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 | 192,996.22 | reported | 31 Mar 2020 | tx 118+174,320.35−101,608.74 |
| SIRVA INC | 65,804 | reported | 01 Oct 2007 | tx 5+65,804 |
| HOME DEPOT, INC. | 10,129.13 | reported | 16 Aug 2007 | tx 75+18,769.59 |
| BANK ONE CORP | 0 | reported | 01 Jul 2004 | tx 18+2,087−63,704 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Mar 2020 | GRANT_AWARD | JPMORGAN CHASE & CO | 499.83 | 90.03 USD | |
| 21 Jan 2020 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,819.77 | 137.38 USD | |
| 31 Dec 2019 | GRANT_AWARD | JPMORGAN CHASE & CO | 340.75 | 139.40 USD | |
| 30 Sept 2019 | GRANT_AWARD | JPMORGAN CHASE & CO | 318.63 | 117.69 USD | |
| 30 Jun 2019 | GRANT_AWARD | JPMORGAN CHASE & CO | 380.14 | 111.80 USD | |
| 31 Mar 2019 | GRANT_AWARD | JPMORGAN CHASE & CO | 469.23 | 101.23 USD | |
| 15 Jan 2019 | GRANT_AWARD | JPMORGAN CHASE & CO | 2,486.7 | 100.54 USD | |
| 31 Dec 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 460.97 | 97.62 USD | |
| 30 Sept 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 376.64 | 112.84 USD | |
| 30 Jun 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 479.85 | 104.20 USD | |
| 31 Mar 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 409.2 | 109.97 USD | |
| 19 Jan 2018 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 725 | 113.57 USD | |
| 19 Jan 2018 | EXERCISE | JPMORGAN CHASE & CO | 1,346 | 44.55 USD | |
| 19 Jan 2018 | EXERCISE | JPMORGAN CHASE & CO | 1,346 | 0.00 USD | deriv |
| 16 Jan 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 2,227.17 | 112.25 USD | |
| 31 Dec 2017 | GRANT_AWARD | JPMORGAN CHASE & CO | 467.55 | 106.94 USD | |
| 30 Sept 2017 | GRANT_AWARD | JPMORGAN CHASE & CO | 523.51 | 95.51 USD | |
| 30 Jun 2017 | GRANT_AWARD | JPMORGAN CHASE & CO | 492.34 | 91.40 USD | |
| 31 Mar 2017 | INHERITANCE | JPMORGAN CHASE & CO | 392 | 0.00 USD | |
| 31 Mar 2017 | GRANT_AWARD | JPMORGAN CHASE & CO | 602.42 | 87.84 USD | |
| 19 Jan 2017 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 1,105 | 83.90 USD | |
| 19 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 2,105 | 28.49 USD | |
| 19 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 2,105 | 0.00 USD | deriv |
| 17 Jan 2017 | GRANT_AWARD | JPMORGAN CHASE & CO | 2,967.36 | 84.25 USD | |
| 31 Dec 2016 | GRANT_AWARD | JPMORGAN CHASE & CO | 550.47 | 86.29 USD |
2 purchases reported after at least 12 months of silence — most recent on 31 Oct 2016.