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Insider Information:   Lake Marianne
Relationship:   CEO CCB
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   94,816    

Indirect Shares

   137,949      
Direct Value   $18,180,968    

Indirect Value

   $26,451,721      
Total Shares   232,765      
Total Value   $44,632,689      


JP Morgan Chase & Co $18,180,968 JP Morgan Chase & Co $18,180,968
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    3    

     Stock price went up :
    0   
    3    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   3.0   
     Percentage Gain/Loss :
     0.0%
 40.5%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            JP Morgan Chase & Co JPM CEO CCB 2024-03-25 94,816 2024-03-25 137,949    Premium*  
* Premium Members only  

Records found :    66         Free Registration Required For Full Results.    Limit: 25

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  Page 1 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 OfficerOfficer   •       –      –    2013-01-01 3 IO $0.00 $0 D/D 0 743 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       •      –    2013-01-13 4 OE $0.00 $0 D/D 15,191 15,934 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       •      –    2013-01-13 4 D $45.81 $289,931 D/D (6,329) 9,605 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   •       •      –    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 OE $39.96 $366,034 D/D 9,160 18,774 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   •       •      –    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   •       •      –    2014-01-13 4 D $58.10 $413,091 D/D (7,110) 39,034 0 -
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   •       •      –    2014-01-27 4 AS $55.26 $269,661 D/D (4,880) 34,154 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       •      –    2014-04-14 4 AS $54.89 $267,818 D/D (4,879) 29,280 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       •      –    2014-11-14 4 GD $0.00 $0 D/D 0 29,294 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 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   •       •      –    2015-02-13 4 AS $60.01 $169,598 D/D (2,826) 37,750 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 Chief Financial Officer   •       •      –    2016-01-13 4 OE $0.00 $0 D/D 51,337 56,619 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   •       •      –    2016-04-14 4 AS $62.41 $854,064 D/D (13,684) 16,581 0 -
JPM JP Morgan Chase & Co Chief Financial Officer   •       •      –    2016-07-21 4 D $63.91 $4,787,571 D/D (74,917) 30,664 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   •       •      –    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 -
  66  Records found
  1  2   3      
  Page 1 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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