| |
| |
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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 |
$15,939,484 |
|
|
|
Indirect Value
|
$28,848,028 |
|
|
| Total
Shares |
221,031 |
|
|
| Total
Value |
$44,787,512 |
|
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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 |
OE |
$0.00 |
$0 |
D/D |
17,118 |
46,144 |
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 |
• • – |
2020-01-13 |
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 |
• • – |
2022-01-13 |
4 |
D |
$168.85 |
$3,327,865 |
D/D |
(19,709) |
121,391 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2015-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
20,152 |
49,446 |
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 |
• • – |
2016-01-13 |
4 |
D |
$58.29 |
$1,536,241 |
D/D |
(26,354) |
30,265 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2023-03-25 |
4 |
D |
$124.40 |
$3,603,249 |
D/D |
(28,966) |
86,465 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO CCB |
• • – |
2024-03-25 |
4 |
D |
$195.65 |
$5,680,779 |
D/D |
(29,035) |
94,816 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2021-03-25 |
4 |
D |
$151.15 |
$4,487,470 |
D/D |
(29,689) |
116,944 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2024-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
31,528 |
86,040 |
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 |
• • – |
2023-12-12 |
4 |
S |
$160.00 |
$5,158,906 |
I/I |
(32,243) |
131,962 |
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 |
Executive Vice President |
• • – |
2020-03-25 |
4 |
D |
$89.85 |
$3,231,777 |
D/D |
(35,971) |
81,597 |
0 |
- |
|
| 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 |
Executive Vice President |
• • – |
2020-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
37,958 |
78,523 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2021-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
38,299 |
110,481 |
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 |
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 |
• • – |
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 |
• • – |
2019-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
47,781 |
47,781 |
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 |
• • – |
2017-05-05 |
4 |
D |
$86.88 |
$4,334,964 |
D/D |
(49,896) |
17,596 |
0 |
- |
|
67 Records found
|
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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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