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RAYMOND LEE R

Disclosed activity across 1 company

Tapewire entity
11825
SEC CIK
0001198809

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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 December 31, 2020 · Filed January 04, 2021

Section 16 reporting ended · disclosed 2021-01-04. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect265,309.4002 Reported balance After 2020-12-31 transaction · row 1
1 source row

Row 1 · 2020-12-31 · Grant · Acquired 373.8097 · Balance 265,309.4002

F1: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Filing footnotes · ownership attribution and instrument terms

F1: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 31, 2020 Filed Jan 4, 2021 21:19 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 373.8097 $127.07 $47,500.00
Disclosure

SEC source: 0001225208-21-000052 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 265,309.4002

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2020 Filed Oct 1, 2020 20:22 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 519.3726 $96.27 $50,000.00
Disclosure

SEC source: 0001225208-20-011992 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 262,541.969

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2020 Filed Jul 2, 2020 20:30 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 504.9968 $94.06 $47,500.00
Disclosure

SEC source: 0001225208-20-009503 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 259,580.9351

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 21:00 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 583.139 $90.03 $52,500.00
Disclosure

SEC source: 0001225208-20-005962 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,513.927

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
January 21, 2020 Filed Jan 23, 2020 21:52 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 1,819.7699 $137.38 $249,999.99
Disclosure

SEC source: 0001225208-20-001075 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 254,298.9694

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, 2019 Filed Jan 2, 2020 21:51 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 394.5481 $139.40 $55,000.01
Disclosure

SEC source: 0001225208-20-000045 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252,479.1995

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
October 30, 2019 Filed Oct 30, 2019 20:16 UTC JPMORGAN CHASE & CO JPM · Entity 2795 OtherPreferred Stock, Series I 458 $1,000.00 $458,000.00
Disclosure

SEC source: 0001225208-19-013944 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 977

F1 · kind: Depositary shares, each representing a 1/10th interest in a share of JPMorgan Chase & Co. 7.90% Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series I were called for partial redemption by the issuer at a price equal to their face value.

Read SEC document
September 30, 2019 Filed Oct 2, 2019 20:18 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 382.3604 $117.69 $45,000.00
Disclosure

SEC source: 0001225208-19-013030 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,135.1102

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2019 Filed Jul 2, 2019 21:15 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 424.8658 $111.80 $47,500.00
Disclosure

SEC source: 0001225208-19-009886 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 248,017.4972

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2019 Filed Apr 2, 2019 20:14 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 493.9247 $101.23 $50,000.00
Disclosure

SEC source: 0001225208-19-006099 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 245,739.8943

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as 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
Disclosure

SEC source: 0001225208-19-000964 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,346.9914

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, 2018 Filed Jan 3, 2019 21:16 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 486.5806 $97.62 $47,500.00
Disclosure

SEC source: 0001225208-19-000372 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 240,860.2952

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
October 30, 2018 Filed Nov 1, 2018 20:04 UTC JPMORGAN CHASE & CO JPM · Entity 2795 OtherPreferred Stock, Series I 565 $1,000.00 $565,000.00
Disclosure

SEC source: 0001225208-18-015046 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,435

F1 · kind: Depositary shares, each representing a 1/10th interest in a share of JPMorgan Chase & Co. 7.90% Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series I were called for partial redemption by the issuer at a price equal to their face value.

Read SEC document
September 30, 2018 Filed Oct 2, 2018 20:08 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 398.7948 $112.84 $45,000.01
Disclosure

SEC source: 0001225208-18-014075 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 238,720.4582

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2018 Filed Jul 3, 2018 18:04 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 479.8464 $104.20 $49,999.99
Disclosure

SEC source: 0001225208-18-011262 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 237,055.9016

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2018 Filed Apr 3, 2018 20:06 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 454.6695 $109.97 $50,000.00
Disclosure

SEC source: 0001225208-18-007148 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 235,377.2735

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
January 16, 2018 Filed Jan 18, 2018 21:51 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 2,227.1715 $112.25 $250,000.00
Disclosure

SEC source: 0001225208-18-001244 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 234,922.604

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, 2017 Filed Jan 3, 2018 21:17 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 467.5519 $106.94 $50,000.00
Disclosure

SEC source: 0001225208-18-000293 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 231,508.3502

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2017 Filed Oct 3, 2017 20:15 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 471.1549 $95.51 $45,000.00
Disclosure

SEC source: 0001225208-17-015752 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 229,724.1514

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 21:47 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 492.3414 $91.40 $45,000.00
Disclosure

SEC source: 0001225208-17-012233 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 228,041.8612

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2017 Filed Apr 4, 2017 21:03 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 540.7559 $87.84 $47,500.00
Disclosure

SEC source: 0001225208-17-007464 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 226,252.0991

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
January 17, 2017 Filed Jan 19, 2017 21:59 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 2,967.359 $84.25 $250,000.00
Disclosure

SEC source: 0001225208-17-001370 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 225,711.3432

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, 2016 Filed Jan 4, 2017 21:40 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 478.0392 $86.29 $41,250.00
Disclosure

