JPMorgan Chase & Co. (JPM)
New York, NY, US
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.
30 articles
- JPMorgan Chase Just Authorized a $50 Billion Buyback and Raised Its Dividend. Is the Stock a Buy Near Record Highs? The Motley Fool
- JPMorgan: All-Time High Doesn't Mean Expensive (Earnings Preview) Seeking Alpha
- How To Earn $500 A Month From JPMorgan Stock Ahead Of Q2 Earnings Benzinga
- Financials Stocks Are Charging Into Q2 Earnings. Why Wall Street Sees More Gains Ahead Investopedia
- Bank Earnings Look Strong Ahead of Q2: ETFs in Focus Zacks Investment Research
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| DJIA | 1994-01-01 | — | Active |
| S&P 500 | 1976-07-01 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.31% | +2.38% | +6.82% | +13.15% | +0.69% | -0.47% | +21.05% | +125.83% | +103.54% | +406.91% | +3,254.81% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-06 | Change |
|---|---|---|
| Strong Buy | 4 | -1 |
| Buy | 8 | 0 |
| Hold | 12 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| 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 |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
| 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 | ↗ |
| 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 | ↗ |
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Community Opinion for JPM
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Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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