 |
| |
| Apr-11-18 | Initiated |
HSBC Securities |
Hold |
$111 |
|
| Feb-21-18 | Reiterated |
Morgan Stanley |
Overweight |
$133 → $136 |
|
| Feb-13-18 | Upgrade |
Keefe Bruyette |
Mkt Perform → Outperform |
|
|
| Jan-16-18 | Reiterated |
UBS |
Buy |
$119 → $125 |
|
| Jan-09-18 | Downgrade |
Societe Generale |
Buy → Hold |
|
|
| Jan-02-18 | Reiterated |
Barclays |
Overweight |
$105 → $132 |
|
| Dec-21-17 | Upgrade |
Buckingham Research |
Neutral → Buy |
|
|
| Sep-26-17 | Downgrade |
Deutsche Bank |
Buy → Hold |
$90 → $96 |
|
| Aug-10-17 | Resumed |
Wells Fargo |
Outperform |
$110 |
|
| Jul-06-17 | Resumed |
Goldman |
Neutral |
|
|
| Apr-25-17 | Upgrade |
Guggenheim |
Neutral → Buy |
|
|
| Jan-17-17 | Downgrade |
Keefe Bruyette |
Outperform → Mkt Perform |
|
|
| Jan-11-17 | Resumed |
UBS |
Buy |
$98 |
|
| Jan-03-17 | Reiterated |
Barclays |
Overweight |
$79 → $100 |
|
| Nov-09-16 | Downgrade |
Robert W. Baird |
Outperform → Neutral |
$72 |
|
| Oct-17-16 | Downgrade |
Buckingham Research |
Buy → Neutral |
$74 |
|
| Oct-06-16 | Downgrade |
Sandler O'Neill |
Buy → Hold |
|
|
| Sep-09-16 | Downgrade |
Macquarie |
Outperform → Neutral |
|
|
| Aug-16-16 | Downgrade |
Bernstein |
Outperform → Mkt Perform |
|
|
| Aug-08-16 | Downgrade |
Citigroup |
Buy → Neutral |
|
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|
| Jun-24-18 10:00AM | Where Autistic Workers Thrive Fortune |
| 01:25AM | JPMorgan to Sell Stake in Saudi Arabian Bank for $203 Million Bloomberg |
| Jun-22-18 01:07PM | Buffett, Bezos and Dimon Found Their CEO Now Comes the Hard Part InvestorPlace |
| 12:13PM | More banks are offering cash bonuses for opening a new account CNBC |
| 12:09PM | JPMorgan Chase names Ruiz and Gordillo as South Florida leaders American City Business Journals |
| 10:46AM | If JPMorgan Gaps Below Its 200-Day Simple Moving Average Then A Bear Market For Stocks Will Follow Forbes |
| 10:45AM | 3 Bank Stocks to Buy After the Feds Stress Tests InvestorPlace |
| 08:30AM | Today's Research Reports on Trending Tickers: The Goldman Sachs and JPMorgan Chase & Co. ACCESSWIRE |
| 07:05AM | Friday will likely be the year's biggest stock market volume day with big action in Apple, JP Morgan CNBC |
| 12:43AM | [$$] Former 1MDB investigator named Malaysia central bank governor Financial Times |
| Jun-21-18 11:00PM | [$$] Venezuela: all change, no change Financial Times |
| 07:00PM | Fed finds biggest US banks strong enough to survive shock Associated Press |
| 06:43PM | CVS Health CEO Larry Merlo: Confident Aetna deal will close later this year CNBC |
| 05:22PM | What the bank stress tests mean for financials CNBC Videos |
| 05:06PM | JPMorgan Chase Announces 2018 Dodd-Frank Act Stress Test Results Business Wire |
| 04:38PM | Head of new U.S. corporate health plan cites surgery as biggest cost Reuters |
| 03:00PM | Atul Gawande Says His Goal Is Better Health Care for 1 Million Workers Bloomberg |
| 02:53PM | Dining tech app TouchBistro snags funds from JPMorgan Chase, others American City Business Journals |
| 01:24PM | Falling Yields Chase Investors From a Financial Services ETF ETF Trends |
| 11:29AM | 3 Big Stock Charts for Thursday: JPMorgan Chase, Pfizer and Disney InvestorPlace |
| 07:14AM | [$$] US banks clear first round of Fed stress tests Financial Times |
| 07:10AM | Free Stock Performance Review on Bank of America and Three Additional Banking Stocks ACCESSWIRE |
| 06:54AM | Amazon-Berkshire-JP Morgan health initiative makes an out-of-the-box choice for CEO MarketWatch |
| Jun-20-18 07:39PM | [$$] Gawande to Head Health Venture of Berkshire, Amazon, JPMorgan The Wall Street Journal |
| 06:51PM | Amazon, Berkshire, JPMorgan name Atul Gawande CEO of healthcare venture Reuters |
| 05:50PM | [$$] Gawande to Head Health Venture of Berkshire, Amazon, JPMorgan The Wall Street Journal |
| 04:51PM | Atul Gawande Named Head of New Health Venture Bloomberg Video |
| 04:48PM | Buffett, Bezos and Dimon's health-care pick is known as a thought leader, not a business leader CNBC |
| 03:14PM | Buffett's partner once gave $20,000 to doctor picked to lead Berkshire, Amazon, JP Morgan venture CNBC |
| 02:22PM | Citi Attractive Ahead of Stress Test: Deutsche Bank Investopedia |
| 01:45PM | Why Atul Gawande Is the Perfect Choice to Lead the Amazon, Berkshire, and JPMorgan Health Venture Fortune |
| 01:41PM | JPMorgan, Amazon and Berkshire name CEO for healthcare venture American City Business Journals |
| 12:53PM | One of the sharpest critics of the US healthcare system will try to fix it for Amazon, JPMorgan, and Berkshire Hathaway Quartz |
| 12:39PM | How A Reduction In Hospital Deaths Helped Amazon And Buffett Pick Atul Gawande Forbes |
| 12:31PM | Meet Atul Gawande, the Surgeon Who Will Lead the Amazon-JPMorgan-Berkshire Health Venture Fortune |
| 11:55AM | Amazon, Berkshire, JPMorgan name Atul Gawande CEO of healthcare venture Reuters |
| 11:18AM | Gawande to head Amazon, Berkshire, JPMorgan venture Bloomberg |
| 11:16AM | Who Is Dr. Atul Gawande, Newly Appointed CEO Of The Buffett-Bezos-Dimon Health Care Coalition? Benzinga |
| 10:53AM | Back at the Lows, General Electric Stock Still Isnt Worth Chasing InvestorPlace |
| 10:37AM | Bezos-Buffett-Dimon Health Care Company Names CEO Investopedia |
| 10:30AM | J.P. Morgan Global Alternatives partners with Hub by Amazon, a package delivery system, for more than 23,000 multifamily rentals in the U.S. PR Newswire |
| 10:09AM | Health care venture co-founded by Amazon to be based in Boston American City Business Journals |
| 09:57AM | Atul Gawande named CEO of Buffett-Dimon-Bezos joint ventu... CNBC Videos |
| 09:38AM | Amazon, Berkshire, JPMorgan name CEO for healthcare venture Reuters |
| 09:37AM | Doctor and Journalist Atul Gawande Picked for Dimon-Bezos-Buffett Health Firm Bloomberg |
| 09:28AM | Buffett, Bezos, Dimon appoint Dr. Atul Gawande as CEO of their newly formed health care company CNBC |
| 09:25AM | Amazon, Berkshire Hathaway and JPMorgan Chase appoint Dr. Atul Gawande as Chief Executive Officer of their newly-formed company to address U.S. employee healthcare Business Wire |
| 08:53AM | People are getting loans to pay for their vacations MarketWatch |
| 06:42AM | Bitcoin is 'not for me' but it's too 'arrogant' to say it won't have a future, Goldman Sachs CEO says CNBC |
| 06:00AM | JPMorgan's Stock Poised to Fall 12% Investopedia |
| 05:24AM | J.P. Morgan CEO Jamie Dimon: Immigration ReformNot Family SeparationWill Boost the Economy Fortune |
| Jun-19-18 03:01PM | 3 More Fintech Stocks to Put On Your Wish List InvestorPlace |
| 02:39PM | Financials trading near correction territory CNBC Videos |
| 01:00PM | Tech Bull Meeks Shuns Sector, Buys Banks Instead Investopedia |
| 12:17PM | Focusing on Big Banks Is a Mistake: Dick Bove Investopedia |
| 11:54AM | Home Depot and two other Dow stocks look ripe for a buy, says technician CNBC |
| 09:40AM | JPMorgan Enters The REIT ETF Space Benzinga |
| 09:27AM | CVS Launches Drug Delivery Nationwide as Amazon Threat Looms Fortune |
| 09:12AM | JPMorgan to Pay $65 Million as Swap Rate Manipulation Charge Zacks |
| Jun-18-18 10:53PM | [$$] Australia bank cartel case claims first executive Financial Times |
| 07:56PM | [$$] JPMorgan to Pay $65 Million Fine for Dollar Benchmark Manipulation The Wall Street Journal |
| 04:22PM | CFTC orders JPMorgan to pay $65 million to settle swap rate manipulation charge Reuters |
| 04:12PM | JPMorgan Chase fined $65 million by CFTC over benchmark manipulation MarketWatch |
| 02:47PM | [$$] JPMorgan to Pay $65 Million Fine for Dollar Benchmark Manipulation The Wall Street Journal |
| 02:17PM | JPMorgan Is Fined $65 Million for Trying to Rig Benchmark Rate Bloomberg |
| 02:00PM | Chases BizMobile Hits the Road to Deliver Free Consultations for Businesses across the U.S. Business Wire |
| 01:58PM | JPMorgan to pay $65 million to settle charges of attempted ISDAFIX manipulation Reuters |
| 01:45PM | JPMorgan to pay $65 million to settle charges of attempted ISDAFIX manipulation Reuters |
| 01:44PM | Houston midstream co. to sell marine products terminals business for $210M American City Business Journals |
| 09:47AM | J.P. Morgan Asset Management Launches US REIT ETF based on MSCI US REIT Index PR Newswire |
| 06:47AM | MOVES-J.P. Morgan Asset Management appoints O'Rahilly global co-head of solutions Reuters |
| 02:08AM | [$$] Arrest warrant shelved for JPMorgan Mexico chief Financial Times |
| 01:54AM | [$$] JPMorgan fined $65m for attempted swap-market manipulation claims Financial Times |
| Jun-16-18 11:04PM | [$$] Wall St banks sign up to new platform to underpin bond revenues Financial Times |
| Jun-15-18 04:16PM | JPMorgan Chase Declares Preferred Stock Dividend Business Wire |
| 10:41AM | Just Stop Worrying Already and Buy Bank of America Corp Stock InvestorPlace |
| 10:26AM | MARKETS: Volcker Schmolckerderegulation is the name of the game Yahoo Finance Video |
| Jun-14-18 05:21PM | Dont Jump on the Bandwagon for Twitter Inc Stock InvestorPlace |
| 04:39PM | Whats Moving Oracle Corporation Stock Lower Today? InvestorPlace |
| 04:17PM | Fed sets limits on biggest banks' loans to each other Associated Press |
| 04:10PM | Share of Black Employees at JPMorgan Falls for Sixth Straight Year in U.S. Bloomberg |
| 04:10PM | JPMorgan's Black Employees Fall for Sixth Straight Year in U.S. Bloomberg |
| 01:36PM | Five Largest U.S. Investment Banks Have Over $1.5 Trillion In Securities Trading Assets Forbes |
| 01:33PM | At J.P. Morgan, Risk, Return at Work on Multifactor Equities Morningstar |
| 11:42AM | Impact of rising interest rates on bank stocks CNBC Videos |
| 08:46AM | [$$] US retail sales post biggest gain in six months Financial Times |
| 08:00AM | Today's Research Reports on Trending Tickers: Bank of America and JPMorgan Chase ACCESSWIRE |
| 08:00AM | Global Banks Entering Bear Market Are Red Flag for US Investopedia |
| 07:50AM | Amazon Mulls Offering Home Insurance Investopedia |
| 06:00AM | 3 Stocks That May Push the Dow to a New Record Investopedia |
| Jun-13-18 09:25PM | [$$] ECB to phase out 2.4tn bond-buying programme by year end Financial Times |
| 07:47PM | Mexico judge cancels arrest warrant for JPMorgan executive, bank says Reuters |
| 07:46PM | Mexico judge cancels arrest warrant for JPMorgan executive, bank says Reuters |
| 05:28PM | The Fed just hiked rates, and these are the 3 stocks to b... CNBC Videos |
| 03:33PM | Fed Chairman Jerome Powell Clearly Hates Inflation: Top FOMC Takeaways TheStreet.com |
| 11:22AM | Exclusive: Next year, you could go skydiving near Topgolf American City Business Journals |
| 10:52AM | Chase Freedom® Adds Gas Stations, Lyft and Walgreens As New Quarterly 5% Cash Back Rewards Categories Business Wire |
| 08:32AM | Student Loan Debt Statistics In 2018: A $1.5 Trillion Crisis Forbes |
| 07:22AM | JPMorgan Chase puts $300,000 behind Tampa Bay Partnership's skills gap initiative American City Business Journals |
| 06:26AM | Countdown to the Fed decision CNBC Videos |
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| JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management. The Consumer & Community Banking segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; residential mortgages and home equity loans; and credit cards, payment processing services, auto loans and leases. The Corporate & Investment Bank segment provides investment banking products and services, including advising on corporate strategy and structure, and capital-raising in equity and debt markets, as well as loan origination and syndication; treasury services, such as cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The Commercial Banking segment offers financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners. The Asset & Wealth Management segment provides investment and wealth management services across various asset classes, such as equities, fixed income, alternatives, and money market funds; multi-asset investment management services; retirement services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York. |
|
| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| JPMORGAN CHASE & CO | Director by Deputization | May 31 | Buy | 1000.00 | 22,000 | 22,000,000 | 22,000 | Jun 04 04:53 PM | | Combs Todd A. | Director | May 14 | Buy | 114.61 | 13,000 | 1,489,898 | 18,277 | May 16 06:53 PM | | HOBSON MELLODY L | Director | Apr 16 | Buy | 111.05 | 18,000 | 1,998,814 | 28,000 | Apr 17 04:18 PM | | JACKSON LABAN | Director | Jan 19 | Option Exercise | 44.55 | 1,346 | 59,964 | 177,104 | Jan 22 04:10 PM | | Scher Peter | Executive Vice President | Jan 19 | Sale | 113.42 | 26,532 | 3,009,376 | 0 | Jan 19 04:53 PM | | CROWN JAMES S | Director | Jan 18 | Buy | 113.37 | 7,280 | 825,327 | 21,612 | Jan 18 04:50 PM | | Friedman Stacey | General Counsel | Jan 17 | Sale | 112.40 | 10,527 | 1,183,203 | 3,448 | Jan 17 05:08 PM | | Scher Peter | Executive Vice President | Jan 16 | Option Exercise | 35.61 | 73,116 | 2,603,661 | 90,173 | Jan 17 05:20 PM | | Scher Peter | Executive Vice President | Jan 16 | Sale | 112.20 | 17,057 | 1,913,795 | 73,116 | Jan 17 05:20 PM | | Petno Douglas B | CEO Commercial Banking | Jan 16 | Sale | 112.22 | 48,344 | 5,425,140 | 37,499 | Jan 17 05:18 PM | | Lake Marianne | Chief Financial Officer | Jan 16 | Sale | 112.22 | 9,194 | 1,031,723 | 27,579 | Jan 17 05:16 PM | | Giles Nicole | Corporate Controller | Jan 16 | Sale | 112.45 | 3,783 | 425,399 | 4,093 | Jan 17 05:14 PM | | Erdoes Mary E. | CEO Asset Management | Jan 16 | Sale | 112.25 | 65,101 | 7,307,438 | 391,979 | Jan 17 05:12 PM | | BACON ASHLEY | Chief Risk Officer | Jan 16 | Sale | 112.22 | 16,434 | 1,844,230 | 74,547 | Jan 17 05:10 PM | | Friedman Stacey | General Counsel | Jan 16 | Sale | 112.23 | 7,202 | 808,289 | 13,975 | Jan 17 05:08 PM | | Pinto Daniel E | Managing Director | Jan 13 | Option Exercise | 0.00 | 136,450 | 0 | 373,031 | Jan 17 05:27 PM | | Smith Gordon | Executive Vice President | Jan 13 | Option Exercise | 0.00 | 119,051 | 0 | 372,255 | Jan 17 05:28 PM | | Leopold Robin | Head of Human Resources | Jan 13 | Option Exercise | 0.00 | 11,664 | 0 | 13,770 | Jan 17 05:24 PM | | DIMON JAMES | Chairman & CEO | Jan 13 | Option Exercise | 0.00 | 99,273 | 0 | 99,273 | Jan 17 05:23 PM | | Beer Lori A | Chief Information Officer | Jan 13 | Option Exercise | 0.00 | 18,915 | 0 | 29,352 | Jan 17 05:22 PM | | Scher Peter | Executive Vice President | Jan 13 | Option Exercise | 0.00 | 30,268 | 0 | 30,291 | Jan 17 05:20 PM | | Petno Douglas B | CEO Commercial Banking | Jan 13 | Option Exercise | 0.00 | 68,511 | 0 | 118,067 | Jan 17 05:18 PM | | Lake Marianne | Chief Financial Officer | Jan 13 | Option Exercise | 0.00 | 76,498 | 0 | 76,498 | Jan 17 05:16 PM | | Giles Nicole | Corporate Controller | Jan 13 | Option Exercise | 0.00 | 5,286 | 0 | 9,932 | Jan 17 05:14 PM | | Erdoes Mary E. | CEO Asset Management | Jan 13 | Option Exercise | 0.00 | 129,720 | 0 | 525,086 | Jan 17 05:12 PM | | BACON ASHLEY | Chief Risk Officer | Jan 13 | Option Exercise | 0.00 | 68,338 | 0 | 123,101 | Jan 17 05:10 PM | | Friedman Stacey | General Counsel | Jan 13 | Option Exercise | 0.00 | 20,560 | 0 | 31,087 | Jan 17 05:08 PM | | Erdoes Mary E. | CEO Asset Management | Nov 10 | Option Exercise | 42.87 | 275,765 | 11,823,075 | 602,643 | Nov 13 04:16 PM | | BACON ASHLEY | Chief Risk Officer | Nov 09 | Option Exercise | 43.20 | 25,000 | 1,080,000 | 72,384 | Nov 13 06:03 AM | | Friedman Stacey | General Counsel | Oct 26 | Sale | 101.96 | 2,099 | 214,019 | 10,527 | Oct 26 05:09 PM | | Beer Lori A | Chief Information Officer | Oct 25 | Option Exercise | 0.00 | 11,137 | 0 | 16,654 | Oct 26 05:15 PM | | Giles Nicole | Corporate Controller | Oct 25 | Option Exercise | 0.00 | 1,856 | 0 | 5,639 | Oct 26 05:09 PM | | Friedman Stacey | General Counsel | Oct 25 | Option Exercise | 0.00 | 4,752 | 0 | 15,279 | Oct 26 05:09 PM | | Petno Douglas B | CEO Commercial Banking | Oct 24 | Option Exercise | 35.59 | 133,116 | 4,737,811 | 175,934 | Oct 26 05:09 PM | | DIMON JAMES | Chairman & CEO | Oct 13 | Option Exercise | 39.83 | 2,000,000 | 79,660,000 | 2,688,677 | Oct 13 05:12 PM | | Friedman Stacey | General Counsel | Aug 21 | Sale | 90.55 | 9,968 | 902,608 | 10,527 | Aug 21 05:13 PM | | Giles Nicole | Corporate Controller | Jul 18 | Sale | 91.29 | 1,000 | 91,292 | 3,783 | Jul 18 04:07 PM | | Lake Marianne | Chief Financial Officer | Jul 17 | Sale | 91.58 | 17,596 | 1,611,412 | 0 | Jul 17 04:40 PM |
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