| |
| |
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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 |
$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 4 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 |
• • – |
2012-10-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
602 |
112,014 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2012-10-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
594 |
111,420 |
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 |
Managing Director |
• • – |
2013-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
135,464 |
246,884 |
0 |
- |
|
| 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 |
Managing Director |
• • – |
2013-04-25 |
4 |
S |
$49.08 |
$245,416 |
D/D |
(5,000) |
154,374 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2013-05-14 |
4 |
OE |
$19.49 |
$11,274,000 |
D/D |
500,000 |
654,374 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2013-05-14 |
4 |
D |
$50.04 |
$18,947,096 |
D/D |
(378,639) |
275,735 |
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 |
Managing Director |
• • – |
2013-11-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,000 |
244,735 |
0 |
- |
|
| 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 |
D |
$59.04 |
$5,720,492 |
D/D |
(96,900) |
281,011 |
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 |
• • – |
2015-01-22 |
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 |
- |
|
102 Records found
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Page 4 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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