This chart summarizes weekly insider transactions for JPM for the last 12 months. Each bar in the chart represents activity for that week. Mouseover each for details, or view this data in table format in the Weekly Insider Transactions table below.
Recent recap provides a one and eight week measurement of insider sentiment by tracking the ratio of insider sales to insider purchases. When insiders buy or sell their company's stock it is conjectured that they state their opinion of the company's future.
Insider Sentiment is calculated by adding all insider direct open market sells and buys (excluding option-related transactions) that have occurred in the time period. If the buys outweigh the sells it is a POSITIVE sentiment. If the sells outweigh the buys it is NEGATIVE. If the buys and sells are approximately equal or there have been no transactions the Insider Sentiment is considered NEUTRAL.
Sell/Buy Ratio is calculated by dividing the total number of insider sales into the total number of buys filed with the SEC each week. The eight-week ratio is a moving average of the weekly ratio. A ratio of less than 2.0 is considered bullish and over 2.5 is bearish. The trend of the sell/buy ratio can also be important. A value below 2.0 with a ratio that has been declining over the previous eight weeks is considered more bullish.
WEEKLY TRANSACTION BREAKDOWN
04/19/2022
–
04/26/2022
Transaction
Shares
Acquisition (Non Open Market) (1)
5,148
Automatic Sell (1)
21,012
WEEKLY TRANSACTION BREAKDOWN
04/14/2022
–
04/21/2022
Transaction
Shares
Automatic Sell (1)
4,668
WEEKLY TRANSACTION BREAKDOWN
03/31/2022
–
04/07/2022
Transaction
Shares
Acquisition (Non Open Market) (6)
1,585
WEEKLY TRANSACTION BREAKDOWN
03/25/2022
–
04/01/2022
Transaction
Shares
Acquisition (Non Open Market) (10)
862,245
Disposition (Non Open Market) (10)
476,792
WEEKLY TRANSACTION BREAKDOWN
02/02/2022
–
02/09/2022
Transaction
Shares
Acquisition (Non Open Market) (1)
363
Disposition (Non Open Market) (1)
363
WEEKLY TRANSACTION BREAKDOWN
01/18/2022
–
01/25/2022
Transaction
Shares
Buy (1)
670
Acquisition (Non Open Market) (10)
15,441
Disposition (Non Open Market) (1)
443
WEEKLY TRANSACTION BREAKDOWN
01/13/2022
–
01/20/2022
Transaction
Shares
Acquisition (Non Open Market) (12)
312,042
Disposition (Non Open Market) (12)
164,253
WEEKLY TRANSACTION BREAKDOWN
12/31/2021
–
01/07/2022
Transaction
Shares
Acquisition (Non Open Market) (5)
1,176
WEEKLY TRANSACTION BREAKDOWN
11/15/2021
–
11/22/2021
Transaction
Shares
Disposition (Non Open Market) (1)
11,910
WEEKLY TRANSACTION BREAKDOWN
11/01/2021
–
11/08/2021
Transaction
Shares
Disposition (Non Open Market) (1)
1,171
WEEKLY TRANSACTION BREAKDOWN
10/25/2021
–
11/01/2021
Transaction
Shares
Acquisition (Non Open Market) (2)
24,494
Disposition (Non Open Market) (2)
24,151
Automatic Sell (2)
8,383
WEEKLY TRANSACTION BREAKDOWN
10/22/2021
–
10/29/2021
Transaction
Shares
Disposition (Non Open Market) (1)
47,663
Option Execute (1)
82,115
WEEKLY TRANSACTION BREAKDOWN
10/14/2021
–
10/21/2021
Transaction
Shares
Disposition (Non Open Market) (1)
375,403
Automatic Sell (3)
13,439
Option Execute (1)
562,430
WEEKLY TRANSACTION BREAKDOWN
09/30/2021
–
10/07/2021
Transaction
Shares
Acquisition (Non Open Market) (5)
1,229
WEEKLY TRANSACTION BREAKDOWN
07/30/2021
–
08/06/2021
Transaction
Shares
Disposition (Non Open Market) (1)
2,947
Option Execute (1)
4,185
WEEKLY TRANSACTION BREAKDOWN
07/14/2021
–
07/21/2021
Transaction
Shares
Automatic Sell (1)
17,387
SCHER, PETER — Vice Chairman
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
25,632
03/25/22
Disposition (Non Open Market)
12,533
01/13/22
Acquisition (Non Open Market)
13,730
01/13/22
Disposition (Non Open Market)
5,850
10/14/21
Automatic Sell
4,372
SCHER, PETER — Vice Chairman
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
25,632
03/25/22
Disposition (Non Open Market)
12,533
01/13/22
Acquisition (Non Open Market)
13,730
01/13/22
Disposition (Non Open Market)
5,850
10/14/21
Automatic Sell
4,372
BACON, ASHLEY — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
04/19/22
Automatic Sell
21,012
03/25/22
Acquisition (Non Open Market)
55,258
03/25/22
Disposition (Non Open Market)
28,403
01/13/22
Acquisition (Non Open Market)
29,444
01/13/22
Disposition (Non Open Market)
14,273
BACON, ASHLEY — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
04/19/22
Automatic Sell
21,012
03/25/22
Acquisition (Non Open Market)
55,258
03/25/22
Disposition (Non Open Market)
28,403
01/13/22
Acquisition (Non Open Market)
29,444
01/13/22
Disposition (Non Open Market)
14,273
BACON, ASHLEY — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
04/19/22
Automatic Sell
21,012
03/25/22
Acquisition (Non Open Market)
55,258
03/25/22
Disposition (Non Open Market)
28,403
01/13/22
Acquisition (Non Open Market)
29,444
01/13/22
Disposition (Non Open Market)
14,273
BACON, ASHLEY — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
04/19/22
Automatic Sell
21,012
03/25/22
Acquisition (Non Open Market)
55,258
03/25/22
Disposition (Non Open Market)
28,403
01/13/22
Acquisition (Non Open Market)
29,444
01/13/22
Disposition (Non Open Market)
14,273
BACON, ASHLEY — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
04/19/22
Automatic Sell
21,012
03/25/22
Acquisition (Non Open Market)
55,258
03/25/22
Disposition (Non Open Market)
28,403
01/13/22
Acquisition (Non Open Market)
29,444
01/13/22
Disposition (Non Open Market)
14,273
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
LEOPOLD, ROBIN — Officer
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
15,258
03/25/22
Disposition (Non Open Market)
8,438
02/02/22
Disposition (Non Open Market)
363
02/02/22
Acquisition (Non Open Market)
