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, 2017 · Filed January 08, 2018
Section 16 reporting ended · disclosed 2018-01-08. 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 |
|---|---|---|---|---|---|---|
| January 21, 2014 Filed Jan 22, 2014 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 40,000 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001225208-14-002108 · doc4.xml · derivative · entry 9 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 40,000 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. F3 · 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 |
| January 21, 2014 Filed Jan 22, 2014 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 46,154 | $0.00 Strike: $44.29 | $0.00 |
DisclosureSEC source: 0001225208-14-002108 · doc4.xml · derivative · entry 8 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,770 Underlying: Common Stock · 46,154 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 |
| January 21, 2014 Filed Jan 22, 2014 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 16,873 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-14-002108 · doc4.xml · derivative · entry 7 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,619 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 |
| January 21, 2014 Filed Jan 22, 2014 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 143,798 | $58.01 | $8,341,721.98 |
DisclosureSEC source: 0001225208-14-002108 · doc4.xml · nonDerivative · entry 5 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,202.7587 Read SEC document |
| January 21, 2014 Filed Jan 22, 2014 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 16,873 | $35.61 | $600,847.53 |
DisclosureSEC source: 0001225208-14-002108 · doc4.xml · nonDerivative · entry 4 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,000.7587 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 21, 2014 Filed Jan 22, 2014 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 40,000 | $43.20 | $1,728,000.00 |
DisclosureSEC source: 0001225208-14-002108 · doc4.xml · nonDerivative · entry 3 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,127.7587 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 21, 2014 Filed Jan 22, 2014 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 46,154 | $44.29 | $2,044,160.66 |
DisclosureSEC source: 0001225208-14-002108 · doc4.xml · nonDerivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,127.7587 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 21, 2014 Filed Jan 22, 2014 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 66,667 | $31.06 | $2,070,343.69 |
DisclosureSEC source: 0001225208-14-002108 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,973.7587 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 13, 2014 Filed Jan 15, 2014 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 22,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-001805 · doc4.xml · derivative · entry 6 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,820 Underlying: Common Stock · 22,820 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. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2014 and 50% on January 13, 2015. Read SEC document |
| January 13, 2014 Filed Jan 15, 2014 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 19,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-001805 · doc4.xml · derivative · entry 5 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,759 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. F2 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2013 and 50% on January 13, 2014. Read SEC document |
| January 13, 2014 Filed Jan 15, 2014 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 21,323 | $58.10 | $1,238,866.30 |
DisclosureSEC source: 0001225208-14-001805 · doc4.xml · nonDerivative · entry 3 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,306.7587 Read SEC document |
| January 13, 2014 Filed Jan 15, 2014 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 19,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-001805 · doc4.xml · nonDerivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,629.7587 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, 2014 Filed Jan 15, 2014 21:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 22,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-001805 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,870.7587 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 |
| February 15, 2013 Filed Feb 15, 2013 20:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 11,000 | $49.34 | $542,762.00 |
DisclosureSEC source: 0001225208-13-004343 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,583.6508 Read SEC document |
| January 18, 2013 Filed Jan 23, 2013 23:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 66,667 | $0.00 Strike: $31.06 | $0.00 |
DisclosureSEC source: 0001225208-13-001917 · doc4.xml · derivative · entry 6 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,667 Underlying: Common Stock · 66,667 shares Expires 2019-01-02 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: SARs vest and become exercisable in three equal installments beginning January 2, 2012. Shares resulting from exercise must be held at least until 5 years after the grant. Read SEC document |
| January 18, 2013 Filed Jan 23, 2013 23:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 16,873 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-13-001917 · doc4.xml · derivative · entry 5 Donnelly John L · CIK 0001458126 · Director Human Resources 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 |
| January 18, 2013 Filed Jan 23, 2013 23:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 70,970 | $46.39 | $3,292,298.30 |
DisclosureSEC source: 0001225208-13-001917 · doc4.xml · nonDerivative · entry 3 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,517.77 Read SEC document |
| January 18, 2013 Filed Jan 23, 2013 23:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 16,873 | $35.61 | $600,847.53 |
DisclosureSEC source: 0001225208-13-001917 · doc4.xml · nonDerivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,487.77 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 18, 2013 Filed Jan 23, 2013 23:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 66,667 | $31.06 | $2,070,343.69 |
DisclosureSEC source: 0001225208-13-001917 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,614.77 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 | 52,302 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-13-001717 · doc4.xml · derivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,302 Underlying: Common Stock · 52,302 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 | 40,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001717 · doc4.xml · derivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,254 Underlying: Common Stock · 40,254 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 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 19,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001597 · doc4.xml · derivative · entry 6 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,759 Underlying: Common Stock · 19,758 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 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 21,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001597 · doc4.xml · derivative · entry 5 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,415 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 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 23,662 | $45.81 | $1,083,956.22 |
