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 11, 2012 · Filed January 08, 2013
Section 16 reporting ended · disclosed 2013-01-08. 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 |
|---|---|---|---|---|---|---|
| August 15, 2012 Filed Aug 15, 2012 16:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 30,000 | $37.26 | $1,117,914.00 |
DisclosureSEC source: 0001225208-12-017875 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,885.8269 Read SEC document |
| July 23, 2012 Filed Jul 24, 2012 15:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 131,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-016593 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 131,882 Read SEC document |
| July 23, 2012 Filed Jul 24, 2012 15:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 131,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-016593 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0.8269 Read SEC document |
| April 16, 2012 Filed Apr 17, 2012 16:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $21.87 | $0.00 |
DisclosureSEC source: 0001225208-12-009930 · doc4.xml · derivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,264 Underlying: Common Stock · 50,000 shares Expires 2013-02-12 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: Vests annually in halves beginning January 25, 2005. Read SEC document |
| April 16, 2012 Filed Apr 17, 2012 16:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 37,702 | $43.32 | $1,633,250.64 |
DisclosureSEC source: 0001225208-12-009930 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,882.8211 Read SEC document |
| April 16, 2012 Filed Apr 17, 2012 16:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 50,000 | $21.87 | $1,093,500.00 |
DisclosureSEC source: 0001225208-12-009930 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,584.8211 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 | 224,972 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-12-001779 · doc4.xml · derivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,972 Underlying: Common Stock · 224,972 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 | 223,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001779 · doc4.xml · derivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,284 Underlying: Common Stock · 223,284 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 17, 2012 Filed Jan 18, 2012 17:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 55,000 | $35.21 | $1,936,792.00 |
DisclosureSEC source: 0001225208-12-001565 · doc4.xml · nonDerivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,584.8154 Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 17:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 57,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001565 · doc4.xml · derivative · entry 7 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 57,737 shares Expires 2012-01-25 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, 2011 amd 50% on January 13, 2012. Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 17:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 63,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001565 · doc4.xml · derivative · entry 6 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,665 Underlying: Common Stock · 63,665 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 17:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 58,369 | $35.53 | $2,073,558.73 |
DisclosureSEC source: 0001225208-12-001565 · doc4.xml · nonDerivative · entry 3 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,584.8154 Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 17:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 57,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001565 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,953.8154 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, 2012 Filed Jan 18, 2012 17:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 63,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001565 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,216.8154 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 25, 2011 Filed Feb 15, 2011 11:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 6,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-005851 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,128.798 Read SEC document |
| January 19, 2011 Filed Jan 21, 2011 16:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 230,770 | $0.00 Strike: $44.29 | $0.00 |
DisclosureSEC source: 0001225208-11-003590 · doc4.xml · derivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,770 Underlying: Common Stock · 230,770 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 16:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 182,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003590 · doc4.xml · derivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,907 Underlying: Common Stock · 182,907 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 19:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 57,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003239 · doc4.xml · derivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,737 Underlying: Common Stock · 57,737 shares Expires 2012-01-25 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, 2011 amd 50% on January 13, 2012. Read SEC document |
| January 13, 2011 Filed Jan 18, 2011 19:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 82,732 | $44.57 | $3,687,365.24 |
DisclosureSEC source: 0001225208-11-003239 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,547.798 Read SEC document |
| January 13, 2011 Filed Jan 18, 2011 19:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 57,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003239 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,279.798 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 |
| April 15, 2010 Filed Apr 15, 2010 16:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 19,584 | $48.12 | $942,401.66 |
DisclosureSEC source: 0001225208-10-010381 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,343.7912 Read SEC document |
| February 03, 2010 Filed Feb 5, 2010 08:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 200,000 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001225208-10-003581 · doc4.xml · derivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 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 08:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 127,330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-003581 · doc4.xml · derivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,330 Underlying: Common Stock · 127,330 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 |
| January 26, 2010 Filed Apr 15, 2010 16:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 6,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-010381 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,927.7889 Read SEC document |
| January 25, 2010 Filed Jan 27, 2010 16:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 80,657 | $39.37 | $3,175,078.94 |
DisclosureSEC source: 0001225208-10-002389 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,328.7889 Read SEC document |
| November 09, 2009 Filed Nov 9, 2009 16:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 2,814 | $43.79 | $123,238.00 |
DisclosureSEC source: 0001225208-09-021990 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,985.7889 Read SEC document |
| October 14, 2009 Filed Oct 15, 2009 11:59 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,415 | $0.00 Strike: $36.45 | $0.00 |
