.4M (+2.4%) 0.09% +0.000 pp 0.69% +0.016 pp USD71.66 +349.7% 100 qtrs
94 MACKENZIE FINANCIAL CORP 2.53M -32.4K (-1.3%) 817.83M +8.4M (+1.0%) 0.09% -0.001 pp 0.97% -0.012 pp USD115.56 +178.8% 95 qtrs
95 VICTORY CAPITAL MANAGEMENT INC 2.53M +165.2K (+7.0%) 814.25M +69.3M (+9.3%) 0.09% +0.006 pp 0.46% +0.024 pp USD142.72 +125.8% 50 qtrs
96 APG ASSET MANAGEMENT N.V. 2.89M +165.0K (+6.1%) 791.86M +61.3M (+8.4%) 0.10% +0.006 pp 2.25% +0.197 pp USD220.99 +45.8% 51 qtrs
97 DEKABANK DEUTSCHE GIROZENTRALE 3.43M +— (+0.0%) 725.98M -356.0M (-32.9%) 0.12% +0.000 pp 1.25% -0.566 pp USD119.94 +168.7% 66 qtrs
98 ACTIAM N.V. 8.67M +7.8M (+889.3%) 279.48M +2.9M (+1.1%) 0.31% +0.280 pp 2.83% -0.112 pp USD308.69 +4.4% 9 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.06
Bearish
Ratio by volume
0.38
Bearish
Buys
1
Sells
17
Shares acquired
135.0K
Shares disposed
354.8K
Cash buys
Cash sales
16.00
Net activity
-219,769
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-20 Friedman Stacey Officer S-Sale D Common Stock 5,468 300.27 1.64M 46,428 D
2026-05-15 Petno Douglas B Officer S-Sale D Common Stock 5,659 300.05 1.70M 224,619 D
2026-05-15 Lake Marianne Officer S-Sale D Common Stock 6,427 298.36 1.92M 76,402 I
2026-05-15 Erdoes Mary E. Officer S-Sale D Common Stock 6,648 298.36 1.98M 632,399 D
2026-05-15 Beer Lori A Officer S-Sale D Common Stock 3,165 300.05 949.7K 66,783 D
2026-05-14 Petno Douglas B Officer G-Gift D Common Stock 135,027 0.00 230,278 D
2026-05-05 Piepszak Jennifer Officer S-Sale D Common Stock 4,919 309.42 1.52M 85,082 D
2026-05-05 Barnum Jeremy Officer S-Sale D Common Stock 3,022 309.41 935.0K 32,438 D
2026-05-05 BACON ASHLEY Officer S-Sale D Common Stock 4,070 309.42 1.26M 248,785 D
2026-04-15 Piepszak Jennifer Officer S-Sale D Common Stock 9,136 306.56 2.80M 90,001 D
2026-04-15 Petno Douglas B Officer S-Sale D Common Stock 5,660 306.58 1.74M 381,807 D
2026-04-15 Lake Marianne Officer S-Sale D Common Stock 6,427 306.57 1.97M 130,872 I
2026-04-15 Erdoes Mary E. Officer S-Sale D Common Stock 12,345 306.57 3.78M 639,047 D
2026-04-15 DIMON JAMES Director / Officer S-Sale D Common Stock 130,488 306.56 40.00M 1,680,625 D
2026-04-15 Beer Lori A Officer S-Sale D Common Stock 3,166 306.59 970.7K 69,948 D
2026-04-15 Barnum Jeremy Officer S-Sale D Common Stock 5,611 306.55 1.72M 35,460 D
2026-04-15 BACON ASHLEY Officer S-Sale D Common Stock 7,558 306.55 2.32M 252,855 D
2026-03-31 Rometty Virginia M Director A-Award A Common Stock 136 294.16 40.0K 14,836 D
2026-03-31 NOVAKOVIC PHEBE N Director A-Award A Common Stock 136 294.16 40.0K 13,395 D
2026-03-31 HOBSON MELLODY L Director A-Award A Common Stock 153 294.16 45.0K 29,705 D
2026-03-31 BURKE STEPHEN B Director A-Award A Common Stock 191 294.16 56.3K 207,343 D
2026-03-25 Rohrbaugh Troy L Officer M-Exempt A Common Stock 72,965 0.00 184,244 D
2026-03-25 Piepszak Jennifer Officer M-Exempt A Common Stock 57,515 0.00 128,542 D
2026-03-25 Petno Douglas B Officer M-Exempt D Performance Share Units 50,648 0.00 0 D
2026-03-25 Leopold Robin Officer F-InKind D Common Stock 13,768 295.04 4.06M 76,047 D
2026-03-25 Lake Marianne Officer M-Exempt D Performance Share Units 57,515 0.00 0 D
2026-03-25 Friedman Stacey Officer M-Exempt D Performance Share Units 48,929 0.00 0 D
2026-03-25 Erdoes Mary E. Officer M-Exempt A Common Stock 84,984 0.00 698,389 D
2026-03-25 DIMON JAMES Director / Officer M-Exempt D Performance Share Units 320,473 0.00 0 D
2026-03-25 Beer Lori A Officer M-Exempt A Common Stock 28,328 0.00 88,780 D
2026-03-25 Barnum Jeremy Officer M-Exempt A Common Stock 38,629 0.00 62,433 D
2026-03-25 BACON ASHLEY Officer M-Exempt A Common Stock 47,213 0.00 284,370 D
2026-03-23 Leopold Robin Officer S-Sale D Common Stock 433 295.06 127.8K 64,920 D
2026-03-17 Rohrbaugh Troy L Officer A-Award A Performance Share Units 72,965 0.00 72,965 D
2026-03-17 Piepszak Jennifer Officer A-Award A Performance Share Units 57,515 0.00 57,515 D
2026-03-17 Petno Douglas B Officer A-Award A Performance Share Units 50,648 0.00 50,648 D
2026-03-17 Leopold Robin Officer A-Award A Performance Share Units 24,895 0.00 24,895 D
2026-03-17 Lake Marianne Officer A-Award A Performance Share Units 57,515 0.00 57,515 D
