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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Mar-24 4:16 PM View:  | JPMorgan Chase & Co (JPM) | 25-Mar-24 | Payment of Exercise | 39,329 | $195.65 | $7,694,680.00 | (6%) 641.12K to 601.79K | |
| 27-Mar-24 4:16 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-24 | Option Exercise | 71,119 | -- | -- | 12% 570.0K to 641.12K | |
| 16-Feb-24 7:36 PM View: | JPMorgan Chase & Co (JPM) | 16-Feb-24 | Private Sale | 4,814 | $178.99 | $861,665.00 | (< 1%) 574.82K to 570.0K | |
| 16-Jan-24 7:10 PM View: | JPMorgan Chase & Co (JPM) | 16-Jan-24 | Option Sale | 4,814 | $166.73 | $802,618.00 | (< 1%) 579.63K to 574.82K | |
| 16-Jan-24 7:10 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-24 | Payment of Exercise | 21,897 | $172.60 | $3,779,530.00 | (4%) 601.53K to 579.63K | |
| 16-Jan-24 7:10 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-24 | Option Exercise | 41,155 | -- | -- | 7% 560.37K to 601.53K | |
| 15-Jun-23 5:31 PM View: | JPMorgan Chase & Co (JPM) | 15-Jun-23 | Sale | 8,118 | $142.15 | $1,154,000.00 | (1%) 568.49K to 560.37K | |
| 16-May-23 4:34 PM View: | JPMorgan Chase & Co (JPM) | 15-May-23 | Sale | 8,119 | $134.80 | $1,094,480.00 | (1%) 576.61K to 568.49K | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-23 | Payment of Exercise | 40,176 | $124.39 | $4,997,730.00 | (7%) 616.79K to 576.61K | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-23 | Option Exercise | 72,650 | -- | -- | 13% 544.13K to 616.79K | |
| 17-Jan-23 8:52 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-23 | Planned Option Sale | 10,340 | $140.29 | $1,450,640.00 | (2%) 554.48K to 544.14K | |
| 17-Jan-23 8:52 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-23 | Payment of Exercise | 23,242 | $139.15 | $3,234,010.00 | (4%) 577.72K to 554.48K | |
| 17-Jan-23 8:52 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-23 | Option Exercise | 43,923 | -- | -- | 8% 533.79K to 577.72K | |
| 18-Oct-22 4:24 PM View: | JPMorgan Chase & Co (JPM) | 17-Oct-22 | Sale (Planned) | 33,515 | $115.77 | $3,880,140.00 | (6%) 567.31K to 533.79K | |
| 29-Mar-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-22 | Payment of Exercise | 53,322 | $141.99 | $7,571,200.00 | (9%) 620.63K to 567.31K | |
| 29-Mar-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-22 | Option Exercise | 96,422 | -- | -- | 18% 524.21K to 620.63K | |
| 14-Jan-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-22 | Payment of Exercise | 27,647 | $168.85 | $4,668,200.00 | (5%) 551.86K to 524.21K | |
| 14-Jan-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-22 | Option Exercise | 51,578 | -- | -- | 10% 500.28K to 551.86K | |
| 18-Nov-21 4:25 PM View: | JPMorgan Chase & Co (JPM) | 15-Nov-21 | Gift | 11,910 | -- | -- | (2%) 512.19K to 500.28K | |
| 14-Jul-21 5:49 PM View: | JPMorgan Chase & Co (JPM) | 14-Jul-21 | Market Sale (Planned) | 17,387 | $154.78 | $2,691,180.00 | (3%) 529.58K to 512.19K | (< 1%) |
| 07-May-21 4:34 PM View: | JPMorgan Chase & Co (JPM) | 06-May-21 | Payment of Exercise | 70,368 | $158.99 | $11,188,000.00 | (12%) 606.31K to 535.95K | |
| 07-May-21 4:34 PM View: | JPMorgan Chase & Co (JPM) | 06-May-21 | Gift | 6,370 | -- | -- | (1%) 535.95K to 529.58K | |
| 07-May-21 4:34 PM View: | JPMorgan Chase & Co (JPM) | 06-May-21 | Option Exercise | 105,143 | $46.58 | $4,897,560.00 | 21% 501.17K to 606.31K | |
| 15-Apr-21 6:39 PM View: | JPMorgan Chase & Co (JPM) | 15-Apr-21 | Market Sale (Planned) | 19,188 | $150.90 | $2,895,480.00 | (4%) 520.36K to 501.17K | (< 1%) |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-21 | Payment of Exercise | 43,660 | $151.15 | $6,599,130.00 | (8%) 564.02K to 520.36K | |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-21 | Option Exercise | 82,036 | -- | -- | 17% 481.98K to 564.02K | |
