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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 265,309.4002 |
Reported balance
After 2020-12-31 transaction · row 1
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| June 30, 2011 Filed Jul 5, 2011 17:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 549.5848 | $40.94 | $22,500.00 |
DisclosureSEC source: 0001225208-11-017474 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,901.1832 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| April 20, 2011 Filed Apr 21, 2011 17:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | PurchasePreferred Stock, Series I | 2,000 | $1,106.25 | $2,212,500.00 |
DisclosureSEC source: 0001225208-11-012127 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · acquired: Purchase of depositary shares, each representing a one-tenth interest in a share of JPMorgan Chase & Co. Fixed-to-Floating Rate Non-Cumulative Preferred Stock , Series I. Read SEC document |
| March 31, 2011 Filed Apr 4, 2011 17:27 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 488.0694 | $46.10 | $22,500.00 |
DisclosureSEC source: 0001225208-11-011035 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,534.6143 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 19, 2011 Filed Jan 20, 2011 18:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,838.7716 | $44.29 | $170,000.00 |
DisclosureSEC source: 0001225208-11-003469 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,876.5948 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, 2010 Filed Jan 4, 2011 16:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 530.4102 | $42.42 | $22,500.00 |
DisclosureSEC source: 0001225208-11-000605 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,037.8232 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2010 Filed Oct 4, 2010 15:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 591.1718 | $38.06 | $22,500.00 |
DisclosureSEC source: 0001225208-10-021910 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,318.8561 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2010 Filed Jul 2, 2010 13:49 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 614.5862 | $36.61 | $22,500.00 |
DisclosureSEC source: 0001225208-10-016399 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,521.6959 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2010 Filed Apr 2, 2010 13:39 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 502.7933 | $44.75 | $22,500.00 |
DisclosureSEC source: 0001225208-10-009566 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,744.7032 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 20, 2010 Filed Jan 27, 2010 16:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,935.6407 | $43.20 | $170,000.00 |
DisclosureSEC source: 0001225208-10-002397 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,077.6437 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, 2009 Filed Jan 5, 2010 16:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 539.9568 | $41.67 | $22,500.00 |
DisclosureSEC source: 0001225208-10-000640 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,142.003 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| November 02, 2009 Filed Nov 2, 2009 12:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | PurchasePreferred Stock, Series J | 40,000 | $26.85 | $1,074,000.00 |
DisclosureSEC source: 0001225208-09-021247 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 F1 · kind: Purchase of depositary shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 8.625% Non-Cumulative Preferred Stock , Series J. Read SEC document |
| October 23, 2009 Filed Oct 23, 2009 16:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | PurchasePreferred Stock, Series J | 40,000 | $27.77 | $1,110,800.00 |
DisclosureSEC source: 0001225208-09-020869 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · acquired: Purchase of depositary shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 8.625% Non-Cumulative Preferred Stock , Series J. Read SEC document |
| September 30, 2009 Filed Oct 2, 2009 15:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 513.4642 | $43.82 | $22,500.00 |
DisclosureSEC source: 0001225208-09-019912 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,442.1799 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2009 Filed Jul 2, 2009 16:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 659.6306 | $34.11 | $22,500.00 |
DisclosureSEC source: 0001225208-09-015071 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,709.6069 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2009 Filed Apr 2, 2009 14:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 846.5011 | $26.58 | $22,500.00 |
DisclosureSEC source: 0001225208-09-009530 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,798.295 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 20, 2009 Filed Jan 22, 2009 14:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 8,724.66 | $19.49 | $170,000.00 |
DisclosureSEC source: 0001225208-09-001739 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,289.4249 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, 2008 Filed Jan 5, 2009 16:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 713.6061 | $31.53 | $22,500.00 |
DisclosureSEC source: 0001225208-09-000445 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,564.7649 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2008 Filed Oct 2, 2008 12:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 481.7987 | $46.70 | $22,500.00 |
DisclosureSEC source: 0001225208-08-015492 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,738.0355 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2008 Filed Jul 2, 2008 16:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 655.7855 | $34.31 | $22,500.00 |
DisclosureSEC source: 0001225208-08-011361 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,889.0651 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2008 Filed Apr 2, 2008 17:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 518.0154 | $43.44 | $22,500.00 |
DisclosureSEC source: 0001225208-08-006059 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,188.1082 Read SEC document |
| January 22, 2008 Filed Jan 22, 2008 21:05 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,268.1396 | $39.83 | $170,000.00 |
DisclosureSEC source: 0001225208-08-001431 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,703.6426 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, 2007 Filed Jan 3, 2008 11:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 517.6579 | $43.47 | $22,500.00 |
DisclosureSEC source: 0001225208-08-000269 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,435.503 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2007 Filed Oct 2, 2007 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Disposition to issuerCommon Stock Equivalents · Derivative | 92,135.3164 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-07-000706 · ray1085.xml · derivative · entry 3 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92,135.3164 shares Expires not disclosed F3 · derivative.exercise_price: 1-for-1 F1 · kind: Effective September 30, 2007, previous awards of common stock equivalents which were payable in cash upon retirement were converted into deferred stock units payable in common stock following termination of service as director. F4 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F4 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| September 30, 2007 Filed Oct 2, 2007 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 490.2495 | $45.90 | $22,500.00 |
DisclosureSEC source: 0000019617-07-000706 · ray1085.xml · nonDerivative · entry 2 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,958.7354 F2 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2007 Filed Oct 2, 2007 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 92,135.3164 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-07-000706 · ray1085.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,468.4859 F1 · kind: Effective September 30, 2007, previous awards of common stock equivalents which were payable in cash upon retirement were converted into deferred stock units payable in common stock following termination of service as director. Read SEC document |
