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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Jan-21 4:19 PM View:  | JPMorgan Chase & Co (JPM) | 31-Dec-20 | Grant | 374 | $127.07 | $47,500.00 | < 1% 264.94K to 265.31K | 0% |
| 01-Oct-20 4:22 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-20 | Grant | 519 | $96.27 | $50,000.00 | < 1% 262.02K to 262.54K | 28% |
| 02-Jul-20 4:30 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-20 | Grant | 505 | $94.06 | $47,500.00 | < 1% 259.08K to 259.58K | 30% |
| 02-Apr-20 5:00 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-20 | Grant | 583 | $90.03 | $52,500.00 | < 1% 255.93K to 256.51K | 34% |
| 23-Jan-20 4:52 PM View: | JPMorgan Chase & Co (JPM) | 21-Jan-20 | Grant | 1,820 | $137.38 | $250,000.00 | < 1% 252.48K to 254.3K | (12%) |
| 02-Jan-20 4:51 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-19 | Grant | 395 | $139.40 | $55,000.00 | < 1% 252.08K to 252.48K | (14%) |
| 30-Oct-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 30-Oct-19 | Disposition (other) | 458 | $1,000.00 | $458,000.00 | (32%) 1.44K to 0.98K | |
| 02-Oct-19 4:18 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-19 | Grant | 382 | $117.69 | $45,000.00 | < 1% 249.75K to 250.13K | 1% |
| 02-Jul-19 5:15 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-19 | Grant | 425 | $111.80 | $47,500.00 | < 1% 247.59K to 248.02K | 6% |
| 02-Apr-19 4:14 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-19 | Grant | 494 | $101.23 | $50,000.00 | < 1% 245.25K to 245.74K | 18% |
| 17-Jan-19 4:19 PM View: | JPMorgan Chase & Co (JPM) | 15-Jan-19 | Grant | 2,487 | $100.54 | $250,000.00 | 1% 240.86K to 243.35K | 19% |
| 03-Jan-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-18 | Grant | 487 | $97.62 | $47,500.00 | < 1% 240.37K to 240.86K | 23% |
| 01-Nov-18 4:04 PM View: | JPMorgan Chase & Co (JPM) | 30-Oct-18 | Disposition (other) | 565 | $1,000.00 | $565,000.00 | (28%) 2.0K to 1.44K | |
| 02-Oct-18 4:08 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-18 | Grant | 399 | $112.84 | $45,000.00 | < 1% 238.32K to 238.72K | 6% |
| 03-Jul-18 2:04 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-18 | Grant | 480 | $104.20 | $50,000.00 | < 1% 236.58K to 237.06K | 14% |
| 03-Apr-18 4:06 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-18 | Grant | 455 | $109.97 | $50,000.00 | < 1% 234.92K to 235.38K | 8% |
| 18-Jan-18 4:51 PM View: | JPMorgan Chase & Co (JPM) | 16-Jan-18 | Grant | 2,227 | $112.25 | $250,000.00 | < 1% 232.69K to 234.92K | 5% |
| 03-Jan-18 4:17 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-17 | Grant | 468 | $106.94 | $50,000.00 | < 1% 231.04K to 231.51K | 10% |
| 03-Oct-17 4:15 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-17 | Grant | 471 | $95.51 | $45,000.00 | < 1% 229.25K to 229.72K | 22% |
| 05-Jul-17 5:47 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-17 | Grant | 492 | $91.40 | $45,000.00 | < 1% 227.55K to 228.04K | 27% |
| 04-Apr-17 5:03 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-17 | Grant | 541 | $87.84 | $47,500.00 | < 1% 225.71K to 226.25K | 33% |
| 19-Jan-17 4:59 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-17 | Grant | 2,967 | $84.25 | $250,000.00 | 1% 222.74K to 225.71K | 39% |
| 04-Jan-17 4:40 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-16 | Grant | 478 | $86.29 | $41,250.00 | < 1% 221.04K to 221.52K | 36% |
| 04-Oct-16 5:30 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-16 | Grant | 619 | $66.59 | $41,250.00 | < 1% 218.88K to 219.5K | 78% |
| 05-Jul-16 4:25 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-16 | Grant | 674 | $62.14 | $41,875.00 | < 1% 216.49K to 217.17K | 92% |
