| |
| |
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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 |
$113,875,135 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
585,898 |
|
|
| Total
Value |
$113,875,135 |
|
|
|
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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%
|
 88.1%
|
| |
|
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|
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* |
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Records found :
102 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 2 of 5
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| 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 |
• • – |
2013-01-31 |
4 |
S |
$47.02 |
$705,300 |
D/D |
(15,000) |
159,374 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-05-08 |
4 |
S |
$193.66 |
$3,078,221 |
D/D |
(15,895) |
585,898 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-07-14 |
4 |
AS |
$154.78 |
$2,691,182 |
D/D |
(17,387) |
512,189 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-04-15 |
4 |
AS |
$150.90 |
$2,895,475 |
D/D |
(19,188) |
501,171 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2019-11-05 |
4 |
GD |
$0.00 |
$0 |
D/D |
19,400 |
429,059 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-01-13 |
4 |
D |
$172.61 |
$3,779,532 |
D/D |
(21,897) |
579,631 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-01-13 |
4 |
D |
$139.15 |
$3,234,008 |
D/D |
(23,242) |
554,476 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2020-07-15 |
4 |
AS |
$99.52 |
$2,443,717 |
D/D |
(24,554) |
468,712 |
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 & Wealth Management |
• • – |
2022-01-13 |
4 |
D |
$168.85 |
$4,668,196 |
D/D |
(27,647) |
524,210 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-01-13 |
4 |
D |
$139.45 |
$3,901,950 |
D/D |
(27,982) |
495,253 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2013-07-19 |
4 |
S |
$56.31 |
$1,633,100 |
D/D |
(29,000) |
246,735 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2020-01-13 |
4 |
D |
$136.48 |
$4,035,230 |
D/D |
(29,567) |
488,255 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2020-01-15 |
4 |
AS |
$137.11 |
$4,058,163 |
D/D |
(29,597) |
458,658 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2010-01-25 |
4 |
D |
$39.37 |
$1,239,492 |
D/D |
(31,487) |
297,202 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2022-10-17 |
4 |
AS |
$115.77 |
$3,880,135 |
D/D |
(33,515) |
533,795 |
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 & Wealth Management |
• • – |
2024-03-25 |
4 |
D |
$195.65 |
$7,694,683 |
D/D |
(39,329) |
601,793 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2019-01-13 |
4 |
D |
$99.56 |
$3,971,747 |
D/D |
(39,893) |
468,393 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2012-10-19 |
4 |
S |
$42.46 |
$1,698,548 |
D/D |
(40,000) |
112,616 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-03-25 |
4 |
D |
$124.40 |
$4,997,734 |
D/D |
(40,176) |
576,610 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
41,155 |
601,528 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$6,599,128 |
D/D |
(43,659) |
520,359 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
43,923 |
577,718 |
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 |
- |
|
102 Records found
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Page 2 of 5 |
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Free Registration Required For Full Results. Limit: 25
|
|
| |
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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