{
 "schema": "theclaudetrader.research_packet.v1",
 "generated_at": "2026-10-31T18:13:01+00:00",
 "snapshot_date": "2026-10-31",
 "about": {
  "site": "The Claude Trader",
  "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).",
  "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.",
  "how_to_answer": [
   "State the snapshot date and each score's data_as_of.",
   "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).",
   "Cite the source URL for any number you repeat.",
   "Say what is missing; never present holdings or targets as this site's (it has none).",
   "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns."
  ]
 },
 "company": {
  "ticker": "JPM",
  "name": "Jpmorgan Chase & Co",
  "legal_name": "JPMORGAN CHASE & CO",
  "cik": "0000019617",
  "exchange": "NYSE",
  "industry": "National Commercial Banks",
  "sic": "6021",
  "fiscal_year_end": "1231",
  "is_financial": true,
  "is_utility": false
 },
 "price": {
  "value": 337.04,
  "as_of": "2026-10-30",
  "source": "Alpaca Market Data (consolidated SIP daily bar)",
  "url": "https://docs.alpaca.markets/docs/historical-stock-data-1"
 },
 "market_cap": {
  "value": 895915075162.8,
  "as_of": "2026-10-30",
  "unit": "USD",
  "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)",
  "warning": "share count is 122 days older than the price; buybacks or issuance since 2026-06-30 are not reflected",
  "unavailable_reason": null,
  "inputs": {
   "traded_price": {
    "value": 337.04,
    "as_of": "2026-10-30",
    "unit": "USD per traded unit (share or ADS)",
    "source": "Alpaca Market Data (consolidated SIP daily bar)",
    "url": "https://docs.alpaca.markets/docs/historical-stock-data-1"
   },
   "sec_shares_outstanding": {
    "value": 2658186195.0,
    "unit": "underlying shares",
    "concept": "SEC cover page 10-Q 0001628280-26-054343 (2,658,186,195 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/19617/000162828026054343/jpm-20260630.htm",
    "period_end": "2026-06-30",
    "accession": "0001628280-26-054343",
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026054343/R1.htm"
   },
   "depositary_ratio": {
    "value": 1.0,
    "unit": "underlying shares per traded unit",
    "status": "domestic",
    "source": "10-K filer; SEC shares are the traded units",
    "evidence_url": null,
    "evidence_form": null,
    "evidence_filed": null,
    "body_snippet": null
   },
   "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used",
   "split_adjustment": null,
   "share_count_as_of": "2026-06-30",
   "share_count_age_days_at_price_date": 122,
   "warning": "share count is 122 days older than the price; buybacks or issuance since 2026-06-30 are not reflected",
   "computed": "337.04 (price 2026-10-30) / 1 x 2,658,186,195 (shares at 2026-06-30) = 895,915,075,163"
  }
 },
 "scores": {
  "graham": {
   "score": null,
   "status": "not scored (financial)",
   "summary": "Not scored: not scored (financial).",
   "warnings": [],
   "components": []
  },
  "magic_formula": {
   "score": null,
   "status": "not scored",
   "summary": "Not scored: not scored.",
   "warnings": [],
   "components": []
  },
  "momentum": {
   "score": 66.9,
   "status": "ok",
   "complete": true,
   "passes_all": null,
   "summary": "Momentum: 67 of 100 (ok). 12-1 month return: 8.4 % \u2192 26.7/50; 6 month return: 8.6 % \u2192 11.7/20; Price / 52-week high: 0.928 \u2192 13.9/15; Volatility penalty (60d annualised): 16.1 % \u2192 14.6/15",
   "data_as_of": "2026-10-30",
   "history": [
    null,
    null
   ],
   "price_as_of": "2026-10-30",
   "coverage": null,
   "verification": null,
   "warnings": [],
   "components": [
    {
     "name": "12-1 month return",
     "value": 8.4,
     "unit": "%",
     "percentile": 53.3,
     "points": 26.7,
     "max": 50
    },
    {
     "name": "6 month return",
     "value": 8.6,
     "unit": "%",
     "percentile": 58.6,
     "points": 11.7,
     "max": 20
    },
    {
     "name": "Price / 52-week high",
     "value": 0.928,
     "points": 13.9,
     "max": 15
    },
    {
     "name": "Volatility penalty (60d annualised)",
     "value": 16.1,
     "unit": "%",
     "points": 14.6,
     "max": 15
    }
   ],
   "rules_url": "https://theclaudetrader.com/p/momentum"
  },
  "insider": {
   "score": 0.0,
   "status": "no open-market transactions in window",
   "complete": true,
   "passes_all": null,
