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Insider Information:   Bacon Ashley
Relationship:   Chief Risk Officer
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   217,351    

Indirect Shares

   0      
Direct Value   $43,365,872    

Indirect Value

   $0      
Total Shares   217,351      
Total Value   $43,365,872      


JP Morgan Chase & Co $43,365,872 JP Morgan Chase & Co $43,365,872
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    4    

     Stock price went up :
    0   
    4    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   4.0   
     Percentage Gain/Loss :
     0.0%
 65.6%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            JP Morgan Chase & Co JPM Chief Risk Officer 2024-05-08 217,351 0    Premium*  
* Premium Members only  

Records found :    68         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
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 Chief Risk Officer   •       •      –    2018-01-13 4 D $111.85 $3,592,461 D/D (32,120) 90,981 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2019-01-13 4 D $99.56 $1,927,083 D/D (19,356) 97,877 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2019-03-25 4 D $99.33 $3,787,058 D/D (38,126) 132,336 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2019-11-05 4 D $129.57 $4,634,460 D/D (35,768) 129,053 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2020-01-13 4 D $136.48 $2,123,999 D/D (15,563) 146,446 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2020-03-25 4 D $89.85 $2,699,654 D/D (30,048) 150,270 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2021-01-13 4 D $139.45 $2,042,451 D/D (14,647) 154,044 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2021-03-25 4 D $151.15 $3,599,478 D/D (23,814) 169,504 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2022-01-13 4 D $168.85 $2,409,996 D/D (14,273) 172,745 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2022-03-25 4 D $141.99 $4,032,971 D/D (28,403) 199,600 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2023-01-13 4 D $139.15 $1,652,208 D/D (11,874) 191,927 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2023-03-25 4 D $124.40 $2,620,098 D/D (21,063) 212,122 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2024-01-13 4 D $172.61 $2,099,049 D/D (12,161) 208,829 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2024-03-25 4 D $195.65 $4,093,482 D/D (20,922) 222,437 0 -
JPM JP Morgan Chase & Co Chief Risk OfficerOfficer   •       –      –    2013-06-17 3 IO $0.00 $0 D/D 0 21,313 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2013-07-25 4 OE $0.00 $0 D/D 19,768 24,388 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2014-01-13 4 OE $0.00 $0 D/D 17,557 32,654 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2014-07-25 4 OE $0.00 $0 D/D 16,914 35,215 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2015-01-13 4 OE $0.00 $0 D/D 19,769 47,034 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2016-01-13 4 OE $0.00 $0 D/D 54,496 54,496 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2016-04-15 4 OE $46.79 $2,339,500 D/D 50,000 73,902 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2016-10-21 4 OE $45.79 $2,289,500 D/D 50,000 64,938 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2017-01-13 4 OE $0.00 $0 D/D 81,628 105,251 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2017-11-09 4 OE $43.20 $1,080,000 D/D 25,000 72,384 0 -
JPM JP Morgan Chase & Co Chief Risk Officer   •       •      –    2018-01-13 4 OE $0.00 $0 D/D 68,338 123,101 0 -
  68  Records found
  1   2  3      
  Page 2 of 3  
 
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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