How many institutions own JPM-PD stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own JPM-PD shares is 11, representing 0.21% of the company's common stock.

Who are the major shareholders selling JPMorgan Chase & Co. stock?

STEIGERWALD, GORDON & KOCH INC., in the last quarter, reduced its stake in JPM-PD by -100% restricting it's holding to 0 shares of worth nearly -. UNITED COMMUNITY BANK also lessened -100% of the JPM-PD shares from its portfolio, reducing its holding to 0 shares of worth -. NBC SECURITIES, INC. also shunned JPM-PD shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying JPM-PD stock?

As per its latest 13F filing, NBC SECURITIES, INC. increased its stake in JPM-PD by 14.83% in the last quarter. The institutional holder raised its holding to 13.86 thousand shares having worth more than $345.37K. STEIGERWALD, GORDON & KOCH INC. also added 100% more shares of JPM-PD to its portfolio, raising its holding to 178.82 thousand shares of worth $4.44M. NBC SECURITIES, INC. also increased its JPM-PD shares holding by 20.27% which brought its holding to 12.07 thousand shares worth $299.93K.

JPM-PD's major insiders: who are they?

The insider with the most stakes in JPM-PD is Erdoes Mary E. , CEO Asset & Wealth Management at the company. Additionally, JPM-PD stock is highly held by President & COO, CEO CIB Pinto Daniel E and CEO Commercial Banking Petno Douglas B among others.

Did an insider recently sell JPM-PD stock?

Company executives, directors, and other insiders own N/A percent of JPMorgan Chase & Co.'s stock. Within the last six months, there have been 0 transaction(s) in which JPM-PD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BACON ASHLEY, ERDOES MARY E., and PIEPSZAK JENNIFER.

Which insider recently purchased JPM-PD stock?

There have been 0 transaction(s) during the past 6-months in which JPMorgan Chase & Co. insiders have bought stock, totalling 0 shares

How much of JPM-PD does insiders own?

Around 0 JPMorgan Chase & Co. shares are held by insiders, which represents about N/A of JPM-PD stock.

Who is the insider with the largest stake?

JPM-PD CEO Asset & Wealth Management, Erdoes Mary E. holds the largest portfolio of the company's shares. JPM-PD shares owned by Erdoes total nearly 574.82 thousand.

Which institution holds the most shares in JPM-PD?

COMPREHENSIVE FINANCIAL PLANNING, INC./PA is the largest institutional owner in JPM-PD which holds 115 shares worth $2.78K or 0% of the total JPM-PD shares outstanding followed by THOMPSON INVESTMENT MANAGEMENT, INC. with ownership of 1.2 thousand shares representing 0% of the JPM-PD ownership. OLD POINT TRUST & FINANCIAL SERVICES N A is the third largest stakeholder with 4 thousand shares or 0% of the ownership worth more than $97.20K.

Is JPMorgan Chase & Co. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the JPM-PD is concerned, it is a stock which is optionable.

Is there a short position on JPM-PD's shares?

Number of JPM-PD shares short is N/A. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding JPM-PD shares are there?

As of today, N/A shares of JPM-PD are outstanding.

Is there many float in JPM-PD stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, JPM-PD has N/A shares in float.

JPM-PD short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for JPM-PD is N/A.

JPMorgan Chase & Co (JPM-PD) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

