An article discussed whether JPMorgan Chase & Co. qualifies as a top momentum stock pick.
Read →Issued 2026-09-25 at $343.06 · now $343.06 (2026-09-25, +0.0% since)
Based on its own history, a month from the 2026-09-25 close, JPM has typically landed between $310.27 and $380.52 — a range of −9.6% to +10.9% from the issuance price $343.06.
- Actual close
- Typical path (median)
- Middle 50% of outcomes
- 90% range
4,692 overlapping 1 month windows · 2008-01-02 – 2026-08-26 · basis climatology · forecast (batch). Base rate up 53.7% (90% CI 51.5–55.9%, ≈1,391 obs). Not a call on this stock — we have no evidence its odds differ.
The cone is anchored at the 2026-09-25 issuance close ($343.06) — the price the forecast resolves against on 2026-10-26, not the latest close. The drawn path shape is illustrative (bands widen with √t); every labeled number is real — the anchor, the scored batch p90/IQR endpoints, and the typical move.
Where JPM has typically landed a month from the 2026-09-25 close of $343.06 — the range is history, not a prediction.
- now $343.06 (+0.0%)
- typicalThe typical outcome — half of similar past periods did better and half did worse (not an average, so a few wild periods don't skew it). $348.55 (+1.6%)
- middle 50%The central range of outcomes — half of similar past periods landed inside it, a quarter finished above, a quarter below. $332.53–$364.57
- 90% rangeA nine-in-ten range — in about nine of every ten similar past periods the outcome stayed within these bounds. $310.27–$380.52
Actual 1-month windows behind the coneiEvery overlapping 1-month window in this security's own price history was ranked by realized return; shown are the 3 worst and 3 best of 4,692 windows spanning 2008-01-02 to 2026-09-25. Not cherry-picked — these are the extremes of the full sample. Max drop / max rise are the deepest and highest points reached within each window. See /methodology.
| Start | Return | Max drop | Max rise |
|---|---|---|---|
| 3 worst | |||
| 2008-12-17 | −42.5% | −42.5% | +0.0% |
| 2020-02-21 | −41.8% | −41.8% | +0.0% |
| 2008-10-23 | −40.0% | −40.0% | +11.4% |
| 3 best | |||
| 2009-03-06 | +77.3% | −0.2% | +84.1% |
| 2009-03-05 | +76.7% | −4.2% | +76.7% |
| 2009-03-09 | +71.7% | +0.0% | +84.5% |
4,692 overlapping windows · 2008-01-02 – 2026-09-25 · not cherry-picked
Fundamentals iCompany financials — revenue, earnings, margins — from the newest filings shown, each carried with its date.iAs-reported figures and standard ratios from FMP, as of 2026-07-25. Revenue, net income and free cash flow can toggle annual or quarterly; margin, ROE and debt-to-equity are shown by fiscal year. We report the figures and the trend — no target price and no over/under-valued call. More on /methodology.
$946.4B
market cap
$23.21
EPS (TTM)
15.2
P/E (TTM)
2026-10-13
next earnings
Revenue$279.7B
'20'25
Net income$57.0B
'20'25
Free cash flow$100.9B
'20'25
Net margin · by yr20.4%
'20'25
ROE · by yr15.7%
'20'25
Debt / equity · by yr2.60
'20'25
Fair value — three views iIndependent reference estimates of worth (a cash-flow model, peer multiples, analyst targets), shown as separate views — not a single verdict.
iThree independent estimates of per-share value, each by a different method and each with its own assumptions: a discounted-cash-flow intrinsic value, a peer comparable (the median trailing P/E of 69 sector peers times this company's trailing EPS), and the analyst price-target consensus. They routinely disagree — that gap is the point. We show the three marks and the current price; we do not blend them into a single number or call the stock over- or under-valued. Marks as of the latest capture. More on /methodology.- DCF (intrinsic)$730.30
- Peer P/E × EPS · sector median 16.4× · n=69$380.23
- Analyst target · range $305.00–$420.00$370.00
- Current price · last close 2026-09-25$343.06
Seasonality · by month iHow this security has tended to do in each calendar month historically — a frequency, never a prediction.