DisclosureSEC source: 0001225208-09-020539 · doc4.xml · derivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,415 shares Expires 2009-12-12 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 · kind: Options exercised pursuant to 10b5-1 Plan dated August 6, 2009. Read SEC document |
| October 14, 2009 Filed Oct 15, 2009 11:59 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 13,731 | $47.05 | $646,043.55 |
DisclosureSEC source: 0001225208-09-020539 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,799.7868 Read SEC document |
| October 14, 2009 Filed Oct 15, 2009 11:59 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 15,415 | $36.45 | $561,918.37 |
DisclosureSEC source: 0001225208-09-020539 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,530.7868 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 |
| September 18, 2009 Filed Sep 21, 2009 15:42 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,417 | $0.00 Strike: $36.45 | $0.00 |
DisclosureSEC source: 0001225208-09-019120 · doc4.xml · derivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,415 Underlying: Common Stock · 15,417 shares Expires 2009-12-12 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 · kind: Options exercised pursuant to 10b5-1 Plan dated August 6, 2009. Read SEC document |
| September 18, 2009 Filed Sep 21, 2009 15:42 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 13,994 | $45.02 | $630,009.88 |
DisclosureSEC source: 0001225208-09-019120 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,115.7868 Read SEC document |
| September 18, 2009 Filed Sep 21, 2009 15:42 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 15,417 | $36.45 | $561,991.28 |
DisclosureSEC source: 0001225208-09-019120 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462,109.7868 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 |
| September 17, 2009 Filed Sep 18, 2009 13:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,417 | $0.00 Strike: $36.45 | $0.00 |
DisclosureSEC source: 0001225208-09-019071 · doc4.xml · derivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,832 Underlying: Common Stock · 15,417 shares Expires 2009-12-12 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 · kind: Options exercised pursuant to 10b5-1 Plan dated August 6, 2009. Read SEC document |
| September 17, 2009 Filed Sep 18, 2009 13:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 14,044 | $44.66 | $627,134.82 |
DisclosureSEC source: 0001225208-09-019071 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,692.7868 Read SEC document |
| September 17, 2009 Filed Sep 18, 2009 13:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 15,417 | $36.45 | $561,991.28 |
DisclosureSEC source: 0001225208-09-019071 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,736.7868 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 |
| August 21, 2009 Filed Aug 24, 2009 17:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,417 | $0.00 Strike: $36.45 | $0.00 |
DisclosureSEC source: 0001225208-09-017738 · doc4.xml · derivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,249 Underlying: Common Stock · 15,417 shares Expires 2009-12-12 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 · kind: Options exercised pursuant to 10b5-1 Plan dated August 6, 2009. Read SEC document |
| August 21, 2009 Filed Aug 24, 2009 17:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 14,254 | $43.17 | $615,345.18 |
DisclosureSEC source: 0001225208-09-017738 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,319.7868 Read SEC document |
| August 21, 2009 Filed Aug 24, 2009 17:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 15,417 | $36.45 | $561,991.28 |
DisclosureSEC source: 0001225208-09-017738 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,573.7868 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 |
| August 07, 2009 Filed Aug 10, 2009 16:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,834 | $0.00 Strike: $36.45 | $0.00 |
DisclosureSEC source: 0001225208-09-017076 · doc4.xml · derivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,666 Underlying: Common Stock · 30,834 shares Expires 2009-12-12 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 · kind: Options exercised pursuant to 10b5-1 Plan dated August 6, 2009. Read SEC document |
| August 07, 2009 Filed Aug 10, 2009 16:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 28,811 | $42.16 | $1,214,527.71 |
DisclosureSEC source: 0001225208-09-017076 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444,156.7858 Read SEC document |
| August 07, 2009 Filed Aug 10, 2009 16:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 30,834 | $36.45 | $1,123,982.55 |
DisclosureSEC source: 0001225208-09-017076 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,967.7858 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 |
| July 17, 2009 Filed Jul 21, 2009 14:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 129,500 | $0.00 Strike: $36.68 | $0.00 |
DisclosureSEC source: 0001225208-09-015813 · doc4.xml · derivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 129,500 shares Expires 2009-07-19 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. Read SEC document |
| July 17, 2009 Filed Jul 21, 2009 14:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 129,485 | $36.69 | $4,750,804.65 |
DisclosureSEC source: 0001225208-09-015813 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,128.7858 Read SEC document |
| July 17, 2009 Filed Jul 21, 2009 14:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 129,500 | $36.68 | $4,750,163.60 |
DisclosureSEC source: 0001225208-09-015813 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513,613.7858 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 |
| April 17, 2009 Filed Apr 17, 2009 16:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 37,000 | $32.92 | $1,218,202.80 |
DisclosureSEC source: 0001225208-09-010446 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,113.7858 F1 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $32.82 to $33.01, inclusive. Read SEC document |
| February 02, 2009 Filed Feb 2, 2009 16:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 11,894 | $24.93 | $296,517.42 |
DisclosureSEC source: 0001225208-09-002472 · doc4.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,113.7858 Read SEC document |
| January 27, 2009 Filed Feb 2, 2009 16:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 10,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-002472 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,007.7858 Read SEC document |
| January 25, 2009 Filed Jan 27, 2009 13:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 43,567 | $23.20 | $1,010,536.57 |
DisclosureSEC source: 0001225208-09-002037 · doc4.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,111.7858 Read SEC document |
| January 20, 2009 Filed Jan 22, 2009 20:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 500,000 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001225208-09-001855 · doc4.xml · derivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 shares Expires 2019-01-20 F3 · derivative.exercise_date: Stock Appreciation Rights, which have a ten-year term, become exercisable in five equal annual installments beginning January 20, 2010. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| January 20, 2009 Filed Jan 22, 2009 20:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 115,474 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-001855 · doc4.xml · derivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,474 Underlying: Common Stock · 115,474 shares Expires 2012-01-25 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 25, 2011 and 50% on January 25, 2012. 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.