JPMorgan Chase & Co. JPM Chief Executive

What Jamie Dimon says in public, and what their own SEC filings show they own.

Jamie Dimon

Jamie Dimon

Chairman & CEO · JPMorgan Chase & Co.

CEO since 2005; steered JPMorgan through the 2008 financial crisis; oversees global strategy across all business lines.

What they own

Ownership

Skin in the game
23/ 100
Level 1Steward

Dimon owns about 0% of JPMorgan Chase & Co., worth $3.89B at the last close.

SEC filings
104
Stake 10.8M reported shares ≈ 0.4% of shares outstanding — no 13G on file, so an estimate 12/35
Founder No career file yet — the founder axis scores zero until one exists 0/15
Tenure Start date not on file — tenure scores zero until it is 0/10
Track record No career file yet — prior companies score zero until one exists 0/15
Direction Exercise-and-sell — 200,000 shares ($61.4M) sold, all covered by option exercises; the underlying stake is flat 4/15
Discipline 2 late Form 4s in 104 filings 7/10

Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). Every input links to a filing or to the career file; the bands are ours.

Reported · Forms 3, 4, 5 10.8M Every lot on the person's own filings, as of Apr 15, 2026
Last open-market trade Sale · $40.0M Apr 15, 2026 · 130,488 shares at $306.56 · under a 10b5-1 plan
Paper trail 2 late filings Form 4 covering a 2021-05-14 gift in JPMORGAN CHASE & CO was filed 2021-10-01, 96 business days later; Section 16 allows two.
Reported JPMorgan Chase & Co. shares Forms 3, 4 and 5 · as of 2026-04-15
05M10M15M 20042005200620072008200920102011201220132014201520162017201820192020202120222023202420252026 Apr 15, 2026: sale of 130,488 sharesMar 25, 2026: exercise of 320,473 sharesFeb 19, 2026: sale of 69,512 sharesJan 20, 2026: gift of 90,000 shares 10.8M

Dots mark the months the activity below moved the line. Hover one for the filing.

How the stake is held
SecurityHeld viaShares
Common StockFamily Trusts4,209,284
Common StockGRAT3,700,456
Common StockDirect1,680,625
Common StockTrust522,743
Common StockSpouse's GRAT336,968
Common StockSpouse273,035
Common StockLLC116,466
Common Stock401(k)9,005
Common StockChild666
Reported as of 2026-04-1510,849,248
Held directly
15%
Vehicles
8 trusts or entities
Last filing
Apr 15, 2026
Activity · last 12 months 5 events folded from 10 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
Apr 15, 2026 Sale Open-market sale −130,488 $306.56 $40.0M under a 10b5-1 plan
Mar 25, 2026 Exercise Option or RSU conversion +320,473
Mar 25, 2026 Tax Shares withheld for tax −177,222 $295.04 $52.3M
Feb 19, 2026 Sale Open-market sale across 6 lots, $307.19–$307.19 −69,512 $307.19 avg $21.4M Through Family Trusts · under a 10b5-1 plan
Jan 20, 2026 Gift Gift −90,000
Every issuer Jamie Dimon files as an insider of
CompanyRoleReportedBeneficial% of class
JPM JPMORGAN CHASE & CO This page Chairman & CEO 11M
2026-04-15
ONE BANK ONE CORP · exited Chairman and CEO
2004-07-01

Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.

Paper trail
  • Form 144 Form 144 filed 2026-04-15 announces an intended sale. Filing ↗
  • Form 144 Form 144 filed 2026-02-19 announces an intended sale. Filing ↗
  • Late Form 4 covering a 2021-05-14 gift in JPMORGAN CHASE & CO was filed 2021-10-01, 96 business days later; Section 16 allows two. Filing ↗
  • Late Form 4 covering a 2020-05-14 gift in JPMORGAN CHASE & CO was filed 2020-05-22, 6 business days later; Section 16 allows two. Filing ↗
  • Sale 2026-04: sold 130,488 JPMORGAN CHASE & CO shares for $40,002,010, under a 10b5-1 plan (1 filing). Filing ↗
  • Sale 2026-02: sold 69,512 JPMORGAN CHASE & CO shares for $21,353,561 via By Family Trusts, under a 10b5-1 plan (1 filing). Filing ↗

104 filings under CIK 0001195345 · captured 2026-09-05 · All filings on EDGAR ↗

On the record with shareholders

Earnings calls

  1. Q2 2026 Jul 14, 2026 Dimon's argument was that this is close to a peak, and that nobody should extrapolate from it. He said outright that conditions are "getting close to as good as it gets" and that he does not know how long they last, then spent the call refusing the conclusions a record quarter invites: that operating leverage can keep rising ("a crazy notion"), and that AI will lift the bank's own margins rather than pass through to customers the way computerisation did over the last twenty years. On capital he was blunter still — buybacks are an investment decision, not money returned to shareholders, and he wants that line removed from the firm's own reports; the roughly $40 billion of excess is meant to be deployed organically at a 17% return, against competition he named as Stripe, PayPal, Block, Chime, SoFi and Revolut as readily as Goldman Sachs. The succession question he answered in a sentence and closed. Read the call · 11 quotes →
In their own words

Podcasts, interviews & articles

6 recorded appearances

2026

Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons
Podcast The Master Investor Podcast · Jul 20, 2026 · 1h 1m

Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons

Dimon told Wilfred Frost he personally would not buy government bonds at current yields, reasoning that even at 2% inflation a 10-year should sit near 4–4.5%, leaving no room for price appreciation. He also warned markets look complacent about the AI build-out, drawing a dot-com analogy.

Watch or read →
JPMorganChase
Shareholder letter JPMorganChase · April 2026

Jamie Dimon's Letter to Shareholders, Annual Report 2025

The annual letter flagged stickier inflation and rates staying higher for longer as the central risk, alongside geopolitical conflict, private-credit stress and what he called 'nonsensical' elements of bank capital rules. He also named Block, Citadel Securities, Revolut and Stripe as the most successful non-traditional competitors and argued JPMorgan must roll out blockchain technology faster.

Watch or read →

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