iFor each calendar month, the share of years this security closed higher than the month before, and the average month-over-month return, over ~19 years of its own price history. Cells are shaded by average return. This is historical frequency, not a prediction — no month is a signal.Jan
50%
−0.1%
n=18
Feb
58%
+0.9%
n=19
Mar
42%
+0.4%
n=19
Apr
58%
+3.0%
n=19
May
47%
−0.2%
n=19
Jun
42%
−0.9%
n=19
Jul
89%
+5.5%
n=19
Aug
47%
−0.6%
n=19
Sep
53%
+0.4%
n=19
Oct
67%
+3.1%
n=18
Nov
67%
+3.1%
n=18
Dec
61%
+2.6%
n=18
Up-frequency and average month-over-month return · historical frequency, not a prediction
Reported insider & political trades
Every Form 4 the people closest to this company have filed with the SEC — plotted against the share price, aggregated by month, and shown with the gap between when each trade happened and when it was disclosed. A public record, not advice.
| Date | Person | Role | Action | Shares @ price | Value | Ownership Δ | vs S&P 1m | vs S&P 6m | Owned after | Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | Leopold Robin | officer | Sale | 2,500 @ $352.81 | $882K | −3.4% of holding | not yet — horizon still open | not yet — horizon still open | 71,047 | Form 4 · filed same day |
| 2026-08-11 | Leopold Robin | officer | Sale | 2,500 @ $361.41 | $904K | −3.3% of holding | −0.7% | not yet — horizon still open | 73,547 | Form 4 · filed same day |
| 2026-06-22 | Friedman Stacey | officer | Sale | 5,467 @ $330.73 | $1.8M | −11.8% of holding | +5.1% | not yet — horizon still open | 40,961 | Form 4 · filed same day |
| 2026-05-20 | Friedman Stacey | officer | Sale | 5,468 @ $300.27 | $1.6M | −10.5% of holding | +9.1% | not yet — horizon still open | 46,428 | Form 4 · filed same day |
| 2026-05-15 | Erdoes Mary E. | officer | Sale | 6,648 @ $298.36 | $2.0M | −1.0% of holding | +9.7% | not yet — horizon still open | 632,399 | Form 4 · filed same day |
| 2026-05-15 | Lake Marianne | officer | Sale | 6,427 @ $298.36 | $1.9M | −7.8% of holding | +9.7% | not yet — horizon still open | 76,402 | Form 4 · filed same day |
| 2026-05-15 | Petno Douglas B | officer | Sale | 5,659 @ $300.05 | $1.7M | −2.5% of holding | +9.7% | not yet — horizon still open | 224,619 | Form 4 · filed same day |
| 2026-05-15 | Beer Lori A | officer | Sale | 3,165 @ $300.05 | $950K | −4.5% of holding | +9.7% | not yet — horizon still open | 66,783 | Form 4 · filed same day |
| 2026-05-05 | Piepszak Jennifer | officer | Sale | 4,919 @ $309.42 | $1.5M | −5.5% of holding | −4.1% | not yet — horizon still open | 85,082 | Form 4 · filed same day |
| 2026-05-05 | BACON ASHLEY | officer | Sale | 4,070 @ $309.42 | $1.3M | −1.6% of holding | −4.1% | not yet — horizon still open | 248,785 | Form 4 · filed same day |
| 2026-05-05 | Barnum Jeremy | officer | Sale | 3,022 @ $309.41 | $935K | −8.5% of holding | −4.1% | not yet — horizon still open | 32,438 | Form 4 · filed same day |
