JPM JPMorgan Chase

S&P 500 Dow Industrials

Queued for filing review — no Filing Score exists before its 10-K is processed, and no number is shown that the pipeline has not computed. The business-quality screen and the statement series below are deterministic reads of the filed XBRL.

Business quality — Buffett/Munger screen DETERMINISTIC · COMPUTED FROM THE STATEMENTS · NOT A SCORE

Measure	Latest	Reading
Return on equity	16.1%	strong
Share count, year-end	-3.6%	shrinking
Debt to equity	0.74	moderate
FCF consistency	n/a	insufficient data
Margin stability	pre-tax margin 39.8%	cyclical

Ownership — insiders & float DETERMINISTIC · FORM 4 + 10-K COVER · OPEN-MARKET TRADES ONLY, AWARDS EXCLUDED

Measure	Value	Reading
Public float	$794,434M	10-K cover · as of 2025-06-30
Insider Form 4s, 90d	9 filings · 0 buys / 2 sells	net selling · −$1,785,544
· Leopold Robin	SELL $903,518	Form 4 filed 2026-08-11 · open market
· Leopold Robin	SELL $882,026	Form 4 filed 2026-09-10 · open market
Insider ownership %		needs the proxy statement — not read yet, never estimated
Institutional %		needs 13F aggregation — not read yet, never estimated
· 10b5-1 adopted	Ashley Bacon, Chief Risk Officer	November 12, 2025 · 50% of the net issued shares received as a result of Performance Share Units ("PSUs") vesting on March 25, 2026 shares · 10-K insider trading arrangements
· 10b5-1 adopted	Jeremy Barnum, Chief Financial Officer	November 14, 2025 · 50% of the net issued shares received as a result of PSUs vesting on March 25, 2026 shares · 10-K insider trading arrangements
· 10b5-1 adopted	Lori Beer, Chief Information Officer	November 13, 2025 · 50% of the net issued shares received as a result of PSUs vesting on March 25, 2026 shares · 10-K insider trading arrangements
· 10b5-1 adopted	James Dimon, Chairman and CEO	November 10, 2025 · 200,000 shares · 10-K insider trading arrangements
· 10b5-1 adopted	Mary Erdoes, CEO, AWM	November 12, 2025 · 50% of the net issued shares received as a result of PSUs vesting on March 25, 2026 shares · 10-K insider trading arrangements
· 10b5-1 adopted	Marianne Lake, CEO, CCB	November 12, 2025 · 50% of the net issued shares received as a result of PSUs vesting on March 25, 2026 shares · 10-K insider trading arrangements
· 10b5-1 adopted	Robin Leopold, Head of Human Resources	November 14, 2025 · 865 shares · 10-K insider trading arrangements
· 10b5-1 adopted	Douglas Petno, Co-CEO, CIB	November 14, 2025 · 50% of the net issued shares received as a result of PSUs vesting on March 25, 2026 shares · 10-K insider trading arrangements

Statement series EACH OPENS ITS OWN FIVE-YEAR PAGE

Measure	Latest	Year
Revenue	$182.4B	FY2025
Net income	$57.0B	FY2025
Operating cash flow	−$147.8B	FY2025
Cash & equivalents	$343.3B	FY2025
Total assets	$4,424.9B	FY2025
Shareholders' equity	$362.4B	FY2025
Return on equity	16.1%	FY2025

Not investment advice. Scores grade filings, not companies, and exist only for filings actually reviewed; this name carries no number until then.