| |
| |
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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 |
$119,986,051 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
585,898 |
|
|
| Total
Value |
$119,986,051 |
|
|
|
|
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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%
|
 97.4%
|
| |
|
|
|
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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
|
| 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 |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
82,035 |
564,018 |
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 |
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 |
Managing Director |
• • – |
2014-01-13 |
4 |
D |
$58.10 |
$5,595,262 |
D/D |
(96,304) |
325,338 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2022-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
96,422 |
620,632 |
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 |
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 & Wealth Management |
• • – |
2019-11-08 |
4 |
OE |
$46.58 |
$4,847,255 |
D/D |
104,063 |
533,122 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2020-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
104,977 |
549,135 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-05-06 |
4 |
OE |
$46.58 |
$4,897,561 |
D/D |
105,143 |
606,314 |
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 |
Managing Director |
• • – |
2013-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
135,464 |
246,884 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2019-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
145,932 |
614,325 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2016-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
152,763 |
397,725 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2017-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
158,383 |
449,463 |
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 |
• • – |
2015-05-21 |
4 |
D |
$66.35 |
$11,541,177 |
D/D |
(173,957) |
229,212 |
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 |
• • – |
2015-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
177,901 |
377,911 |
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 |
• • – |
2015-11-09 |
4 |
OE |
$45.79 |
$9,158,000 |
D/D |
200,000 |
416,190 |
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 |
• • – |
2016-08-11 |
4 |
D |
$65.36 |
$14,923,618 |
D/D |
(228,347) |
316,622 |
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 |
• • – |
2016-08-11 |
4 |
OE |
$35.61 |
$10,705,351 |
D/D |
279,430 |
544,969 |
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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