| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 18 | +50.00% | +0.32% | +0.76% | -0.44% | +0.55% | — |
| 14d | 18 | +61.11% | +0.00% | +0.40% | -0.17% | -1.08% | — |
| 30d | 18 | +38.89% | +2.39% | +1.88% | +0.81% | -0.67% | — |
| 60d | 18 | +33.33% | +1.81% | +0.52% | +1.28% | +2.80% | — |
| 90d | 18(2 pending) | +37.50% | +4.30% | +3.04% | +1.27% | +2.19% | — |
| 180d | 18(3 pending) | +20.00% | +9.86% | +9.02% | +0.83% | +1.82% | — |
| 1y | 18(3 pending) | +6.67% | +25.97% | +18.48% | +7.49% | +4.10% | — |
| 2y | 18(7 pending) | +9.09% | +50.12% | +31.80% | +18.31% | +27.14% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 60,214 | — | — | 60,214 | Jun 24, 2026 | Jun 26, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 4,919 | $309.42 | $1.52M | 85,082 | May 5, 2026 | May 5, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 9,136 | $306.56 | $2.80M | 90,001 | Apr 15, 2026 | Apr 15, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 29,404.735 | $295.04 | $8.68M | 99,137 | Mar 25, 2026 | Mar 27, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 57,514.735 | — | — | 0 | Mar 25, 2026 | Mar 27, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Operating Officer | 57,514.735 | — | — | 128,541.735 | Mar 25, 2026 | Mar 27, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 57,514.735 | — | — | 57,514.735 | Mar 17, 2026 | Mar 19, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 21,289 | — | — | 21,289 | Jan 20, 2026 | Jan 22, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 8,571 | $312.79 | $2.68M | 71,027 | Jan 16, 2026 | Jan 16, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 16,775 | $318.72 | $5.35M | 79,598 | Jan 13, 2026 | Jan 15, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Operating Officer | 17,898 | — | — | 80,353 | Jan 13, 2026 | Jan 15, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 16,020 | — | — | 16,021 | Jan 13, 2026 | Jan 15, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 17,898 | — | — | 0 | Jan 13, 2026 | Jan 15, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Operating Officer | 16,020 | — | — | 96,373 | Jan 13, 2026 | Jan 15, 2026 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 6,128 | $262.47 | $1.61M | 62,455 | Jun 5, 2025 | Jun 5, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 6,129 | $250.76 | $1.54M | 68,583 | May 6, 2025 | May 6, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Operating Officer | 50,150.941 | — | — | 100,347.941 | Mar 25, 2025 | Mar 27, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 50,150.941 | — | — | 0 | Mar 25, 2025 | Mar 27, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 25,635.941 | $249.72 | $6.40M | 74,712 | Mar 25, 2025 | Mar 27, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 4,272 | $247.03 | $1.06M | 50,197 | Mar 24, 2025 | Mar 24, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 50,150.941 | — | — | 50,150.941 | Mar 18, 2025 | Mar 20, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 4,273 | $269.85 | $1.15M | 54,469 | Feb 20, 2025 | Feb 20, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 23,485 | — | — | 23,485 | Jan 21, 2025 | Jan 23, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 17,898 | — | — | 17,898 | Jan 13, 2025 | Jan 15, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Operating Officer | 17,898 | — | — | 59,548 | Jan 13, 2025 | Jan 15, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 16,232 | $241.77 | $3.92M | 58,742 | Jan 13, 2025 | Jan 15, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Operating Officer | 15,426 | — | — | 0 | Jan 13, 2025 | Jan 15, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Operating Officer | 15,426 | — | — | 74,974 | Jan 13, 2025 | Jan 15, 2025 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 8,831 | $193.66 | $1.71M | 41,650 | May 8, 2024 | May 8, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Co-CEO CIB | 39,511.178 | — | — | 72,330.178 | Mar 25, 2024 | Mar 27, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CIB | 39,511.178 | — | — | 0 | Mar 25, 2024 | Mar 27, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CIB | 21,849.178 | $195.65 | $4.27M | 50,481 | Mar 25, 2024 | Mar 27, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 39,511.178 | — | — | 39,511.178 | Mar 19, 2024 | Mar 21, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 1,648 | $178.96 | $294.9K | 32,819 | Feb 16, 2024 | Feb 16, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 1,649 | $166.59 | $274.7K | 34,467 | Jan 16, 2024 | Jan 16, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 32,041 | — | — | 32,041 | Jan 16, 2024 | Jan 18, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 12,118 | — | — | 0 | Jan 13, 2024 | Jan 16, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 14,353 | $172.61 | $2.48M | 36,116 | Jan 13, 