Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| YUM BRANDS INC | 2,468.42 | reported | 11 Dec 2003 | tx 2+4,241.42 |
| BANK ONE CORP | 0 | reported | 01 Jul 2004 | tx 17+549,020−6,272,468 |
| JPMORGAN CHASE & CO | 0 | reported | 25 Mar 2026 | tx 225+39,541,191.26−30,352,562.26 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 320,473.21 | 0.00 USD | |
| 25 Mar 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 177,222.21 | 295.04 USD | |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 320,473.21 | 0.00 USD | deriv |
| 17 Mar 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 320,473.21 | 0.00 USD | deriv |
| 19 Feb 2026 | SALE | JPMORGAN CHASE & CO | 5,000 | 307.19 USD | |
| 19 Feb 2026 | SALE | JPMORGAN CHASE & CO | 5,000 | 307.19 USD | |
| 19 Feb 2026 | SALE | JPMORGAN CHASE & CO | 22,235 | 307.19 USD | |
| 19 Feb 2026 | SALE | JPMORGAN CHASE & CO | 10,042 | 307.19 USD | |
| 19 Feb 2026 | SALE | JPMORGAN CHASE & CO | 22,235 | 307.19 USD | |
| 19 Feb 2026 | SALE | JPMORGAN CHASE & CO | 5,000 | 307.19 USD | |
| 20 Jan 2026 | GIFT | JPMORGAN CHASE & CO | 90,000 | 0.00 USD | |
| 14 May 2025 | GIFT | JPMORGAN CHASE & CO | 37,812 | 0.00 USD | |
| 14 Apr 2025 | SALE | JPMORGAN CHASE & CO | 133,639 | 235.68 USD | |
| 25 Mar 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 164,340.02 | 249.72 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 297,186.02 | 0.00 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 297,186.02 | 0.00 USD | deriv |
| 18 Mar 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 297,186.02 | 0.00 USD | deriv |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 8,886 | 269.84 USD | |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 27,588 | 269.84 USD | |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 386,544 | 269.84 USD | |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 96,421 | 269.84 USD | |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 131,711 | 269.84 USD | |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 131,711 | 269.84 USD | |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 83,500 | 269.84 USD | |
| 31 Jan 2025 | GIFT | JPMORGAN CHASE & CO | 185,936 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 21 Oct 2015.