2026-03-17 Friedman Stacey Officer A-Award A Performance Share Units 48,929 0.00 48,929 D
2026-03-17 Erdoes Mary E. Officer A-Award A Performance Share Units 84,984 0.00 84,984 D
2026-03-17 DIMON JAMES Director / Officer A-Award A Performance Share Units 320,473 0.00 320,473 D
2026-03-17 Beer Lori A Officer A-Award A Performance Share Units 28,328 0.00 28,328 D
2026-03-17 Barnum Jeremy Officer A-Award A Performance Share Units 38,629 0.00 38,629 D
2026-03-17 BACON ASHLEY Officer A-Award A Performance Share Units 47,213 0.00 47,213 D
2026-02-19 Rohrbaugh Troy L Officer S-Sale D Common Stock 50,000 307.11 15.36M 111,279 D
2026-02-19 Leopold Robin Officer S-Sale D Common Stock 432 307.14 132.7K 65,353 D
2026-02-19 DIMON JAMES Director / Officer S-Sale D Common Stock 5,000 307.19 1.54M 4,273,796 I
2026-02-17 Petno Douglas B Officer S-Sale D Common Stock 3,487 306.40 1.07M 364,828 D
2026-02-17 Lake Marianne Officer S-Sale D Common Stock 3,907 306.41 1.20M 137,299 I
2026-02-17 Friedman Stacey Officer S-Sale D Common Stock 3,404 306.40 1.04M 61,949 I
2026-02-17 Erdoes Mary E. Officer S-Sale D Common Stock 5,731 306.41 1.76M 613,405 D
2026-02-17 Beer Lori A Officer S-Sale D Common Stock 2,047 306.40 627.2K 60,452 D
2026-02-17 Barnum Jeremy Officer S-Sale D Common Stock 2,892 306.42 886.2K 23,804 D
2026-02-03 Leopold Robin Officer G-Gift A Common Stock 132 0.00 65,785 D
2026-01-21 Petno Douglas B Officer G-Gift D Common Stock 811 0.00 368,315 D
2026-01-20 WEINBERGER MARK A Director A-Award A Common Stock 914 306.51 280.0K 4,111 D
2026-01-20 SMITH BRAD D Director A-Award A Common Stock 914 306.51 280.0K 2,947 D
2026-01-20 Rometty Virginia M Director A-Award A Common Stock 914 306.51 280.0K 14,700 D
2026-01-20 Rohrbaugh Troy L Officer A-Award A Restricted Stock Units 25,938 0.00 25,938 D
2026-01-20 Piepszak Jennifer Officer A-Award A Restricted Stock Units 21,289 0.00 21,289 D
2026-01-20 Petno Douglas B Officer A-Award A Restricted Stock Units 25,938 0.00 25,938 D
2026-01-20 NOVAKOVIC PHEBE N Director A-Award A Common Stock 914 306.51 280.0K 13,259 D
2026-01-20 Leopold Robin Officer A-Award A Restricted Stock Units 8,565 0.00 8,565 D
2026-01-20 Lake Marianne Officer A-Award A Restricted Stock Units 21,534 0.00 21,534 D
2026-01-20 Korablina Elena A Officer A-Award A Restricted Stock Units 8,157 0.00 8,157 D
2026-01-20 HOBSON MELLODY L Director A-Award A Common Stock 914 306.51 280.0K 29,552 D
2026-01-20 Gorsky Alex Director A-Award A Common Stock 914 306.51 280.0K 7,294 D
2026-01-20 Friedman Stacey Officer A-Award A Restricted Stock Units 18,108 0.00 18,108 D
2026-01-20 Erdoes Mary E. Officer A-Award A Restricted Stock Units 29,364 0.00 29,364 D
2026-01-20 Davis Alicia Boler Director A-Award A Common Stock 914 306.51 280.0K 3,611 D
2026-01-20 DIMON JAMES Director / Officer G-Gift D Common Stock 90,000 0.00 1,667,862 D
2026-01-20 Buck Michele Director A-Award A Common Stock 914 306.51 280.0K 919 D
2026-01-20 Beer Lori A Officer A-Award A Restricted Stock Units 12,725 0.00 12,725 D
2026-01-20 Barnum Jeremy Officer A-Award A Restricted Stock Units 18,108 0.00 18,108 D
2026-01-20 BURKE STEPHEN B Director A-Award A Common Stock 914 306.51 280.0K 207,152 D
2026-01-20 BAMMANN LINDA Director A-Award A Common Stock 914 306.51 280.0K 83,455 D
2026-01-20 BACON ASHLEY Officer A-Award A Restricted Stock Units 18,108 0.00 18,108 D
2026-01-16 Piepszak Jennifer Officer S-Sale D Common Stock 8,571 312.79 2.68M 71,027 D
2026-01-16 Petno Douglas B Officer S-Sale D Common Stock 3,487 312.80 1.09M 369,126 D
2026-01-16 Lake Marianne Officer S-Sale D Common Stock 3,908 312.78 1.22M 121,035 I
2026-01-16 Friedman Stacey Officer S-Sale D Common Stock 3,404 312.80 1.06M 65,353 I
2026-01-16 Erdoes Mary E. Officer S-Sale D Common Stock 5,732 312.78 1.79M 619,136 D
2026-01-16 Beer Lori A Officer S-Sale D Common Stock 2,047 312.80 640.3K 62,499 D
2026-01-16 Barnum Jeremy Officer S-Sale D Common Stock 2,893 312.79 904.9K 26,696 D
2026-01-16 BACON ASHLEY Officer S-Sale D Common Stock 7,364 312.79 2.30M 237,157 D
2026-01-13 Rohrbaugh Troy L Officer M-Exempt D Restricted Stock Units 20,082 0.00 20,082 D