SEC source: 0001225208-17-000421 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,519.6309

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2016 Filed Oct 4, 2016 21:30 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 619.4624 $66.59 $41,250.00
Disclosure

SEC source: 0001225208-16-040119 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,502.2812

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2016 Filed Jul 5, 2016 20:25 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 673.8816 $62.14 $41,875.00
Disclosure

SEC source: 0001225208-16-036122 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,165.7317

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2016 Filed Apr 4, 2016 21:34 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 717.663 $59.22 $42,500.00
Disclosure

SEC source: 0001225208-16-030872 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,897.8869

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as 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
Disclosure

SEC source: 0001225208-16-024558 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 212,730.4899

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, 2015 Filed Jan 5, 2016 23:09 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 530.0621 $66.03 $35,000.00
Disclosure

SEC source: 0001225208-16-023585 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 208,799.6723

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2015 Filed Oct 2, 2015 20:03 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 697.0641 $60.97 $42,500.00
Disclosure

SEC source: 0001225208-15-019067 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,816.1847

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2015 Filed Jul 2, 2015 20:21 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 590.3188 $67.76 $40,000.00
Disclosure

SEC source: 0001225208-15-015018 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,792.8945

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2015 Filed Apr 2, 2015 20:51 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 660.2839 $60.58 $40,000.00
Disclosure

SEC source: 0001225208-15-009281 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,872.8408

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as 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
Disclosure

SEC source: 0001225208-15-001764 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,889.9712

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, 2014 Filed Jan 5, 2015 22:27 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 599.233 $62.58 $37,500.00
Disclosure

SEC source: 0001225208-15-000542 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,865.4017

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2014 Filed Oct 2, 2014 20:47 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 622.51 $60.24 $37,500.00
Disclosure

SEC source: 0001225208-14-021070 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 194,982.4712

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2014 Filed Jul 2, 2014 17:58 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 650.8157 $57.62 $37,500.00
Disclosure

SEC source: 0001225208-14-016335 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 193,019.5969

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2014 Filed Apr 2, 2014 16:25 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 617.6907 $60.71 $37,500.00
Disclosure

SEC source: 0001225208-14-009734 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 191,165.9728

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as 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
Disclosure

SEC source: 0001225208-14-002332 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 189,365.5951

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 3, 2014 21:52 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 598.4952 $58.48 $35,000.00
Disclosure

SEC source: 0001225208-14-000636 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,477.9061

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2013 Filed Oct 2, 2013 22:47 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 725.4788 $51.69 $37,500.00
Disclosure

SEC source: 0001225208-13-021256 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,568.3629

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2013 Filed Jul 2, 2013 21:19 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 729.3048 $52.79 $38,500.00
Disclosure

SEC source: 0001225208-13-015551 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,577.8988

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2013 Filed Apr 2, 2013 21:09 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 474.0834 $47.46 $22,500.00
Disclosure

SEC source: 0001225208-13-009154 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,734.727

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
January 17, 2013 Filed Jan 19, 2013 00:02 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 3,649.635 $46.58 $170,000.00
Disclosure

SEC source: 0001225208-13-001710 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,118.9822

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, 2012 Filed Jan 3, 2013 22:53 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 511.7125 $43.97 $22,500.00
Disclosure

SEC source: 0001225208-13-000643 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,469.3472

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2012 Filed Oct 2, 2012 17:23 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 555.83 $40.48 $22,500.00
Disclosure

SEC source: 0001225208-12-020695 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,728.5883

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2012 Filed Jul 3, 2012 15:58 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 629.7229 $35.73 $22,500.00
Disclosure

SEC source: 0001225208-12-015676 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 170,678.7001

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2012 Filed Apr 2, 2012 19:34 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 489.3432 $45.98 $22,500.00
Disclosure

SEC source: 0001225208-12-008752 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 168,918.6091

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
January 18, 2012 Filed Jan 20, 2012 17:38 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 4,774.6103 $35.61 $170,000.00
Disclosure

SEC source: 0001225208-12-001765 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,293.3173

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, 2011 Filed Jan 4, 2012 18:09 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 676.6917 $33.25 $22,500.00
Disclosure

SEC source: 0001225208-12-000620 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,518.707

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
October 31, 2011 Filed Nov 1, 2011 11:02 UTC JPMORGAN CHASE & CO JPM · Entity 2795 SalePreferred Stock, Series J 80,000 $27.37 $2,189,736.00
Disclosure

SEC source: 0001225208-11-023962 · doc4.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · shares: Sale of depositary shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 8.625% Non-Cumulative Preferred Stock, Series J.

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September 30, 2011 Filed Oct 4, 2011 17:12 UTC JPMORGAN CHASE & CO JPM · Entity 2795 GrantCommon Stock 747.0119 $30.12 $22,500.00
Disclosure

SEC source: 0000019617-11-000243 · primary_doc.xml · nonDerivative · entry 1

RAYMOND LEE R · CIK 0001198809 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,616.2111

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.