363
01/13/22
Acquisition (Non Open Market)
8,985
FRIEDMAN, STACEY — General Counsel
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
48,822
03/25/22
Disposition (Non Open Market)
26,999
01/13/22
Acquisition (Non Open Market)
26,659
01/13/22
Disposition (Non Open Market)
13,889
04/15/21
Automatic Sell
16,965
FRIEDMAN, STACEY — General Counsel
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
48,822
03/25/22
Disposition (Non Open Market)
26,999
01/13/22
Acquisition (Non Open Market)
26,659
01/13/22
Disposition (Non Open Market)
13,889
04/15/21
Automatic Sell
16,965
FRIEDMAN, STACEY — General Counsel
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
48,822
03/25/22
Disposition (Non Open Market)
26,999
01/13/22
Acquisition (Non Open Market)
26,659
01/13/22
Disposition (Non Open Market)
13,889
04/15/21
Automatic Sell
16,965
FRIEDMAN, STACEY — General Counsel
5 Most Recent Transactions (Last 2 Years)
Date
Transaction
Shares
03/25/22
Acquisition (Non Open Market)
48,822
03/25/22
Disposition (Non Open Market)
26,999
01/13/22
Acquisition (Non Open Market)
26,659
01/13/22
Disposition (Non Open Market)
13,889
04/15/21
Automatic Sell
16,965
As with all your investments through Fidelity, you must make your own determination whether an investment is appropriate for you. Fidelity is not recommending or endorsing this security by making it available to customers. You should conduct research and perform a thorough investigation as to the characteristics of any securities you intend to purchase. Before investing, you should read the prospectus, offering circular, indenture, or similar document carefully for a full description of the product, including its features and risks, to determine whether it is an appropriate investment for your investment objectives, risk tolerance, financial situation and other individual factors, and be sure to re-evaluate those factors on a periodic basis.
Performance data shown represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore, you may have a gain or loss when you sell your shares.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Growth stocks can be more volatile than other types of stocks. Value stocks can continue to be undervalued by the market for long periods of time. Foreign securities are subject to interest-rate, currency-exchange-rate, economic, and political risks, all of which are magnified in emerging markets. Illiquidity is an inherent risk associated with investing in real estate and REITs. There is no guarantee the issuer of a REIT will maintain the secondary market for its shares and redemptions may be at a price which is more or less than the original price paid. Closed-end funds can trade at a discount to their NAV. Shareholders of Master Limited Partnerships may be treated as partners for tax purposes. Partnerships issue a Schedule K-1 (Form 1065) rather than a Form 1099 form for tax purposes. It lists the partner's share of income, deductions, credits, etc. Speak with your tax advisor to determine how this may affect you. A royalty trust is a type of corporation, mostly in the United States or Canada, usually involved in oil and gas production or mining. Royalty trusts may have special tax treatment, so you should consult a tax advisor on the potential tax consequences of investing in them.
Any data, charts and other information provided on this page are intended for research purposes to help self-directed investors evaluate many types of securities including, but not limited to common stocks, American Depository Receipts, Master Limited Partnerships, real estate investment trusts. traditional preferred stock, trust preferred securities, third-party trust certificates, convertible securities, mandatory convertible securities and other exchange-traded equity and/or debt securities. Criteria and inputs entered, including the choice to make security comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from its use.
See the Latest Features
Personalized
Get relevant information about your holdings right when you need it.
See Your Performance Click the portfolio icon to get information about stocks you own without leaving the research page.
Faster Access to Positions A shortcut to view the full list of positions in your portfolio? Yes, please! Use the ticker search box.
Add Your Own Notes Use Notebook to save your investment ideas in one convenient, private, and secure place.
Convenient For You
Research that's clear, accessible, and all in one place makes for a better experience.
One-Stop Shop See everything you need to make investment decisions right in the dashboard.
Access Anywhere No matter where you are, use the Stock Research experience across multiple devices.
New Ideas, On the Ready Find new ideas using quick links to the Stock Screener.
New Ways to Research
Discover new tools to add or diversify your existing research strategy.
StockTwits Read live tweets from the financial and investing community about the stock you're interested in.
Fundamental Analysis Save time on research by getting an overall assessment of a company's valuation, quality, growth stability, and financial health.
Recognia Technical Analysis Perfect for the technical trader—this indicator captures a stock's technical events and converts them into short, medium, and long-term sentiment.
Top Competitors See how a stock measures up by instantly comparing it to the industry average and its top four competitors.
Social Sentiment Get a sense of people's overall feelings towards a company in social media with this summary tool.
Earnings Data Monitor earnings expectations over the past three quarters and model a stock's price based on its P/E.