Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Co-President; CEO CIB | July 24, 2026 | July 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JPMORGAN CHASE & CO
Report date July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 223,755 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Gift · Disposed 864 · Balance 223,755 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 70,457 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 70,457 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 16,502 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,502 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 135,027 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 135,027 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 13, 2012 Filed Jan 18, 2012 22:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 36,572 | $35.53 | $1,299,220.30 |
DisclosureSEC source: 0001225208-12-001569 · doc4.xml · nonDerivative · entry 3 Petno Douglas B · CIK 0001539649 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,054.75 Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 41,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001569 · doc4.xml · nonDerivative · entry 2 Petno Douglas B · CIK 0001539649 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,626.75 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 44,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001569 · doc4.xml · nonDerivative · entry 1 Petno Douglas B · CIK 0001539649 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,475.75 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.