| 2026-04-15 | DIMON JAMES | director | Sale | 130,488 @ $306.56 | $40.0M | −7.2% of holding | −8.9% | not yet — horizon still open | 1,680,625 | Form 4 · filed same day |
| 2026-04-15 | Erdoes Mary E. | officer | Sale | 12,345 @ $306.57 | $3.8M | −1.9% of holding | −8.9% | not yet — horizon still open | 639,047 | Form 4 · filed same day |
| 2026-04-15 | Piepszak Jennifer | officer | Sale | 9,136 @ $306.56 | $2.8M | −9.2% of holding | −8.9% | not yet — horizon still open | 90,001 | Form 4 · filed same day |
| 2026-04-15 | BACON ASHLEY | officer | Sale | 7,558 @ $306.55 | $2.3M | −2.9% of holding | −8.9% | not yet — horizon still open | 252,855 | Form 4 · filed same day |
| 2026-04-15 | Lake Marianne | officer | Sale | 6,427 @ $306.57 | $2.0M | −4.7% of holding | −8.9% | not yet — horizon still open | 130,872 | Form 4 · filed same day |
| 2026-04-15 | Petno Douglas B | officer | Sale | 5,660 @ $306.58 | $1.7M | −1.5% of holding | −8.9% | not yet — horizon still open | 381,807 | Form 4 · filed same day |
| 2026-04-15 | Barnum Jeremy | officer | Sale | 5,611 @ $306.55 | $1.7M | −13.7% of holding | −8.9% | not yet — horizon still open | 35,460 | Form 4 · filed same day |
| 2026-04-15 | Beer Lori A | officer | Sale | 3,166 @ $306.59 | $971K | −4.3% of holding | −8.9% | not yet — horizon still open | 69,948 | Form 4 · filed same day |
| 2026-03-23 | Leopold Robin | officer | Sale | 433 @ $295.06 | $128K | −0.7% of holding | +0.0% | +0.1% | 64,920 | Form 4 · filed same day |
| 2026-02-19 | Rohrbaugh Troy L | officer | Sale | 50,000 @ $307.11 | $15.4M | −31.0% of holding | −2.0% | +3.2% | 111,279 | Form 4 · filed same day |
| 2026-02-19 | DIMON JAMES | director | Sale | 22,235 @ $307.19 | $6.8M | −0.5% of holding | −2.0% | +3.2% | 4,231,519 | Form 4 · filed same day |
| 2026-02-19 | DIMON JAMES | director | Sale | 22,235 @ $307.19 | $6.8M | −0.5% of holding | −2.0% | +3.2% | 4,209,284 | Form 4 · filed same day |
| 2026-02-19 | DIMON JAMES | director | Sale | 10,042 @ $307.19 | $3.1M | −0.2% of holding | −2.0% | +3.2% | 4,253,754 | Form 4 · filed same day |
| 2026-02-19 | DIMON JAMES | director | Sale | 5,000 @ $307.19 | $1.5M | −0.1% of holding | −2.0% | +3.2% | 4,273,796 | Form 4 · filed same day |
| 2026-02-19 | DIMON JAMES | director | Sale | 5,000 @ $307.19 | $1.5M | −0.1% of holding | −2.0% | +3.2% | 4,268,796 | Form 4 · filed same day |
| 2026-02-19 | DIMON JAMES | director | Sale | 5,000 @ $307.19 | $1.5M | −0.1% of holding | −2.0% | +3.2% | 4,263,796 | Form 4 · filed same day |
| 2026-02-19 | Leopold Robin | officer | Sale | 432 @ $307.14 | $133K | −0.7% of holding | −2.0% | +3.2% | 65,353 | Form 4 · filed same day |
| 2026-02-17 | Erdoes Mary E. | officer | Sale | 5,731 @ $306.41 | $1.8M | −0.9% of holding | −3.2% | +6.4% | 613,405 | Form 4 · filed same day |
| 2026-02-17 | Lake Marianne | officer | Sale | 3,907 @ $306.41 | $1.2M | −2.8% of holding | −3.2% | +6.4% | 137,299 | Form 4 · filed same day |
| 2026-02-17 | Petno Douglas B | officer | Sale | 3,487 @ $306.40 | $1.1M | −0.9% of holding | −3.2% | +6.4% | 364,828 | Form 4 · filed same day |