2026-01-13 Piepszak Jennifer Officer M-Exempt A Common Stock 16,020 0.00 96,373 D
2026-01-13 Petno Douglas B Officer M-Exempt A Common Stock 15,761 0.00 374,425 D
2026-01-13 Leopold Robin Officer M-Exempt A Common Stock 7,747 0.00 66,226 D
2026-01-13 Lake Marianne Officer M-Exempt D Restricted Stock Units 17,898 0.00 0 D
2026-01-13 Korablina Elena A Officer M-Exempt A Common Stock 1,400 0.00 27,818 D
2026-01-13 Friedman Stacey Officer M-Exempt D Restricted Stock Units 14,215 0.00 14,216 D
2026-01-13 Erdoes Mary E. Officer M-Exempt D Restricted Stock Units 23,692 0.00 23,693 D
2026-01-13 Beer Lori A Officer M-Exempt A Common Stock 8,349 0.00 73,521 D
2026-01-13 Barnum Jeremy Officer M-Exempt D Restricted Stock Units 12,861 0.00 12,862 D
2026-01-13 BACON ASHLEY Officer M-Exempt A Common Stock 14,215 0.00 258,699 D
2025-12-31 Rometty Virginia M Director A-Award A Common Stock 113 322.22 36.3K 13,726 D
2025-12-31 NOVAKOVIC PHEBE N Director A-Award A Common Stock 116 322.22 37.5K 12,293 D
2025-12-31 HOBSON MELLODY L Director A-Award A Common Stock 140 322.22 45.0K 28,535 D
2025-12-31 BURKE STEPHEN B Director A-Award A Common Stock 175 322.22 56.3K 205,550 D
2025-12-07 Combs Todd A. Director 0 0.00 0
2025-11-12 Rohrbaugh Troy L Officer G-Gift D Common Stock 9,500 0.00 141,626 D
2025-11-07 Leopold Robin Officer S-Sale D Common Stock 966 311.92 301.3K 58,479 D
2025-11-05 Erdoes Mary E. Officer G-Gift D Common Stock 6,468 0.00 601,942 D
2025-11-04 Petno Douglas B Officer G-Gift D Common Stock 809 0.00 358,664 D
2025-10-25 Korablina Elena A Officer M-Exempt A Common Stock 881 0.00 13,209 D
2025-09-30 Rometty Virginia M Director A-Award A Common Stock 111 315.43 35.0K 13,549 D
2025-09-30 NOVAKOVIC PHEBE N Director A-Award A Common Stock 119 315.43 37.5K 12,120 D
2025-09-30 HOBSON MELLODY L Director A-Award A Common Stock 135 315.43 42.5K 28,284 D
2025-09-30 BURKE STEPHEN B Director A-Award A Common Stock 178 315.43 56.3K 184,881 D
2025-09-02 BAMMANN LINDA Director S-Sale D Common Stock 9,500 297.94 2.83M 82,207 D
2025-07-25 Petno Douglas B Officer G-Gift D Common Stock 1,682 0.00 351,973 D
2025-06-30 Rometty Virginia M Director A-Award A Common Stock 121 289.91 35.0K 13,376 D
2025-06-30 Pinto Daniel E Officer 0 0.00 0
2025-06-30 NOVAKOVIC PHEBE N Director A-Award A Common Stock 129 289.91 37.5K 11,947 D
2025-06-30 HOBSON MELLODY L Director A-Award A Common Stock 155 289.91 45.0K 28,043 D
2025-06-30 BURKE STEPHEN B Director A-Award A Common Stock 194 289.91 56.2K 183,985 D
2025-06-12 BACON ASHLEY Officer S-Sale D Common Stock 5,201 267.44 1.39M 229,791 D
2025-06-05 Piepszak Jennifer Officer S-Sale D Common Stock 6,128 262.47 1.61M 62,455 D
2025-05-20 Friedman Stacey Officer S-Sale D Common Stock 2,821 265.71 749.6K 68,757 I
2025-05-16 Lake Marianne Officer S-Sale D Common Stock 12,274 267.08 3.28M 63,404 D
2025-05-16 Beer Lori A Officer S-Sale D Common Stock 5,873 267.09 1.57M 56,356 D
2025-05-15 Petno Douglas B Officer S-Sale D Common Stock 10,141 266.89 2.71M 353,655 D
2025-05-14 DIMON JAMES Director / Officer G-Gift D Common Stock 37,812 0.00 0 I
2025-05-13 Erdoes Mary E. Officer S-Sale D Common Stock 14,055 262.54 3.69M 608,410 D
2025-05-13 BACON ASHLEY Officer S-Sale D Common Stock 5,202 262.53 1.37M 234,992 D
2025-05-12 Rohrbaugh Troy L Officer S-Sale D Common Stock 12,500 263.08 3.29M 151,126 D
2025-05-06 Piepszak Jennifer Officer S-Sale D Common Stock 6,129 250.76 1.54M 68,583 D
2025-05-06 Barnum Jeremy Officer S-Sale D Common Stock 40,014 250.77 10.03M 18,017 D
2025-05-06 BAMMANN LINDA Director S-Sale D Common Stock 9,500 250.00 2.38M 91,539 D
2025-05-05 BAMMANN LINDA Director G-Gift D Common Stock 500 0.00 101,039 D
2025-04-14 DIMON JAMES Director / Officer S-Sale D Common Stock 133,639 235.68 31.50M 1,321,357 D
2025-03-31 Rometty Virginia M Director A-Award A Common Stock 143 245.30 35.0K 13,170 D
2025-03-31 NOVAKOVIC PHEBE N Director A-Award A Common Stock 153 245.30 37.5K 11,743 D
2025-03-31 HOBSON MELLODY L Director A-Award A Common Stock 183 245.30 45.0K 27,739 D
2025-03-31 BURKE STEPHEN B Director A-Award A Common Stock 229 245.30 56.2K 182,789 D
