| |
| |
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| Insider
Information: |
Erdoes Mary E. |
| Relationship: |
CEO Asset & Wealth Man... |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
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|
|
Companies Owned : |
1 |
|
| Direct
Shares |
585,898 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$115,421,906 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
585,898 |
|
|
| Total
Value |
$115,421,906 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
5
|
|
Stock
price went up :
|
0
|
4
|
| Stock
price went down : |
1
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
4.0
|
| Percentage
Gain/Loss : |
 -28.3%
|
 82.7%
|
| |
|
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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 3 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 |
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 |
• • – |
2017-01-17 |
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 |
D |
$111.85 |
$7,606,131 |
D/D |
(68,006) |
457,080 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2018-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
129,720 |
525,086 |
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 |
D |
$111.60 |
$6,850,929 |
D/D |
(61,391) |
430,588 |
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 |
• • – |
2019-01-13 |
4 |
D |
$99.56 |
$3,971,747 |
D/D |
(39,893) |
468,393 |
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 |
Managing Director |
• – – |
2010-01-25 |
4 |
D |
$39.37 |
$1,239,492 |
D/D |
(31,487) |
297,202 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
– – – |
2010-02-02 |
144 |
NP |
$0.00 |
$202,422 |
/ |
5,000 |
0 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2010-02-02 |
4 |
S |
$40.48 |
$202,422 |
D/D |
(5,000) |
292,202 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2010-02-12 |
4 |
S |
$38.71 |
$193,550 |
D/D |
(5,000) |
287,202 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
– – – |
2010-02-12 |
144 |
NP |
$0.00 |
$193,550 |
/ |
5,000 |
0 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2011-01-13 |
4 |
D |
$44.57 |
$2,778,672 |
D/D |
(62,344) |
224,858 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2011-01-18 |
4 |
S |
$45.05 |
$2,387,695 |
D/D |
(53,000) |
171,858 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
– – – |
2011-01-18 |
144 |
NP |
$0.00 |
$2,387,694 |
/ |
53,000 |
0 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2011-05-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,702 |
170,156 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2011-11-14 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,260 |
167,896 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2012-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
57,560 |
225,456 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2012-01-13 |
4 |
D |
$35.53 |
$2,400,247 |
D/D |
(67,565) |
157,891 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• – – |
2012-02-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,285 |
152,606 |
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 |
- |
|
102 Records found
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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 |
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