| 04-Apr-16 5:34 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-16 | Grant | 718 | $59.22 | $42,500.00 | < 1% 214.18K to 214.9K | 103% |
| 20-Jan-16 5:09 PM View: | JPMorgan Chase & Co (JPM) | 19-Jan-16 | Grant | 3,931 | $57.24 | $225,000.00 | 2% 208.8K to 212.73K | 110% |
| 05-Jan-16 6:09 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-15 | Grant | 530 | $66.03 | $35,000.00 | < 1% 208.27K to 208.8K | 83% |
| 02-Oct-15 4:03 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-15 | Grant | 697 | $60.97 | $42,500.00 | < 1% 206.12K to 206.82K | 100% |
| 02-Jul-15 4:21 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-15 | Grant | 590 | $67.76 | $40,000.00 | < 1% 204.2K to 204.79K | 81% |
| 02-Apr-15 4:51 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-15 | Grant | 660 | $60.58 | $40,000.00 | < 1% 202.21K to 202.87K | 104% |
| 22-Jan-15 4:16 PM View: | JPMorgan Chase & Co (JPM) | 20-Jan-15 | Grant | 4,025 | $55.91 | $225,000.00 | 2% 196.87K to 200.89K | 121% |
| 05-Jan-15 5:27 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-14 | Grant | 599 | $62.58 | $37,500.00 | < 1% 196.26K to 196.87K | 99% |
| 02-Oct-14 4:47 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-14 | Grant | 623 | $60.24 | $37,500.00 | < 1% 194.36K to 194.98K | 108% |
| 02-Jul-14 5:58 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-14 | Grant | 651 | $57.62 | $37,500.00 | < 1% 192.37K to 193.02K | 119% |
| 02-Apr-14 4:25 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-14 | Grant | 618 | $60.71 | $37,500.00 | < 1% 190.55K to 191.17K | 109% |
| 24-Jan-14 5:29 PM View: | JPMorgan Chase & Co (JPM) | 22-Jan-14 | Grant | 3,888 | $57.88 | $225,000.00 | 2% 185.48K to 189.37K | 119% |
| 03-Jan-14 4:52 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-13 | Grant | 598 | $58.48 | $35,000.00 | < 1% 184.88K to 185.48K | 118% |
| 02-Oct-13 6:47 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-13 | Grant | 725 | $51.69 | $37,500.00 | < 1% 182.84K to 183.57K | 149% |
| 02-Jul-13 5:19 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-13 | Grant | 729 | $52.79 | $38,500.00 | < 1% 180.85K to 181.58K | 145% |
| 02-Apr-13 5:09 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-13 | Grant | 474 | $47.46 | $22,500.00 | < 1% 179.26K to 179.74K | 175% |
| 18-Jan-13 7:02 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-13 | Grant | 3,650 | $46.58 | $170,000.00 | 2% 174.47K to 178.12K | 180% |
| 03-Jan-13 5:53 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-12 | Grant | 512 | $43.97 | $22,500.00 | < 1% 173.96K to 174.47K | 199% |
| 02-Oct-12 5:23 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-12 | Grant | 556 | $40.48 | $22,500.00 | < 1% 172.17K to 172.73K | 227% |
| 03-Jul-12 3:58 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-12 | Grant | 630 | $35.73 | $22,500.00 | < 1% 170.05K to 170.68K | 274% |
| 02-Apr-12 7:34 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-12 | Grant | 489 | $45.98 | $22,500.00 | < 1% 168.43K to 168.92K | 192% |
| 20-Jan-12 5:38 PM View: | JPMorgan Chase & Co (JPM) | 18-Jan-12 | Grant | 4,775 | $35.60 | $170,000.00 | 3% 162.52K to 167.29K | 278% |
| 04-Jan-12 6:09 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-11 | Grant | 677 | $33.25 | $22,500.00 | < 1% 161.84K to 162.52K | 307% |
| 01-Nov-11 11:02 AM View: | JPMorgan Chase & Co (JPM) | 31-Oct-11 | Sale | 80,000 | $27.37 | $2,189,740.00 | (100%) 80.0K to 0 | |
| 04-Oct-11 5:12 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-11 | Grant | 747 | $30.12 | $22,500.00 | < 1% 159.87K to 160.62K | 354% |