2025-03-24 Rohrbaugh Troy L Officer S-Sale D Common Stock 25,000 247.02 6.18M 133,381 D
2025-03-24 Piepszak Jennifer Officer S-Sale D Common Stock 4,272 247.03 1.06M 50,197 D
2025-03-24 Leopold Robin Officer S-Sale D Common Stock 1,250 246.92 308.7K 49,127 D
2025-03-24 Beer Lori A Officer S-Sale D Common Stock 2,052 246.93 506.7K 50,482 D
2025-03-18 Rohrbaugh Troy L Officer A-Award A Performance Share Units 67,664 0.00 67,664 D
2025-03-18 Pinto Daniel E Officer A-Award A Performance Share Units 113,443 0.00 113,443 D
2025-03-18 Piepszak Jennifer Officer A-Award A Performance Share Units 50,151 0.00 50,151 D
2025-03-18 Petno Douglas B Officer A-Award A Performance Share Units 45,374 0.00 45,374 D
2025-03-18 Leopold Robin Officer A-Award A Performance Share Units 23,085 0.00 23,085 D
2025-03-18 Lake Marianne Officer A-Award A Performance Share Units 50,151 0.00 50,151 D
2025-03-18 Friedman Stacey Officer A-Award A Performance Share Units 42,191 0.00 42,191 D
2025-03-18 Erdoes Mary E. Officer A-Award A Performance Share Units 62,888 0.00 62,888 D
2025-03-18 DIMON JAMES Director / Officer A-Award A Performance Share Units 297,186 0.00 297,186 D
2025-03-18 Beer Lori A Officer A-Award A Performance Share Units 26,270 0.00 26,270 D
2025-03-18 Barnum Jeremy Officer A-Award A Performance Share Units 29,633 0.00 29,633 D
2025-03-18 BACON ASHLEY Officer A-Award A Performance Share Units 42,191 0.00 42,191 D
2025-03-17 Buck Michele Director Common Stock 0 0.00 5 D
2025-02-20 Rohrbaugh Troy L Officer S-Sale D Common Stock 37,500 269.84 10.12M 158,381 D
2025-02-20 Piepszak Jennifer Officer S-Sale D Common Stock 4,273 269.85 1.15M 54,469 D
2025-02-20 Leopold Robin Officer S-Sale D Common Stock 1,250 270.09 337.6K 50,377 D
2025-02-20 DIMON JAMES Director / Officer S-Sale D Common Stock 83,500 269.84 22.53M 3,964,166 I
2025-02-20 Beer Lori A Officer S-Sale D Common Stock 2,053 269.88 554.1K 52,534 D
2025-02-18 Petno Douglas B Officer S-Sale D Common Stock 3,490 278.41 971.6K 335,445 D
2025-02-18 Lake Marianne Officer S-Sale D Common Stock 4,232 278.36 1.18M 114,275 I
2025-02-18 Friedman Stacey Officer S-Sale D Common Stock 3,303 278.34 919.4K 44,317 D
2025-02-18 Erdoes Mary E. Officer S-Sale D Common Stock 5,277 278.37 1.47M 594,354 D
2025-02-10 Leopold Robin Officer G-Gift A Common Stock 188 0.00 51,627 D
2025-02-01 Erdoes Mary E. Officer J-Other D Preferred Stock, Series HH 51,000 1.00 51.0K 0 D
2025-01-31 DIMON JAMES Director / Officer G-Gift D Common Stock 185,936 0.00 273,035 I
2025-01-21 WEINBERGER MARK A Director A-Award A Common Stock 1,012 261.88 265.0K 3,143 D
2025-01-21 SMITH BRAD D Director Common Stock 0 0.00 2,142 I
2025-01-21 Rometty Virginia M Director A-Award A Common Stock 1,012 261.88 265.0K 13,027 D
2025-01-21 Rohrbaugh Troy L Officer A-Award A Restricted Stock Units 26,349 0.00 26,349 D
2025-01-21 Piepszak Jennifer Officer A-Award A Restricted Stock Units 23,485 0.00 23,485 D
2025-01-21 Petno Douglas B Officer A-Award A Restricted Stock Units 21,766 0.00 21,766 D
2025-01-21 NOVAKOVIC PHEBE N Director A-Award A Common Stock 1,012 261.88 265.0K 11,590 D
2025-01-21 Leopold Robin Officer A-Award A Restricted Stock Units 9,079 0.00 9,079 D
2025-01-21 Lake Marianne Officer A-Award A Restricted Stock Units 23,485 0.00 23,485 D
2025-01-21 Korablina Elena A Officer A-Award A Restricted Stock Units 8,783 0.00 8,783 D
2025-01-21 HOBSON MELLODY L Director A-Award A Common Stock 1,012 261.88 265.0K 27,555 D
2025-01-21 Gorsky Alex Director A-Award A Common Stock 1,012 261.88 265.0K 6,251 D
2025-01-21 Friedman Stacey Officer A-Award A Restricted Stock Units 18,702 0.00 18,702 D
2025-01-21 Erdoes Mary E. Officer A-Award A Restricted Stock Units 31,504 0.00 31,504 D
2025-01-21 Combs Todd A. Director A-Award A Common Stock 1,012 261.88 265.0K 32,759 D
2025-01-21 Boler-Davis Alicia S Director A-Award A Common Stock 1,012 261.88 265.0K 2,643 D
2025-01-21 Beer Lori A Officer A-Award A Restricted Stock Units 12,029 0.00 12,029 D
2025-01-21 Barnum Jeremy Officer A-Award A Restricted Stock Units 18,702 0.00 18,702 D
2025-01-21 BURKE STEPHEN B Director A-Award A Common Stock 1,012 261.88 265.0K 182,338 D
