| |
| |
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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 |
$16,109,396 |
|
|
|
Indirect Value
|
$29,155,543 |
|
|
| Total
Shares |
221,031 |
|
|
| Total
Value |
$45,264,938 |
|
|
|
|
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
4
|
|
Stock
price went up :
|
0
|
4
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
4.0
|
| Percentage
Gain/Loss : |
0.0%
|
 60.2%
|
| |
|
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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
|
 |
Download |
Page 3 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 |
• • – |
2016-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
51,337 |
56,619 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Co-CEO CCB |
• • – |
2023-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
52,380 |
115,431 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO CCB |
• • – |
2024-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
52,504 |
123,851 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
55,784 |
146,633 |
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 |
• • – |
2020-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
67,588 |
117,568 |
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 |
Chief Financial Officer |
• • – |
2016-07-21 |
4 |
D |
$63.91 |
$4,787,571 |
D/D |
(74,917) |
30,664 |
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 |
• • – |
2019-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
86,715 |
199,653 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2016-07-21 |
4 |
OE |
$19.49 |
$3,650,210 |
D/D |
89,000 |
105,581 |
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 |
• • – |
2019-04-15 |
4 |
AS |
$109.75 |
$12,666,808 |
D/D |
(115,415) |
46,120 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2013-07-23 |
4 |
D |
$56.68 |
$9,389,003 |
D/D |
(165,642) |
29,016 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2013-07-23 |
4 |
OE |
$19.49 |
$7,438,488 |
D/D |
192,873 |
194,658 |
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 |
• • – |
2019-02-20 |
4 |
OE |
$46.58 |
$15,923,000 |
D/D |
341,842 |
365,581 |
0 |
- |
|
67 Records found
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Page 3 of 3 |
| |
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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