JPM at a glance
JPMorgan Chase & Co (JPM, SEC CIK 19617) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), JPMorgan Chase & Co (JPM) reported revenue of $182.4 billion (up 2.8% from FY2024) and net income of $57.0 billion. Diluted EPS was $20.02.
- As of June 30, 2026, 77 institutional investment managers tracked by SignalX reported holding JPMorgan Chase & Co (JPM) shares worth $322.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Leopold Robin on September 10, 2026 of 2,500 shares at $352.81 per share.
- In the last 90 days, JPM insiders reported 0 open-market purchases ($0) and 2 open-market sales ($1.8M) on Form 4, a net sale of $1.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $182.4B
- +2.8% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$1.8M
- 13F holders
- 77 funds
- $322.2B · +1 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory/legal risk from allowance for loan losses under U.S. GAAP, involving judgment on macroeconomic forecasts including U.S. unemployment and GDP for $1,035.8B loan portfolio
- Macroeconomic exposure to U.S. market with loan portfolios totaling $1.5T net of $25.8B allowance, sensitive to U.S. unemployment, GDP, corporate credit spreads, and real estate prices
- Operational risk in internal controls over financial reporting, with risk that controls may become inadequate or compliance deteriorates despite no material weaknesses as of Dec 31, 2025
- Competitive risk from fair value measurement of $54.7B Level 3 financial instruments using complex models with unobservable inputs like interest rate volatility and credit spreads
- Financial risk from concentrated deposits of $2.56T and significant long-term debt of $435.2B, with $164.6B treasury stock repurchased potentially impacting capital structure
Business Overview
- Core business model: diversified financial services including investment banking, consumer and small business banking, commercial banking, transaction processing, and asset management
- Emphasis on regulatory developments in capital and liquidity requirements, with U.S. Basel III amendments proposed in July 2023 and delayed EU/U.K. Basel III implementations starting 2025-2027
- Strategic focus on enhanced regulatory compliance, highlighted by ongoing stress testing adjustments and a March 2024 OCC consent order on trading venue surveillance
- Assets $4.4 trillion and stockholders' equity $362.4 billion as of December 31, 2025, with U.S. branch presence in 48 states plus D.C.
- Noteworthy regulatory proposals in 2025-2026 include new Federal Reserve stress testing transparency rules and U.S. debit card interchange fee cap adjustments impacting revenue streams
AI summary of the JPM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Supervision and regulation: no material changes, per 2025 Form 10-K cross-reference
- Share-repurchase authorization: new $50 billion program effective July 1, 2026
- Capital-allocation risk: $15.031 billion repurchases year-to-date, leaving $18.392 billion authorized
- Insider-trading compliance: Robin Leopold’s Rule 10b5-1 plan covers 5,000 shares through December 31, 2026
AI summary of the JPM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- JPMorgan raised $9.0B through senior and subordinated note offerings closed July 23, 2026
- $6.0B senior notes include floating-rate and fixed-to-floating instruments due 2030 and 2032
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Bylaw amendment effective July 21, 2026 governing appointment of a Lead Independent Director
- Non-management directors, rather than the full Board, will appoint the Lead Independent Director
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 net income $21.2B, up from $15.0B in Q2 2025
- Diluted earnings $7.70 per share, versus $5.24 year over year
Item EX-99.1: Item EX-99.1
- Q2 2026 net income $21.2B, up 41% YoY; diluted EPS $7.70, up 47%, supporting strong earnings momentum
- Results included $4.6B Visa gain and $1.0B equity-investment gains, making headline earnings materially nonrecurring