2025-01-21 BAMMANN LINDA Director A-Award A Common Stock 1,012 261.88 265.0K 101,304 D
2025-01-21 BACON ASHLEY Officer A-Award A Restricted Stock Units 18,702 0.00 18,702 D
2025-01-16 Petno Douglas B Officer S-Sale D Common Stock 3,491 253.96 886.6K 338,935 D
2025-01-16 Lake Marianne Officer S-Sale D Common Stock 4,233 254.00 1.08M 118,507 I
2025-01-16 Friedman Stacey Officer S-Sale D Common Stock 3,303 253.94 838.8K 47,620 D
2025-01-16 Erdoes Mary E. Officer S-Sale D Common Stock 5,277 253.97 1.34M 599,631 D
2025-01-16 BACON ASHLEY Officer S-Sale D Common Stock 7,122 253.94 1.81M 219,388 D
2025-01-14 Petno Douglas B Officer Common Stock 0 0.00 50,488 I
2025-01-13 Rohrbaugh Troy L Officer M-Exempt A Common Stock 20,812 0.00 219,299 D
2025-01-13 Pinto Daniel E Officer M-Exempt D Restricted Stock Units 12,323 0.00 24,646 D
2025-01-13 Piepszak Jennifer Officer M-Exempt D Restricted Stock Units 15,426 0.00 0 D
2025-01-13 Leopold Robin Officer M-Exempt A Common Stock 7,101 0.00 58,868 D
2025-01-13 Lake Marianne Officer M-Exempt A Common Stock 15,426 0.00 111,987 D
2025-01-13 Korablina Elena A Officer M-Exempt A Common Stock 1,932 0.00 17,887 D
2025-01-13 Friedman Stacey Officer M-Exempt A Common Stock 12,977 0.00 65,912 D
2025-01-13 Erdoes Mary E. Officer M-Exempt A Common Stock 19,343 0.00 629,587 D

Executive team

Top executives
EBIT / Employee
229.1K
Shares Outstanding
2.68B

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James Dimon Chairman and CEO 1.50M 41.50M 43.00M 0.00%
2 2025 Mary Callahan Erdoes CEO, Asset & Wealth Management 1.00M 30.00M 31.00M 0.00%
3 2025 Douglas Petno Co-CEO, Commercial & Investment Bank 1.00M 26.50M 27.50M 0.00%
4 2025 Troy Rohrbaugh Co-CEO, Commercial & Investment Bank 1.00M 26.50M 27.50M 0.00%
5 2025 Jeremy Barnum CFO 1.00M 18.50M 19.50M 0.00%
6 2024 James Dimon Chairman and CEO 1.50M 37.50M 39.00M 0.00%
7 2024 James Dimon Chairman and Chief Executive Officer 1.50M 37.50M 39.00M 0.00%
8 2024 Daniel Pinto President and Chief Operating Officer 1.50M 30.00M 31.50M 0.00%
9 2024 Mary Callahan Erdoes Chief Executive Officer, Asset & Wealth Management 1.00M 27.50M 28.50M 0.00%
10 2024 Mary Callahan Erdoes CEO, Asset & Wealth Management 1.00M 27.50M 28.50M 0.00%
11 2024 Troy Rohrbaugh Co-Chief Executive Officer, Commercial & Investment Bank 1.00M 23.00M 24.00M 0.00%
12 2024 Troy Rohrbaugh Co-CEO, Commercial & Investment Bank 1.00M 23.00M 24.00M 0.00%
13 2024 Jeremy Barnum CFO 1.00M 16.33M 17.33M 0.00%
14 2024 Jeremy Barnum Chief Financial Officer 1.00M 16.33M 17.33M 0.00%
15 2023 James Dimon Chairman and Chief Executive Officer 1.50M 34.50M 36.00M 0.00%
16 2023 James Dimon Chairman and CEO 1.50M 34.50M 36.00M 0.00%
17 2023 Daniel Pinto President and Chief Operating Officer Former CEO, Corporate & Investment Bank 1.50M 28.50M 30.00M 0.00%
18 2023 Daniel Pinto President and Chief Operating Officer 1.50M 28.50M 30.00M 0.00%
19 2023 Mary Callahan Erdoes Chief Executive Officer, Asset & Wealth Management 750.0K 26.25M 27.00M 0.00%
20 2023 Mary Callahan Erdoes CEO, Asset & Wealth Management 750.0K 26.25M 27.00M 0.00%
21 2023 Marianne Lake Chief Executive Officer, Consumer & Community Banking Former Co-CEO, Consumer & Community Banking 750.0K 17.75M 18.50M 0.00%
22 2023 Jennifer Piepszak Co-Chief Executive Officer, Commercial & Investment Bank Former Co-CEO, Consumer & Community Banking 750.0K 17.75M 18.50M 0.00%
23 2023 Jeremy Barnum CFO 750.0K 14.25M 15.00M 0.00%
24 2023 Jeremy Barnum Chief Financial Officer 750.0K 14.25M 15.00M 0.00%
25 2022 James Dimon Chairman and Chief Executive Officer 1.50M 33.00M 34.50M 0.00%
26 2022 Daniel Pinto President and Chief Operating Officer 1.50M 27.00M 28.50M 0.00%
27 2022 Daniel Pinto President and Chief Operating Officer Former CEO, Corporate & Investment Bank 1.50M 27.00M 28.50M 0.00%
28 2022 Daniel Pinto President and Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 1.50M 27.00M 28.50M 0.00%
29 2022 Mary Callahan Erdoes Chief Executive Officer Asset & Wealth Management 750.0K 24.75M 25.50M 0.00%
30 2022 Mary Callahan Erdoes Chief Executive Officer, Asset & Wealth Management 750.0K 24.75M 25.50M 0.00%
