Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JPMORGAN CHASE & CO
Report date June 25, 2026 · Filed July 08, 2026
Section 16 reporting ended · disclosed 2026-07-08. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 25,000 | $0.00 Strike: $46.79 | $0.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · derivative · entry 13 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2016-10-19 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. F6 · derivative.exercise_date: Stock Appreciate Rights vest and become exercisable in three equal annual installments beginning October 19, 2009. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 25,000 | $0.00 Strike: $45.79 | $0.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · derivative · entry 12 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2017-10-18 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. F5 · derivative.exercise_date: Stock Appreciation Rights vest and become exercisable in five equal annual installments beginning October 18, 2008. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 60,000 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · derivative · entry 11 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 60,000 shares Expires 2020-01-20 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. F4 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 20, 2011. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 40,000 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · derivative · entry 10 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 40,000 shares Expires 2019-01-20 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. F3 · derivative.exercise_date: Stock Appreciation Rights, which have a ten-year term, become exercisable in five equal annual installments beginning January 20, 2010. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 26,000 | $0.00 Strike: $44.29 | $0.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · derivative · entry 9 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 Underlying: Common Stock · 26,000 shares Expires 2021-01-19 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. F2 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 19, 2012. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 16,873 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · derivative · entry 8 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,492 Underlying: Common Stock · 16,873 shares Expires 2022-01-18 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 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 18, 2013. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 165,642 | $56.68 | $9,389,002.67 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · nonDerivative · entry 7 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,015.7007 Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 16,873 | $35.61 | $600,847.53 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · nonDerivative · entry 6 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,657.7007 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. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 25,000 | $45.79 | $1,144,750.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · nonDerivative · entry 5 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,784.7007 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. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 25,000 | $46.79 | $1,169,750.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · nonDerivative · entry 4 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,784.7007 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. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 26,000 | $44.29 | $1,151,540.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · nonDerivative · entry 3 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,784.7007 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. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 40,000 | $19.49 | $779,600.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · nonDerivative · entry 2 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,784.7007 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. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 60,000 | $43.20 | $2,592,000.00 |
DisclosureSEC source: 0001225208-13-016540 · doc4.xml · nonDerivative · entry 1 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,784.7007 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. Read SEC document |
| July 16, 2013 Filed Jul 17, 2013 20:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 9,160 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0001225208-13-016311 · doc4.xml · derivative · entry 4 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,160 shares Expires 2014-02-11 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 · derivative.exercise_date: Stock Appreciation Rights, which have a ten-year term, became exercisable in full on January 25, 2006. Read SEC document |
| July 16, 2013 Filed Jul 17, 2013 20:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 8,940.107 | $55.13 | $492,890.45 |
DisclosureSEC source: 0001225208-13-016311 · doc4.xml · nonDerivative · entry 3 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784.7007 Read SEC document |
| July 16, 2013 Filed Jul 17, 2013 20:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 8,049 | $55.10 | $443,459.66 |
DisclosureSEC source: 0001225208-13-016311 · doc4.xml · nonDerivative · entry 2 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,724.8078 Read SEC document |
| July 16, 2013 Filed Jul 17, 2013 20:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 9,160 | $39.96 | $366,033.60 |
DisclosureSEC source: 0001225208-13-016311 · doc4.xml · nonDerivative · entry 1 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,773.8078 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. Read SEC document |
| January 17, 2013 Filed Jan 19, 2013 00:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 341,842 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-13-001720 · doc4.xml · derivative · entry 2 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,842 Underlying: Common Stock · 341,842 shares Expires 2023-01-17 F4 · kind: See Exhibit 99.2 for description of the Firm's bonus recovery policies applicable to these awards. F5 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 17, 2014. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| January 17, 2013 Filed Jan 19, 2013 00:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 22,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001720 · doc4.xml · derivative · entry 1 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,328 Underlying: Common Stock · 22,328 shares Expires 2016-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2015 and 50% on January 13, 2016. Read SEC document |
| January 13, 2013 Filed Jan 16, 2013 23:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 8,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001600 · doc4.xml · derivative · entry 5 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,130 Underlying: Common Stock · 8,129 shares Expires 2014-01-13 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2013 and 50% on January 13, 2014. Read SEC document |
| January 13, 2013 Filed Jan 16, 2013 23:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 7,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001600 · doc4.xml · derivative · entry 4 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,062 shares Expires 2013-01-13 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2012 and 50% on January 13, 2013. Read SEC document |
| January 13, 2013 Filed Jan 16, 2013 23:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 6,329 | $45.81 | $289,931.49 |
DisclosureSEC source: 0001225208-13-001600 · doc4.xml · nonDerivative · entry 3 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,605.0295 Read SEC document |
| January 13, 2013 Filed Jan 16, 2013 23:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 7,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001600 · doc4.xml · nonDerivative · entry 2 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,934.0295 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, 2013 Filed Jan 16, 2013 23:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 8,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001600 · doc4.xml · nonDerivative · entry 1 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,872.0295 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.