| |
| |
|
| 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 |
$18,550,750 |
|
|
|
Indirect Value
|
$26,989,722 |
|
|
| Total
Shares |
232,765 |
|
|
| Total
Value |
$45,540,472 |
|
|
|
|
|
|
|
|
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* |
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Records found :
66 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• • – |
2014-11-14 |
4 |
GD |
$0.00 |
$0 |
D/D |
0 |
29,294 |
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 |
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 |
• • – |
2014-04-14 |
4 |
AS |
$54.89 |
$267,818 |
D/D |
(4,879) |
29,280 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• • – |
2014-01-27 |
4 |
AS |
$55.26 |
$269,661 |
D/D |
(4,880) |
34,154 |
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 |
• • – |
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 |
• • – |
2015-01-13 |
4 |
D |
$59.04 |
$523,640 |
D/D |
(8,870) |
40,576 |
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 |
OE |
$39.96 |
$366,034 |
D/D |
9,160 |
18,774 |
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 |
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 |
• • – |
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 |
• • – |
2013-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,191 |
15,934 |
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 |
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 |
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 |
Chief Financial Officer |
• • – |
2014-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
17,118 |
46,144 |
0 |
- |
|
66 Records found
|
|
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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