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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Apr-24 4:51 PM View:  | JPMorgan Chase & Co (JPM) | 29-Mar-24 | Grant | 187 | $200.30 | $37,500.00 | < 1% 56.93K to 57.12K | |
| 18-Jan-24 4:33 PM View: | JPMorgan Chase & Co (JPM) | 16-Jan-24 | Grant | 1,595 | $166.20 | $265,000.00 | 3% 55.34K to 56.94K | < 1% |
| 03-Jan-24 4:19 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-23 | Grant | 191 | $170.10 | $32,500.00 | < 1% 54.87K to 55.06K | (2%) |
| 02-Oct-23 4:19 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-23 | Grant | 224 | $145.02 | $32,500.00 | < 1% 54.31K to 54.54K | |
| 03-Jul-23 4:18 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-23 | Grant | 223 | $145.44 | $32,500.00 | < 1% 53.78K to 54.0K | |
| 03-Apr-23 10:00 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-23 | Grant | 249 | $130.31 | $32,500.00 | < 1% 53.18K to 53.43K | |
| 19-Jan-23 4:32 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-23 | Grant | 1,781 | $140.38 | $250,000.00 | 3% 51.4K to 53.18K | |
| 04-Jan-23 4:21 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-22 | Grant | 242 | $134.10 | $32,500.00 | < 1% 50.85K to 51.09K | |
| 03-Oct-22 4:20 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-22 | Grant | 311 | $104.50 | $32,500.00 | < 1% 50.16K to 50.47K | |
| 01-Jul-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-22 | Grant | 289 | $112.61 | $32,500.00 | < 1% 49.51K to 49.79K | |
| 01-Apr-22 4:16 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-22 | Grant | 238 | $136.32 | $32,500.00 | < 1% 48.96K to 49.2K | |
| 20-Jan-22 4:35 PM View: | JPMorgan Chase & Co (JPM) | 18-Jan-22 | Grant | 1,632 | $153.16 | $250,000.00 | 3% 47.33K to 48.96K | |
| 04-Jan-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-21 | Grant | 205 | $158.35 | $32,500.00 | < 1% 46.89K to 47.1K | 2% |
| 01-Oct-21 4:18 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-21 | Grant | 199 | $163.69 | $32,500.00 | < 1% 46.47K to 46.67K | 0% |
| 01-Apr-21 4:17 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-21 | Grant | 213 | $152.23 | $32,500.00 | < 1% 45.62K to 45.83K | < 1% |
| 21-Jan-21 4:55 PM View: | JPMorgan Chase & Co (JPM) | 19-Jan-21 | Grant | 1,795 | $139.26 | $250,000.00 | 4% 43.58K to 45.38K | (2%) |
| 04-Jan-21 4:19 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-20 | Grant | 256 | $127.07 | $32,500.00 | < 1% 43.33K to 43.58K | 0% |
| 01-Oct-20 4:22 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-20 | Grant | 338 | $96.27 | $32,500.00 | < 1% 42.68K to 43.02K | 28% |
| 02-Jul-20 4:29 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-20 | Grant | 346 | $94.06 | $32,500.00 | < 1% 42.02K to 42.36K | 30% |
| 02-Apr-20 4:40 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-20 | Grant | 361 | $90.03 | $32,500.00 | < 1% 41.33K to 41.69K | 34% |
| 23-Jan-20 4:52 PM View: | JPMorgan Chase & Co (JPM) | 21-Jan-20 | Grant | 1,820 | $137.38 | $250,000.00 | 5% 39.31K to 41.13K | (12%) |
| 02-Jan-20 4:51 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-19 | Grant | 233 | $139.40 | $32,500.00 | < 1% 39.08K to 39.31K | (14%) |
| 02-Oct-19 4:18 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-19 | Grant | 276 | $117.69 | $32,500.00 | < 1% 38.57K to 38.84K | 1% |
| 02-Jul-19 5:15 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-19 | Grant | 291 | $111.80 | $32,500.00 | < 1% 38.07K to 38.36K | 6% |
| 02-Apr-19 4:14 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-19 | Grant | 321 | $101.23 | $32,500.00 | < 1% 37.53K to 37.85K | 18% |
