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 | 14,700.16 | reported | 20 Jan 2026 | tx 29+13,378.07 |
| INTERNATIONAL BUSINESS MACHINES CORP | 12,716.51 | reported | 10 Dec 2020 | tx 397+2,659,814.07−995,084 |
| AMERICAN INTERNATIONAL GROUP, INC. | 5,227 | reported | 01 Oct 2008 | tx 16+10,977−240 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Jan 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 913.53 | 306.51 USD | |
| 31 Dec 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 112.67 | 322.22 USD | |
| 30 Sept 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 110.96 | 315.43 USD | |
| 30 Jun 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 120.73 | 289.91 USD | |
| 31 Mar 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 142.68 | 245.30 USD | |
| 21 Jan 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,011.93 | 261.88 USD | |
| 31 Dec 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 146.01 | 239.71 USD | |
| 30 Sept 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 177.84 | 210.86 USD | |
| 30 Jun 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 173.04 | 202.26 USD | |
| 29 Mar 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 199.7 | 200.30 USD | |
| 16 Jan 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,594.51 | 166.20 USD | |
| 31 Dec 2023 | GRANT_AWARD | JPMORGAN CHASE & CO | 213.11 | 170.10 USD | |
| 30 Sept 2023 | GRANT_AWARD | JPMORGAN CHASE & CO | 232.73 | 145.02 USD | |
| 30 Jun 2023 | GRANT_AWARD | JPMORGAN CHASE & CO | 232.05 | 145.44 USD | |
| 31 Mar 2023 | GRANT_AWARD | JPMORGAN CHASE & CO | 259 | 130.31 USD | |
| 17 Jan 2023 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,780.85 | 140.38 USD | |
| 31 Dec 2022 | GRANT_AWARD | JPMORGAN CHASE & CO | 251.68 | 134.10 USD | |
| 30 Sept 2022 | GRANT_AWARD | JPMORGAN CHASE & CO | 299.04 | 104.50 USD | |
| 30 Jun 2022 | GRANT_AWARD | JPMORGAN CHASE & CO | 255.31 | 112.61 USD | |
| 31 Mar 2022 | GRANT_AWARD | JPMORGAN CHASE & CO | 229.24 | 136.32 USD | |
| 18 Jan 2022 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,632.28 | 153.16 USD | |
| 31 Dec 2021 | GRANT_AWARD | JPMORGAN CHASE & CO | 197.35 | 158.35 USD | |
| 30 Sept 2021 | GRANT_AWARD | JPMORGAN CHASE & CO | 221.46 | 163.69 USD | |
| 30 Jun 2021 | GRANT_AWARD | JPMORGAN CHASE & CO | 216.99 | 155.54 USD | |
| 31 Mar 2021 | GRANT_AWARD | JPMORGAN CHASE & CO | 188.86 | 152.23 USD |
1 purchase reported after at least 12 months of silence — most recent on 02 Nov 2018.