| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
3,050,000,000 |
| Market
Cap: |
609.85(B) |
| Last
Volume: |
6,963,635 |
Avg
Vol: |
13,647,214 |
| 52
Week Range: |
$135.69 - $204.79 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Domestic Money Center Banks |
|
Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
DOW JONES COMPOSITE |
| |
DOW JONES INDUSTRIAL AVERAGE |
|
NYSE COMPOSITE |
| |
S&P 100 |
|
S&P 500 |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 11 |
| Guru Rank Value : 28.6 |
| Guru Occurances : 7 |
|
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| |
|
Company Profile JPMorgan Chase is a financial holding company. Through its subsidiaries, Co. is a financial services firm. Co.'s segments include: Consumer and Community Banking, which provides services via bank branches, ATMs, digital (including mobile and online) and telephone banking; Corporate and Investment Bank, which consists of Banking and Markets and Securities Services that provides investment banking, market-making, brokerage, and treasury and securities products and services; Commercial Banking, which provides financial solutions, including lending, payments, investment banking and asset management products; and Asset and Wealth Management, which is engaged in investment and wealth management.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
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|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
375 |
| Total Buy Value |
$0 |
$0 |
$0 |
$50,448 |
| Total People Bought |
0 |
0 |
0 |
1 |
| Total Buy Transactions |
0 |
0 |
0 |
1 |
| Total Shares Sold |
258,230 |
1,235,935 |
1,261,956 |
1,549,238 |
| Total Sell Value |
$48,423,566 |
$225,967,929 |
$229,738,646 |
$268,203,599 |
| Total People Sold |
9 |
12 |
12 |
13 |
| Total Sell Transactions |
10 |
27 |
33 |
54 |
| End Date |
2024-03-10 |
2023-12-08 |
2023-06-09 |
2022-06-09 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Friedman Stacey |
General Counsel |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
40,471 |
94,716 |
|
- |
|
| Smith Gordon |
Co-President & COO, CEO CCB |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$6,511,626 |
D/D |
(43,081) |
508,751 |
|
- |
|
| Smith Gordon |
Co-President & COO, CEO CCB |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
84,223 |
551,832 |
|
- |
|
| Scher Peter |
Executive Vice President |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$1,331,496 |
D/D |
(8,809) |
19,676 |
|
- |
|
| Scher Peter |
Executive Vice President |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
18,230 |
28,485 |
|
- |
|
| Pinto Daniel E |
Co-President & COO, CEO CIB |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$2,844,022 |
D/D |
(18,816) |
526,092 |
|
- |
|
| Pinto Daniel E |
Co-President & COO, CEO CIB |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
40,031 |
544,908 |
|
- |
|
| Leopold Robin |
Head of Human Resources |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$645,336 |
D/D |
(4,270) |
8,616 |
|
- |
|
| Leopold Robin |
Head of Human Resources |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,022 |
12,886 |
|
- |
|
| Dimon James |
Chairman & CEO |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$26,982,690 |
D/D |
(178,516) |
620,187 |
|
- |
|
| Dimon James |
Chairman & CEO |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
335,430 |
798,703 |
|
- |
|
| Bacon Ashley |
Chief Risk Officer |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$3,599,478 |
D/D |
(23,814) |
169,504 |
|
- |
|
| Bacon Ashley |
Chief Risk Officer |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
47,674 |
193,318 |
|
- |
|
| Beer Lori A |
Chief Information Officer |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$1,319,929 |
D/D |
(8,733) |
44,787 |
|
- |
|
| Beer Lori A |
Chief Information Officer |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,408 |
53,520 |
|
- |
|
| Erdoes Mary E. |
CEO Asset & Wealth Management |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$6,599,128 |
D/D |
(43,659) |
520,359 |
|
- |
|
| Erdoes Mary E. |
CEO Asset & Wealth Management |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
82,035 |
564,018 |
|
- |
|
| Lake Marianne |
Executive Vice President |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$4,487,470 |
D/D |
(29,689) |
116,944 |
|
- |
|
| Lake Marianne |
Executive Vice President |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
55,784 |
146,633 |
|
- |
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219 Records found
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Page 9 of 9 |
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3.04 (1.54%) 