| 17-Jan-19 4:19 PM View: | JPMorgan Chase & Co (JPM) | 15-Jan-19 | Grant | 2,487 | $100.54 | $250,000.00 | 7% 34.84K to 37.33K | 19% |
| 03-Jan-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-18 | Grant | 333 | $97.62 | $32,500.00 | < 1% 34.51K to 34.84K | 23% |
| 02-Oct-18 4:08 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-18 | Grant | 288 | $112.84 | $32,500.00 | < 1% 34.04K to 34.33K | 6% |
| 03-Jul-18 2:04 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-18 | Grant | 312 | $104.20 | $32,500.00 | < 1% 33.6K to 33.91K | 14% |
| 03-Apr-18 4:06 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-18 | Grant | 296 | $109.97 | $32,500.00 | < 1% 33.17K to 33.47K | 8% |
| 18-Jan-18 4:51 PM View: | JPMorgan Chase & Co (JPM) | 16-Jan-18 | Grant | 2,227 | $112.25 | $250,000.00 | 7% 30.95K to 33.18K | 5% |
| 03-Jan-18 4:17 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-17 | Grant | 304 | $106.94 | $32,500.00 | < 1% 30.53K to 30.84K | 10% |
| 03-Oct-17 4:15 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-17 | Grant | 340 | $95.51 | $32,500.00 | 1% 30.07K to 30.41K | 22% |
| 05-Jul-17 5:46 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-17 | Grant | 356 | $91.40 | $32,500.00 | 1% 29.6K to 29.96K | 27% |
| 04-Apr-17 4:08 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-17 | Grant | 370 | $87.84 | $32,500.00 | 1% 29.11K to 29.48K | 33% |
| 19-Jan-17 4:59 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-17 | Grant | 2,967 | $84.25 | $250,000.00 | 11% 26.14K to 29.11K | 39% |
| 04-Jan-17 4:40 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-16 | Grant | 304 | $86.29 | $26,250.00 | 1% 25.75K to 26.05K | 36% |
| 04-Oct-16 5:30 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-16 | Grant | 394 | $66.59 | $26,250.00 | 2% 25.23K to 25.63K | 78% |
| 05-Jul-16 4:25 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-16 | Grant | 392 | $62.14 | $24,375.00 | 2% 24.71K to 25.11K | 92% |
| 04-Apr-16 5:20 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-16 | Grant | 380 | $59.22 | $22,500.00 | 2% 24.22K to 24.6K | 103% |
| 20-Jan-16 5:09 PM View: | JPMorgan Chase & Co (JPM) | 19-Jan-16 | Grant | 3,931 | $57.24 | $225,000.00 | 19% 20.21K to 24.14K | 110% |
| 05-Jan-16 6:09 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-15 | Grant | 341 | $66.03 | $22,500.00 | 2% 19.87K to 20.21K | 83% |
| 02-Oct-15 4:03 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-15 | Grant | 369 | $60.97 | $22,500.00 | 2% 19.42K to 19.79K | 100% |
| 02-Jul-15 4:21 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-15 | Grant | 332 | $67.76 | $22,500.00 | 2% 19.02K to 19.36K | 81% |
| 02-Apr-15 4:43 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-15 | Grant | 371 | $60.58 | $22,500.00 | 2% 18.59K to 18.96K | 104% |
| 22-Jan-15 4:16 PM View: | JPMorgan Chase & Co (JPM) | 20-Jan-15 | Grant | 4,025 | $55.91 | $225,000.00 | 28% 14.53K to 18.55K | 121% |
| 16-Jan-15 4:50 PM View: | JPMorgan Chase & Co (JPM) | 15-Jan-15 | Market Purchase | 9,050 | $55.07 | $498,384.00 | 165% 5.47K to 14.53K | 124% |
| 05-Jan-15 5:27 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-14 | Grant | 360 | $62.58 | $22,500.00 | 7% 5.12K to 5.47K | 99% |
| 02-Oct-14 4:47 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-14 | Grant | 374 | $60.24 | $22,500.00 | 8% 4.71K to 5.08K | 108% |
| 02-Jul-14 5:58 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-14 | Grant | 390 | $57.62 | $22,500.00 | 9% 4.29K to 4.68K | 119% |