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The company

JP Morgan Chase & Co.

JPM · NYSE

FinancialsMoney-centre banksIn trend

JPM stood above a rising 150-day average in 38 of the last 52 weekly readings, including each of the last 19 weeks. It is 3.8% above that average now. Banks — Money Center & Super-Regional: 52% of its 44 stocks in an uptrend (−14 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
19 in a row
Industry in uptrend
52% -14 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$252.4M
Officials’ trades on record
361

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 38 of 52 weeks.

17 Apr – 16 Oct
42%63%83%Apr 26Jun 26Jul 26Sep 26Oct 26

Money-centre banks: About half its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$241.5M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars. Not yet read: institutions.

Congress and officials

361 disclosed lines: House 257, Senate 74, executive 30; 106 people.

WhoDidAmountTraded
Sheldon Whitehouse Senate: U.S. Senate eFDSenatorsold part ofspouse$15k–$50k4 Sep 2026filed 1 Oct 2026
Sheldon Whitehouse Senate: U.S. Senate eFDSenatorsold part of$15k–$50k4 Sep 2026filed 1 Oct 2026
Scott Franklin House: U.S. House ClerkFL18sold$1k–$15k20 Aug 2026filed 17 Sep 2026
Scott Franklin House: U.S. House ClerkFL18soldspouse$1k–$15k20 Aug 2026filed 17 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k31 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k23 Jul 2026filed 22 Sep 2026
John Boozman Senate: U.S. Senate eFDSenatorsold part ofjoint$1k–$15k23 Jul 2026filed 17 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k24 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k15 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k12 Jun 2026filed 22 Aug 2026
Markwayne Mullin Executive branch: Office of Government EthicsDepartment of Homeland Securitysold$100k–$250k10 Jun 2026filed 25 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$250k–$500k18 May 2026filed 1 Jul 2026

Insiders

Buy orders, 12 months0
Sale orders, 12 months38
Buyers · sellers0 · 11
WhoDidSharesTraded
Robin LeopoldHead of Human Resourcessold2,500at $352.8110 Sep 2026filed 10 Sep 2026
Robin LeopoldHead of Human Resourcessold2,500at $361.4111 Aug 2026filed 11 Aug 2026
Stacey FriedmanGeneral Counselsold5,467at $330.7322 Jun 2026filed 22 Jun 2026
Stacey FriedmanGeneral Counselsold5,468at $300.2720 May 2026filed 20 May 2026
Lori A. BeerChief Information Officersold3,165at $300.0515 May 2026filed 15 May 2026
Douglas B. PetnoCo-CEO CIBsold5,659at $300.0515 May 2026filed 15 May 2026
Marianne LakeCEO CCBsold6,427at $298.3615 May 2026filed 15 May 2026
Mary E. ErdoesCEO Asset & Wealth Managementsold6,648at $298.3615 May 2026filed 15 May 2026
Jennifer PiepszakChief Operating Officersold4,919at $309.425 May 2026filed 5 May 2026
Ashley BaconChief Risk Officersold4,070at $309.425 May 2026filed 5 May 2026
Jeremy BarnumChief Financial Officersold3,022at $309.415 May 2026filed 5 May 2026
James DimonChairman & CEOsold130,488at $306.5615 Apr 2026filed 15 Apr 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Still reading this part; it fills in a moment.

Everyone who traded it

Stephen B. Burke Company insiderDirector · last 14 Oct 20262 · 0
Mellody L. Hobson Company insiderDirector · last 30 Sep 202610 · 0
Phebe N. Novakovic Company insiderDirector · last 30 Sep 20260 · 0
Virginia M. Rometty Company insiderDirector · last 30 Sep 20260 · 0
Robin Leopold Company insiderHead of Human Resources · last 10 Sep 20260 · 10
Sheldon Whitehouse SenateSenator · last 4 Sep 202613 · 4
Scott Franklin HouseFL18 · last 20 Aug 20261 · 7
Donald J. Trump Executive branchWhite House Office · last 31 Jul 202610 · 7
Stacey Friedman Company insiderGeneral Counsel · last 27 Jul 20260 · 25
Douglas B. Petno Company insiderCo-President; CEO CIB · last 24 Jul 20260 · 32
John Boozman SenateSenator · last 23 Jul 20260 · 4
Jennifer Piepszak Company insiderChief Operating Officer · last 24 Jun 20260 · 19

164 people in all.

Same industry

CIB Grupo CibestLeading+19%
VBNK VersaBankLeading+16%
BAP CredicorpLeading+8%
ING ING GroupLeading+5%

Distance from each stock’s own 150-day average.

Government contracts

Awards1
Total$4.3M
Latest1 Sep 2015

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 2025-259%
Debt to equityFY 2025 · to 31 Dec 20250.18×
Share count trendFY 2025 · to 31 Jan 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$343.3B

Analyst forecasts

No analyst forecasts yet.