   "summary": "Insider: 0 of 100 (no open-market transactions in window). Open-market buy value / market cap (percentile among buyers): 0.0 bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): 0.0 bp \u2192 -0.0/0",
   "data_as_of": "2026-10-30",
   "history": [
    null,
    null
   ],
   "price_as_of": null,
   "coverage": {
    "window_start": "2026-08-02",
    "through": "2026-10-30",
    "missing_days": 1,
    "note": "Form 4 data loaded through 2026-10-30"
   },
   "verification": null,
   "warnings": [],
   "components": [
    {
     "name": "Open-market buy value / market cap (percentile among buyers)",
     "value": 0.0,
     "unit": "bp",
     "points": 0.0,
     "max": 35
    },
    {
     "name": "Distinct buyers",
     "value": 0,
     "points": 0.0,
     "max": 25
    },
    {
     "name": "Buyer seniority",
     "value": 0.0,
     "points": 0.0,
     "max": 20
    },
    {
     "name": "Recency (half-life 30d)",
     "value": 0.0,
     "points": 0.0,
     "max": 10
    },
    {
     "name": "Sales penalty (excludes 10b5-1 plan sales)",
     "value": 0.0,
     "unit": "bp",
     "points": -0.0,
     "max": 0
    }
   ],
   "rules_url": "https://theclaudetrader.com/p/insider"
  },
  "buffett": {
   "score": null,
   "status": "not scored (financial)",
   "summary": "Not scored: not scored (financial).",
   "warnings": [],
   "components": []
  },
  "lynch": {
   "score": null,
   "status": "not scored (financial)",
   "summary": "Not scored: not scored (financial).",
   "warnings": [],
   "components": []
  },
  "graham_enterprising": {
   "score": null,
   "status": "not scored (financial)",
   "summary": "Not scored: not scored (financial).",
   "warnings": [],
   "components": []
  },
  "piotroski": {
   "score": null,
   "status": "not scored (financial)",
   "summary": "Not scored: not scored (financial).",
   "warnings": [],
   "components": []
  }
 },
 "inputs_by_philosophy": {
  "graham": [],
  "magic_formula": [],
  "momentum": [
   {
    "name": "Adjusted close series (14 months)",
    "value": 337.04,
    "kind": "price",
    "source": "Yahoo Finance / Alpaca Market Data daily history",
    "url": null,
    "period": "2026-10-30",
    "age_days": 1,
    "stale": false
   }
  ],
  "insider": [
   {
    "name": "excluded 2026-09-10 S",
    "value": "10b5-1 plan",
    "source": "rule"
   },
   {
    "name": "excluded 2026-08-11 S",
    "value": "10b5-1 plan",
    "source": "rule"
   }
  ],
  "buffett": [],
  "lynch": [],
  "graham_enterprising": [],
  "piotroski": []
 },
 "earnings_record": {
  "net_income_by_fy": [
   {
    "fy": 2013,
    "period_end": "2013-12-31",
    "sec_frame": "CY2013",
    "value": 17886000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961716000902/",
    "accession": "0000019617-16-000902"
   },
   {
    "fy": 2014,
    "period_end": "2014-12-31",
    "sec_frame": "CY2014",
    "value": 21745000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961717000314/",
    "accession": "0000019617-17-000314"
   },
   {
    "fy": 2015,
    "period_end": "2015-12-31",
    "sec_frame": "CY2015",
    "value": 24442000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961718000057/",
    "accession": "0000019617-18-000057"
   },
   {
    "fy": 2016,
    "period_end": "2016-12-31",
    "sec_frame": "CY2016",
    "value": 24733000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961719000054/",
    "accession": "0000019617-19-000054"
   },
   {
    "fy": 2017,
    "period_end": "2017-12-31",
    "sec_frame": "CY2017",
    "value": 24441000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961720000257/",
    "accession": "0000019617-20-000257"
   },
   {
    "fy": 2018,
    "period_end": "2018-12-31",
    "sec_frame": "CY2018",
    "value": 32474000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961721000236/",
    "accession": "0000019617-21-000236"
   },
   {
    "fy": 2019,
    "period_end": "2019-12-31",
    "sec_frame": "CY2019",
    "value": 36431000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961722000272/",
    "accession": "0000019617-22-000272"
   },
   {
    "fy": 2020,
    "period_end": "2020-12-31",
    "sec_frame": "CY2020",
    "value": 29131000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961723000231/",
    "accession": "0000019617-23-000231"
   },
   {
    "fy": 2021,
    "period_end": "2021-12-31",
    "sec_frame": "CY2021",
    "value": 48334000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961724000225/",