| 2026-02-17 | Friedman Stacey | officer | Sale | 3,404 @ $306.40 | $1.0M | −5.2% of holding | −3.2% | +6.4% | 61,949 | Form 4 · filed same day |
| 2026-02-17 | Barnum Jeremy | officer | Sale | 2,892 @ $306.42 | $886K | −10.8% of holding | −3.2% | +6.4% | 23,804 | Form 4 · filed same day |
| 2026-02-17 | Beer Lori A | officer | Sale | 2,047 @ $306.40 | $627K | −3.3% of holding | −3.2% | +6.4% | 60,452 | Form 4 · filed same day |
| 2026-01-16 | Piepszak Jennifer | officer | Sale | 8,571 @ $312.79 | $2.7M | −10.8% of holding | −0.4% | +2.8% | 71,027 | Form 4 · filed same day |
| 2026-01-16 | BACON ASHLEY | officer | Sale | 7,364 @ $312.79 | $2.3M | −3.0% of holding | −0.4% | +2.8% | 237,157 | Form 4 · filed same day |
| 2026-01-16 | Erdoes Mary E. | officer | Sale | 5,732 @ $312.78 | $1.8M | −0.9% of holding | −0.4% | +2.8% | 619,136 | Form 4 · filed same day |
| 2026-01-16 | Lake Marianne | officer | Sale | 3,908 @ $312.78 | $1.2M | −3.1% of holding | −0.4% | +2.8% | 121,035 | Form 4 · filed same day |
| 2026-01-16 | Petno Douglas B | officer | Sale | 3,487 @ $312.80 | $1.1M | −0.9% of holding | −0.4% | +2.8% | 369,126 | Form 4 · filed same day |
| 2026-01-16 | Friedman Stacey | officer | Sale | 3,404 @ $312.80 | $1.1M | −5.0% of holding | −0.4% | +2.8% | 65,353 | Form 4 · filed same day |
| 2026-01-16 | Barnum Jeremy | officer | Sale | 2,893 @ $312.79 | $905K | −9.8% of holding | −0.4% | +2.8% | 26,696 | Form 4 · filed same day |
| 2026-01-16 | Beer Lori A | officer | Sale | 2,047 @ $312.80 | $640K | −3.2% of holding | −0.4% | +2.8% | 62,499 | Form 4 · filed same day |
| 2025-11-07 | Leopold Robin | officer | Sale | 966 @ $311.92 | $301K | −1.6% of holding | −6.2% | −12.7% | 58,479 | Form 4 · filed same day |
| 2025-09-02 | BAMMANN LINDA | director | Sale | 9,500 @ $297.94 | $2.8M | −10.4% of holding | −1.0% | −6.8% | 82,207 | Form 4 · filed same day |
| 2025-06-12 | BACON ASHLEY | officer | Sale | 5,201 @ $267.44 | $1.4M | −2.2% of holding | +4.0% | +4.7% | 229,791 | Form 4 · filed same day |
| 2025-06-05 | Piepszak Jennifer | officer | Sale | 6,128 @ $262.47 | $1.6M | −8.9% of holding | +3.6% | +5.8% | 62,455 | Form 4 · filed same day |
| 2025-05-20 | Friedman Stacey | officer | Sale | 6,608 @ $265.71 | $1.8M | −15.3% of holding | +3.0% | +1.8% | 36,520 | Form 4 · filed same day |
| 2025-05-20 | Friedman Stacey | officer | Sale | 2,821 @ $265.71 | $750K | −3.9% of holding | +3.0% | +1.8% | 68,757 | Form 4 · filed same day |
| 2025-05-16 | Lake Marianne | officer | Sale | 12,274 @ $267.08 | $3.3M | −16.2% of holding | +0.2% | +0.8% | 63,404 | Form 4 · filed same day |
| 2025-05-16 | Beer Lori A | officer | Sale | 5,873 @ $267.09 | $1.6M | −9.4% of holding | +0.2% | +0.8% | 56,356 | Form 4 · filed same day |
| 2025-05-15 | Petno Douglas B | officer | Sale | 10,141 @ $266.89 | $2.7M | −2.8% of holding | −1.0% | +2.4% | 353,655 | Form 4 · filed same day |
