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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 16-Feb-24 7:36 PM View:  | JPMorgan Chase & Co (JPM) | 16-Feb-24 | Private Sale | 3,266 | $178.99 | $584,586.00 | (< 1%) 410.54K to 407.27K | |
| 13-Feb-24 4:26 PM View: | JPMorgan Chase & Co (JPM) | 12-Feb-24 | Gift | 2,875 | -- | -- | (< 1%) 413.41K to 410.54K | |
| 16-Jan-24 7:10 PM View: | JPMorgan Chase & Co (JPM) | 16-Jan-24 | Option Sale | 3,267 | $166.70 | $544,596.00 | (< 1%) 416.68K to 413.41K | |
| 16-Jan-24 7:10 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-24 | Payment of Exercise | 14,137 | $172.60 | $2,440,120.00 | (3%) 430.82K to 416.68K | |
| 16-Jan-24 7:10 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-24 | Option Exercise | 27,205 | -- | -- | 7% 403.61K to 430.82K | |
| 25-Oct-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 23-Oct-23 | Gift | 678 | -- | -- | (< 1%) 404.29K to 403.61K | |
| 09-Aug-23 4:57 PM View: | JPMorgan Chase & Co (JPM) | 09-Aug-23 | Gift | 638 | -- | -- | (< 1%) 404.93K to 404.29K | |
| 15-Jun-23 5:35 PM View: | JPMorgan Chase & Co (JPM) | 15-Jun-23 | Sale | 4,930 | $142.16 | $700,864.00 | (1%) 409.86K to 404.93K | |
| 16-May-23 4:34 PM View: | JPMorgan Chase & Co (JPM) | 15-May-23 | Sale | 4,932 | $134.90 | $665,331.00 | (1%) 414.79K to 409.86K | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-23 | Payment of Exercise | 24,403 | $124.39 | $3,035,660.00 | (6%) 439.19K to 414.79K | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-23 | Option Exercise | 44,128 | -- | -- | 11% 395.06K to 439.19K | |
| 15-Feb-23 4:39 PM View: | JPMorgan Chase & Co (JPM) | 14-Feb-23 | Gift | 2,849 | -- | -- | (< 1%) 397.92K to 395.07K | |
| 17-Jan-23 8:52 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-23 | Planned Option Sale | 11,644 | $140.30 | $1,633,700.00 | (3%) 409.56K to 397.92K | |
| 17-Jan-23 8:52 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-23 | Payment of Exercise | 13,668 | $139.15 | $1,901,830.00 | (3%) 423.23K to 409.56K | |
| 17-Jan-23 8:52 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-23 | Option Exercise | 26,679 | -- | -- | 7% 396.55K to 423.23K | |
| 14-Nov-22 4:22 PM View: | JPMorgan Chase & Co (JPM) | 14-Nov-22 | Gift | 1,510 | -- | -- | (< 1%) 398.06K to 396.55K | |
| 14-Nov-22 4:22 PM View: | JPMorgan Chase & Co (JPM) | 10-Nov-22 | Sale (Planned) | 5,139 | $135.01 | $693,831.00 | (1%) 403.2K to 398.06K | |
| 27-Oct-22 4:59 PM View: | JPMorgan Chase & Co (JPM) | 26-Oct-22 | Sale (Planned) | 5,139 | $125.02 | $642,456.00 | (1%) 408.34K to 403.2K | |
| 19-Oct-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 18-Oct-22 | Sale (Planned) | 5,140 | $120.05 | $617,055.00 | (1%) 413.48K to 408.34K | |
| 29-Mar-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-22 | Payment of Exercise | 32,399 | $141.99 | $4,600,330.00 | (7%) 445.88K to 413.48K | |
| 29-Mar-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-22 | Option Exercise | 58,586 | -- | -- | 15% 387.29K to 445.88K | |
| 14-Jan-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-22 | Payment of Exercise | 16,406 | $168.85 | $2,770,150.00 | (4%) 403.69K to 387.29K | |
| 14-Jan-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-22 | Option Exercise | 31,335 | -- | -- | 8% 372.36K to 403.69K | |
| 18-Nov-21 4:26 PM View: | JPMorgan Chase & Co (JPM) | 01-Nov-21 | Gift | 1,171 | -- | -- | (< 1%) 373.53K to 372.36K | |
| 18-Nov-21 4:26 PM View: | JPMorgan Chase & Co (JPM) | 26-Oct-21 | Gift | 23,669 | -- | -- | 6% 373.53K to 397.2K | |
| 18-Nov-21 4:26 PM View: | JPMorgan Chase & Co (JPM) | 26-Oct-21 | Gift | 23,669 | -- | -- | (6%) 397.2K to 373.53K | |
