JPMORGAN CHASE & CO SEC Filings

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 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.

JPMorgan Chase executive Robin Leopold, Head of Human Resources, reported exempt internal transfers of company stock involving family trusts. On February 3, 2026, Form 4 shows two transactions coded "G" for 132 shares of JPMorgan Chase common stock at $0.0000 per share, reflecting non-sale trust movements.

After these transfers, Leopold beneficially owned 65,785 shares directly and 9,201 shares indirectly through grantor retained annuity trusts, including a spouse’s GRAT. The filing notes these transfers are exempt from Section 16 under Rule 16a-13, indicating no open-market buying or selling.

JPMorgan Chase & Co. director Michele Buck reported an acquisition of common stock tied to her board compensation. On January 20, 2026, she acquired 913.5251 shares of common stock at $306.505 per share through a deferral of her annual stock grant, which will be paid in shares upon termination of her service as a director. Following this transaction, she beneficially owns 918.5251 shares of JPMorgan common stock in direct ownership.

JPMorgan Chase & Co. approved 2025 annual compensation of $43.0 million for CEO James Dimon, up from $39.0 million a year earlier. His pay includes a $1.5 million base salary and $41.5 million in performance-based variable incentive compensation, with $5.0 million in cash and $36.5 million in at-risk Performance Share Units tied entirely to financial performance.

The Board cited strong firm performance, including $185.6 billion of 2025 revenue, net income of $57.0 billion or $20.02 per share, and 20% return on tangible common equity. The quarterly common dividend was raised from $1.25 to $1.50 per share. The firm ended 2025 with a 14.5% common equity Tier 1 ratio, $288 billion of CET1 capital, and $1.5 trillion of cash and marketable securities, and it raised about $3.3 trillion of credit and capital for clients.