| 2025-05-13 | Erdoes Mary E. | officer | Sale | 14,055 @ $262.54 | $3.7M | −2.3% of holding | −0.9% | +4.1% | 608,410 | Form 4 · filed same day |
| 2025-05-13 | BACON ASHLEY | officer | Sale | 5,202 @ $262.53 | $1.4M | −2.2% of holding | −0.9% | +4.1% | 234,992 | Form 4 · filed same day |
| 2025-05-12 | Rohrbaugh Troy L | officer | Sale | 12,500 @ $263.08 | $3.3M | −7.6% of holding | −0.0% | +5.5% | 151,126 | Form 4 · filed same day |
| 2025-05-06 | Barnum Jeremy | officer | Sale | 40,014 @ $250.77 | $10.0M | −69.0% of holding | −1.0% | +3.7% | 18,017 | Form 4 · filed same day |
| 2025-05-06 | BAMMANN LINDA | director | Sale | 9,500 @ $250.00 | $2.4M | −9.4% of holding | −1.0% | +3.7% | 91,539 | Form 4 · filed same day |
| 2025-05-06 | Piepszak Jennifer | officer | Sale | 6,129 @ $250.76 | $1.5M | −8.2% of holding | −1.0% | +3.7% | 68,583 | Form 4 · filed same day |
| 2025-04-14 | DIMON JAMES | director | Sale | 133,639 @ $235.68 | $31.5M | −9.2% of holding | +4.2% | +6.4% | 1,321,357 | Form 4 · filed same day |
| 2025-03-24 | Rohrbaugh Troy L | officer | Sale | 25,000 @ $247.02 | $6.2M | −15.8% of holding | +4.4% | +11.3% | 133,381 | Form 4 · filed same day |
| 2025-03-24 | Piepszak Jennifer | officer | Sale | 4,272 @ $247.03 | $1.1M | −7.8% of holding | +4.4% | +11.3% | 50,197 | Form 4 · filed same day |
The vs-S&P columns are a labeled look-back on what the stock did after each filing, measured against the index over the same window. Descriptive history, not a claim about the person or a reason to trade.
228 award / exercise / gift records — not counted as purchases
Awards, option exercises, gifts and tax-withholding disposals are shown separately and never counted as open-market purchases or sales — they carry no conviction information.
| Date | Person | Role | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|---|
| 2026-07-27 | Friedman Stacey | officer | Gift | 166 | 40,795 | Form 4 |
| 2026-07-24 | Petno Douglas B | officer | Gift | 864 | 223,755 | Form 4 |
| 2026-06-30 | BURKE STEPHEN B | director | Award / grant | 172 | 208,303 | Form 4 |
| 2026-06-30 | HOBSON MELLODY L | director | Award / grant | 137 | 29,966 | Form 4 |
| 2026-06-30 | Rometty Virginia M | director | Award / grant | 122 | 15,032 | Form 4 |
| 2026-06-30 | NOVAKOVIC PHEBE N | director | Award / grant | 122 | 13,583 | Form 4 |
| 2026-06-24 | Rohrbaugh Troy L | officer | Award / grant | 90,321 | 90,321 | Form 4 |
| 2026-06-24 | Piepszak Jennifer | officer | Award / grant | 60,214 | 60,214 | Form 4 |
| 2026-06-24 | Erdoes Mary E. | officer | Award / grant | 60,214 | 60,214 | Form 4 |
| 2026-06-24 | Petno Douglas B | officer | Award / grant | 90,321 | 90,321 | Form 4 |
| 2026-05-14 | Petno Douglas B | officer | Gift | 135,027 | 230,278 | Form 4 |
| 2026-05-14 | Petno Douglas B | officer | Gift | 135,027 | 135,027 | Form 4 |
| 2026-03-31 | BURKE STEPHEN B | director | Award / grant | 191 | 207,343 | Form 4 |
| 2026-03-31 | HOBSON MELLODY L | director | Award / grant | 153 | 29,705 | Form 4 |
