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Insider Information:   Erdoes Mary E.
Relationship:   CEO Asset & Wealth Man...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   585,898    

Indirect Shares

   0      
Direct Value   $118,720,512    

Indirect Value

   $0      
Total Shares   585,898      
Total Value   $118,720,512      


JP Morgan Chase & Co $118,720,512 JP Morgan Chase & Co $118,720,512
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    5    

     Stock price went up :
    0   
    5    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   -1.0   
   5.0   
     Percentage Gain/Loss :
   -28.3%
 92.1%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            JP Morgan Chase & Co JPM CEO Asset & Wealth Man... 2024-05-08 585,898 0    Premium*  
* Premium Members only  

Records found :    102         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
JPM JP Morgan Chase & Co Managing Director   •       •      –    2014-01-13 4 D $58.10 $5,595,262 D/D (96,304) 325,338 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2014-01-13 4 OE $0.00 $0 D/D 176,907 421,642 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2014-01-27 4 AS $55.25 $3,524,818 D/D (63,802) 261,536 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2014-02-10 4 GD $0.00 $0 D/D 1,526 260,010 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2014-04-14 4 AS $54.89 $3,293,220 D/D (60,000) 200,010 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2015-01-13 4 OE $0.00 $0 D/D 177,901 377,911 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2015-01-13 4 D $59.04 $5,720,492 D/D (96,900) 281,011 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2015-01-22 4 AS $56.92 $4,430,813 D/D (77,842) 203,169 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2015-05-21 4 OE $46.79 $9,358,000 D/D 200,000 403,169 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2015-05-21 4 D $66.35 $11,541,177 D/D (173,957) 229,212 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2015-07-15 4 AS $69.07 $899,426 D/D (13,022) 216,190 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2015-11-09 4 OE $45.79 $9,158,000 D/D 200,000 416,190 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2015-11-09 4 D $67.90 $11,626,381 D/D (171,228) 244,962 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2016-01-13 4 D $58.29 $4,828,776 D/D (82,837) 314,888 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2016-01-13 4 OE $0.00 $0 D/D 152,763 397,725 0 -
JPM JP Morgan Chase & Co Managing Director   •       •      –    2016-01-20 4 AS $55.27 $2,727,667 D/D (49,349) 265,539 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2016-08-11 4 OE $35.61 $10,705,351 D/D 279,430 544,969 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2016-08-11 4 D $65.36 $14,923,618 D/D (228,347) 316,622 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2016-10-17 4 AS $67.26 $1,717,894 D/D (25,542) 291,080 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2017-01-13 4 D $87.14 $7,562,098 D/D (86,786) 362,677 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2017-01-13 4 OE $0.00 $0 D/D 158,383 449,463 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2017-01-17 4 AS $84.15 $3,012,593 D/D (35,799) 326,878 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2017-11-10 4 OE $35.61 $11,823,075 D/D 275,765 602,643 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2017-11-10 4 D $97.92 $20,296,564 D/D (207,277) 395,366 0 -
JPM JP Morgan Chase & Co CEO Asset Management   •       •      –    2018-01-13 4 OE $0.00 $0 D/D 129,720 525,086 0 -
  102  Records found
  1   2  3   4   5      
  Page 2 of 5  
 
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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