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About 18.39% of JPM-PL shares are held by financial institutions. THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. is the top corporate investor, holding 219 shares valued at $4.10K. A 0% stake in JPMorgan Chase & Co. is owned by the company. ATLAS CAPITAL ADVISORS LLC owns 12K shares valued at $224.64K, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 219 | 4.1K | 219 | +100.00% |
| Jun 30, 2026 | ATLAS CAPITAL ADVISORS LLC | 0% | 12K | 224.64K | 0 | 0 |
| Jun 30, 2026 | MCMILLAN OFFICE, INC. | 0% | 8K | 149.76K | 0 | 0 |
| Jun 30, 2026 | ESTABROOK CAPITAL MANAGEMENT | 0% | 7K | 131.04K | 0 | 0 |
| Jun 30, 2026 | FIRST COMMAND ADVISORY SERVICES, INC. | 0% | 2.52K | 47.08K | 1.71K | +212.81% |
| Jun 30, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.14K | 21.29K | -5 | -0.44% |
| Mar 31, 2026 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 0 | - | -219 | -100.00% |
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.14K | 21.84K | -265 | -18.83% |
| Mar 31, 2026 | ESTABROOK CAPITAL MANAGEMENT | 0% | 7K | 133.84K | 7K | +100.00% |
| Mar 31, 2026 | MCMILLAN OFFICE, INC. | 0% | 8K | 152.96K | 0 | 0 |
| Mar 31, 2026 | 0% | 8K | 152.96K | 0 | 0 | |
| Mar 31, 2026 | NBC SECURITIES, INC. | 0% | 0 | - | -74 | -100.00% |
| Mar 31, 2026 | CURIO WEALTH, LLC | 0% | 0 | - | -10 | -100.00% |
| Mar 31, 2026 | FIRST COMMAND ADVISORY SERVICES, INC. | 0% | 804 | 15.37K | 804 | +100.00% |
| Mar 31, 2026 | ATLAS CAPITAL ADVISORS LLC | 0% | 12K | 229.44K | 0 | 0 |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.41K | 27.63K | -336 | -19.28% |
| Dec 31, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 219 | 4.3K | 219 | +100.00% |
| Dec 31, 2025 | 0% | 8K | 157.12K | 8K | +100.00% | |
| Dec 31, 2025 | MATHES COMPANY, INC. | 0% | 0 | - | -27.75K | -100.00% |
| Dec 31, 2025 | CURIO WEALTH, LLC | 0% | 10 | 196 | 0 | 0 |
| Dec 31, 2025 | ATLAS CAPITAL ADVISORS LLC | 0% | 12K | 235.68K | 12K | +100.00% |
| Dec 31, 2025 | NBC SECURITIES, INC. | 0% | 74 | 1.45K | 0 | 0 |
| Sep 30, 2025 | 1620 INVESTMENT ADVISORS, INC. | 0% | 0 | - | -1.12K | -100.00% |
| Sep 30, 2025 | MATHES COMPANY, INC. | 0% | 27.75K | 562K | 0 | 0 |
| Sep 30, 2025 | CURIO WEALTH, LLC | 0% | 10 | 203 | 0 | 0 |
| Sep 30, 2025 | NBC SECURITIES, INC. | 0% | 74 | 1.5K | 0 | 0 |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.74K | 35.33K | -622 | -26.30% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.37K | 46.24K | -590 | -19.97% |
| Jun 30, 2025 | NBC SECURITIES, INC. | 0% | 74 | 1K | 74 | +100.00% |
| Jun 30, 2025 | 0% | 10 | 196 | 9 | +900.00% | |
| Jun 30, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 0 | - | -4.29K | -100.00% |
| Jun 30, 2025 | FIRST MERCHANTS CORP | 0% | 0 | - | -12.16K | -100.00% |
| Jun 30, 2025 | MATHES COMPANY, INC. | 0% | 27.75K | 543K | 0 | 0 |
| Jun 30, 2025 | ATLAS CAPITAL ADVISORS LLC | 0% | 12K | 234.6K | 0 | 0 |
| Jun 30, 2025 | CURIO WEALTH, LLC | 0% | 10 | 196 | 9 | +900.00% |
| Jun 30, 2025 | 1620 INVESTMENT ADVISORS, INC. | 0% | 1.12K | 21.9K | -200 | -15.15% |
| Mar 31, 2025 | MATHES COMPANY, INC. | 0% | 27.75K | 554K | 0 | 0 |
| Mar 31, 2025 | 0% | 1 | 208 | -9 | -90.00% | |
| Mar 31, 2025 | 1620 INVESTMENT ADVISORS, INC. | 0% | 1.32K | 26.33K | 0 | 0 |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.96K | 58.95K | -132 | -4.28% |
| Mar 31, 2025 | ATLAS CAPITAL ADVISORS LLC | 0% | 12K | 239.4K | 0 | 0 |