2024 | Jan 16, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Co-CEO CCB | 12,118 | — | — | 50,469 | Jan 13, 2024 | Jan 16, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 15,425 | — | — | 15,426 | Jan 13, 2024 | Jan 16, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Co-CEO CCB | 15,425 | — | — | 38,351 | Jan 13, 2024 | Jan 16, 2024 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 1,871 | $140.70 | $263.2K | 22,926 | Jun 12, 2023 | Jun 12, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE10b5-1 10b5-1 plan | 1,871 | $135.97 | $254.4K | 24,797 | May 11, 2023 | May 11, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 18,517.656 | $124.40 | $2.30M | 26,668 | Mar 25, 2023 | Mar 28, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Co-CEO CCB | 33,485.656 | — | — | 45,185.656 | Mar 25, 2023 | Mar 28, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 33,485.656 | — | — | 0 | Mar 25, 2023 | Mar 28, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 33,485.656 | — | — | 33,485.656 | Mar 21, 2023 | Mar 23, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 10,462 | $140.32 | $1.47M | 11,700 | Jan 17, 2023 | Jan 17, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 35,796 | — | — | 35,796 | Jan 17, 2023 | Jan 19, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 10,191 | — | — | 0 | Jan 13, 2023 | Jan 17, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 11,282 | $139.15 | $1.57M | 22,162 | Jan 13, 2023 | Jan 17, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Co-CEO CCB | 12,118 | — | — | 23,253 | Jan 13, 2023 | Jan 17, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 12,118 | — | — | 12,118 | Jan 13, 2023 | Jan 17, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Co-CEO CCB | 10,191 | — | — | 33,444 | Jan 13, 2023 | Jan 17, 2023 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 4,668 | $126.19 | $589.1K | 11,135 | Apr 14, 2022 | Apr 14, 2022 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 30,851 | — | — | 30,851 | Jan 18, 2022 | Jan 20, 2022 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Co-CEO CCB | 10,191 | — | — | 29,643 | Jan 13, 2022 | Jan 14, 2022 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 16,413 | — | — | 0 | Jan 13, 2022 | Jan 14, 2022 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Co-CEO CCB | 16,413 | — | — | 19,452 | Jan 13, 2022 | Jan 14, 2022 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 13,840 | $168.85 | $2.34M | 15,803 | Jan 13, 2022 | Jan 14, 2022 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 10,191 | — | — | 10,191 | Jan 13, 2022 | Jan 14, 2022 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Co-CEO CCB | 3,173 | $171.26 | $543.4K | 3,039 | Oct 25, 2021 | Oct 25, 2021 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 24,236 | — | — | 24,236 | Jan 19, 2021 | Jan 21, 2021 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 12,881 | $138.76 | $1.79M | 6,212 | Jan 19, 2021 | Jan 21, 2021 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Financial Officer | 16,412 | — | — | 22,624 | Jan 13, 2021 | Jan 15, 2021 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 8,909 | — | — | 0 | Jan 13, 2021 | Jan 15, 2021 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 12,440 | $139.45 | $1.73M | 19,093 | Jan 13, 2021 | Jan 15, 2021 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 16,412 | — | — | 16,413 | Jan 13, 2021 | Jan 15, 2021 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Financial Officer | 8,909 | — | — | 31,533 | Jan 13, 2021 | Jan 15, 2021 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 3,297 | $101.11 | $333.4K | 6,212 | Oct 26, 2020 | Oct 26, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Financial Officer | 6,497 | — | — | 12,967 | Oct 25, 2020 | Oct 26, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 3,458 | $103.69 | $358.6K | 9,509 | Oct 25, 2020 | Oct 26, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 6,497 | — | — | 0 | Oct 25, 2020 | Oct 26, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASEGRANT Stock grant | 20,382 | — | — | 20,382 | Jan 21, 2020 | Jan 23, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 8,312 | $137.05 | $1.14M | 6,470 | Jan 15, 2020 | Jan 15, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Financial Officer | 5,935 | — | — | 21,314 | Jan 13, 2020 | Jan 15, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 6,532 | $136.48 | $891.5K | 14,782 | Jan 13, 2020 | Jan 15, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | PURCHASE Chief Financial Officer | 8,909 | — | — | 15,379 | Jan 13, 2020 | Jan 15, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 5,935 | — | — | 0 | Jan 13, 2020 | Jan 15, 2020 ↗ | View → |
| JPM JPMORGAN CHASE & CO | SALE Chief Financial Officer | 8,909 | — | — | 8,909 | Jan 13, 2020 | Jan 15, 2020 ↗ | View → |