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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 10-May-24 4:36 PM View:  | JPMorgan Chase & Co (JPM) | 09-May-24 | Gift | 10,474 | -- | -- | (5%) 198.17K to 187.69K | |
| 27-Mar-24 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-24 | Payment of Exercise | 39,329 | $195.65 | $7,694,680.00 | (17%) 237.5K to 198.17K | |
| 27-Mar-24 4:17 PM View: | JPMorgan Chase & Co (JPM) | 25-Mar-24 | Option Exercise | 71,119 | -- | -- | 43% 166.38K to 237.5K | |
| 22-Feb-24 6:51 PM View: | JPMorgan Chase & Co (JPM) | 22-Feb-24 | Private Sale | 75,000 | $182.74 | $13,705,200.00 | (31%) 241.38K to 166.38K |