AI summaries of JPM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JPM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| HOBSON MELLODY L | A | Sep 30, 2026 | 136.022 | $330.83 |
| NOVAKOVIC PHEBE N | A | Sep 30, 2026 | 120.908 | $330.83 |
| BURKE STEPHEN B | A | Sep 30, 2026 | 170.027 | $330.83 |
| Rometty Virginia M | A | Sep 30, 2026 | 120.908 | $330.83 |
| Leopold Robin | Sell | Sep 10, 2026 | 2,500 | $352.81 |
| Leopold Robin | Sell | Aug 11, 2026 | 2,500 | $361.41 |
| Friedman Stacey | G | Jul 27, 2026 | 166 | - |
| Petno Douglas B | G | Jul 24, 2026 | 864 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $158.1B | $177.6B | $182.4B | |
| Net Income | $49.6B | $58.5B | $57.0B | |
| Net Margin | 31.3% | 32.9% | 31.3% | |
| Balance Sheet | ||||
| Total Assets | $3.9T | $4.0T | $4.4T | |
| Equity | $327.9B | $344.8B | $362.4B | |
| ROE | 15.1% | 17.0% | 15.7% | |
| Per Share | ||||
| EPS | $16.23 | $19.75 | $20.02 | |
| Cash Flow | ||||
| Operating CF | $13.0B | -$42.0B | -$147.8B | |
Source: XBRL data in JPMorgan Chase & Co (JPM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JPM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 77 | $322.16B |
| Q1 2026 | 76 | $290.78B |
| Q4 2025 | 74 | $328.25B |
| Q3 2025 | 75 | $330.13B |
| Q2 2025 | 76 | $304.64B |
| Q1 2025 | 74 | $198.15B |
| Q4 2024 | 67 | $161.51B |
| Q3 2024 | 63 | $70.26B |
- Bank of America Corp+4.01M (+6%)
- Goldman Sachs Group+1.85M (+8%)
- Citigroup+1.30M (+35%)
- AQR Capital Management+1.21M (+74%)
- State Street Corp+932.6K (+1%)
- FMR LLC (Fidelity)−5.14M (-16%)
- Vanguard Capital Management LLC−3.69M (-2%)
- D.E. Shaw & Co−2.04M (-59%)
- BlackRock−1.93M (-1%)
- Morgan Stanley−1.45M (-2%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 582 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JPM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 13F-HR | Aug 12, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| SC 13G | Jul 16, 2026 | - | - | |
| SC 13G | Jul 16, 2026 | - | - | |
| SC 13G | Jul 16, 2026 | - | - | |
| SC 13G | Jul 16, 2026 | - | - | |
| SC 13G | Jul 16, 2026 | - | - | |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
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JPM SEC filings: frequently asked questions
Are JPM insiders buying or selling?
In the last 90 days, JPMorgan Chase & Co (JPM) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $1.8 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JPM stock?
As of June 30, 2026, the largest JPMorgan Chase & Co (JPM) holders among the 13F filers tracked by SignalX were BlackRock ($67.5 billion), Vanguard Capital Management LLC ($52.9 billion), State Street Corp ($41.0 billion), Bank of America Corp ($22.8 billion), Morgan Stanley ($22.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JPM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), JPMorgan Chase & Co (JPM) reported revenue of $182.4 billion (up 2.8% from FY2024) and net income of $57.0 billion. Diluted EPS was $20.02. The figures come from the XBRL data in the 10-K.
What are the main risks in JPM's latest 10-K?
In the 10-K filed February 13, 2026, JPMorgan Chase & Co (JPM) flagged: Regulatory/legal risk from allowance for loan losses under U.S. GAAP, involving judgment on macroeconomic forecasts including U.S. unemployment and GDP for $1,035.8B loan portfolio. Macroeconomic exposure to U.S. market with loan portfolios totaling $1.5T net of $25.8B allowance, sensitive to U.S. unemployment, GDP, corporate credit spreads, and real estate prices. (AI summary of the Risk Factors section.)
What did JPM report in its latest 8-K?
JPMorgan Chase & Co (JPM) filed an 8-K on July 23, 2026 reporting Item 8.01 (Other Events). JPMorgan raised $9.0B through senior and subordinated note offerings closed July 23, 2026.
What are the latest JPM SEC filings?
JPMorgan Chase & Co (JPM) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on October 1, 2026.
What is JPM's SEC CIK number?
JPMorgan Chase & Co (JPM)'s SEC Central Index Key (CIK) is 19617. EDGAR lists every JPM filing under that number.
Ask anything about JPM
The research agent reads JPM's filings, financials, insider trades and 13F holders, then answers with sources.