| |
| |
|
| 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 |
$116,898,369 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
585,898 |
|
|
| Total
Value |
$116,898,369 |
|
|
|
|
|
|
|
|
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%
|
 97.4%
|
| |
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
102 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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 |
CEO Asset Management |
• • – |
2018-01-13 |
4 |
D |
$111.85 |
$7,606,131 |
D/D |
(68,006) |
457,080 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2018-01-16 |
4 |
AS |
$112.25 |
$7,307,438 |
D/D |
(65,101) |
391,979 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2018-11-09 |
4 |
OE |
$19.49 |
$1,949,000 |
D/D |
100,000 |
491,979 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2018-11-09 |
4 |
D |
$111.60 |
$6,850,929 |
D/D |
(61,391) |
430,588 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2019-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
77,698 |
508,286 |
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 |
CEO Asset & Wealth Management |
• • – |
2019-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
145,932 |
614,325 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2019-03-25 |
4 |
D |
$99.33 |
$7,714,490 |
D/D |
(77,665) |
536,660 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2019-04-15 |
4 |
AS |
$109.92 |
$7,951,620 |
D/D |
(72,340) |
464,320 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2019-04-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
13,845 |
450,475 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2019-10-24 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,016 |
448,459 |
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 |
• • – |
2019-11-08 |
4 |
OE |
$46.58 |
$4,847,255 |
D/D |
104,063 |
533,122 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2019-11-08 |
4 |
D |
$129.83 |
$9,457,621 |
D/D |
(72,849) |
460,273 |
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 |
• • – |
2020-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
57,549 |
517,822 |
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 |
CEO Asset & Wealth Management |
• • – |
2020-01-15 |
4 |
B |
$100.00 |
$5,100,000 |
D/D |
51,000 |
51,000 |
2.74 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2020-02-12 |
4 |
GD |
$0.00 |
$0 |
D/D |
14,500 |
444,158 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2020-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
104,977 |
549,135 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2020-03-25 |
4 |
D |
$89.85 |
$5,019,569 |
D/D |
(55,869) |
493,266 |
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 & Wealth Management |
• • – |
2021-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
54,523 |
523,235 |
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 |
CEO Asset & Wealth Management |
• • – |
2021-01-19 |
4 |
AS |
$138.77 |
$1,841,490 |
D/D |
(13,270) |
481,983 |
0 |
% |
|
102 Records found
|
|
Page 3 of 5 |
| |
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 |
| |
|
|
|
|
|
