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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Apr-24 4:28 PM View:  | JPMorgan Chase & Co (JPM) | 19-Apr-24 | Gift | 136,345 | -- | -- | (2%) 7.66M to 7.53M | |
| 15-Apr-24 4:56 PM View: | JPMorgan Chase & Co (JPM) | 15-Apr-24 | Private Sale | 178,222 | $184.18 | $32,824,600.00 | (2%) 7.84M to 7.66M | |
| 27-Mar-24 4:16 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-24 | Payment of Exercise | 161,845 | $195.65 | $31,664,900.00 | (2%) 8.0M to 7.84M | |
| 27-Mar-24 4:16 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-24 | Option Exercise | 292,667 | -- | -- | 4% 7.71M to 8.0M | |
| 22-Feb-24 5:51 PM View: | JPMorgan Chase & Co (JPM) | 22-Feb-24 | Private Sale | 821,778 | $182.74 | $150,167,008.00 | (10%) 8.53M to 7.71M | |
| 02-Nov-23 4:16 PM View: | JPMorgan Chase & Co (JPM) | 01-Nov-23 | Gift | 100,359 | -- | -- | (1%) 8.63M to 8.53M | |
| 16-May-23 4:34 PM View: | JPMorgan Chase & Co (JPM) | 12-May-23 | Gift | 138,740 | -- | -- | 2% 8.63M to 8.77M | |
| 16-May-23 4:34 PM View: | JPMorgan Chase & Co (JPM) | 12-May-23 | Gift | 138,740 | -- | -- | (2%) 8.77M to 8.63M | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-23 | Payment of Exercise | 165,331 | $124.39 | $20,566,400.00 | (2%) 8.8M to 8.63M | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-23 | Option Exercise | 298,970 | -- | -- | 4% 8.5M to 8.8M | |
| 09-Nov-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 09-Nov-22 | Gift | 176,091 | -- | -- | (2%) 8.67M to 8.5M | |
| 29-Mar-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-22 | Payment of Exercise | 220,486 | $141.99 | $31,306,800.00 | (2%) 8.89M to 8.67M | |
| 29-Mar-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-22 | Option Exercise | 398,708 | -- | -- | 5% 8.5M to 8.89M | |
| 15-Oct-21 4:16 PM View: | JPMorgan Chase & Co (JPM) | 14-Oct-21 | Payment of Exercise | 375,403 | $162.04 | $60,828,400.00 | (4%) 8.87M to 8.5M | |
| 15-Oct-21 4:16 PM View: | JPMorgan Chase & Co (JPM) | 14-Oct-21 | Option Exercise | 562,430 | $35.61 | $20,028,100.00 | 7% 8.31M to 8.87M | |
| 01-Oct-21 4:17 PM View: | JPMorgan Chase & Co (JPM) | 14-May-21 | Gift | 9,552 | -- | -- | < 1% 8.3M to 8.31M | |
| 01-Oct-21 4:17 PM View: | JPMorgan Chase & Co (JPM) | 12-May-21 | Gift | 9,552 | -- | -- | (< 1%) 8.31M to 8.3M | |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-21 | Payment of Exercise | 178,516 | $151.15 | $26,982,700.00 | (2%) 8.49M to 8.31M | |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-21 | Option Exercise | 335,430 | -- | -- | 4% 8.15M to 8.49M | |
| 16-Oct-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 14-Oct-20 | Payment of Exercise | 276,725 | $101.01 | $27,952,700.00 | (3%) 8.43M to 8.15M | (23%) |
| 16-Oct-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 14-Oct-20 | Option Exercise | 367,377 | $47.73 | $17,534,900.00 | 5% 8.06M to 8.43M | |
| 22-May-20 4:11 PM View: | JPMorgan Chase & Co (JPM) | 14-May-20 | Gift | 27,588 | -- | -- | < 1% 8.03M to 8.06M | |
| 22-May-20 4:11 PM View: | JPMorgan Chase & Co (JPM) | 13-May-20 | Gift | 123,339 | -- | -- | 2% 7.91M to 8.03M | |
| 22-May-20 4:11 PM View: | JPMorgan Chase & Co (JPM) | 04-May-20 | Gift | 150,927 | -- | -- | (2%) 8.06M to 7.91M | |
| 27-Mar-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-20 | Payment of Exercise | 219,392 | $89.85 | $19,711,200.00 | (3%) 8.28M to 8.06M | (35%) |
