| |
| |
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| Insider
Information: |
Lake Marianne |
| Relationship: |
CEO CCB |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
78,663 |
|
|
Indirect Shares
|
142,368 |
|
|
| Direct
Value |
$15,679,896 |
|
|
|
Indirect Value
|
$28,378,213 |
|
|
| Total
Shares |
221,031 |
|
|
| Total
Value |
$44,058,109 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
4
|
|
Stock
price went up :
|
0
|
3
|
| Stock
price went down : |
0
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
3.0
|
| Percentage
Gain/Loss : |
0.0%
|
 53.1%
|
| |
|
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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 CCB |
2024-05-14 |
78,663 |
2024-05-14 |
142,368 |
Premium* |
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Records found :
67 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 2 of 3
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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 |
Chief Financial Officer |
• • – |
2014-01-13 |
4 |
D |
$58.10 |
$413,091 |
D/D |
(7,110) |
39,034 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2013-07-16 |
4 |
D |
$55.10 |
$443,460 |
D/D |
(8,049) |
10,725 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2013-07-16 |
4 |
S |
$55.13 |
$492,890 |
D/D |
(8,940) |
1,785 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2015-01-13 |
4 |
D |
$59.04 |
$523,640 |
D/D |
(8,870) |
40,576 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2024-01-16 |
4 |
S |
$166.72 |
$743,422 |
D/D |
(4,459) |
64,996 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO CCB |
• • – |
2024-02-16 |
4 |
S |
$178.97 |
$798,039 |
D/D |
(4,459) |
71,347 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2016-04-14 |
4 |
AS |
$62.41 |
$854,064 |
D/D |
(13,684) |
16,581 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2016-10-17 |
4 |
AS |
$67.26 |
$947,237 |
D/D |
(14,083) |
16,581 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2018-01-16 |
4 |
AS |
$112.22 |
$1,031,723 |
D/D |
(9,194) |
27,579 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2020-01-15 |
4 |
AS |
$137.10 |
$1,290,826 |
D/D |
(9,415) |
49,980 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2021-01-19 |
4 |
AS |
$138.75 |
$1,315,524 |
D/D |
(9,481) |
81,665 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2023-01-17 |
4 |
AS |
$141.00 |
$1,410,000 |
D/D |
(10,000) |
86,864 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2016-01-13 |
4 |
D |
$58.29 |
$1,536,241 |
D/D |
(26,354) |
30,265 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2017-07-17 |
4 |
AS |
$91.58 |
$1,611,412 |
D/D |
(17,596) |
0 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2020-11-24 |
4 |
AS |
$120.01 |
$1,897,118 |
I/I |
(15,808) |
63,420 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2021-04-15 |
4 |
AS |
$150.90 |
$1,968,850 |
D/D |
(13,047) |
103,897 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2015-07-15 |
4 |
AS |
$69.07 |
$2,242,532 |
D/D |
(32,468) |
5,282 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2023-01-13 |
4 |
D |
$139.15 |
$2,319,547 |
D/D |
(16,670) |
96,864 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO CCB |
• • – |
2024-05-14 |
4 |
S |
$200.02 |
$2,347,065 |
I/I |
(11,734) |
122,740 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2019-01-13 |
4 |
D |
$99.56 |
$2,393,622 |
D/D |
(24,042) |
23,739 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2017-05-05 |
4 |
OE |
$35.61 |
$2,403,390 |
D/D |
67,492 |
67,492 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2020-01-13 |
4 |
D |
$136.48 |
$2,610,542 |
D/D |
(19,128) |
59,395 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2021-01-13 |
4 |
D |
$139.45 |
$2,696,169 |
D/D |
(19,335) |
91,146 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2024-01-13 |
4 |
D |
$172.61 |
$2,862,654 |
D/D |
(16,585) |
69,455 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2020-03-25 |
4 |
D |
$89.85 |
$3,231,777 |
D/D |
(35,971) |
81,597 |
0 |
- |
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67 Records found
|
|
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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