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 | 632,399 | reported | 15 May 2026 | tx 212+6,928,480.36−7,533,149.36 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | SALE | JPMORGAN CHASE & CO | 6,648 | 298.36 USD | 10b5-1 |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 84,983.5 | 0.00 USD | |
| 25 Mar 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 46,996.5 | 295.04 USD | |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 84,983.5 | 0.00 USD | deriv |
| 17 Mar 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 84,983.5 | 0.00 USD | deriv |
| 17 Feb 2026 | SALE | JPMORGAN CHASE & CO | 5,731 | 306.41 USD | |
| 20 Jan 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 29,364 | 0.00 USD | deriv |
| 16 Jan 2026 | SALE | JPMORGAN CHASE & CO | 5,732 | 312.78 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 23,692 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 26,446 | 0.00 USD | |
| 13 Jan 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 27,212 | 318.72 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 26,446 | 0.00 USD | deriv |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 23,692 | 0.00 USD | deriv |
| 05 Nov 2025 | GIFT | JPMORGAN CHASE & CO | 6,468 | 0.00 USD | |
| 13 May 2025 | SALE | JPMORGAN CHASE & CO | 14,055 | 262.54 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 62,888.03 | 0.00 USD | |
| 25 Mar 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 34,777.03 | 249.72 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 62,888.03 | 0.00 USD | deriv |
| 01 Feb 2025 | OTHER | JPMORGAN CHASE & CO | 51,000 | 1.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 62,888.03 | 0.00 USD | deriv |
| 18 Feb 2025 | SALE | JPMORGAN CHASE & CO | 5,277 | 278.37 USD | |
| 21 Jan 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 31,504 | 0.00 USD | deriv |
| 16 Jan 2025 | SALE | JPMORGAN CHASE & CO | 5,277 | 253.97 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 26,446 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 19,343 | 0.00 USD |