Zoe Lofgren bought JPMorgan Chase & Co (NYSE: JPM)
Zoe Lofgren (D-CA), a U.S. Representative, has disclosed 5 trades in JPMorgan Chase & Co (JPM) since 2017, 3 purchases and 2 sales, worth an estimated $40K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Zoe Lofgren bought $1,001 - $15,000 of JPMorgan Chase & Co (NYSE: JPM) on August 9, 2021. Since that trade, JPM is up +147.18% against the S&P 500 up +76.08%, an outperformance of +71.10%.
Across these filings, Zoe Lofgren has been a net buyer of JPM (a buy-to-sell ratio of 1.50). The most recent disclosed JPM transaction shown was dated May 25, 2023. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Zoe Lofgren's JPM trades vs the price
JPM is up +147.18% since Zoe Lofgren bought on August 9, 2021, versus +76.08% for the S&P 500.
Performance since this trade
All Zoe Lofgren JPM trades
Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.
Zoe Lofgren & JPM trading FAQ
Is it legal for Zoe Lofgren to trade JPMorgan Chase & Co (JPM) stock?
Yes. Members of Congress are allowed to trade individual stocks, including JPMorgan Chase & Co (JPM), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Zoe Lofgren buy JPM?
Zoe Lofgren disclosed a purchase of $1,001 - $15,000 of JPMorgan Chase & Co (JPM) on August 9, 2021, according to public STOCK Act filings.
How has JPM performed since Zoe Lofgren's trade?
Since Zoe Lofgren bought JPM on August 9, 2021, the stock is up +147.18%, versus +76.08% for the S&P 500 over the same period, an outperformance of +71.10%.
How many times has Zoe Lofgren traded JPM?
Zoe Lofgren has disclosed 5 JPM trades since 2017 (3 purchases and 2 sales). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional JPM trades?
Quantellect tracks every disclosed congressional trade in JPMorgan Chase & Co (JPM) on the JPMorgan Chase & Co congressional trading page, which aggregates filings across all members of Congress.
Zoe Lofgren's JPM tradesAll congressional filings for JPMorgan Chase & CoZoe Lofgren's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.