0.21% Percentage of Shares held by All Institutions

0.21% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 0.21% of JPM-PD shares are held by financial institutions. COMPREHENSIVE FINANCIAL PLANNING, INC./PA is the top corporate investor, holding 115 shares valued at $2.78K. A 0% stake in JPMorgan Chase & Co. is owned by the company. THOMPSON INVESTMENT MANAGEMENT, INC. owns 1.2K shares valued at $29.04K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	115	2.78K	0	0
Mar 31, 2026	THOMPSON INVESTMENT MANAGEMENT, INC.	0%	1.2K	29.04K	0	0
Mar 31, 2026	OLD POINT TRUST & FINANCIAL SERVICES N A	0%	4K	97.2K	0	0
Mar 31, 2026	MATHES COMPANY, INC.	0%	17.2K	416K	0	0
Mar 31, 2026	STEIGERWALD, GORDON & KOCH INC.	0%	0	-	-175.53K	-100.00%
Mar 31, 2026	UNITED COMMUNITY BANK	0%	0	-	-700	-100.00%
Mar 31, 2026	NBC SECURITIES, INC.	0%	0	-	-13.86K	-100.00%
Dec 31, 2025	OLD POINT TRUST & FINANCIAL SERVICES N A	0%	4K	99.93K	0	0
Dec 31, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0%	1.2K	29.9K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0%	13.86K	345.37K	1.79K	+14.83%
Dec 31, 2025	MATHES COMPANY, INC.	0%	17.2K	429K	-6K	-25.86%
Dec 31, 2025	ORG PARTNERS LLC	0%	37K	922.04K	-4K	-9.76%
Dec 31, 2025	STEIGERWALD, GORDON & KOCH INC.	0.01%	175.53K	4.37M	-3.29K	-1.84%
Dec 31, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	115	2.87K	0	0
Dec 31, 2025	UNITED COMMUNITY BANK	0%	700	17.44K	0	0
Sep 30, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0%	1.2K	29.82K	0	0
Sep 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	115	2.86K	0	0
Sep 30, 2025	STEIGERWALD, GORDON & KOCH INC.	0.01%	178.82K	4.44M	178.82K	+100.00%
Sep 30, 2025	ORG PARTNERS LLC	0%	41K	1.02M	-4K	-8.89%
Sep 30, 2025	NBC SECURITIES, INC.	0%	12.07K	299.93K	2.03K	+20.27%
Sep 30, 2025	MATHES COMPANY, INC.	0%	23.2K	577K	0	0
Sep 30, 2025	UNITED COMMUNITY BANK	0%	700	17.4K	0	0
Sep 30, 2025	OLD POINT TRUST & FINANCIAL SERVICES N A	0%	4K	99.4K	4K	+100.00%
Sep 30, 2025	1620 INVESTMENT ADVISORS, INC.	0%	0	-	-400	-100.00%
Jun 30, 2025	ORG PARTNERS LLC	0%	45K	1.12M	-1.5K	-3.23%
Jun 30, 2025	MATHES COMPANY, INC.	0%	23.2K	570K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0%	10.04K	246K	10.04K	+100.00%
Jun 30, 2025		0%	115	2.83K	0	0
Jun 30, 2025	UNITED COMMUNITY BANK	0%	700	17.2K	0	0
Jun 30, 2025	1620 INVESTMENT ADVISORS, INC.	0%	400	9.83K	400	+100.00%
Jun 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	115	2.83K	0	0
Jun 30, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0%	1.2K	29.48K	0	0
Mar 31, 2025	ORG PARTNERS LLC	0%	46.5K	1.14M	-1K	-2.11%
Mar 31, 2025		0%	115	2.83K	0	0
Mar 31, 2025	UNITED COMMUNITY BANK	0%	700	17.21K	0	0
Mar 31, 2025	MATHES COMPANY, INC.	0%	23.2K	570K	0	0
Mar 31, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0%	1.2K	29.51K	0	0
Mar 31, 2024	MATHES COMPANY, INC.	0%	15.2K	380K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	2.16K	53.92K	0	0
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0%	0	-	-13.31K	-100.00%
Mar 31, 2024	PRIVATE OCEAN, LLC	0%	307	7.68K	0	0
Mar 31, 2024	THOMPSON INVESTMENT MANAGEMENT, INC.	0%	1.2K	30.02K	1.2K	+100.00%
Mar 31, 2024	ROANOKE ASSET MANAGEMENT CORP/ NY	0%	9K	227K	0	0
Dec 31, 2023	MATHES COMPANY, INC.	0%	15.2K	380K	0	0
Dec 31, 2023	PRIVATE OCEAN, LLC	0%	307	7.68K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0%	2.16K	53.88K	-322	-13.00%
Dec 31, 2023	ROANOKE ASSET MANAGEMENT CORP/ NY	0%	9K	225K	0	0
Dec 31, 2023		0%	13.31K	332.62K	-960	-6.73%
Dec 31, 2023	BARTLETT & CO. LLC	0%	13.31K	333K	-960	-6.73%

Insiders

Among the JPM-PD insiders holding of N/A of the stake in company, ERDOES MARY E., CEO Asset & Wealth Management, holds the largest shares of 574.82K. PINTO DANIEL E, President & COO, CEO CIB, is the second largest JPM-PD insider with ownership of 566.67K shares. PETNO DOUGLAS B, CEO Commercial Banking, stands third with possession of 295.91K shares of that stake.

