Welcome to our dedicated page for Jpmorgan Chase SEC filings (Ticker: JPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
JPMorgan Chase & Co. filings document a bank holding company with worldwide financial services operations and multiple classes of exchange-listed securities. Periodic reports describe investment banking, consumer and small-business financial services, commercial banking, transaction processing and asset management, along with capital, assets and stockholders’ equity disclosures.
The company’s 8-K filings record material events and identify registered securities including JPM common stock, depositary shares representing fractional interests in non-cumulative preferred stock, and guarantees of notes and exchange-traded notes issued by JPMorgan Chase Financial Company LLC. Proxy materials cover board matters, executive compensation, equity awards, shareholder voting items and other governance disclosures.
JPMorgan Chase & Co. General Counsel Stacey Friedman reported an indirect sale of common stock through a grantor retained annuity trust (GRAT). On February 17, 2026, the GRAT sold 3,404 shares at $306.3999 per share in an open-market transaction.
Following this sale, the GRAT held 61,949 shares of JPMorgan Chase common stock indirectly for Friedman. Separately, she held 50,136 shares directly, and an additional 13,604 shares were held indirectly in a trust.
JPMorgan Chase insider Stacey Friedman has filed a Form 144 indicating an intent to sell 3,404 shares of common stock. The planned sale, through J.P. Morgan Securities LLC on the NYSE, has an aggregate market value of 1,042,985.11 based on the filing.
The shares to be sold were originally acquired on 03/25/2022 as equity compensation awards from the issuer. The filing also notes a prior sale of 3,404 shares of common stock on 01/16/2026, which generated gross proceeds of 1,064,758. Shares outstanding were 2,696,272,576 as of the figures used in the notice.
A shareholder filed a Form 144 notice to sell 3,907 shares of common stock, with an aggregate market value of $1,197,158.15. The shares are to be sold through J.P. Morgan Securities LLC on the NYSE around 02/17/2026. These shares were acquired on 01/13/2022 as equity compensation awards from the issuer. The filer also sold 3,908 shares of the same common stock on 01/16/2026 for gross proceeds of $1,222,353.41, as disclosed for sales during the past three months.
Douglas Petno filed a Form 144 notice to sell 3,487 shares of JPM common stock through J.P. Morgan Securities LLC on the NYSE, with an aggregate market value of $1,068,428.91. The filing lists 2,696,272,576 shares of common stock outstanding.
The shares to be sold were acquired on 01/13/2026 as equity compensation awards from the issuer. The notice also reports that during the past three months, Petno sold 3,487 shares of common stock on 01/16/2026 for gross proceeds of $1,090,727.70.
JPM common stock holder Mary Erdoes filed a notice to sell 5,731 shares of common stock, with an aggregate market value of $1,756,045.86, through J.P. Morgan Securities LLC on or about 02/17/2026 on the NYSE. The filing lists 2,696,272,576 common shares outstanding.
The 5,731 shares to be sold were acquired on 01/13/2026 as equity compensation awards from the issuer. Over the prior three months, Erdoes sold 5,732 shares of the same common stock on 01/16/2026 for gross proceeds of $1,792,878.56.
JPMorgan Chase investor plans a small insider sale. A holder intends to sell 2,047 shares of JPMorgan Chase common stock through J.P. Morgan Securities LLC on the NYSE, with an approximate sale date of February 17, 2026 and an aggregate market value of 627,207.13.
The shares were acquired on January 13, 2026 as equity compensation awards from the issuer. The filing also notes that a person named Lori Beer sold 2,047 common shares on January 16, 2026, generating gross proceeds of 640,295.04.
JPMorgan Chase insider plans and reports stock sales. A Form 144 notice covers a proposed sale of 2,892 shares of common stock through J.P. Morgan Securities LLC on the NYSE, with an aggregate market value of $886,156.96, against 2,696,272,576 shares outstanding.
The shares were acquired on January 13, 2026 as equity compensation from the issuer. The filing also notes that Jeremy Barnum sold 2,893 shares of $1 par value common stock on January 16, 2026 for gross proceeds of $904,889.57. The filer represents they are not aware of undisclosed material adverse information.
JPMorgan Chase & Co. filed its 2025 annual report, outlining the scale of its global banking and financial services operations and the main risks it faces. The firm reported $4.4 trillion in assets and $362.4 billion in stockholders’ equity as of December 31, 2025, underscoring its position as one of the largest U.S.-based financial institutions.
The company operates through three main segments—Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management—with Corporate holding remaining activities, and is heavily supervised by U.S. and international regulators under Basel III, stress testing (CCAR and SCB), and a broad array of prudential, consumer, securities, derivatives, and anti–money laundering rules.
The report highlights extensive legal, regulatory, market, credit, liquidity, operational, conduct, strategic, reputation, country, and people risks that could materially affect earnings and capital. Human capital is a major focus: JPMorgan Chase employs 318,512 people in 66 countries, with 58% in the U.S., and discloses detailed diversity metrics by race/ethnicity, gender, LGBTQ+, veteran, and disability status.
JPMorgan Chase & Co. filed its 2025 annual report, outlining the scale of its global banking and financial services operations and the main risks it faces. The firm reported $4.4 trillion in assets and $362.4 billion in stockholders’ equity as of December 31, 2025, underscoring its position as one of the largest U.S.-based financial institutions.
The company operates through three main segments—Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management—with Corporate holding remaining activities, and is heavily supervised by U.S. and international regulators under Basel III, stress testing (CCAR and SCB), and a broad array of prudential, consumer, securities, derivatives, and anti–money laundering rules.
The report highlights extensive legal, regulatory, market, credit, liquidity, operational, conduct, strategic, reputation, country, and people risks that could materially affect earnings and capital. Human capital is a major focus: JPMorgan Chase employs 318,512 people in 66 countries, with 58% in the U.S., and discloses detailed diversity metrics by race/ethnicity, gender, LGBTQ+, veteran, and disability status.
JPMorgan Chase & Co. filed a Form 13F holdings report as an institutional investment manager. The filing shows a Form 13F Information Table with 31,795 reportable positions and a total reported value of $1,592,803,635,626. The report is filed as a full 13F holdings report, not a notice or combination report.
The filing also lists 17 other included affiliated managers, such as J.P. Morgan Trust Co of Delaware, JPMorgan Chase Bank, N.A., and several J.P. Morgan asset management entities across the U.S., Europe, and Asia.
JPMorgan Chase & Co. closed a public offering of $3,000,000,000 aggregate principal amount of Fixed-to-Floating Rate Subordinated Notes due 2037. The notes were issued as part of a registered shelf program on Form S-3 and are subordinated debt securities.
The company filed a legal opinion from Simpson Thacher & Bartlett LLP as Exhibit 5.1, along with the related consent and Inline XBRL cover page data as additional exhibits.