    "accession": "0000019617-24-000225"
   },
   {
    "fy": 2022,
    "period_end": "2022-12-31",
    "sec_frame": "CY2022",
    "value": 37676000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961725000270/",
    "accession": "0000019617-25-000270"
   },
   {
    "fy": 2023,
    "period_end": "2023-12-31",
    "sec_frame": "CY2023",
    "value": 49552000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131"
   },
   {
    "fy": 2024,
    "period_end": "2024-12-31",
    "sec_frame": "CY2024",
    "value": 58471000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131"
   },
   {
    "fy": 2025,
    "period_end": "2025-12-31",
    "sec_frame": "CY2025",
    "value": 57048000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131"
   }
  ],
  "eps_diluted_by_fy": [
   {
    "fy": 2013,
    "period_end": "2013-12-31",
    "sec_frame": "CY2013",
    "value": 4.34,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961716000902/",
    "accession": "0000019617-16-000902",
    "value_reported": 4.34,
    "split_factor": 1.0,
    "split_basis": "filed between 2016-01-31 and 2016-05-30"
   },
   {
    "fy": 2014,
    "period_end": "2014-12-31",
    "sec_frame": "CY2014",
    "value": 5.29,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961717000314/",
    "accession": "0000019617-17-000314",
    "value_reported": 5.29,
    "split_factor": 1.0,
    "split_basis": "filed between 2017-01-31 and 2017-05-31"
   },
   {
    "fy": 2015,
    "period_end": "2015-12-31",
    "sec_frame": "CY2015",
    "value": 6.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961718000057/",
    "accession": "0000019617-18-000057",
    "value_reported": 6.0,
    "split_factor": 1.0,
    "split_basis": "filed between 2018-01-31 and 2018-05-31"
   },
   {
    "fy": 2016,
    "period_end": "2016-12-31",
    "sec_frame": "CY2016",
    "value": 6.19,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961719000054/",
    "accession": "0000019617-19-000054",
    "value_reported": 6.19,
    "split_factor": 1.0,
    "split_basis": "filed 2019-02-26"
   },
   {
    "fy": 2017,
    "period_end": "2017-12-31",
    "sec_frame": "CY2017",
    "value": 6.31,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961720000257/",
    "accession": "0000019617-20-000257",
    "value_reported": 6.31,
    "split_factor": 1.0,
    "split_basis": "filed between 2020-01-31 and 2020-05-30"
   },
   {
    "fy": 2018,
    "period_end": "2018-12-31",
    "sec_frame": "CY2018",
    "value": 9.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961721000236/",
    "accession": "0000019617-21-000236",
    "value_reported": 9.0,
    "split_factor": 1.0,
    "split_basis": "filed between 2021-01-31 and 2021-05-31"
   },
   {
    "fy": 2019,
    "period_end": "2019-12-31",
    "sec_frame": "CY2019",
    "value": 10.72,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961722000272/",
    "accession": "0000019617-22-000272",
    "value_reported": 10.72,
    "split_factor": 1.0,
    "split_basis": "filed between 2022-01-31 and 2022-05-31"
   },
   {
    "fy": 2020,
    "period_end": "2020-12-31",
    "sec_frame": "CY2020",
    "value": 8.88,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961723000231/",
    "accession": "0000019617-23-000231",
    "value_reported": 8.88,
    "split_factor": 1.0,
    "split_basis": "filed between 2023-01-31 and 2023-05-31"
   },
   {
    "fy": 2021,
    "period_end": "2021-12-31",
    "sec_frame": "CY2021",
    "value": 15.36,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961724000225/",
    "accession": "0000019617-24-000225",
    "value_reported": 15.36,
    "split_factor": 1.0,
    "split_basis": "filed 2024-02-16"
   },
   {
    "fy": 2022,
    "period_end": "2022-12-31",
    "sec_frame": "CY2022",
    "value": 12.09,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961725000270/",
    "accession": "0000019617-25-000270",
    "value_reported": 12.09,
    "split_factor": 1.0,
    "split_basis": "filed 2025-02-14"
   },
   {
    "fy": 2023,
    "period_end": "2023-12-31",
    "sec_frame": "CY2023",
    "value": 16.23,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131",
    "value_reported": 16.23,
    "split_factor": 1.0,
    "split_basis": "filed 2026-02-13"
   },
   {
    "fy": 2024,
    "period_end": "2024-12-31",
    "sec_frame": "CY2024",
    "value": 19.75,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131",
    "value_reported": 19.75,
