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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      


JP Morgan Chase & Co
 $114,630,944 JP Morgan Chase & Co
 $114,630,944
 


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%
     
   
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*  
* Premium Members only  

Records found :    102         Free Registration Required For Full Results.    Limit: 25

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  Page 1 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 Managing DirectorOfficer   •       –      –    2009-09-30 3 IO $0.00 $0 D/D 0 328,689 -
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   •       •      –    2012-10-19 4 GD $0.00 $0 D/D 602 112,014 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   •       –      –    2011-05-13 4 GD $0.00 $0 D/D 1,702 170,156 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 CEO Asset & Wealth Management   •       •      –    2019-10-24 4 GD $0.00 $0 D/D 2,016 448,459 0 -
JPM JP Morgan Chase & Co Managing Director   •       –      –    2011-11-14 4 GD $0.00 $0 D/D 2,260 167,896 0 -
JPM JP Morgan Chase & Co CEO Asset & Wealth Management   •       •      –    2024-01-16 4 S $166.73 $802,618 D/D (4,814) 574,817 0 %
JPM JP Morgan Chase & Co CEO Asset & Wealth Management   •       •      –    2024-02-16 4 S $178.99 $861,665 D/D (4,814) 570,003 0 %
JPM JP Morgan Chase & Co Managing Director   •       –      –    2010-02-02 4 S $40.48 $202,422 D/D (5,000) 292,202 0 -
JPM JP Morgan Chase & Co Managing Director   –       –      –    2010-02-02 144 NP $0.00 $202,422 / 5,000 0 -
JPM JP Morgan Chase & Co Managing Director   •       –      –    2010-02-12 4 S $38.71 $193,550 D/D (5,000) 287,202 0 -
JPM JP Morgan Chase & Co Managing Director   –       –      –    2010-02-12 144 NP $0.00 $193,550 / 5,000 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   •       –      –    2012-02-15 4 GD $0.00 $0 D/D 5,285 152,606 0 -
JPM JP Morgan Chase & Co CEO Asset & Wealth Management   •       •      –    2021-05-06 4 GD $0.00 $0 D/D 6,370 529,576 0 -
JPM JP Morgan Chase & Co CEO Asset & Wealth Management   •       •      –    2023-06-15 4 S $142.15 $1,154,002 D/D (8,118) 560,373 0 %
JPM JP Morgan Chase & Co CEO Asset & Wealth Management   •       •      –    2023-05-15 4 S $134.81 $1,094,483 D/D (8,119) 568,491 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   •       •      –    2021-11-15 4 GD $0.00 $0 D/D 11,910 500,279 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 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   •       •      –    2019-04-30 4 GD $0.00 $0 D/D 13,845 450,475 0 -
JPM JP Morgan Chase & Co CEO Asset & Wealth Management   •       •      –    2020-02-12 4 GD $0.00 $0 D/D 14,500 444,158 0 -

  102  Records found
  1  2   3   4   5      
  Page 1 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