| 27-Mar-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-20 | Option Exercise | 412,234 | -- | -- | 5% 7.87M to 8.28M | |
| 27-Mar-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 15-Jan-20 | Gift | 169,101 | -- | -- | 2% 7.87M to 8.04M | |
| 27-Mar-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 15-Jan-20 | Gift | 169,101 | -- | -- | (2%) 8.04M to 7.87M | |
| 18-Oct-19 2:02 PM View: | JPMorgan Chase & Co (JPM) | 16-Oct-19 | Payment of Exercise | 394,837 | $120.00 | $47,380,400.00 | (5%) 8.26M to 7.87M | (< 1%) |
| 18-Oct-19 2:02 PM View: | JPMorgan Chase & Co (JPM) | 16-Oct-19 | Option Exercise | 563,562 | $43.20 | $24,345,900.00 | 7% 7.7M to 8.26M | |
| 15-May-19 4:40 PM View: | JPMorgan Chase & Co (JPM) | 09-May-19 | Gift | 375,277 | -- | -- | 5% 7.7M to 8.07M | |
| 15-May-19 4:40 PM View: | JPMorgan Chase & Co (JPM) | 09-May-19 | Gift | 375,277 | -- | -- | (5%) 8.07M to 7.7M | |
| 27-Mar-19 4:22 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-19 | Payment of Exercise | 307,660 | $99.33 | $30,559,900.00 | (4%) 8.01M to 7.7M | (20%) |
| 27-Mar-19 4:22 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-19 | Option Exercise | 578,091 | -- | -- | 8% 7.43M to 8.01M | |
| 14-Feb-19 10:00 PM View: | JPMorgan Chase & Co (JPM) | 12-Feb-18 | Gift | 389,808 | -- | -- | 5% 7.43M to 7.82M | |
| 14-Feb-19 10:00 PM View: | JPMorgan Chase & Co (JPM) | 12-Feb-18 | Gift | 389,808 | -- | -- | (5%) 7.82M to 7.43M | |
| 17-Jan-18 5:23 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-18 | Payment of Exercise | 51,786 | $111.85 | $5,792,000.00 | (< 1%) 7.48M to 7.43M | (6%) |
| 17-Jan-18 5:23 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-18 | Option Exercise | 99,273 | -- | -- | 1% 7.38M to 7.48M | |
| 13-Oct-17 5:12 PM View: | JPMorgan Chase & Co (JPM) | 13-Oct-17 | Payment of Exercise | 1,483,630 | $95.83 | $142,184,000.00 | (17%) 8.86M to 7.38M | (23%) |
| 13-Oct-17 5:12 PM View: | JPMorgan Chase & Co (JPM) | 13-Oct-17 | Option Exercise | 2,000,000 | $39.83 | $79,660,000.00 | 29% 6.86M to 8.86M | |
| 23-May-17 5:51 PM View: | JPMorgan Chase & Co (JPM) | 23-May-17 | Gift | 50,490 | -- | -- | < 1% 6.86M to 6.91M | |
| 23-May-17 5:51 PM View: | JPMorgan Chase & Co (JPM) | 23-May-17 | Gift | 50,490 | -- | -- | (< 1%) 6.91M to 6.86M | |
| 30-Jan-17 4:13 PM View: | JPMorgan Chase & Co (JPM) | 26-Jan-17 | Gift | 350,727 | -- | -- | 5% 6.86M to 7.21M | |
| 30-Jan-17 4:13 PM View: | JPMorgan Chase & Co (JPM) | 26-Jan-17 | Gift | 350,727 | -- | -- | (5%) 7.21M to 6.86M | |
| 18-Jan-17 4:04 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-17 | Payment of Exercise | 142,988 | $87.14 | $12,459,300.00 | (2%) 7.01M to 6.86M | (34%) |
| 18-Jan-17 4:04 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-17 | Option Exercise | 259,101 | -- | -- | 4% 6.75M to 7.01M | |
| 18-Jan-17 4:04 PM View: | JPMorgan Chase & Co (JPM) | 06-Jun-16 | txn.W.title | 1,333 | -- | -- | < 1% 6.11M to 6.11M | |
| 11-Feb-16 6:14 PM View: | JPMorgan Chase & Co (JPM) | 11-Feb-16 | Market Purchase | 330,000 | $53.14 | $17,536,400.00 | 5% 6.25M to 6.58M | 126% |
| 11-Feb-16 6:14 PM View: | JPMorgan Chase & Co (JPM) | 11-Feb-16 | Market Purchase | 170,000 | $53.26 | $9,054,120.00 | 3% 6.58M to 6.75M | 126% |
| 15-Jan-16 6:00 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-16 | Payment of Exercise | 146,669 | $58.29 | $8,549,700.00 | (2%) 6.39M to 6.25M | (106%) |