| |
| |
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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 |
$112,217,044 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
585,898 |
|
|
| Total
Value |
$112,217,044 |
|
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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 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 & 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 |
• • – |
2022-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
51,578 |
551,857 |
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 |
CEO Asset & Wealth Management |
• • – |
2022-03-25 |
4 |
D |
$141.99 |
$7,571,199 |
D/D |
(53,322) |
567,310 |
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 |
• • – |
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 |
• • – |
2020-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
57,549 |
517,822 |
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 |
• • – |
2014-04-14 |
4 |
AS |
$54.89 |
$3,293,220 |
D/D |
(60,000) |
200,010 |
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 |
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 |
• • – |
2014-01-27 |
4 |
AS |
$55.25 |
$3,524,818 |
D/D |
(63,802) |
261,536 |
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 |
Managing Director |
• – – |
2012-01-13 |
4 |
D |
$35.53 |
$2,400,247 |
D/D |
(67,565) |
157,891 |
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 & Wealth Management |
• • – |
2021-05-06 |
4 |
D |
$158.99 |
$11,187,984 |
D/D |
(70,368) |
535,946 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
71,119 |
641,122 |
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 |
Managing Director |
• • – |
2013-01-13 |
4 |
D |
$45.81 |
$3,321,683 |
D/D |
(72,510) |
174,374 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
72,650 |
616,786 |
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 |
• • – |
2019-03-25 |
4 |
D |
$99.33 |
$7,714,490 |
D/D |
(77,665) |
536,660 |
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 |
• • – |
2015-01-22 |
4 |
AS |
$56.92 |
$4,430,813 |
D/D |
(77,842) |
203,169 |
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 |
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