| June 30, 2007 Filed Jul 3, 2007 15:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 462.0123 | $48.70 | $22,500.00 |
DisclosureSEC source: 0000019617-07-000564 · ray1060.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,363.0341 Underlying: Common Stock · 462.0123 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| March 31, 2007 Filed Apr 3, 2007 15:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 464.061 | $48.49 | $22,500.00 |
DisclosureSEC source: 0000019617-07-000410 · ray1016.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,316.394 Underlying: Common Stock · 464.061 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| January 18, 2007 Filed Jan 19, 2007 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,523.3161 | $48.25 | $170,000.00 |
DisclosureSEC source: 0000019617-07-000069 · ray980.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,812.7323 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, 2006 Filed Jan 3, 2007 14:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 463.1535 | $48.58 | $22,500.00 |
DisclosureSEC source: 0000019617-07-000008 · ray937.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,251.5504 Underlying: Common Stock · 463.1535 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| September 30, 2006 Filed Oct 3, 2006 16:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 477.2004 | $47.15 | $22,500.00 |
DisclosureSEC source: 0000019617-06-000521 · ray901.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,160.7212 Underlying: Common Stock · 477.2004 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 15:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 529.474 | $42.50 | $22,500.00 |
DisclosureSEC source: 0000019617-06-000424 · ray877.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,031.3848 Underlying: Common Stock · 529.474 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 15:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 539.3097 | $41.72 | $22,500.00 |
DisclosureSEC source: 0000019617-06-000310 · ray830.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,853.2418 Underlying: Common Stock · 539.3097 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| January 19, 2006 Filed Jan 23, 2006 15:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,343.94 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000062 · ray796.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,630.8953 Underlying: Common Stock · 4,343.94 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Deferral of annual stock grant, payable in cash upon termination of service as director. F2 · derivative.exercise_date: Deferral of annual stock grant, payable in cash upon termination of service as director. F2 · derivative.expiration_date: Deferral of annual stock grant, payable in cash upon termination of service as director. Read SEC document |
| December 31, 2005 Filed Jan 4, 2006 15:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 567.6801 | $39.64 | $22,500.00 |
DisclosureSEC source: 0000019617-06-000014 · ray755.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,286.9553 Underlying: Common Stock · 567.6801 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| September 30, 2005 Filed Oct 4, 2005 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 660.9871 | $34.04 | $22,500.00 |
DisclosureSEC source: 0000019617-05-000536 · ray711.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,985.5298 Underlying: Common Stock · 660.9871 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| June 30, 2005 Filed Jul 1, 2005 14:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 630.96 | $35.66 Strike: $0.00 | $22,500.03 |
DisclosureSEC source: 0000019617-05-000427 · ray675.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,576.91 Underlying: Common Stock · 630.96 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| March 31, 2005 Filed Apr 4, 2005 15:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 647.86 | $34.73 Strike: $0.00 | $22,500.18 |
DisclosureSEC source: 0000019617-05-000338 · ray653.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,210.04 Underlying: Common Stock · 647.86 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| January 20, 2005 Filed Jan 24, 2005 16:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,536.96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000088 · ray623.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,920.95 Underlying: Common Stock · 4,536.96 shares Expires not disclosed F1 · kind: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.exercise_date: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of annual stock grant, payable in cash upon termination of service as director. Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 15:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 576.04 | $39.06 Strike: $0.00 | $22,500.12 |
DisclosureSEC source: 0000019617-05-000010 · ray568.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,383.99 Underlying: Common Stock · 576.04 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 15:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 568.11 | $39.61 Strike: $0.00 | $22,500.00 |
DisclosureSEC source: 0000019617-04-000364 · ray515.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,194.03 Underlying: Common Stock · 568.11 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| June 30, 2004 Filed Jul 2, 2004 12:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 584.03 | $38.53 Strike: $0.00 | $22,499.76 |
DisclosureSEC source: 0000019617-04-000304 · ray441.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,003.3 Underlying: Common Stock · 584.03 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 12:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 535.84 | $41.99 Strike: $0.00 | $22,499.92 |
DisclosureSEC source: 0000019617-04-000207 · ray427.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,817.87 Underlying: Common Stock · 535.84 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 15:50 UTC | JPMORGAN CHASE & CO jpm · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,254.25 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000158 · primary_doc.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,745.06 Underlying: Common Stock · 4,254.25 shares Expires not disclosed F1 · kind: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.exercise_date: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of annual stock grant, payable in cash upon termination of service as director. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 15:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 612.74 | $36.72 Strike: $0.00 | $22,499.81 |
DisclosureSEC source: 0000019617-04-000009 · ray326.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,490.81 Underlying: Common Stock · 612.74 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 16:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 656.36 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000448 · ray301.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,308.33 Underlying: Common Stock · 656.36 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 660.7 | $34.06 Strike: $0.00 | $22,500.14 |
DisclosureSEC source: 0000019617-03-000367 · ray269.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,084.41 Underlying: Common Stock · 660.7 shares Expires 1988-08-08 F1 · security: Deferral of quarterly retainer, payable in cash upon termination of service as director. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: This date entry is made pursuant to SEC EDGAR guidelines in effect until system modifications are implemented. F3 · derivative.expiration_date: This date entry is made pursuant to SEC EDGAR guidelines in effect until system modifications are implemented. 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.