DisclosureSEC source: 0001225208-13-001597 · doc4.xml · nonDerivative · entry 3 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,947.77 Read SEC document |
| January 13, 2013 Filed Jan 16, 2013 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 19,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001597 · doc4.xml · nonDerivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,609.77 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 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 21,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001597 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,851.77 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 |
| October 17, 2012 Filed Oct 18, 2012 11:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 25,000 | $43.29 | $1,082,137.50 |
DisclosureSEC source: 0001225208-12-021500 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,362.4828 Read SEC document |
| July 20, 2012 Filed Jul 24, 2012 15:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-016592 · doc4.xml · nonDerivative · entry 4 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, as Custodian for Children Disclosed balance after: 12,500 Read SEC document |
| July 20, 2012 Filed Jul 24, 2012 15:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-016592 · doc4.xml · nonDerivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,278 Read SEC document |
| July 19, 2012 Filed Jul 24, 2012 15:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-016592 · doc4.xml · nonDerivative · entry 3 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, as Custodian for Children Disclosed balance after: 5,500 Read SEC document |
| July 19, 2012 Filed Jul 24, 2012 15:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-016592 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,278 Read SEC document |
| April 16, 2012 Filed Apr 20, 2012 15:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 66,666 | $0.00 Strike: $31.06 | $0.00 |
DisclosureSEC source: 0001225208-12-010023 · doc4.xml · derivative · entry 3 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,334 Underlying: Common Stock · 66,666 shares Expires 2019-01-02 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: SARs vest and become exercisable in three equal installments beginning January 2, 2012. Shares resulting from exercise must be held at least until 5 years after the grant. Read SEC document |
| April 16, 2012 Filed Apr 20, 2012 15:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 56,487 | $43.32 | $2,447,016.84 |
DisclosureSEC source: 0001225208-12-010023 · doc4.xml · nonDerivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,778 Read SEC document |
| April 16, 2012 Filed Apr 20, 2012 15:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 66,666 | $31.06 | $2,070,312.63 |
DisclosureSEC source: 0001225208-12-010023 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,265 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 18, 2012 Filed Jan 20, 2012 18:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 84,365 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-12-001773 · doc4.xml · derivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,365 Underlying: Common Stock · 84,365 shares Expires 2022-01-18 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 18, 2013. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| January 18, 2012 Filed Jan 20, 2012 18:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 45,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001773 · doc4.xml · derivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,640 Underlying: Common Stock · 45,640 shares Expires 2015-01-13 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, 2014 and 50% on January 13, 2015. Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 17:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 21,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001585 · doc4.xml · derivative · entry 3 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,415 Underlying: Common Stock · 21,415 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, 2012 Filed Jan 18, 2012 17:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 18,025 | $35.53 | $640,338.13 |
DisclosureSEC source: 0001225208-12-001585 · doc4.xml · nonDerivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,599 Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 17:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 21,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001585 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,624 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 19, 2011 Filed Jan 21, 2011 16:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 76,924 | $0.00 Strike: $44.29 | $0.00 |
DisclosureSEC source: 0001225208-11-003581 · doc4.xml · derivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,924 Underlying: Common Stock · 76,924 shares Expires 2021-01-19 F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F4 · 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 |
| January 19, 2011 Filed Jan 21, 2011 16:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 39,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003581 · doc4.xml · derivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,517 Underlying: Common Stock · 39,517 shares Expires 2014-01-13 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, 2013 and 50% on January 13, 2014. Read SEC document |
| January 13, 2011 Filed Jan 18, 2011 19:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 8,753 | $44.57 | $390,121.21 |
DisclosureSEC source: 0001225208-11-003228 · doc4.xml · nonDerivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,209 Read SEC document |
| February 03, 2010 Filed Feb 5, 2010 08:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 50,000 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001225208-10-003574 · doc4.xml · derivative · entry 2 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2020-01-20 F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. 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 |
| February 03, 2010 Filed Feb 5, 2010 08:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 42,830 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-003574 · doc4.xml · derivative · entry 1 Donnelly John L · CIK 0001458126 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,830 Underlying: Common Stock · 42,830 shares Expires 2013-01-13 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, 2012 and 50% on January 13, 2013. 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.