Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Chief Risk Officer | May 05, 2026 | May 05, 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 May 05, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 248,785 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Sale · Disposed 4,070 · Balance 248,785 |
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, 2014 Filed Jan 15, 2014 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 8,252 | $58.10 | $479,441.20 |
DisclosureSEC source: 0001225208-14-001802 · doc4.xml · nonDerivative · entry 2 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,402 Read SEC document |
| January 13, 2014 Filed Jan 15, 2014 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 17,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-001802 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,654 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 |
| July 25, 2013 Filed Jul 26, 2013 20:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 19,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-016784 · doc4.xml · derivative · entry 3 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,769 Underlying: Common Stock · 19,768 shares Expires 2015-01-13 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 July 25, 2013 and 50% on January 13, 2015. Shares resulting from vesting must be held 6 months from vesting date. Read SEC document |
| July 25, 2013 Filed Jul 26, 2013 20:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 9,291 | $56.20 | $522,107.75 |
DisclosureSEC source: 0001225208-13-016784 · doc4.xml · nonDerivative · entry 2 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,097 Read SEC document |
| July 25, 2013 Filed Jul 26, 2013 20:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 19,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-016784 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,388 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 |
| July 19, 2013 Filed Jul 19, 2013 20:39 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 16,693 | $56.44 | $942,152.92 |
DisclosureSEC source: 0001225208-13-016356 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,620 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.