| Mar 31, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 0 | - | -10K | -100.00% |
| Mar 31, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 4.29K | 85.6K | 4.29K | +100.00% |
| Mar 31, 2025 | FIRST MERCHANTS CORP | 0% | 12.16K | 243.81K | 0 | 0 |
| Mar 31, 2024 | MATHES COMPANY, INC. | 0% | 27.75K | 604K | 0 | 0 |
| Mar 31, 2024 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0% | 24 | 523K | 24 | +100.00% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.79K | 60.77K | 392 | +16.35% |
| Mar 31, 2024 | ATLAS CAPITAL ADVISORS LLC | 0% | 12K | 261.36K | 0 | 0 |
| Mar 31, 2024 | KINGFISHER CAPITAL LLC | 0% | 10.27K | 224K | 84 | +0.82% |
| Dec 31, 2023 | MATHES COMPANY, INC. | 0% | 27.75K | 579K | -10K | -26.49% |
| Dec 31, 2023 | KINGFISHER CAPITAL LLC | 0% | 10.19K | 213K | 88 | +0.87% |
| Dec 31, 2023 | ATLAS CAPITAL ADVISORS LLC | 0% | 12K | 250.56K | 0 | 0 |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 2.4K | 50.07K | 350 | +17.09% |
Among the JPM-PL 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-PL 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 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jan 16, 2024 | LAKE MARIANNE | SALE | 166.72 | 4.46K | 743.42K | 65K |
| Jan 16, 2024 | PIEPSZAK JENNIFER | SALE | 166.59 | 1.65K | 274.71K | 34.47K |
| Jan 16, 2024 | PETNO DOUGLAS B | SALE | 166.70 | 3.27K | 544.6K | 295.91K |
| Jan 16, 2024 | BACON ASHLEY | SALE | 166.73 | 3.37K | 561.55K | 205.46K |
| Jan 16, 2024 | SCHER PETER | SALE | 166.65 | 1.81K | 301.97K | 46.77K |
| Jan 16, 2024 | ERDOES MARY E. | SALE | 166.73 | 4.81K | 802.62K | 574.82K |
| 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 | BEER LORI A | SALE | 135.00 | 15.93K | 2.15M | 41.2K |
| May 15, 2023 | BACON ASHLEY | SALE | 135.00 | 16.77K | 2.26M | 195.36K |
| May 15, 2023 | ERDOES MARY E. | SALE | 134.81 | 8.12K | 1.09M | 568.49K |
| May 15, 2023 | PETNO DOUGLAS B | SALE | 134.90 | 4.93K | 665.33K | 282.09K |
| 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 | FRIEDMAN STACEY | SALE | 140.31 | 23.15K | 3.25M | 48.31K |
| Jan 17, 2023 | PETNO DOUGLAS B | SALE | 140.30 | 11.64K | 1.63M | 242.73K |
| Jan 17, 2023 | LAKE MARIANNE | SALE | 141.00 | 10K | 1.41M | 86.86K |
| Jan 17, 2023 | PIEPSZAK JENNIFER | SALE | 140.32 | 10.46K | 1.47M | 11.7K |
| Jan 17, 2023 | ERDOES MARY E. | SALE | 140.29 | 10.34K | 1.45M | 544.14K |
| Jan 17, 2023 | SCHER PETER | SALE | 140.32 | 4.4K | 617.25K | 36.37K |
| Nov 10, 2022 | PETNO DOUGLAS B | SALE | 135.01 | 5.14K | 693.83K | 242.87K |
| Nov 10, 2022 | SCHER PETER | SALE | 133.02 | 1.31K | 174.39K | 33.66K |
| 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 26, 2022 | PETNO DOUGLAS B | SALE | 125.02 | 5.14K | 642.46K | 248.01K |
| 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 |
| Jul 14, 2021 | ERDOES MARY E. | SALE | 154.78 | 17.39K | 2.69M | 512.19K |
| Apr 19, 2021 | HOBSON MELLODY L | PURCHASE | 153.12 | 660 | 101.06K | 15.09K |
| Apr 15, 2021 | BEER LORI A | SALE | 150.90 | 15K | 2.26M | 29.79K |
| Apr 15, 2021 | PETNO DOUGLAS B | SALE | 150.90 | 11.51K | 1.74M | 373.53K |
| Apr 15, 2021 | ERDOES MARY E. | SALE | 150.90 | 19.19K | 2.9M | 501.17K |
| Apr 15, 2021 | LAKE MARIANNE | SALE | 150.90 | 13.05K | 1.97M | 103.9K |
| Apr 15, 2021 | FRIEDMAN STACEY | SALE | 150.90 | 16.97K | 2.56M | 56.21K |
| Apr 15, 2021 | BACON ASHLEY | SALE | 150.91 | 11.93K | 1.8M | 157.57K |