Insiders	Designation	Shares Held
ERDOES MARY E.	CEO Asset & Wealth Management	574.82K
PINTO DANIEL E	President & COO, CEO CIB	566.67K
PETNO DOUGLAS B	CEO Commercial Banking	295.91K
BACON ASHLEY	Chief Risk Officer	205.46K
LAKE MARIANNE	Co-CEO CCB	65K
FRIEDMAN STACEY	General Counsel	53.43K
SCHER PETER	Vice Chairman	46.77K
BEER LORI A	Chief Information Officer	41.2K
PIEPSZAK JENNIFER	Co-CEO CCB	34.47K
HOBSON MELLODY L	director	22.04K
LEOPOLD ROBIN	Head of Human Resources	19.03K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 16, 2024	BACON ASHLEY	SALE	166.73	3.37K	561.55K	205.46K
Jan 16, 2024	ERDOES MARY E.	SALE	166.73	4.81K	802.62K	574.82K
Jan 16, 2024	PIEPSZAK JENNIFER	SALE	166.59	1.65K	274.71K	34.47K
Jan 16, 2024	LAKE MARIANNE	SALE	166.72	4.46K	743.42K	65K
Jan 16, 2024	SCHER PETER	SALE	166.65	1.81K	301.97K	46.77K
Jan 16, 2024	PETNO DOUGLAS B	SALE	166.70	3.27K	544.6K	295.91K
Dec 12, 2023	LAKE MARIANNE	SALE	160.00	32.24K	5.16M	131.96K
Sep 06, 2023	FRIEDMAN STACEY	SALE	144.86	4.31K	624.33K	53.43K
Aug 07, 2023	FRIEDMAN STACEY	SALE	157.16	4.31K	677.34K	57.74K
Jun 15, 2023	SCHER PETER	SALE	141.39	2.48K	350.93K	41.33K
Jun 15, 2023	ERDOES MARY E.	SALE	142.15	8.12K	1.15M	560.37K
Jun 15, 2023	PETNO DOUGLAS B	SALE	142.16	4.93K	700.86K	277.16K
Jun 12, 2023	PIEPSZAK JENNIFER	SALE	140.70	1.87K	263.24K	22.93K
May 19, 2023	SCHER PETER	SALE	140.08	1.24K	173.84K	43.82K
May 15, 2023	SCHER PETER	SALE	135.02	1.24K	167.42K	45.06K
May 15, 2023	ERDOES MARY E.	SALE	134.81	8.12K	1.09M	568.49K
May 15, 2023	BACON ASHLEY	SALE	135.00	16.77K	2.26M	195.36K
May 15, 2023	PETNO DOUGLAS B	SALE	134.90	4.93K	665.33K	282.09K
May 15, 2023	BEER LORI A	SALE	135.00	15.93K	2.15M	41.2K
May 11, 2023	PINTO DANIEL E	SALE	135.93	113.64K	15.45M	566.67K
May 11, 2023	PIEPSZAK JENNIFER	SALE	135.97	1.87K	254.41K	24.8K
Jan 19, 2023	HOBSON MELLODY L	PURCHASE	134.53	375	50.45K	22.04K
Jan 17, 2023	PIEPSZAK JENNIFER	SALE	140.32	10.46K	1.47M	11.7K
Jan 17, 2023	PETNO DOUGLAS B	SALE	140.30	11.64K	1.63M	242.73K
Jan 17, 2023	SCHER PETER	SALE	140.32	4.4K	617.25K	36.37K
Jan 17, 2023	LAKE MARIANNE	SALE	141.00	10K	1.41M	86.86K
Jan 17, 2023	ERDOES MARY E.	SALE	140.29	10.34K	1.45M	544.14K
Jan 17, 2023	FRIEDMAN STACEY	SALE	140.31	23.15K	3.25M	48.31K
Nov 10, 2022	SCHER PETER	SALE	133.02	1.31K	174.39K	33.66K
Nov 10, 2022	PETNO DOUGLAS B	SALE	135.01	5.14K	693.83K	242.87K
Oct 26, 2022	PETNO DOUGLAS B	SALE	125.02	5.14K	642.46K	248.01K
Oct 26, 2022	LEOPOLD ROBIN	SALE	125.07	2K	250.14K	19.03K
Oct 26, 2022	SCHER PETER	SALE	125.02	1.31K	163.77K	34.97K
Oct 18, 2022	PETNO DOUGLAS B	SALE	120.05	5.14K	617.05K	253.15K
Oct 17, 2022	ERDOES MARY E.	SALE	115.77	33.52K	3.88M	533.8K
Jan 19, 2022	HOBSON MELLODY L	PURCHASE	149.68	670	100.28K	18.3K
Oct 25, 2021	PIEPSZAK JENNIFER	SALE	171.26	3.17K	543.4K	3.04K
Oct 25, 2021	BEER LORI A	SALE	171.22	5.21K	892.06K	16.75K
Oct 14, 2021	LEOPOLD ROBIN	SALE	162.41	1.24K	201.07K	8.62K
Oct 14, 2021	BEER LORI A	SALE	162.46	7.83K	1.27M	21.96K
Oct 14, 2021	SCHER PETER	SALE	162.41	4.37K	710.07K	15.3K

JPM-PD Stock Ownership Breakdown