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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Mar-24 4:17 PM View:  | JPMorgan Chase & Co (JPM) | 25-Mar-24 | Payment of Exercise | 10,197 | $195.65 | $1,995,110.00 | (13%) 76.35K to 66.16K | |
| 27-Mar-24 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-24 | Option Exercise | 18,438 | -- | -- | 32% 57.91K to 76.35K | |
| 09-Feb-24 5:55 PM View: | JPMorgan Chase & Co (JPM) | 08-Feb-24 | Gift | 353 | -- | -- | < 1% 57.91K to 58.27K | |
| 09-Feb-24 5:55 PM View: | JPMorgan Chase & Co (JPM) | 08-Feb-24 | Gift | 353 | -- | -- | (< 1%) 58.27K to 57.91K | |
| 16-Jan-24 7:10 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-24 | Payment of Exercise | 6,224 | $172.60 | $1,074,290.00 | (10%) 64.14K to 57.91K | |
| 16-Jan-24 7:10 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-24 | Option Exercise | 12,755 | -- | -- | 25% 51.38K to 64.14K | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-23 | Payment of Exercise | 7,854 | $124.39 | $977,030.00 | (13%) 59.24K to 51.38K | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-23 | Option Exercise | 14,201 | -- | -- | 32% 45.04K to 59.24K | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 02-Feb-23 | Gift | 384 | -- | -- | < 1% 45.04K to 45.42K | |
| 28-Mar-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 02-Feb-23 | Gift | 384 | -- | -- | (< 1%) 45.42K to 45.04K | |
| 17-Jan-23 7:21 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-23 | Payment of Exercise | 4,488 | $139.15 | $624,483.00 | (9%) 49.52K to 45.04K | |
| 17-Jan-23 7:21 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-23 | Option Exercise | 9,977 | -- | -- | 25% 39.55K to 49.52K | |
| 27-Oct-22 4:58 PM View: | JPMorgan Chase & Co (JPM) | 26-Oct-22 | Sale (Planned) | 2,000 | $125.07 | $250,144.00 | (5%) 41.55K to 39.55K | |
| 29-Mar-22 4:18 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-22 | Payment of Exercise | 8,438 | $141.99 | $1,198,130.00 | (17%) 49.98K to 41.55K | |
| 29-Mar-22 4:18 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-22 | Option Exercise | 15,258 | -- | -- | 44% 34.73K to 49.98K | |
| 29-Mar-22 4:18 PM View: | JPMorgan Chase & Co (JPM) | 02-Feb-22 | Gift | 363 | -- | -- | 1% 34.73K to 35.09K | |
| 29-Mar-22 4:18 PM View: | JPMorgan Chase & Co (JPM) | 02-Feb-22 | Gift | 363 | -- | -- | (1%) 35.09K to 34.73K | |
| 14-Jan-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-22 | Payment of Exercise | 4,116 | $168.85 | $694,987.00 | (11%) 38.84K to 34.73K | |
| 14-Jan-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-22 | Option Exercise | 8,985 | -- | -- | 30% 29.86K to 38.84K | |
| 15-Oct-21 4:17 PM View: | JPMorgan Chase & Co (JPM) | 14-Oct-21 | Market Sale (Planned) | 1,238 | $162.41 | $201,070.00 | (4%) 31.1K to 29.86K | (< 1%) |
| 02-Aug-21 4:20 PM View: | JPMorgan Chase & Co (JPM) | 30-Jul-21 | Payment of Exercise | 2,947 | $152.43 | $449,226.00 | (9%) 34.04K to 31.1K | |
| 02-Aug-21 4:20 PM View: | JPMorgan Chase & Co (JPM) | 30-Jul-21 | Option Exercise | 4,185 | $46.58 | $194,937.00 | 14% 29.86K to 34.04K | |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-21 | Payment of Exercise | 4,270 | $151.15 | $645,336.00 | (13%) 34.13K to 29.86K | |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-21 | Option Exercise | 8,022 | -- | -- | 31% 26.11K to 34.13K | |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 02-Feb-21 | Gift | 255 | -- | -- | < 1% 26.11K to 26.36K | |
| 26-Mar-21 4:23 PM View: | JPMorgan Chase & Co (JPM) | 02-Feb-21 | Gift | 255 | -- | -- | (< 1%) 26.36K to 26.11K | |
| 15-Jan-21 4:19 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-21 | Payment of Exercise | 2,759 | $139.45 | $384,729.00 | (10%) 28.86K to 26.11K | |
| 15-Jan-21 4:19 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-21 | Option Exercise | 7,113 | -- | -- | 33% 21.75K to 28.86K | |
| 22-May-20 4:11 PM View: | JPMorgan Chase & Co (JPM) | 12-May-20 | Gift | 10,876 | -- | -- | 50% 21.75K to 32.63K | |
| 22-May-20 4:11 PM View: | JPMorgan Chase & Co (JPM) | 12-May-20 | Gift | 10,876 | -- | -- | (33%) 32.63K to 21.75K | |
| 15-Jan-20 5:55 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-20 | Payment of Exercise | 2,608 | $136.48 | $355,933.00 | (11%) 24.36K to 21.75K | 11% |
| 15-Jan-20 5:55 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-20 | Option Exercise | 6,723 | -- | -- | 38% 17.64K to 24.36K | |
| 28-Oct-19 5:55 PM View: | JPMorgan Chase & Co (JPM) | 25-Oct-19 | Payment of Exercise | 1,599 | $125.70 | $200,994.00 | (8%) 19.24K to 17.64K | 4% |
| 28-Oct-19 5:55 PM View: | JPMorgan Chase & Co (JPM) | 25-Oct-19 | Option Exercise | 3,003 | -- | -- | 18% 16.23K to 19.24K | |
| 16-Jan-19 4:18 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-19 | Payment of Exercise | 3,978 | $99.56 | $396,050.00 | (20%) 20.21K to 16.23K | (20%) |
| 16-Jan-19 4:18 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-19 | Option Exercise | 10,213 | -- | -- | 102% 10.0K to 20.21K | |
| 26-Oct-18 4:05 PM View: | JPMorgan Chase & Co (JPM) | 25-Oct-18 | Payment of Exercise | 1,599 | $104.81 | $167,591.00 | (14%) 11.6K to 10.0K | (15%) |
| 26-Oct-18 4:05 PM View: | JPMorgan Chase & Co (JPM) | 25-Oct-18 | Option Exercise | 3,003 | -- | -- | 35% 8.59K to 11.6K | |
| 17-Jan-18 5:24 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-18 | Payment of Exercise | 5,176 | $111.85 | $578,910.00 | (38%) 13.77K to 8.59K | (6%) |
| 17-Jan-18 5:24 PM View: | JPMorgan Chase & Co (JPM) | 13-Jan-18 | Option Exercise | 11,664 | -- | -- | 554% 2.11K to 13.77K |