| 21-Jan-21 4:31 PM View: | JPMorgan Chase & Co (JPM) | 19-Jan-21 | Market Sale (Planned) | 13,270 | $138.77 | $1,841,490.00 | (3%) 495.25K to 481.98K | 2% |
| 15-Jan-21 4:19 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-21 | Payment of Exercise | 27,982 | $139.45 | $3,901,950.00 | (5%) 523.24K to 495.25K | |
| 15-Jan-21 4:19 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-21 | Option Exercise | 54,523 | -- | -- | 12% 468.71K to 523.24K | |
| 15-Jul-20 6:41 PM View: | JPMorgan Chase & Co (JPM) | 15-Jul-20 | Market Sale (Planned) | 24,554 | $99.52 | $2,443,720.00 | (5%) 493.27K to 468.71K | (24%) |
| 27-Mar-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-20 | Payment of Exercise | 55,869 | $89.85 | $5,019,570.00 | (10%) 549.13K to 493.27K | (35%) |
| 27-Mar-20 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-20 | Option Exercise | 104,977 | -- | -- | 24% 444.16K to 549.13K | |
| 13-Feb-20 4:19 PM View: | JPMorgan Chase & Co (JPM) | 12-Feb-20 | Gift | 14,500 | -- | -- | (3%) 458.66K to 444.16K | |
| 17-Jan-20 4:22 PM View: | JPMorgan Chase & Co (JPM) | 15-Jan-20 | Private Purchase | 51,000 | $100.00 | $5,100,000.00 | 100% 0 to 51.0K | |
| 15-Jan-20 5:55 PM View: | JPMorgan Chase & Co (JPM) | 15-Jan-20 | Market Option Sale (Planned) | 29,597 | $137.11 | $4,058,160.00 | (6%) 488.25K to 458.66K | 12% |
| 15-Jan-20 5:55 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-20 | Payment of Exercise | 29,567 | $136.48 | $4,035,230.00 | (6%) 517.82K to 488.25K | 11% |
| 15-Jan-20 5:55 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-20 | Option Exercise | 57,549 | -- | -- | 13% 460.27K to 517.82K | |
| 12-Nov-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 08-Nov-19 | Payment of Exercise | 72,849 | $129.82 | $9,457,620.00 | (14%) 533.12K to 460.27K | 7% |
| 12-Nov-19 4:16 PM View: | JPMorgan Chase & Co (JPM) | 08-Nov-19 | Option Exercise | 104,063 | $46.58 | $4,847,250.00 | 24% 429.06K to 533.12K | |
| 06-Nov-19 4:57 PM View: | JPMorgan Chase & Co (JPM) | 05-Nov-19 | Gift | 19,400 | -- | -- | (4%) 448.46K to 429.06K | |
| 25-Oct-19 4:17 PM View: | JPMorgan Chase & Co (JPM) | 24-Oct-19 | Gift | 2,016 | -- | -- | (< 1%) 450.48K to 448.46K | |
| 02-May-19 4:26 PM View: | JPMorgan Chase & Co (JPM) | 30-Apr-19 | Gift | 13,845 | -- | -- | (3%) 464.32K to 450.48K | |
| 16-Apr-19 5:41 PM View: | JPMorgan Chase & Co (JPM) | 15-Apr-19 | Market Sale (Planned) | 72,340 | $109.92 | $7,951,620.00 | (13%) 536.66K to 464.32K | (8%) |
| 27-Mar-19 4:22 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-19 | Payment of Exercise | 77,665 | $99.33 | $7,714,490.00 | (13%) 614.33K to 536.66K | (20%) |
| 27-Mar-19 4:22 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-19 | Option Exercise | 145,932 | -- | -- | 31% 468.39K to 614.33K | |
| 16-Jan-19 4:18 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-19 | Payment of Exercise | 39,893 | $99.56 | $3,971,750.00 | (8%) 508.29K to 468.39K | (20%) |
| 16-Jan-19 4:18 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-19 | Option Exercise | 77,698 | -- | -- | 18% 430.59K to 508.29K | |
| 13-Nov-18 4:11 PM View: | JPMorgan Chase & Co (JPM) | 09-Nov-18 | Payment of Exercise | 61,391 | $111.60 | $6,850,930.00 | (12%) 491.98K to 430.59K | (8%) |
| 13-Nov-18 4:11 PM View: | JPMorgan Chase & Co (JPM) | 09-Nov-18 | Option Exercise | 100,000 | $19.49 | $1,949,000.00 | 26% 391.98K to 491.98K | |
| 17-Jan-18 5:12 PM View: | JPMorgan Chase & Co (JPM) | 16-Jan-18 | Market Option Sale (Planned) | 65,101 | $112.25 | $7,307,440.00 | (14%) 457.08K to 391.98K | (5%) |