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 | 0 | reported | 25 Mar 2026 | tx 32+562,088.96−694,039.96 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Mar 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 40,349.11 | 295.04 USD | |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 72,965.11 | 0.00 USD | |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 72,965.11 | 0.00 USD | deriv |
| 17 Mar 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 72,965.11 | 0.00 USD | deriv |
| 19 Feb 2026 | SALE | JPMORGAN CHASE & CO | 50,000 | 307.11 USD | |
| 20 Jan 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 25,938 | 0.00 USD | deriv |
| 13 Jan 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 23,135 | 318.72 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 20,082 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 22,706 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 20,082 | 0.00 USD | deriv |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 22,706 | 0.00 USD | deriv |
| 12 Nov 2025 | GIFT | JPMORGAN CHASE & CO | 9,500 | 0.00 USD | |
| 12 May 2025 | SALE | JPMORGAN CHASE & CO | 12,500 | 263.08 USD | |
| 25 Mar 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 37,419.05 | 249.72 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 67,664.05 | 0.00 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 67,664.05 | 0.00 USD | deriv |
| 24 Mar 2025 | SALE | JPMORGAN CHASE & CO | 25,000 | 247.02 USD | |
| 18 Mar 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 67,664.05 | 0.00 USD | deriv |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 37,500 | 269.84 USD | |
| 21 Jan 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 26,349 | 0.00 USD | deriv |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 20,812 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 22,706 | 0.00 USD | |
| 13 Jan 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 23,418 | 241.77 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 22,706 | 0.00 USD | deriv |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 20,812 | 0.00 USD | deriv |