Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Director | January 20, 2026 | January 22, 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 January 20, 2026 · Filed January 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,455.079 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 913.5251 · Balance 83,455.079 F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.
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 20, 2026 Filed Jan 22, 2026 21:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 913.5251 | $306.51 | $280,000.01 |
DisclosureSEC source: 0001225208-26-000737 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,455.079 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| September 02, 2025 Filed Sep 2, 2025 20:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 9,500 | $297.94 | $2,830,471.80 |
DisclosureSEC source: 0001225208-25-007635 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,207.3407 Read SEC document |
| May 06, 2025 Filed May 6, 2025 21:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 9,500 | $250.00 | $2,375,000.00 |
DisclosureSEC source: 0001225208-25-004800 · doc4.xml · nonDerivative · entry 2 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,539.1838 Read SEC document |
| May 05, 2025 Filed May 6, 2025 21:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004800 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,039.1838 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:26 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,011.9262 | $261.88 | $265,000.00 |
DisclosureSEC source: 0001225208-25-000770 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,304.0437 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,594.5125 | $166.20 | $265,000.00 |
DisclosureSEC source: 0001225208-24-001004 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,529.377 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:26 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000766 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,050.8472 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,632.28 | $153.16 | $250,000.00 |
DisclosureSEC source: 0001225208-22-000932 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,322.1699 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 21:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,795.2032 | $139.26 | $250,000.00 |
DisclosureSEC source: 0001225208-21-001007 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,900.6179 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,819.7699 | $137.38 | $249,999.99 |
DisclosureSEC source: 0001225208-20-001066 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,286.0051 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 2,486.6962 | $100.54 | $250,000.00 |
DisclosureSEC source: 0001225208-19-000955 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,844.1773 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001236 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,039.8126 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 2,967.359 | $84.25 | $250,000.00 |
DisclosureSEC source: 0001225208-17-001362 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,467.915 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 19, 2016 Filed Jan 20, 2016 22:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,930.8176 | $57.24 | $225,000.00 |
DisclosureSEC source: 0001225208-16-024550 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,097.6688 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 20, 2015 Filed Jan 22, 2015 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,024.5695 | $55.91 | $225,000.00 |
DisclosureSEC source: 0001225208-15-001756 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,976.5769 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 22, 2014 Filed Jan 24, 2014 22:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,887.689 | $57.88 | $225,000.00 |
DisclosureSEC source: 0001225208-14-002325 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,873.689 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2013 Filed Jan 2, 2014 18:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCall Option (obligation to sell) · Derivative | 4,000 | $0.00 Strike: $50.00 | $0.00 |
DisclosureSEC source: 0001225208-14-000058 · doc4.xml · derivative · entry 3 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2014-01-18 Read SEC document |
| December 31, 2013 Filed Jan 2, 2014 18:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCall Option (obligation to sell) · Derivative | 13,500 | $0.00 Strike: $50.00 | $0.00 |
DisclosureSEC source: 0001225208-14-000058 · doc4.xml · derivative · entry 2 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 shares Expires 2014-01-18 Read SEC document |
| December 31, 2013 Filed Jan 2, 2014 18:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 17,500 | $50.00 | $875,000.00 |
DisclosureSEC source: 0001225208-14-000058 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,986 F1 · shares: Reflects the sale of 17,500 shares of JPM stock related to 175 call options with a strike price of $50.00, expiring on January 18, 2014. Call options were written in the period 8/22/12 - 5/21/13, prior to Ms. Bammann becoming a director of JPM. Read SEC document |
| December 20, 2013 Filed Dec 23, 2013 14:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCall Option (obligation to sell) · Derivative | 15,000 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0001225208-13-025926 · doc4.xml · derivative · entry 2 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2013-12-21 Read SEC document |
| December 20, 2013 Filed Dec 23, 2013 14:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 15,000 | $47.00 | $705,000.00 |
DisclosureSEC source: 0001225208-13-025926 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,486 F1 · shares: Reflects the sale of 15,000 shares of JPM stock related to 150 call options with a strike price of $47.00, expiring on December 21, 2013. Call options were written in the period 8/22/12 - 5/21/13, prior to Ms. Bammann becoming a director of JPM. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 66,000 | $0.00 Strike: $28.70 | $0.00 |
DisclosureSEC source: 0001225208-04-001113 · doc4.xml · derivative · entry 6 BAMMANN LINDA · CIK 0001195342 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,000 Underlying: Common Stock · 66,000 shares Expires 2011-02-09 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 132,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0001225208-04-001113 · doc4.xml · derivative · entry 5 BAMMANN LINDA · CIK 0001195342 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 Underlying: Common Stock · 132,000 shares Expires 2012-04-16 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 165,000 | $0.00 Strike: $29.23 | $0.00 |
DisclosureSEC source: 0001225208-04-001113 · doc4.xml · derivative · entry 4 BAMMANN LINDA · CIK 0001195342 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,000 Underlying: Common Stock · 165,000 shares Expires 2011-05-07 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 396,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001113 · doc4.xml · derivative · entry 3 BAMMANN LINDA · CIK 0001195342 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2009-08-15 F3 · price: See Remarks. F4 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option ( right to buy ) · Derivative | 165,000 | $0.00 Strike: $27.65 | $0.00 |
DisclosureSEC source: 0001225208-04-001113 · doc4.xml · derivative · entry 2 BAMMANN LINDA · CIK 0001195342 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,000 Underlying: Common Stock · 165,000 shares Expires 2010-11-02 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 92,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001113 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,656 F1 · price: See Remarks 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.