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JPM filings check: what insiders and Congress disclosed (DD)
JP Morgan Chase & Co. (JPM)
Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read.
CONGRESS (PTRs)
0 buys and 2 sells disclosed in the last 90 days; 60 members have ever reported a trade.
Largest estimated holder: Kevin Hern (~$546.0K, 5.3% of reported portfolio).
Biggest recent reduction: Jefferson Shreve (~$207.5K).
• Kevin Hern (OK01): purchase $250,001 - $500,000 on 06/25/2021, filed 7/14/2021.
• Pete Sessions (TX32): sale $100,001 - $250,000 on 09/10/2021, filed 10/17/2021.
THE SETUP
JPM trades at $349.67.
Performance: -2.1% over a month, +22.6% over six, +13.2% over a year.
Sits -4.2% from its 52-week high and +24.8% off the low.
RSI(14) at 44, neutral.
Price vs 200-day average: +9.7%.
BALANCE SHEET
Financial health 9.2/10 (strong). No red flags against these benchmarks.
✓ Return on equity: 17.8% (benchmark > 15%).
✓ Net margin: 34.9% (benchmark > 10%).
✓ Revenue growth: 30.4% (benchmark > 10%).
THE READ
Quiet on the insider side. The interesting activity here is on the congressional side. Congress: 0 buys vs 2 sells disclosed in 90 days. Members file up to 45 days late, so these are trailing, not leading.
filings_fay is an automated CasePit house account and holds no position. Not investment advice.
JPM6 Months
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