31 2022 Marianne Lake Co-Chief Executive Officer Consumer & Community Banking 750.0K 16.75M 17.50M 0.00%
32 2022 Jennifer Piepszak Co-Chief Executive Officer Consumer & Community Banking 750.0K 16.75M 17.50M 0.00%
33 2022 Jennifer Piepszak Co-Chief Executive Officer, Commercial & Investment Bank Former Co-CEO, Consumer & Community Banking 750.0K 16.75M 17.50M 0.00%
34 2022 Marianne Lake Chief Executive Officer, Consumer & Community Banking Former Co-CEO, Consumer & Community Banking 750.0K 16.75M 17.50M 0.00%
35 2022 Jeremy Barnum Chief Financial Officer 750.0K 11.25M 12.00M 0.00%
36 2021 James Dimon Chairman and Chief Executive Officer 1.50M 33.00M 34.50M 0.00%
37 2021 Daniel Pinto President and Chief Operating Officer Former CEO, Corporate & Investment Bank 9.06M 19.44M 28.50M 0.00%
38 2021 Daniel Pinto Co-President and Co-Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 9.06M 19.44M 28.50M 0.00%
39 2021 Daniel Pinto President and Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 9.06M 19.44M 28.50M 0.00%
40 2021 Gordon Smith Co-President and Co-Chief Operating Officer; Chief Executive Officer Consumer & Community Banking 750.0K 21.75M 22.50M 0.00%
41 2021 Mary Callahan Erdoes Chief Executive Officer Asset & Wealth Management 750.0K 19.75M 20.50M 0.00%
42 2021 Mary Callahan Erdoes Chief Executive Officer, Asset & Wealth Management 750.0K 19.75M 20.50M 0.00%
43 2021 Jennifer Piepszak Co-Chief Executive Officer Consumer & Community Banking 750.0K 15.75M 16.50M 0.00%
44 2021 Jennifer Piepszak Co-Chief Executive Officer Consumer & Community Banking Former Chief Financial Officer 750.0K 15.75M 16.50M 0.00%
45 2021 Jennifer Piepszak Co-Chief Executive Officer, Commercial & Investment Bank Former Co-CEO, Consumer & Community Banking 750.0K 15.75M 16.50M 0.00%
46 2021 Jeremy Barnum Chief Financial Officer 693.8K 9.31M 10.00M 0.00%
47 2020 James Dimon Chairman and Chief Executive Officer 1.50M 30.00M 31.50M 0.00%
48 2020 Daniel Pinto Co-President and Co-Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 8.24M 16.26M 24.50M 0.00%
49 2020 Daniel Pinto President and Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 8.24M 16.26M 24.50M 0.00%
50 2020 Gordon Smith Co-President and Co-Chief Operating Officer; Chief Executive Officer Consumer & Community Banking 750.0K 21.75M 22.50M 0.00%
51 2020 Mary Callahan Erdoes Chief Executive Officer Asset & Wealth Management 750.0K 20.25M 21.00M 0.00%
52 2020 Jennifer Piepszak Co-Chief Executive Officer Consumer & Community Banking 750.0K 11.25M 12.00M 0.00%
53 2020 Jennifer Piepszak Co-Chief Executive Officer Consumer & Community Banking Former Chief Financial Officer 750.0K 11.25M 12.00M 0.00%
54 2020 Jennifer Piepszak Chief Financial Officer 750.0K 11.25M 12.00M 0.00%
55 2019 James Dimon Chairman and Chief Executive Officer 1.50M 30.00M 31.50M 0.00%
56 2019 Daniel Pinto Co-President and Co-Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 8.24M 14.26M 22.50M 0.00%
57 2019 Gordon Smith Co-President and Co-Chief Operating Officer; Chief Executive Officer Consumer & Community Banking 750.0K 21.75M 22.50M 0.00%
58 2019 Mary Callahan Erdoes Chief Executive Officer Asset & Wealth Management 750.0K 20.25M 21.00M 0.00%
59 2019 Marianne Lake Chief Executive Officer Consumer Lending; Former Chief Financial Officer 750.0K 14.60M 15.35M 0.00%
60 2019 Jennifer Piepszak Co-Chief Executive Officer Consumer & Community Banking Former Chief Financial Officer 666.7K 9.33M 10.00M 0.00%
61 2019 Jennifer Piepszak Chief Financial Officer 666.7K 9.33M 10.00M 0.00%
62 2018 James Dimon Chairman and Chief Executive Officer 1.50M 29.50M 31.00M 0.00%
63 2018 Gordon Smith Co-President and Co-Chief Operating Officer; Chief Executive Officer Consumer & Community Banking 750.0K 21.25M 22.00M 0.00%
64 2018 Daniel Pinto Co-President and Co-Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 8.28M 13.72M 22.00M 0.00%
65 2018 Mary Callahan Erdoes Chief Executive Officer Asset & Wealth Management 750.0K 19.75M 20.50M 0.00%
66 2018 Marianne Lake Chief Financial Officer 750.0K 14.25M 15.00M 0.00%
67 2018 Marianne Lake Chief Executive Officer Consumer Lending; Former Chief Financial Officer 750.0K 14.25M 15.00M 0.00%
