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Insider Information:   Friedman Stacey
Relationship:   General Counsel
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   42,124    

Indirect Shares

  65,134      
Direct Value   $8,353,610    

Indirect Value

  $12,916,724      
Total Shares   107,258      
Total Value   $21,270,334      


JP Morgan Chase & Co
 $8,353,610 JP Morgan Chase & Co
 $8,353,610
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    3    

     Stock price went up :

    0   
    3    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   3.0   
     Percentage Gain/Loss :
     0.0%
 73.6%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            JP Morgan Chase & Co JPM General Counsel 2024-05-20 42,124 2024-05-20 65,134    Premium*  
* Premium Members only  

Records found :    55         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 General Counsel   •       •      –    2017-01-13 4 D $87.14 $868,039 D/D (9,962) 10,792 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2020-03-25 4 D $89.85 $1,994,093 D/D (22,195) 49,600 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2017-08-21 4 AS $90.55 $902,608 D/D (9,968) 10,527 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2019-03-25 4 D $99.33 $1,677,129 D/D (16,884) 27,360 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2019-01-13 4 D $99.56 $1,059,617 D/D (10,643) 15,541 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2017-10-25 4 D $100.82 $267,475 D/D (2,653) 12,626 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2017-10-26 4 AS $101.96 $214,019 D/D (2,099) 10,527 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2019-01-29 4 AS $105.00 $317,310 D/D (3,022) 12,519 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2019-04-15 4 AS $109.75 $407,183 D/D (3,710) 23,650 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2018-01-13 4 D $111.85 $1,108,384 D/D (9,910) 21,177 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2018-01-16 4 AS $112.23 $808,289 D/D (7,202) 13,975 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2018-01-17 4 AS $112.40 $1,183,203 D/D (10,527) 3,448 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2023-03-25 4 D $124.40 $2,653,196 D/D (21,329) 65,551 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2020-01-13 4 D $136.48 $1,690,683 D/D (12,388) 36,532 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2020-01-15 4 AS $137.10 $883,051 D/D (6,441) 30,091 0 %
JPM JP Morgan Chase & Co General Counsel   •       •      –    2021-02-05 4 D $138.44 $2,165,123 D/D (15,640) 54,245 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2021-01-19 4 AS $138.77 $2,310,766 D/D (16,652) 46,746 0 %
JPM JP Morgan Chase & Co General Counsel   •       •      –    2023-01-13 4 D $139.15 $1,690,890 D/D (12,152) 71,459 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2021-01-13 4 D $139.45 $1,880,137 D/D (13,483) 63,398 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2023-01-17 4 AS $140.31 $3,247,803 D/D (23,148) 48,311 0 %
JPM JP Morgan Chase & Co General Counsel   •       •      –    2022-03-25 4 D $141.99 $3,833,568 D/D (26,999) 73,034 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2023-09-06 4 S $144.86 $624,335 D/D (4,310) 53,425 0 %
JPM JP Morgan Chase & Co General Counsel   •       •      –    2021-04-15 4 AS $150.90 $2,560,017 D/D (16,965) 56,212 0 %
JPM JP Morgan Chase & Co General Counsel   •       •      –    2021-03-25 4 D $151.15 $3,255,614 D/D (21,539) 73,177 0 -
JPM JP Morgan Chase & Co General Counsel   •       •      –    2023-08-07 4 S $157.16 $677,343 D/D (4,310) 57,735 0 %

  55  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