Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 83,455.08 | reported | 20 Jan 2026 | tx 27+1,046,728.38−84,500 |
| BANK ONE CORP | 0 | reported | 01 Jul 2004 | tx 9+323,529−770,194 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Jan 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 913.53 | 306.51 USD | |
| 02 Sept 2025 | SALE | JPMORGAN CHASE & CO | 9,500 | 297.94 USD | |
| 05 May 2025 | GIFT | JPMORGAN CHASE & CO | 500 | 0.00 USD | |
| 06 May 2025 | SALE | JPMORGAN CHASE & CO | 9,500 | 250.00 USD | |
| 21 Jan 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,011.93 | 261.88 USD | |
| 16 Jan 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,594.51 | 166.20 USD | |
| 17 Jan 2023 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,780.85 | 140.38 USD | |
| 18 Jan 2022 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,632.28 | 153.16 USD | |
| 19 Jan 2021 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,795.2 | 139.26 USD | |
| 21 Jan 2020 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,819.77 | 137.38 USD | |
| 15 Jan 2019 | GRANT_AWARD | JPMORGAN CHASE & CO | 2,486.7 | 100.54 USD | |
| 16 Jan 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 2,227.17 | 112.25 USD | |
| 17 Jan 2017 | GRANT_AWARD | JPMORGAN CHASE & CO | 2,967.36 | 84.25 USD | |
| 19 Jan 2016 | GRANT_AWARD | JPMORGAN CHASE & CO | 3,930.82 | 57.24 USD | |
| 20 Jan 2015 | GRANT_AWARD | JPMORGAN CHASE & CO | 4,024.57 | 55.91 USD | |
| 22 Jan 2014 | GRANT_AWARD | JPMORGAN CHASE & CO | 3,887.69 | 57.88 USD | |
| 31 Dec 2013 | EXERCISE | JPMORGAN CHASE & CO | 17,500 | 50.00 USD | |
| 31 Dec 2013 | EXERCISE | JPMORGAN CHASE & CO | 4,000 | 0.00 USD | deriv |
| 31 Dec 2013 | EXERCISE | JPMORGAN CHASE & CO | 13,500 | 0.00 USD | deriv |
| 20 Dec 2013 | EXERCISE | JPMORGAN CHASE & CO | 15,000 | 47.00 USD | |
| 20 Dec 2013 | EXERCISE | JPMORGAN CHASE & CO | 15,000 | 0.00 USD | deriv |
| 01 Jul 2004 | GRANT_AWARD | JPMORGAN CHASE & CO | 92,656 | 0.00 USD | |
| 01 Jul 2004 | GRANT_AWARD | JPMORGAN CHASE & CO | 165,000 | 0.00 USD | deriv |
| 01 Jul 2004 | GRANT_AWARD | JPMORGAN CHASE & CO | 396,000 | 0.00 USD | deriv |
| 01 Jul 2004 | GRANT_AWARD | JPMORGAN CHASE & CO | 165,000 | 0.00 USD | deriv |