68 2017 James Dimon Chairman and Chief Executive Officer 1.50M 28.00M 29.50M 0.00%
69 2017 James Dimon Chairman and CEO 1.50M 5.00M 21.50M 313.8K 28.31M 75.93%
70 2017 Daniel Pinto Co-President and Co-Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 8.24M 12.76M 21.00M 0.00%
71 2017 Gordon Smith Co-President and Co-Chief Operating Officer; Chief Executive Officer Consumer & Community Banking 750.0K 19.25M 20.00M 0.00%
72 2017 Mary Callahan Erdoes Chief Executive Officer Asset & Wealth Management 750.0K 18.75M 19.50M 0.00%
73 2017 Gordon Smith CEO CCB 750.0K 7.70M 10.95M 7.0K 19.41M 56.42%
74 2017 Mary Callahan Erdoes CEO AWM 750.0K 7.50M 10.95M 42.2K 19.24M 56.91%
75 2017 Daniel Pinto CEO CIB 8.24M 10.70M 80.4K 19.02M 56.25%
76 2017 Marianne Lake Chief Executive Officer Consumer Lending; Former Chief Financial Officer 750.0K 12.75M 13.50M 0.00%
77 2017 Marianne Lake Chief Financial Officer 750.0K 12.75M 13.50M 0.00%
78 2016 James Dimon Chairman and Chief Executive Officer 1.50M 26.50M 28.00M 0.00%
79 2016 James Dimon Chairman and CEO 1.50M 5.00M 20.50M 236.9K 27.24M 75.27%
80 2016 Daniel Pinto CEO CIB 8.30M 11.62M 103.6K 20.02M 58.01%
81 2016 Daniel Pinto Co-President and Co-Chief Operating Officer; Chief Executive Officer Corporate & Investment Bank 8.30M 10.70M 19.00M 0.00%
82 2016 Mary Callahan Erdoes Chief Executive Officer Asset & Wealth Management 750.0K 18.25M 19.00M 0.00%
83 2016 Matthew Zames Chief Operating Officer 750.0K 7.30M 10.65M 11.1K 18.71M 56.92%
84 2016 Mary Callahan Erdoes CEO AWM 750.0K 7.30M 10.35M 32.1K 18.43M 56.15%
85 2016 Marianne Lake Chief Financial Officer 750.0K 11.75M 12.50M 0.00%
86 2015 James Dimon Chairman and CEO 1.50M 5.00M 11.10M 630.3K 18.23M 60.89%
87 2015 Matthew Zames Chief Operating Officer 750.0K 7.10M 9.75M 842.00 17.60M 55.40%
88 2015 Mary Callahan Erdoes CEO AM 750.0K 6.90M 9.45M 17.10M 55.26%
89 2015 Mary Callahan Erdoes CEO AWM 750.0K 6.90M 9.45M 17.10M 55.26%
90 2015 Daniel Pinto CEO CIB 6.88M 9.58M 218.8K 16.69M 57.43%
91 2015 Marianne Lake Chief Financial Officer 750.0K 4.10M 5.55M 112.4K 10.51M 52.80%
92 2014 James Dimon Chairman and CEO 1.50M 7.40M 18.50M 301.7K 27.70M 66.78%
93 2014 Matthew Zames Chief Operating Officer 750.0K 6.50M 9.75M 17.3K 17.02M 57.29%
94 2014 Daniel Pinto CEO CIB 7.42M 8.13M 293.6K 15.83M 51.31%
95 2014 Mary Callahan Erdoes CEO AWM 750.0K 6.30M 8.55M 62.0K 15.66M 54.59%
96 2014 Mary Callahan Erdoes CEO AM 750.0K 6.30M 8.55M 62.0K 15.66M 54.59%
97 2014 Marianne Lake Chief Financial Officer 750.0K 3.70M 4.65M 50.7K 9.15M 50.82%
98 2013 Matthew Zames Chief Operating Officer 750.0K 6.50M 9.15M 1.00M 17.40M 58.33%
99 2013 Daniel Pinto CEO CIB 743.4K 8.13M 7.13M 1.00M 279.7K 17.27M 47.04%
100 2013 Mary Callahan Erdoes CEO AM 750.0K 5.70M 7.35M 2.00M 15.80M 59.18%
101 2013 James Dimon Chairman and CEO 1.50M 10.00M 291.8K 11.79M 84.80%
102 2013 Marianne Lake Chief Financial Officer 729.2K 3.10M 1.04M 3.27M 92.2K 8.23M 52.35%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-06-01 FWP
2026-06-01 FWP
2026-06-01 FWP
2026-06-01 FWP
2026-06-01 FWP
2026-06-01 FWP
2026-06-01 FWP
2026-06-01 FWP
2026-06-01 FWP
2026-06-01 FWP

Executive team

NameTitleCompensationGender
Mary Callahan Erdoes Chief Executive Officer of Asset & Wealth Management and Executive Vice President 13M female
Douglas Petno Co-Chief Executive Officer of the Commercial & Investment Bank 12M male
Troy Larry Rohrbaugh Co- Chief Executive Officer of Commercial & Investment Bank 12M male
Jeremy Barnum Executive Vice President & Chief Financial Officer 8M male
James Dimon Chairman & Chief Executive Officer 8M male
Jennifer A. Piepszak Chief Operating Officer 8M female
Daniel Eduardo Pinto Vice Chairman 7M male
Todd Anthony Combs Head Strategic Investment Group of Security & Resiliency Initiative 147.7K male
Kevin Brunner Global Chairperson of Investment Banking and M&A male
Eugene Davy Co-Founder & Head of Investment Banking of EMEA
Elena A. Korablina MD, Firmwide Controller & Principal Accounting Officer female
ESG Rating
B
BANKS - DIVERSIFIED
Rank: 12 out of 55
2003
E (Environmental)
62.7 / 55.7
Company / Sector avg.