| 2026-03-31 | NOVAKOVIC PHEBE N | director | Award / grant | 136 | 13,395 | Form 4 |
| 2026-03-31 | Rometty Virginia M | director | Award / grant | 136 | 14,836 | Form 4 |
| 2026-03-25 | DIMON JAMES | director | Withheld for tax | 177,222 | 1,811,113 | Form 4 |
| 2026-03-25 | Erdoes Mary E. | officer | Withheld for tax | 46,997 | 651,392 | Form 4 |
| 2026-03-25 | Rohrbaugh Troy L | officer | Withheld for tax | 40,349 | 143,895 | Form 4 |
| 2026-03-25 | Lake Marianne | officer | Withheld for tax | 31,806 | 73,726 | Form 4 |
| 2026-03-25 | Piepszak Jennifer | officer | Withheld for tax | 29,405 | 99,137 | Form 4 |
| 2026-03-25 | Petno Douglas B | officer | Withheld for tax | 28,009 | 387,467 | Form 4 |
| 2026-03-25 | Friedman Stacey | officer | Withheld for tax | 27,058 | 72,007 | Form 4 |
| 2026-03-25 | BACON ASHLEY | officer | Withheld for tax | 23,957 | 260,413 | Form 4 |
| 2026-03-25 | Barnum Jeremy | officer | Withheld for tax | 21,362 | 41,071 | Form 4 |
| 2026-03-25 | Beer Lori A | officer | Withheld for tax | 15,666 | 73,114 | Form 4 |
| 2026-03-25 | Leopold Robin | officer | Withheld for tax | 13,768 | 76,047 | Form 4 |
| 2026-03-25 | Beer Lori A | officer | Option exercise | 28,328 | 88,780 | Form 4 |
| 2026-03-25 | BACON ASHLEY | officer | Option exercise | 47,213 | 284,370 | Form 4 |
| 2026-03-25 | BACON ASHLEY | officer | Option exercise | 47,213 | 0 | Form 4 |
| 2026-03-25 | Petno Douglas B | officer | Option exercise | 50,648 | 0 | Form 4 |
| 2026-03-25 | Petno Douglas B | officer | Option exercise | 50,648 | 415,476 | Form 4 |
| 2026-03-25 | Piepszak Jennifer | officer | Option exercise | 57,515 | 128,542 | Form 4 |
| 2026-03-25 | Piepszak Jennifer | officer | Option exercise | 57,515 | 0 | Form 4 |
| 2026-03-25 | Rohrbaugh Troy L | officer | Option exercise | 72,965 | 184,244 | Form 4 |
| 2026-03-25 | Rohrbaugh Troy L | officer | Option exercise | 72,965 | 0 | Form 4 |
| 2026-03-25 | Lake Marianne | officer | Option exercise | 57,515 | 105,532 | Form 4 |
| 2026-03-25 | Lake Marianne | officer | Option exercise | 57,515 | 0 | Form 4 |
| 2026-03-25 | Leopold Robin | officer | Option exercise | 24,895 | 89,815 | Form 4 |
| 2026-03-25 | Leopold Robin | officer | Option exercise | 24,895 | 0 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Across 2012–2021, stocks where a CEO, C-suite officer, or director had recently made an open-market common-stock purchase ran about +28 bp per month above the universe average (n=34,268 stock-weeks). A historical tendency, not a prediction.
Congressional disclosures iStock trades disclosed by members of Congress for this company, by the date they were filed.iDisclosures shown as facts. A purchase “cluster” (≥2 members of Congress filing a buy within 90 days) has historically preceded modestly higher forward returns — and it persisted out-of-sample, though it roughly halved after 2021 (see below). A descriptive historical tendency, not a signal to trade and not used in our forecast. See /methodology.