    "split_factor": 1.0,
    "split_basis": "filed 2026-02-13"
   },
   {
    "fy": 2025,
    "period_end": "2025-12-31",
    "sec_frame": "CY2025",
    "value": 20.02,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131",
    "value_reported": 20.02,
    "split_factor": 1.0,
    "split_basis": "filed 2026-02-13"
   }
  ],
  "revenue_by_fy": [
   {
    "fy": 2013,
    "period_end": "2013-12-31",
    "sec_frame": "CY2013",
    "value": 97367000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961716000902/",
    "accession": "0000019617-16-000902"
   },
   {
    "fy": 2014,
    "period_end": "2014-12-31",
    "sec_frame": "CY2014",
    "value": 95112000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961717000314/",
    "accession": "0000019617-17-000314"
   },
   {
    "fy": 2015,
    "period_end": "2015-12-31",
    "sec_frame": "CY2015",
    "value": 93543000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961718000057/",
    "accession": "0000019617-18-000057"
   },
   {
    "fy": 2016,
    "period_end": "2016-12-31",
    "sec_frame": "CY2016",
    "value": 96569000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961719000054/",
    "accession": "0000019617-19-000054"
   },
   {
    "fy": 2017,
    "period_end": "2017-12-31",
    "sec_frame": "CY2017",
    "value": 100705000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961720000257/",
    "accession": "0000019617-20-000257"
   },
   {
    "fy": 2018,
    "period_end": "2018-12-31",
    "sec_frame": "CY2018",
    "value": 108783000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961721000236/",
    "accession": "0000019617-21-000236"
   },
   {
    "fy": 2019,
    "period_end": "2019-12-31",
    "sec_frame": "CY2019",
    "value": 115720000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961722000272/",
    "accession": "0000019617-22-000272"
   },
   {
    "fy": 2020,
    "period_end": "2020-12-31",
    "sec_frame": "CY2020",
    "value": 119951000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961723000231/",
    "accession": "0000019617-23-000231"
   },
   {
    "fy": 2021,
    "period_end": "2021-12-31",
    "sec_frame": "CY2021",
    "value": 121649000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961724000225/",
    "accession": "0000019617-24-000225"
   },
   {
    "fy": 2022,
    "period_end": "2022-12-31",
    "sec_frame": "CY2022",
    "value": 128695000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961725000270/",
    "accession": "0000019617-25-000270"
   },
   {
    "fy": 2023,
    "period_end": "2023-12-31",
    "sec_frame": "CY2023",
    "value": 158104000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131"
   },
   {
    "fy": 2024,
    "period_end": "2024-12-31",
    "sec_frame": "CY2024",
    "value": 177556000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131"
   },
   {
    "fy": 2025,
    "period_end": "2025-12-31",
    "sec_frame": "CY2025",
    "value": 182447000000.0,
    "url": "https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/",
    "accession": "0001628280-26-008131"
   }
  ],
  "dividend_years": [
   1984,
   1985,
   1986,
   1987,
   1988,
   1989,
   1990,
   1991,
   1992,
   1993,
   1994,
   1995,
   1996,
   1997,
   1998,
   1999,
   2000,
   2001,
   2002,
   2003,
   2004,
   2005,
   2006,
   2007,
   2008,
   2009,
   2010,
   2011,
   2012,
   2013,
   2014,
   2015,
   2016,
   2017,
   2018,
   2019,
   2020,
   2021,
   2022,
   2023,
   2024,
   2025,
   2026
  ]
 },
 "insider_activity": {
  "coverage_through": "2026-10-30",
  "window_start": "2026-08-02",
  "missing_days": 1,
  "recent_transactions": [
   {
    "txn_date": "2026-09-10",
    "insider_name": "Leopold Robin",
    "role": "officer",
    "code": "S",
    "shares": 2500.0,
    "price": 352.81,
    "value": 882025.0,
    "is_10b5_1": 1,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826007727/"
   },
   {
    "txn_date": "2026-08-11",
    "insider_name": "Leopold Robin",
    "role": "officer",
    "code": "S",
    "shares": 2500.0,
    "price": 361.41,
    "value": 903525.0000000001,
    "is_10b5_1": 1,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826007064/"
   },
   {
    "txn_date": "2026-06-22",
    "insider_name": "Friedman Stacey",
    "role": "officer",
    "code": "S",
    "shares": 5467.0,
    "price": 330.73,
    "value": 1808100.9100000001,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826006142/"
   },
   {
