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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Jan-24 4:33 PM View:  | JPMorgan Chase & Co (JPM) | 16-Jan-24 | Grant | 1,595 | $166.20 | $265,000.00 | 2% 97.93K to 99.53K | < 1% |
| 19-Jan-23 4:26 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-23 | Grant | 1,781 | $140.38 | $250,000.00 | 2% 95.27K to 97.05K | |
| 20-Jan-22 4:35 PM View: | JPMorgan Chase & Co (JPM) | 18-Jan-22 | Grant | 1,632 | $153.16 | $250,000.00 | 2% 92.69K to 94.32K | |
| 21-Jan-21 4:54 PM View: | JPMorgan Chase & Co (JPM) | 19-Jan-21 | Grant | 1,795 | $139.26 | $250,000.00 | 2% 90.11K to 91.9K | (2%) |
| 23-Jan-20 4:31 PM View: | JPMorgan Chase & Co (JPM) | 21-Jan-20 | Grant | 1,820 | $137.38 | $250,000.00 | 2% 87.47K to 89.29K | (12%) |
| 17-Jan-19 4:19 PM View: | JPMorgan Chase & Co (JPM) | 15-Jan-19 | Grant | 2,487 | $100.54 | $250,000.00 | 3% 84.36K to 86.84K | 19% |
| 18-Jan-18 4:50 PM View: | JPMorgan Chase & Co (JPM) | 16-Jan-18 | Grant | 2,227 | $112.25 | $250,000.00 | 3% 81.81K to 84.04K | 5% |
| 19-Jan-17 4:58 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-17 | Grant | 2,967 | $84.25 | $250,000.00 | 4% 78.5K to 81.47K | 39% |
| 20-Jan-16 5:09 PM View: | JPMorgan Chase & Co (JPM) | 19-Jan-16 | Grant | 3,931 | $57.24 | $225,000.00 | 5% 74.17K to 78.1K | 110% |
| 22-Jan-15 4:16 PM View: | JPMorgan Chase & Co (JPM) | 20-Jan-15 | Grant | 4,025 | $55.91 | $225,000.00 | 6% 69.95K to 73.98K | 121% |
| 24-Jan-14 5:29 PM View: | JPMorgan Chase & Co (JPM) | 22-Jan-14 | Grant | 3,888 | $57.88 | $225,000.00 | 6% 65.99K to 69.87K | 119% |
| 02-Jan-14 1:17 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-13 | Exercise (in-the money or at-the-money) | 17,500 | $50.00 | $875,000.00 | (21%) 83.49K to 65.99K | |
| 23-Dec-13 9:53 AM View: | JPMorgan Chase & Co (JPM) | 20-Dec-13 | Exercise (in-the money or at-the-money) | 15,000 | $47.00 | $705,000.00 | (15%) 98.49K to 83.49K | |
| 01-Jul-04 1:36 PM View: | Bank One Corp (ONE) | 01-Jul-04 | Disposition | 46,665 | -- | -- | (100%) 46.66K to 0 | |
| 02-Jul-04 2:38 PM View: | JPMorgan Chase & Co (JPM) | 01-Jul-04 | Grant | 92,656 | -- | -- | 100% 0 to 92.66K |