| |
| |
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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%
|
 47.6%
|
| |
|
|
|
|
|
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
|
 |
Download |
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 |
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 |
• • – |
2017-01-13 |
4 |
D |
$87.14 |
$4,235,371 |
D/D |
(48,607) |
57,783 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2017-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
89,809 |
106,390 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2017-05-05 |
4 |
D |
$86.88 |
$4,334,964 |
D/D |
(49,896) |
17,596 |
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 |
Chief Financial Officer |
• • – |
2017-07-17 |
4 |
AS |
$91.58 |
$1,611,412 |
D/D |
(17,596) |
0 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2018-01-13 |
4 |
D |
$111.85 |
$4,443,043 |
D/D |
(39,725) |
36,773 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2018-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
76,498 |
76,498 |
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 |
Chief Financial Officer |
• • – |
2019-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
47,781 |
47,781 |
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 |
• • – |
2019-02-20 |
4 |
OE |
$46.58 |
$15,923,000 |
D/D |
341,842 |
365,581 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2019-02-20 |
4 |
D |
$105.34 |
$26,612,782 |
D/D |
(252,643) |
112,938 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2019-03-25 |
4 |
D |
$99.33 |
$4,584,061 |
D/D |
(46,150) |
153,503 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2019-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
86,715 |
199,653 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2019-04-15 |
4 |
AS |
$109.75 |
$12,666,808 |
D/D |
(115,415) |
46,120 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial OfficerOfficer |
• – – |
2013-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
743 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2022-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
37,203 |
141,100 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2022-01-13 |
4 |
D |
$168.85 |
$3,327,865 |
D/D |
(19,709) |
121,391 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2022-03-25 |
4 |
D |
$141.99 |
$5,462,733 |
D/D |
(38,473) |
107,489 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2022-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
69,571 |
145,962 |
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 |
Co-CEO CCB |
• • – |
2023-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
32,045 |
113,534 |
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 |
Co-CEO CCB |
• • – |
2023-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
52,380 |
115,431 |
0 |
- |
|
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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