    "txn_date": "2026-05-20",
    "insider_name": "Friedman Stacey",
    "role": "officer",
    "code": "S",
    "shares": 5468.0,
    "price": 300.27,
    "value": 1641876.3599999999,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826005514/"
   },
   {
    "txn_date": "2026-05-15",
    "insider_name": "Beer Lori A",
    "role": "officer",
    "code": "S",
    "shares": 3165.0,
    "price": 300.05,
    "value": 949658.25,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826005408/"
   },
   {
    "txn_date": "2026-05-15",
    "insider_name": "Petno Douglas B",
    "role": "CEO",
    "code": "S",
    "shares": 5659.0,
    "price": 300.05,
    "value": 1697982.95,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826005409/"
   },
   {
    "txn_date": "2026-05-15",
    "insider_name": "Lake Marianne",
    "role": "CEO",
    "code": "S",
    "shares": 6427.0,
    "price": 298.36,
    "value": 1917559.72,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826005410/"
   },
   {
    "txn_date": "2026-05-15",
    "insider_name": "Erdoes Mary E.",
    "role": "CEO",
    "code": "S",
    "shares": 6648.0,
    "price": 298.36,
    "value": 1983497.28,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826005411/"
   },
   {
    "txn_date": "2026-05-05",
    "insider_name": "Piepszak Jennifer",
    "role": "COO",
    "code": "S",
    "shares": 4919.0,
    "price": 309.42,
    "value": 1522036.98,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004965/"
   },
   {
    "txn_date": "2026-05-05",
    "insider_name": "BACON ASHLEY",
    "role": "officer",
    "code": "S",
    "shares": 4070.0,
    "price": 309.42,
    "value": 1259339.4000000001,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004966/"
   },
   {
    "txn_date": "2026-05-05",
    "insider_name": "Barnum Jeremy",
    "role": "CFO",
    "code": "S",
    "shares": 3022.0,
    "price": 309.41,
    "value": 935037.02,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004967/"
   },
   {
    "txn_date": "2026-04-15",
    "insider_name": "DIMON JAMES",
    "role": "CEO",
    "code": "S",
    "shares": 130488.0,
    "price": 306.56,
    "value": 40002401.28,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004520/"
   },
   {
    "txn_date": "2026-04-15",
    "insider_name": "BACON ASHLEY",
    "role": "officer",
    "code": "S",
    "shares": 7558.0,
    "price": 306.55,
    "value": 2316904.9,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004521/"
   },
   {
    "txn_date": "2026-04-15",
    "insider_name": "Barnum Jeremy",
    "role": "CFO",
    "code": "S",
    "shares": 5611.0,
    "price": 306.55,
    "value": 1720052.05,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004522/"
   },
   {
    "txn_date": "2026-04-15",
    "insider_name": "Beer Lori A",
    "role": "officer",
    "code": "S",
    "shares": 3166.0,
    "price": 306.59,
    "value": 970663.94,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004523/"
   },
   {
    "txn_date": "2026-04-15",
    "insider_name": "Erdoes Mary E.",
    "role": "CEO",
    "code": "S",
    "shares": 12345.0,
    "price": 306.57,
    "value": 3784606.65,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004524/"
   },
   {
    "txn_date": "2026-04-15",
    "insider_name": "Lake Marianne",
    "role": "CEO",
    "code": "S",
    "shares": 6427.0,
    "price": 306.57,
    "value": 1970325.39,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004525/"
   },
   {
    "txn_date": "2026-04-15",
    "insider_name": "Petno Douglas B",
    "role": "CEO",
    "code": "S",
    "shares": 5660.0,
    "price": 306.58,
    "value": 1735242.7999999998,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004526/"
   },
   {
    "txn_date": "2026-04-15",
    "insider_name": "Piepszak Jennifer",
    "role": "COO",
    "code": "S",
    "shares": 9136.0,
    "price": 306.56,
    "value": 2800732.16,
    "is_10b5_1": 0,
    "source_url": "https://www.sec.gov/Archives/edgar/data/19617/000122520826004527/"
   }
  ]
 },
 "filings_and_news": {
  "sec_filing_index": "https://www.sec.gov/edgar/browse/?CIK=0000019617",
  "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000019617&type=8-K",
  "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000019617&type=4",
  "xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000019617.json",
  "news_items": [],
  "note": "Press releases are filed as 8-K exhibits; the 8-K link lists them with dates."
