| |
| |
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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 |
$114,630,944 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
585,898 |
|
|
| Total
Value |
$114,630,944 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
4
|
|
Stock
price went up :
|
0
|
4
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
4.0
|
| Percentage
Gain/Loss : |
 -28.3%
|
 81.4%
|
| |
|
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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 1 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 |
• • – |
2014-01-27 |
4 |
AS |
$55.25 |
$3,524,818 |
D/D |
(63,802) |
261,536 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2014-04-14 |
4 |
AS |
$54.89 |
$3,293,220 |
D/D |
(60,000) |
200,010 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2015-01-22 |
4 |
AS |
$56.92 |
$4,430,813 |
D/D |
(77,842) |
203,169 |
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 |
• • – |
2016-01-20 |
4 |
AS |
$55.27 |
$2,727,667 |
D/D |
(49,349) |
265,539 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2016-10-17 |
4 |
AS |
$67.26 |
$1,717,894 |
D/D |
(25,542) |
291,080 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset Management |
• • – |
2017-01-17 |
4 |
AS |
$84.15 |
$3,012,593 |
D/D |
(35,799) |
326,878 |
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 |
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 |
CEO Asset & Wealth Management |
• • – |
2020-01-15 |
4 |
AS |
$137.11 |
$4,058,163 |
D/D |
(29,597) |
458,658 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2020-07-15 |
4 |
AS |
$99.52 |
$2,443,717 |
D/D |
(24,554) |
468,712 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-01-19 |
4 |
AS |
$138.77 |
$1,841,490 |
D/D |
(13,270) |
481,983 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-04-15 |
4 |
AS |
$150.90 |
$2,895,475 |
D/D |
(19,188) |
501,171 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-07-14 |
4 |
AS |
$154.78 |
$2,691,182 |
D/D |
(17,387) |
512,189 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2022-10-17 |
4 |
AS |
$115.77 |
$3,880,135 |
D/D |
(33,515) |
533,795 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-01-17 |
4 |
AS |
$140.29 |
$1,450,642 |
D/D |
(10,340) |
544,136 |
0 |
% |
|
| 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 |
Managing Director |
• – – |
2010-01-25 |
4 |
D |
$39.37 |
$1,239,492 |
D/D |
(31,487) |
297,202 |
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 |
• – – |
2012-01-13 |
4 |
D |
$35.53 |
$2,400,247 |
D/D |
(67,565) |
157,891 |
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 |
• • – |
2013-05-14 |
4 |
D |
$50.04 |
$18,947,096 |
D/D |
(378,639) |
275,735 |
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 |
• • – |
2015-01-13 |
4 |
D |
$59.04 |
$5,720,492 |
D/D |
(96,900) |
281,011 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Managing Director |
• • – |
2015-05-21 |
4 |
D |
$66.35 |
$11,541,177 |
D/D |
(173,957) |
229,212 |
0 |
- |
|
102 Records found
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Page 1 of 5 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
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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