As of 2026-09-25 · point-in-time by filed date
Purchase clusters · 2015–2021 (dev)+45 bp/mo vs baseline · up-rate 59.3% vs 57.3% · n=31,607 cluster ticker-weeks
Purchase clusters · 2022–2026 (out-of-sample)+32 bp/mo vs baseline · up-rate 54.0% vs 53.3% · n=27,793
A cluster = ≥2 members of Congress filing a purchase within 90 days. The historical tilt persisted after 2021 but roughly halved (+45 → +32 bp/mo forward 1-month vs the S&P 500 weekly-grid baseline). Descriptive historical tendency — not a signal to trade, and not used in our forecast (audition-log 2026-07-27, recomputed 2026-09-08).
| Member | Chamber | Type | Filed | Traded | Size |
|---|---|---|---|---|---|
| Alan Armstrong | Senate | sale | 2026-07-21 | 2026-03-27 | $15–50K |
| Ro Khanna | House | purchase | 2026-07-06 | 2026-06-01 | $1–15K |
| Ro Khanna | House | purchase | 2026-07-06 | 2026-06-01 | $1–15K |
| Ro Khanna | House | sale | 2026-07-06 | 2026-06-02 | $1–15K |
| Ro Khanna | House | sale | 2026-07-06 | 2026-06-05 | $1–15K |
| Ro Khanna | House | purchase | 2026-06-09 | 2026-05-18 | $1–15K |
| Ro Khanna | House | purchase | 2026-06-09 | 2026-05-18 | $1–15K |
| Ro Khanna | House | purchase | 2026-06-09 | 2026-05-27 | $1–15K |
| Ro Khanna | House | purchase | 2026-05-11 | 2026-04-21 | $15–50K |
| Sheldon Whitehouse | Senate | sale | 2026-05-04 | 2026-04-13 | $15–50K |
| Elizabeth Fletcher | House | sale | 2026-05-01 | 2026-04-08 | $1–15K |
| Ro Khanna | House | sale | 2026-04-07 | 2026-03-10 | $15–50K |
| Ro Khanna | House | purchase | 2026-04-07 | 2026-03-23 | $1–15K |
| Ro Khanna | House | purchase | 2026-04-07 | 2026-03-30 | $15–50K |
What's happening · recap
claude-sonnet-5Generated 2026-07-25 · stored before display, never written live
Recent coverage of JPMorgan Chase (JPM) on 2026-07-24 largely consists of Zacks commentary on the stock's momentum and long-term standing, along with reports on institutional investors adjusting their equity stakes, and remarks from CEO Jamie Dimon about global and fiscal risks. A separate 2026-07-23 piece compared a traditional financial-sector ETF's one-year return of 28.40% to a leveraged fund's 7.81% return over the same period.
In the news
An article examined how Wall Street analysts' published assessments of JPMorgan Chase & Co. might inform investment decisions.
Read →An article described JPMorgan Chase & Co. as included in a list of long-term stock picks maintained by Zacks' Focus List.
Read →CEO Jamie Dimon made cautious remarks in a CNBC interview about global and fiscal risks that markets may be underestimating.
Read →Decker Wealth Management LLC disclosed acquiring a new stake of 2,241 shares of JPMorgan Chase & Co., valued at about $659,000, in the first quarter per an SEC filing.
Read →Dimensional Fund Advisors LP disclosed raising its stake in JPMorgan Chase & Co. by 3.3% in the first quarter, owning 18,968,884 shares, per an SEC filing.
Read →Balefire LLC disclosed increasing its stake in JPMorgan Chase & Co. by 18.6% in the first quarter, owning 11,836 shares, per a Form 13F filing.
Read →A comparison of financial-sector ETFs noted that the traditional fund FTXO returned 28.40% over one year with lower costs versus 7.81% for the leveraged fund UYG.
Read →Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.