 },
 "peer_context": {
  "graham": {
   "industry": "National Commercial Banks",
   "scored_peers": 0,
   "rank": null,
   "median": null
  },
  "magic_formula": {
   "industry": "National Commercial Banks",
   "scored_peers": 0,
   "rank": null,
   "median": null
  },
  "momentum": {
   "industry": "National Commercial Banks",
   "scored_peers": 11,
   "rank": 4,
   "median": 64.3,
   "top_peers": [
    {
     "ticker": "USB",
     "score": 75.3
    },
    {
     "ticker": "PNC",
     "score": 72.1
    },
    {
     "ticker": "C",
     "score": 68.4
    },
    {
     "ticker": "JPM",
     "score": 66.9
    },
    {
     "ticker": "RF",
     "score": 65.5
    }
   ]
  },
  "insider": {
   "industry": "National Commercial Banks",
   "scored_peers": 11,
   "rank": 3,
   "median": 0.0,
   "top_peers": [
    {
     "ticker": "TFC",
     "score": 62.7
    },
    {
     "ticker": "HBAN",
     "score": 47.3
    },
    {
     "ticker": "BAC",
     "score": 0.0
    },
    {
     "ticker": "C",
     "score": 0.0
    },
    {
     "ticker": "COF",
     "score": 0.0
    }
   ]
  },
  "buffett": {
   "industry": "National Commercial Banks",
   "scored_peers": 0,
   "rank": null,
   "median": null
  },
  "lynch": {
   "industry": "National Commercial Banks",
   "scored_peers": 0,
   "rank": null,
   "median": null
  },
  "graham_enterprising": {
   "industry": "National Commercial Banks",
   "scored_peers": 0,
   "rank": null,
   "median": null
  },
  "piotroski": {
   "industry": "National Commercial Banks",
   "scored_peers": 0,
   "rank": null,
   "median": null
  }
 },
 "dossier": null,
 "external_views_link_only": {
  "morningstar": "https://www.morningstar.com/search?query=JPM",
  "finviz": "https://finviz.com/quote.ashx?t=JPM",
  "stockanalysis": "https://stockanalysis.com/stocks/jpm/",
  "seeking_alpha": "https://seekingalpha.com/symbol/JPM",
  "openinsider": "http://openinsider.com/search?q=JPM",
  "google_news": "https://news.google.com/rss/search?q=JPM+stock"
 },
 "limits": [
  "Graham Defensive: not scored (financial)",
  "Magic Formula: not scored",
  "Buffett Quality: not scored (financial)",
  "Lynch GARP: not scored (financial)",
  "Graham Enterprising: not scored (financial)",
  "Piotroski F-Score: not scored (financial)",
  "Market value: share count is 122 days older than the price; buybacks or issuance since 2026-06-30 are not reflected",
  "News is not collected for this ticker; use the SEC 8-K and press-release links below"
 ],
 "machine_readable": {
  "stock_json": "https://theclaudetrader.com/s/JPM.json",
  "stock_md": "https://theclaudetrader.com/s/JPM.md",
  "packet": "https://theclaudetrader.com/r/JPM.json",
  "grid": "https://theclaudetrader.com/grid.json",
  "openapi": "https://theclaudetrader.com/openapi.json",
  "index": "https://theclaudetrader.com/llms.txt"
 },
 "cite_as": "The Claude Trader snapshot 2026-10-31, https://theclaudetrader.com/s/JPM; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-30.",
 "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation."
}