| 15-Apr-21 6:39 PM View: | JPMorgan Chase & Co (JPM) | 15-Apr-21 | Market Sale (Planned) | 11,512 | $150.90 | $1,737,160.00 | (3%) 385.04K to 373.53K | (< 1%) |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-21 | Payment of Exercise | 26,196 | $151.15 | $3,959,440.00 | (6%) 411.24K to 385.04K | |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-21 | Option Exercise | 49,220 | -- | -- | 14% 362.02K to 411.24K | |
| 29-Jan-21 5:23 PM View: | JPMorgan Chase & Co (JPM) | 29-Jan-21 | Market Sale (Planned) | 22,011 | $129.84 | $2,857,830.00 | (6%) 384.03K to 362.02K | (< 1%) |
| 15-Jan-21 4:19 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-21 | Payment of Exercise | 16,494 | $139.45 | $2,300,010.00 | (4%) 400.52K to 384.03K | |
| 15-Jan-21 4:19 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-21 | Option Exercise | 32,938 | -- | -- | 9% 367.58K to 400.52K | |
| 15-Jan-21 4:19 PM View: | JPMorgan Chase & Co (JPM) | 26-Oct-20 | Gift | 1,971 | -- | -- | (< 1%) 356.4K to 354.43K | |
| 27-Mar-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-20 | Payment of Exercise | 31,378 | $89.85 | $2,819,190.00 | (8%) 400.93K to 369.56K | (35%) |
| 27-Mar-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-20 | Option Exercise | 58,959 | -- | -- | 17% 341.97K to 400.93K | |
| 27-Jan-20 5:14 PM View: | JPMorgan Chase & Co (JPM) | 27-Jan-20 | Market Sale (Planned) | 62,085 | $131.94 | $8,191,760.00 | (15%) 404.06K to 341.98K | 8% |
| 15-Jan-20 5:55 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-20 | Payment of Exercise | 16,652 | $136.48 | $2,272,620.00 | (4%) 420.71K to 404.06K | 11% |
| 15-Jan-20 5:55 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-20 | Option Exercise | 33,283 | -- | -- | 9% 387.43K to 420.71K | |
| 07-Nov-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 06-Nov-19 | Payment of Exercise | 52,564 | $129.21 | $6,791,800.00 | (12%) 439.99K to 387.43K | 7% |
| 07-Nov-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 06-Nov-19 | Option Exercise | 75,000 | $46.58 | $3,493,500.00 | 21% 364.99K to 439.99K | |
| 24-Oct-19 6:39 PM View: | JPMorgan Chase & Co (JPM) | 22-Oct-19 | Gift | 1,612 | -- | -- | (< 1%) 366.61K to 364.99K | |
| 18-Oct-19 2:01 PM View: | JPMorgan Chase & Co (JPM) | 16-Oct-19 | Payment of Exercise | 53,534 | $120.00 | $6,424,080.00 | (13%) 420.14K to 366.61K | (< 1%) |
| 18-Oct-19 2:01 PM View: | JPMorgan Chase & Co (JPM) | 16-Oct-19 | Option Exercise | 75,000 | $46.58 | $3,493,500.00 | 22% 345.14K to 420.14K | |
| 16-Sep-19 4:07 PM View: | JPMorgan Chase & Co (JPM) | 13-Sep-19 | Payment of Exercise | 53,583 | $119.57 | $6,407,190.00 | (13%) 398.72K to 345.14K | < 1% |
| 16-Sep-19 4:07 PM View: | JPMorgan Chase & Co (JPM) | 13-Sep-19 | Option Exercise | 75,000 | $46.58 | $3,493,500.00 | 23% 323.72K to 398.72K | |
| 11-Sep-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 10-Sep-19 | Payment of Exercise | 53,944 | $116.50 | $6,284,410.00 | (14%) 377.67K to 323.72K | (2%) |
| 11-Sep-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 10-Sep-19 | Option Exercise | 75,000 | $46.58 | $3,493,500.00 | 25% 302.67K to 377.67K | |
| 16-Apr-19 5:41 PM View: | JPMorgan Chase & Co (JPM) | 15-Apr-19 | Payment of Exercise | 57,285 | $110.06 | $6,304,790.00 | (10%) 562.05K to 504.77K | (8%) |
| 16-Apr-19 5:41 PM View: | JPMorgan Chase & Co (JPM) | 15-Apr-19 | Option Exercise | 78,452 | $46.58 | $3,654,290.00 | 16% 483.6K to 562.05K | |
| 16-Apr-19 5:41 PM View: | JPMorgan Chase & Co (JPM) | 15-Apr-19 | Market Option Sale (Planned) | 18,303 | $109.74 | $2,008,540.00 | (4%) 504.77K to 486.46K | (8%) |