JPMORGAN CHASE & CO

JPM

JPMORGAN CHASE & CO

JPM

Insider Sentiment (TTM):

Last Purchase:-Last Sale:2026-03-23Shares Purchased (TTM):0Shares Sold (TTM):189,717

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:1,841,936,676Shares Outstanding:2,716,200,000Institutional Ownership Pct.:67.81%

Earnings Market Reaction:

Filing Date:2026-05-01Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Variable Interest Entity Primary Beneficiary	4,689	4,835	57	591	3,552	3,885	1,077	137	2,229	-	-588	2,368
Cash And Due From Banks	22,039	21,742	21,821	23,759	22,066	23,372	22,896	27,265	22,750	29,066	24,921	26,064
Interest Bearing Deposits In Banks	290,103	321,596	281,615	396,568	403,837	445,945	411,364	503,554	539,366	595,085	486,448	469,059
Federal Funds Sold And Securities Purchased Under …	482,704	336,426	425,815	470,589	429,506	295,001	390,821	392,763	330,559	276,152	350,059	325,628
Securities Borrowed	284,524	286,191	248,368	223,976	238,702	219,546	252,434	199,062	198,336	200,436	188,279	163,563
Debt Securities Available For Sale Excluding Accru…	549,037	507,198	490,499	485,380	399,363	406,852	334,548	266,252	236,152	201,704	197,119	203,262
Debt Securities Held To Maturity Excluding Accrued…	272,142	270,134	293,446	260,559	265,084	274,468	299,954	323,746	334,527	369,848	388,261	408,941
Financing Receivable Allowance For Credit Loss Exc…	-25,928	-25,765	-25,735	-24,953	-25,208	-24,345	-23,949	-22,991	-22,351	-22,420	-21,946	-21,980
Financing Receivable Excluding Accrued Interest Af…	1,477,592	1,467,664	1,409,511	1,387,039	1,330,487	1,323,643	1,316,062	1,297,709	1,287,265	1,301,286	1,288,113	1,278,089
Property Plant And Equipment Net	-	-	-	-	-	-	-	-	-	-	29,677	29,493
Other Assets	209,605	198,775	176,994	16,608	178,427	15,122	174,733	391	811	159,308	-150,458	150,940
Assets	4,900,475	4,424,900	4,560,205	4,552,482	4,357,856	4,002,814	4,210,048	4,143,003	4,090,727	3,875,393	3,898,333	3,868,240
Liabilities
Deposits	2,675,520	2,559,320	2,548,476	2,562,380	2,495,877	2,406,032	2,430,772	2,396,530	2,428,409	2,400,688	2,379,526	2,398,962
Federal Funds Purchased And Securities Sold Under …	716,623	442,396	567,574	595,340	533,046	296,835	389,337	400,832	325,670	216,535	268,750	266,272
Short Term Borrowings	68,048	64,776	69,355	65,293	64,980	52,893	50,638	47,308	46,268	44,712	45,470	41,022
Trading Liabilities	247,836	216,019	242,262	221,402	187,103	192,883	243,258	240,836	228,327	180,428	207,457	178,809
Accounts Payable And Accrued Liabilities Current A…	352,561	316,794	316,896	303,641	293,538	280,672	314,356	295,813	301,469	290,307	292,070	286,934
Beneficial Interest	27,085	27,951	28,227	27,700	24,668	27,323	25,694	27,104	28,075	23,020	24,896	19,647
Long Term Debt And Capital Lease Obligations Inclu…	448,764	435,206	427,203	419,802	407,224	401,418	410,157	394,028	395,872	391,825	362,793	364,078
Liabilities	4,536,437	4,062,462	4,199,993	4,195,558	4,006,436	3,658,056	3,864,212	3,802,451	3,754,090	3,547,515	3,580,962	3,555,724
Stockholders Equity
Preferred Stock Including Additional Paid In Capit…	20,045	20,045	20,045	20,045	20,045	20,050	21,650	23,900	29,900	27,404	27,404	27,404
Common Stock Value	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105
Additional Paid In Capital Common Stock	90,087	91,114	90,865	90,576	90,223	90,911	90,638	90,328	89,903	90,128	89,899	89,578
Retained Earnings Accumulated Deficit	428,206	416,055	407,401	397,424	386,616	376,166	365,966	356,924	342,414	332,901	327,044	317,359
Accumulated Other Comprehensive Income Loss Net Of…	-6,689	-4,290	-5,878	-7,243	-9,111	-12,456	-6,784	-11,338	-11,639	-10,443	-17,104	-14,290
Treasury Stock Common Value	-171,716	-164,591	-156,326	-147,983	-140,458	-134,018	-129,739	-123,367	-118,046	-116,217	-113,977	-111,640
Stockholders Equity	364,038	362,438	360,212	356,924	351,420	344,758	345,836	340,552	336,637	327,878	317,371	312,516
Liabilities And Stockholders Equity	4,900,475	4,424,900	4,560,205	4,552,482	4,357,856	4,002,814	4,210,048	4,143,003	4,090,727	3,875,393	3,898,333	3,868,240
Fair Value Measurements Recurring	472,506	327,018	-43,172	39,173	408,608	286,771	-10,966	55,512	324,418	-	21,614	322,579
Asset Pledged As Collateral With Right	255,035	165,927	25,621	-6,427	223,007	136,070	-13,109	-3,660	180,196	-	-9,875	142,625
Assets
Debt Securities Available For Sale Amortized Cost …	552,160	507,226	492,300	488,593	402,316	411,045	335,251	269,899	239,813	205,456	206,500	209,876
Loans Receivable Fair Value Disclosure	62,255	70,684	54,686	53,300	44,533	41,350	42,137	38,250	39,046	38,851	38,808	38,789
Preferred Stock Par Or Stated Value Per Share	1	1	1	1	1	1	1	1	1	1	1	1
Preferred Stock Shares Authorized	200	200	200	200	200	200	200	200	200	200	200	200
Preferred Stock Shares Issued	2	2	2	2	2	2	2	2	3	3	3	3
Common Stock Par Or Stated Value Per Share	1	1	1	1	1	1	1	1	1	1	1	1
Common Stock Shares Authorized	9,000	9,000	9,000	9,000	9,000	9,000	9,000	9,000	9,000	9,000	9,000	9,000
Common Stock Shares Issued	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105	4,105
Treasury Stock Common Shares	1,425	1,409	1,383	1,355	1,326	1,307	1,290	1,260	1,233	1,228	1,214	1,199