S (Social)
71.7 / 63.1
Company / Sector avg.
G (Governance)
62.9 / 56.9
Company / Sector avg.
ESG Total
65.8 / 58.6
Company / Sector avg.
ESG Score History BANKS - DIVERSIFIED
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2026-04-13 2026-05-04 Sheldon Whitehouse RI Self Sale $15,001 - $50,000
2026-01-28 2026-01-29 Katie Britt AL Spouse Sale (Full) $1,001 - $15,000
2026-01-28 2026-01-29 Katie Britt AL Spouse Sale $1,001 - $15,000
2025-12-29 2026-01-16 Markwayne Mullin OK Joint Purchase $50,001 - $100,000
2025-07-24 2025-08-06 John Boozman AR Joint Sale (Partial) $1,001 - $15,000
2025-07-24 2025-08-06 John Boozman AR Joint Sale $1,001 - $15,000
2025-07-21 2025-08-18 Angus King ME Spouse Purchase $1,001 - $15,000
2025-07-18 2025-08-04 Shelley Moore Capito WV Spouse Sale (Partial) $1,001 - $15,000
2025-07-18 2025-08-04 Shelley Moore Capito WV Spouse Sale $1,001 - $15,000
2025-06-17 2025-07-15 John Fetterman PA Purchase $1,001 - $15,000
2025-06-17 2026-05-15 John Fetterman PA Purchase $1,001 - $15,000
2025-04-15 2025-05-15 Tommy Tuberville AL Joint Sale (Full) $15,001 - $50,000
2025-04-15 2025-05-15 Tommy Tuberville AL Joint Sale $15,001 - $50,000
2025-04-14 2026-01-26 Katie Britt AL Spouse Purchase $1,001 - $15,000
2025-04-08 2025-05-14 John Boozman AR Joint Sale (Partial) $1,001 - $15,000
2025-04-08 2025-05-14 John Boozman AR Joint Sale $1,001 - $15,000
2025-04-04 2025-05-14 Ashley Moody Self Purchase $15,001 - $50,000
2025-02-05 2025-03-06 John Boozman AR Joint Sale (Partial) $1,001 - $15,000
2025-01-17 2025-02-13 Shelley Moore Capito WV Spouse Sale (Partial) $1,001 - $15,000
2024-04-23 2024-05-13 Shelley Moore Capito WV Spouse Sale (Partial) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-05-08 2026-05-19 William R. Keating MA09 Purchase $1,001 - $15,000
2026-04-21 2026-05-13 Ro Khanna CA17 Purchase $15,001 - $50,000
2026-04-08 2026-05-01 Lizzie Fletcher Sale $1,001 - $15,000
2026-01-29 2026-02-03 David Taylor OH02 Purchase $1,001 - $15,000
2026-01-20 2026-02-24 Jonathan Jackson IL01 Spouse Purchase $1,001 - $15,000
2026-01-16 2026-02-03 David Taylor OH02 Purchase $1,001 - $15,000
2025-12-30 2026-01-02 Jefferson Shreve IN06 Purchase $10,000,001 - $25,000,000
2025-12-22 2026-01-16 Roger Williams TX25 Purchase $1,001 - $15,000
2025-11-18 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-10-17 2025-11-18 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
2025-09-04 2025-10-02 Neal P. Dunn FL02 Sale $1,001 - $15,000
2025-08-12 2025-09-12 Ro Khanna CA17 Purchase $15,001 - $50,000
2025-07-24 2025-08-08 Ro Khanna CA17 Purchase $50,001 - $100,000
2025-07-24 2025-08-08 Ro Khanna CA17 Purchase $15,001 - $50,000
2025-07-17 2025-08-08 Ro Khanna CA17 Purchase $15,001 - $50,000
2025-07-11 2025-08-20 Ritchie Torres NY15 Sale (Full) $1,001 - $15,000
2025-07-07 2025-08-08 Ro Khanna CA17 Purchase $250,001 - $500,000
2025-07-02 2025-09-12 Valerie Hoyle OR04 Spouse Sale (Partial) $1,001 - $15,000
2025-07-02 2025-08-08 Ro Khanna CA17 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits