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JPM research notebook

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SEC submissions · retrieved 2026-09-08 · 8005 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-08-11 · 0001225208-26-007064

  2. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001628280-26-054343

  3. 4 · Ownership change

    Report date 2026-07-27 · 0001225208-26-006750

  4. 4 · Ownership change

    Report date 2026-07-24 · 0001225208-26-006749

  5. 8-K · Current report

    Report date 2026-07-23 · 0001193125-26-314128 · Items 8.01,9.01

  6. 8-K · Current report

    Report date 2026-07-21 · 0000019617-26-000288 · Items 5.03

  7. 8-K · Current report

    Report date 2026-07-14 · 0001628280-26-048086 · Items 7.01,9.01

  8. 8-K · Current report

    Report date 2026-07-14 · 0001628280-26-048078 · Items 2.02,9.01

  9. 4 · Ownership change

    Report date 2026-06-25 · 0001225208-26-006542

  10. 4 · Ownership change

    Report date 2026-06-30 · 0001225208-26-006278

  11. 4 · Ownership change

    Report date 2026-06-30 · 0001225208-26-006277

  12. 4 · Ownership change

    Report date 2026-06-30 · 0001225208-26-006276

  13. 4 · Ownership change

    Report date 2026-06-30 · 0001225208-26-006275

  14. 8-K · Current report

    Report date 2026-06-24 · 0000019617-26-000241 · Items 5.02

  15. 8-K · Current report

    Report date 2026-06-24 · 0001628280-26-045169 · Items 7.01,9.01

  16. 8-K · Current report

    Report date 2026-06-24 · 0001628280-26-045167 · Items 8.01,9.01

  17. 8-K · Current report

    Report date 2026-06-02 · 0001193125-26-253533 · Items 8.01,9.01

  18. 8-K · Current report

    Report date 2026-05-27 · 0001193125-26-242018 · Items 8.01,9.01

  19. 8-K · Current report

    Report date 2026-05-19 · 0000019617-26-000228 · Items 5.07

  20. 8-K · Current report

    Report date 2026-05-06 · 0001193125-26-211978 · Items 3.03,5.03,8.01,9.01

  21. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001628280-26-029344

  22. 8-K · Current report

    Report date 2026-04-21 · 0000019617-26-000119 · Items 5.03

  23. 8-K · Current report

    Report date 2026-04-23 · 0001193125-26-173739 · Items 8.01,9.01

  24. 8-K · Current report

    Report date 2026-04-14 · 0001628280-26-025013 · Items 7.01,9.01

  25. 8-K · Current report

    Report date 2026-04-14 · 0001628280-26-024990 · Items 2.02,9.01

  26. DEF 14A · Proxy statement

    Report date 2026-04-06 · 0000019617-26-000096

  27. 8-K · Current report

    Report date 2026-02-23 · 0001628280-26-010693 · Items 7.01,9.01

  28. 10-K · Annual report

    Report date 2025-12-31 · 0001628280-26-008131

  29. 8-K · Current report

    Report date 2026-02-05 · 0001193125-26-039427 · Items 8.01,9.01

  30. 8-K · Current report

    Report date 2026-01-22 · 0001193125-26-019450 · Items 8.01,9.01

  31. 8-K · Current report

    Report date 2026-01-20 · 0000019617-26-000052 · Items 5.02

  32. 8-K · Current report

    Report date 2026-01-13 · 0001628280-26-001915 · Items 7.01,9.01

  33. 8-K · Current report

    Report date 2026-01-13 · 0001628280-26-001902 · Items 2.02,9.01

  34. 8-K · Current report

    Report date 2025-12-07 · 0000019617-25-001100 · Items 5.02

  35. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001628280-25-048859

  36. 8-K · Current report

    Report date 2025-10-22 · 0001193125-25-246803 · Items 8.01,9.01

  37. 8-K · Current report

    Report date 2025-10-14 · 0001628280-25-044887 · Items 7.01,9.01

  38. 8-K · Current report

    Report date 2025-10-14 · 0001628280-25-044845 · Items 2.02,9.01

  39. 8-K · Current report

    Report date 2025-09-12 · 0000019617-25-000907 · Items 5.03,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 17 transaction rows17SGrant / award: 8 transaction rows8AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 2 transaction rows2G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

27 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-24
2026-06-26
Piepszak JenniferA · Grant / award
Acquired
Restricted Stock Units
Derivative security
60214.00.0
2026-06-24
2026-06-26
Rohrbaugh Troy LA · Grant / award
Acquired
Restricted Stock Units
Derivative security
90321.00.0
2026-06-24
2026-06-26
Petno Douglas BA · Grant / award
Acquired
Restricted Stock Units
Derivative security
90321.00.0
2026-06-24
2026-06-26
Erdoes Mary E.A · Grant / award
Acquired
Restricted Stock Units
Derivative security
60214.00.0
2026-06-22
2026-06-22
Friedman Stacey
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5467.0330.73
2026-05-20
2026-05-20
Friedman Stacey
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5468.0300.27
2026-05-15
2026-05-15
Erdoes Mary E.
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock6648.0298.36
2026-05-15
2026-05-15
Lake Marianne
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock6427.0298.36
2026-05-15
2026-05-15
Petno Douglas B
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5659.0300.05
2026-05-15
2026-05-15
Beer Lori A
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3165.0300.05
2026-05-14
2026-05-15
Petno Douglas B
10b5-1 checkbox reported
G · Gift
Disposed
Common Stock135027.00.0
2026-05-14
2026-05-15
Petno Douglas B
10b5-1 checkbox reported
G · Gift
Acquired
Common Stock135027.00.0
2026-05-05
2026-05-05
Barnum Jeremy
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3022.0309.41
2026-05-05
2026-05-05
BACON ASHLEY
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock4070.0309.42
2026-05-05
2026-05-05
Piepszak Jennifer
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock4919.0309.42
2026-04-15
2026-04-15
Piepszak Jennifer
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock9136.0306.56
2026-04-15
2026-04-15
Petno Douglas B
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5660.0306.58
2026-04-15
2026-04-15
Lake Marianne
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock6427.0306.57
2026-04-15
2026-04-15
Erdoes Mary E.
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock12345.0306.57
2026-04-15
2026-04-15
Beer Lori A
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3166.0306.59
2026-04-15
2026-04-15
Barnum Jeremy
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5611.0306.55
2026-04-15
2026-04-15
BACON ASHLEY
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock7558.0306.55
2026-04-15
2026-04-15
DIMON JAMES
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock130488.0306.56
2026-03-31
2026-04-01
Rometty Virginia MA · Grant / award
Acquired
Common Stock135.98294.16
2026-03-31
2026-04-01
NOVAKOVIC PHEBE NA · Grant / award
Acquired
Common Stock135.98294.16
2026-03-31
2026-04-01
HOBSON MELLODY LA · Grant / award
Acquired
Common Stock152.98294.16
2026-03-31
2026-04-01
BURKE STEPHEN BA · Grant / award
Acquired
Common Stock191.22294.16

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0000019617JPMORGAN CHASE & CO
J.P. Morgan & Co.Chase BankChase PaymentechJ P Morgan Securities PLCJ.P. Morgan Securities LLC

Showing 5 of 5 imported Wikidata subsidiary claims. Additional aliases appear below.

No parent relationship is available in this import; this is not proof of independence.

Legal Entity Identifier
8I5DZWZKVSZI1NUHU748
GLEIF legal name
JPMORGAN CHASE & CO.
Entity / LEI registration status
ACTIVE / ISSUED
Reference data updated
2026-01-12T10:41:29Z

direct-parent: no parent LEI supplied

ultimate-parent: no parent LEI supplied

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • JPMorgan Chase · alias · wikidata
  • Bank of the Manhattan Company · alias · wikidata
  • JPMC · alias · wikidata
  • J.P. Morgan & Co. · subsidiary · wikidata
  • J P Morgan · subsidiary · wikidata
  • J.P. Morgan · subsidiary · wikidata
  • JP Morgan · subsidiary · wikidata
  • Chase Bank · subsidiary · wikidata
  • Chase Manhattan Bank · subsidiary · wikidata
  • JP Morgan Chase Bank NA · subsidiary · wikidata
  • Chase Paymentech · subsidiary · wikidata
  • J P Morgan Securities PLC · subsidiary · wikidata
  • J.P. Morgan Securities LLC · subsidiary · wikidata
  • JPMORGAN CHASE & CO · former SEC name · 2009-02-02 to 2026-09-04
  • J P MORGAN CHASE & CO · former SEC name · 2001-02-08 to 2011-10-06
  • CHASE MANHATTAN CORP /DE/ · former SEC name · 1996-10-17 to 2000-11-21
  • CHEMICAL BANKING CORP · former SEC name · 1994-02-02 to 1996-03-28
Explore headquarters map ↗

Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$177.56B$189.00B
2023-12-31$158.10B$173.25B
2022-12-31$128.69B$146.82B
2021-12-31$121.65B$149.88B
2020-12-31$119.95B$154.76B
2019-12-31$115.72B$151.13B
2018-12-31$108.78B$144.65B
2017-12-31$100.70B$137.18B

Bureau of Labor Statistics · retrieved 2026-09-08 · 9 selected series; gaps remain missing

Explore the CPI history ↗