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Interactive Financial Visualizations

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-1.95%	-	-	-	-	-	-	-	-	-	-	-
2025	5.60%	11.39%	18.54%	3.45%	8.47%	3.61%	1.24%	6.03%	-3.29%	-4.32%	-2.63%	3.81%
2024	4.61%	2.31%	9.95%	9.63%	6.00%	13.87%	10.76%	5.88%	16.08%	-12.40%	-23.51%	-8.14%
2023	0.71%	2.11%	14.73%	-5.95%	-6.79%	-7.90%	10.51%	20.48%	23.33%	5.13%	10.93%	7.03%
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Performance and Valuation Metrics

Metrics	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Leverage & Debt
Interest Coverage TTM	-	-	-	-	-	4.02	2.45	1.99	1.70	1.76	1.89	2.02
Per Share Metrics
Diluted EPS TTM	21.14	20.02	20.32	19.72	20.62	19.75	18.75	18.65	17.27	16.84	17.33	16.08
Free Cash Flow Per Share TTM	-39.65	-53.23	-43.35	-53.29	-50.38	-15.44	-46.11	-4.40	-13.71	1.04	15.05	-6.55
Dividend Per Share TTM	6.32	5.99	5.82	5.57	5.36	5.14	5.02	4.87	4.67	4.58	4.58	4.57
Margin Metrics
Gross Profit Margin TTM	47.51%	46.34%	45.21%	43.16%	44.41%	42.92%	42.05%	44.14%	44.72%	48.56%	54.02%	61.13%
Operating Profit Margin TTM	39.93%	39.79%	40.58%	40.45%	42.11%	42.29%	39.82%	40.32%	38.93%	38.97%	41.23%	40.02%
Net Profit Margin TTM	30.76%	30.52%	31.34%	31.36%	32.19%	32.03%	30.99%	31.64%	31.11%	31.34%	32.99%	32.27%
Growth Metrics
Net Revenue Growth (1Y)	3.34%	2.75%	3.49%	2.97%	11.90%	12.30%	12.52%	16.11%	18.60%	22.85%	24.85%	22.09%
Net Income Growth (1Y)	-1.26%	-2.09%	4.66%	2.04%	15.79%	14.76%	5.71%	13.85%	20.95%	31.52%	33.86%	18.77%
EPS Growth (1Y)	2.50%	1.35%	8.38%	5.74%	19.44%	17.35%	8.18%	15.98%	23.46%	32.74%	35.40%	19.51%
Valuation Metrics
P/E TTM	13.82	15.91	15.27	14.40	11.58	11.75	10.82	10.38	11.04	9.56	7.85	8.43
P/B	2.18	2.44	2.38	2.22	1.92	1.94	1.68	1.65	1.65	1.44	1.26	1.28
P/S TTM	4.25	4.86	4.79	4.52	3.73	3.76	3.35	3.28	3.43	2.99	2.59	2.72
Market Cap	794.93B	886.09B	858.84B	793.05B	674.25B	668.17B	581.47B	560.35B	555.23B	473.51B	399.22B	399.86B
Enterprise Value	550.84B	607.53B	624.76B	438.01B	313.33B	251.75B	197.85B	76.83B	39.38B	-105.93B	-66.68B	-54.24B
Calculated Values
Free Cash Flow TTM	-107.70B	-147.78B	-119.75B	-148.62B	-142.06B	-44.37B	-131.90B	-12.70B	-39.86B	3.05B	44.05B	-19.28B
Net Debt	136.62B	91.87B	123.77B	-525.00M	-18.68B	-67.90B	-24.10B	-136.79B	-166.24B	-232.33B	-148.58B	-131.05B
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Invested Capital

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Insider Transactions

2026-03-23Sale

Owner: Leopold, Robin

Title: Head of Human Resources

Shares: 433

Price/Share: $295.06

Value: $127,760.98

Shares Owned: 64,920

Relationship: Officer

Ownership: Direct

2026-02-19Sale

Owner: Leopold, Robin

Title: Head of Human Resources

Shares: 432

Price/Share: $307.14

Value: $132,684.48

Shares Owned: 65,353

Relationship: Officer

Ownership: Direct

2026-02-19Sale

Owner: Dimon, James

Title: Chairman & CEO

Shares: 69,512

Price/Share: $307.19

Value: $21,353,391.28

Shares Owned: 4,209,284

Relationship: Director,Officer

Ownership: Indirect

2026-02-19Sale

Owner: Rohrbaugh, Troy L

Title: Co-CEO CIB

Shares: 50,000

Price/Share: $307.11

Value: $15,355,500.00

Shares Owned: 111,279

Relationship: Officer

Ownership: Direct

2026-02-17Sale

Owner: Erdoes, Mary E.

Title: CEO Asset & Wealth Management

Shares: 5,731

Price/Share: $306.41

Value: $1,756,035.71

Shares Owned: 613,405

Relationship: Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-03-23	Leopold, Robin	Officer	Head of Human Resources	Direct	Sale	433	295.06	$127,760.98	64,920	4
2026-02-19	Leopold, Robin	Officer	Head of Human Resources	Direct	Sale	432	307.14	$132,684.48	65,353	4
2026-02-19	Dimon, James	Director,Officer	Chairman & CEO	Indirect	Sale	69,512	307.19	$21,353,391.28	4,209,284	4
2026-02-19	Rohrbaugh, Troy L	Officer	Co-CEO CIB	Direct	Sale	50,000	307.11	$15,355,500.00	111,279	4
2026-02-17	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	5,731	306.41	$1,756,035.71	613,405	4
2026-02-17	Barnum, Jeremy	Officer	Chief Financial Officer	Direct	Sale	2,892	306.42	$886,166.64	23,804	4
2026-02-17	Lake, Marianne	Officer	CEO CCB	Indirect	Sale	3,907	306.41	$1,197,143.87	137,299	4
2026-02-17	Petno, Douglas B	Officer	Co-CEO CIB	Direct	Sale	3,487	306.40	$1,068,416.80	364,828	4
2026-02-17	Friedman, Stacey	Officer	General Counsel	Indirect	Sale	3,404	306.40	$1,042,985.60	61,949	4
2026-02-17	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	2,047	306.40	$627,200.80	60,452	4
2026-01-16	Lake, Marianne	Officer	CEO CCB	Indirect	Sale	3,908	312.78	$1,222,344.24	121,035	4
2026-01-16	Friedman, Stacey	Officer	General Counsel	Indirect	Sale	3,404	312.80	$1,064,771.20	65,353	4
2026-01-16	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	7,364	312.79	$2,303,385.56	237,157	4
2026-01-16	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	5,732	312.78	$1,792,854.96	619,136	4
2026-01-16	Piepszak, Jennifer	Officer	Chief Operating Officer	Direct	Sale	8,571	312.79	$2,680,923.09	71,027	4
2026-01-16	Barnum, Jeremy	Officer	Chief Financial Officer	Direct	Sale	2,893	312.79	$904,901.47	26,696	4
2026-01-16	Petno, Douglas B	Officer	Co-CEO CIB	Direct	Sale	3,487	312.80	$1,090,733.60	369,126	4
2026-01-16	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	2,047	312.80	$640,301.60	62,499	4
2025-11-07	Leopold, Robin	Officer	Head of Human Resources	Direct	Sale	966	311.92	$301,314.72	58,479	4
2025-09-02	Bammann, Linda	Director	-	Direct	Sale	9,500	297.94	$2,830,430.00	82,207	4
2025-06-12	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	5,201	267.44	$1,390,955.44	229,791	4
2025-06-05	Piepszak, Jennifer	Officer	Chief Operating Officer	Direct	Sale	6,128	262.47	$1,608,416.16	62,455	4
2025-05-20	Friedman, Stacey	Officer	General Counsel	Direct	Sale	6,608	265.71	$1,755,811.68	36,520	4
2025-05-16	Lake, Marianne	Officer	CEO CCB	Direct	Sale	12,274	267.08	$3,278,139.92	63,404	4
2025-05-16	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	5,873	267.09	$1,568,619.57	56,356	4
2025-05-15	Petno, Douglas B	Officer	Co-CEO CIB	Direct	Sale	10,141	266.89	$2,706,531.49	353,655	4
2025-05-13	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	5,202	262.53	$1,365,681.06	234,992	4
2025-05-13	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	14,055	262.54	$3,689,999.70	608,410	4
2025-05-12	Rohrbaugh, Troy L	Officer	Co-CEO CIB	Direct	Sale	12,500	263.08	$3,288,500.00	151,126	4
2025-05-06	Bammann, Linda	Director	-	Direct	Sale	9,500	250.00	$2,375,000.00	91,539	4
2025-05-06	Barnum, Jeremy	Officer	Chief Financial Officer	Direct	Sale	40,014	250.77	$10,034,310.78	18,017	4
2025-05-06	Piepszak, Jennifer	Officer	Chief Operating Officer	Direct	Sale	6,129	250.76	$1,536,908.04	68,583	4
2025-04-14	Dimon, James	Director,Officer	Chairman & CEO	Direct	Sale	133,639	235.68	$31,496,039.52	1,321,357	4
2025-03-24	Piepszak, Jennifer	Officer	Chief Operating Officer	Direct	Sale	4,272	247.03	$1,055,312.16	50,197	4
2025-03-24	Rohrbaugh, Troy L	Officer	Co-CEO CIB	Direct	Sale	25,000	247.02	$6,175,500.00	133,381	4
2025-03-24	Leopold, Robin	Officer	Head of Human Resources	Direct	Sale	1,250	246.92	$308,650.00	49,127	4
2025-03-24	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	2,052	246.93	$506,700.36	50,482	4
2025-02-20	Leopold, Robin	Officer	Head of Human Resources	Direct	Sale	1,250	270.09	$337,612.50	50,377	4
2025-02-20	Rohrbaugh, Troy L	Officer	Co-CEO CIB	Direct	Sale	37,500	269.84	$10,119,000.00	158,381	4
2025-02-20	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	2,053	269.88	$554,063.64	52,534	4
2025-02-20	Piepszak, Jennifer	Officer	Chief Operating Officer	Direct	Sale	4,273	269.85	$1,153,069.05	54,469	4
2025-02-20	Dimon, James	Director,Officer	Chairman & CEO	Indirect	Sale	866,361	269.84	$233,778,852.24	116,466	4
2025-02-18	Petno, Douglas B	Officer	Co-CEO CIB	Direct	Sale	3,490	278.41	$971,650.90	335,445	4
2025-02-18	Lake, Marianne	Officer	CEO CCB	Indirect	Sale	4,232	278.36	$1,178,019.52	114,275	4
2025-02-18	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	5,277	278.37	$1,468,958.49	594,354	4
2025-02-18	Friedman, Stacey	Officer	General Counsel	Direct	Sale	3,303	278.34	$919,357.02	44,317	4
2025-01-16	Lake, Marianne	Officer	CEO CCB	Indirect	Sale	4,233	254.00	$1,075,182.00	118,507	4
2025-01-16	Friedman, Stacey	Officer	General Counsel	Direct	Sale	3,303	253.94	$838,763.82	47,620	4
2025-01-16	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	5,277	253.97	$1,340,199.69	599,631	4
2025-01-16	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	7,122	253.94	$1,808,560.68	219,388	4
2025-01-16	Petno, Douglas B	Officer	Co-CEO CIB	Direct	Sale	3,491	253.96	$886,574.36	338,935	4
2024-06-20	Friedman, Stacey	Officer	General Counsel	Direct	Sale	4,415	197.58	$872,315.70	37,709	4
2024-06-10	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	5,086	199.54	$1,014,860.44	212,265	4
2024-05-20	Friedman, Stacey	Officer	General Counsel	Direct	Sale	4,415	200.65	$885,869.75	42,124	4
2024-05-20	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	5,298	200.64	$1,062,990.72	46,375	4
2024-05-14	Lake, Marianne	Officer	CEO CCB	Indirect	Sale	11,734	200.02	$2,347,034.68	122,740	4
2024-05-10	Leopold, Robin	Officer	Head of Human Resources	Direct	Sale	3,000	198.86	$596,580.00	44,113	4
2024-05-08	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	5,086	193.64	$984,853.04	217,351	4
2024-05-08	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	15,895	193.66	$3,078,225.70	585,898	4
2024-05-08	Piepszak, Jennifer	Officer	Co-CEO CIB	Direct	Sale	8,831	193.66	$1,710,211.46	41,650	4
2024-05-06	Korablina, Elena A	Officer	Corporate Controller	Direct	Sale	21,829	190.91	$4,167,374.39	6,484	4
2024-04-15	Dimon, James	Director,Officer	Chairman & CEO	Direct	Sale	178,222	184.18	$32,824,927.96	264,461	4
2024-03-25	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	3,920	195.36	$765,811.20	64,783	4
2024-02-22	Dimon, James	Director,Officer	Chairman & CEO	Indirect	Sale	821,778	182.73	$150,163,493.94	595,316	4
2024-02-22	Friedman, Stacey	Officer	General Counsel	Direct	Sale	6,030	182.73	$1,101,861.90	59,456	4
2024-02-22	Rohrbaugh, Troy L	Officer	Co-CEO Comm. & Invest. Bank	Direct	Sale	75,000	182.74	$13,705,500.00	166,289	4
2024-02-22	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	3,920	182.74	$716,340.80	44,996	4
2024-02-16	Lake, Marianne	Officer	CEO CCB	Direct	Sale	4,459	178.97	$798,027.23	71,347	4
2024-02-16	Piepszak, Jennifer	Officer	Co-CEO CIB	Direct	Sale	1,648	178.96	$294,926.08	32,819	4
2024-02-16	Petno, Douglas B	Officer	CEO Commercial Banking	Direct	Sale	3,266	178.99	$584,581.34	289,773	4
2024-02-16	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	4,814	178.99	$861,657.86	570,003	4
2024-02-16	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	3,368	179.00	$602,872.00	202,093	4
2024-02-16	Scher, Peter	Officer	Vice Chairman	Direct	Sale	1,810	178.96	$323,917.60	44,956	4
2024-01-16	Petno, Douglas B	Officer	CEO Commercial Banking	Direct	Sale	3,267	166.70	$544,608.90	295,914	4
2024-01-16	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	4,814	166.73	$802,638.22	574,817	4
2024-01-16	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	3,368	166.73	$561,546.64	205,461	4
2024-01-16	Scher, Peter	Officer	Vice Chairman	Direct	Sale	1,812	166.65	$301,969.80	46,766	4
2024-01-16	Lake, Marianne	Officer	Co-CEO CCB	Direct	Sale	4,459	166.72	$743,404.48	64,996	4
2024-01-16	Piepszak, Jennifer	Officer	Co-CEO CCB	Direct	Sale	1,649	166.59	$274,706.91	34,467	4
2023-12-12	Lake, Marianne	Officer	Co-CEO CCB	Indirect	Sale	32,243	160.00	$5,158,880.00	131,962	4
2023-09-06	Friedman, Stacey	Officer	General Counsel	Direct	Sale	4,310	144.86	$624,346.60	53,425	4
2023-08-07	Friedman, Stacey	Officer	General Counsel	Direct	Sale	4,310	157.16	$677,359.60	57,735	4
2023-06-15	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	8,118	142.15	$1,153,973.70	560,373	4
2023-06-15	Scher, Peter	Officer	Vice Chairman	Direct	Sale	2,482	141.39	$350,929.98	41,333	4
2023-06-15	Petno, Douglas B	Officer	CEO Commercial Banking	Direct	Sale	4,930	142.16	$700,848.80	277,161	4
2023-06-12	Piepszak, Jennifer	Officer	Co-CEO CCB	Direct	Sale	1,871	140.70	$263,249.70	22,926	4
2023-05-19	Scher, Peter	Officer	Vice Chairman	Direct	Sale	1,241	140.08	$173,839.28	43,815	4
2023-05-15	Bacon, Ashley	Officer	Chief Risk Officer	Direct	Sale	16,766	135.00	$2,263,410.00	195,356	4
2023-05-15	Beer, Lori A	Officer	Chief Information Officer	Direct	Sale	15,926	135.00	$2,150,010.00	41,196	4
2023-05-15	Scher, Peter	Officer	Vice Chairman	Direct	Sale	1,240	135.02	$167,424.80	45,056	4
2023-05-15	Petno, Douglas B	Officer	CEO Commercial Banking	Direct	Sale	4,932	134.90	$665,326.80	282,091	4
2023-05-15	Erdoes, Mary E.	Officer	CEO Asset & Wealth Management	Direct	Sale	8,119	134.81	$1,094,522.39	568,491	4
2023-05-11	Pinto, Daniel E	Officer	President & COO, CEO CIB	Direct	Sale	113,640	135.93	$15,447,085.20	566,665	4
2023-05-11	Piepszak, Jennifer	Officer	Co-CEO CCB	Direct	Sale	1,871	135.97	$254,399.87	24,797	4
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Institutional Ownership

2026-03-31

67.81%

Inst. Shares: 1,841,936,676

Shares Outstanding: 2,716,200,000

2025-12-31

68.03%

Inst. Shares: 1,888,779,047

Shares Outstanding: 2,776,500,000

2025-09-30

67.43%

Inst. Shares: 1,862,623,715

Shares Outstanding: 2,762,400,000

2025-06-30

67.89%

Inst. Shares: 1,893,157,937

Shares Outstanding: 2,788,700,000

2025-03-31

66.26%

Inst. Shares: 1,868,238,690

Shares Outstanding: 2,819,400,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	1,841,936,676	2,716,200,000	67.81%
2025-12-31	1,888,779,047	2,776,500,000	68.03%
2025-09-30	1,862,623,715	2,762,400,000	67.43%
2025-06-30	1,893,157,937	2,788,700,000	67.89%
2025-03-31	1,868,238,690	2,819,400,000	66.26%
2024-12-31	1,921,234,763	2,873,900,000	66.85%
2024-09-30	1,880,058,994	2,860,600,000	65.72%
2024-06-30	1,928,616,788	2,889,800,000	66.74%
2024-03-31	1,885,839,280	2,908,300,000	64.84%
2023-12-31	1,912,279,357	2,938,600,000	65.07%
2023-09-30	1,844,433,719	2,927,500,000	63.00%
2023-06-30	1,836,537,548	2,943,800,000	62.39%
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