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 |
|---|---|---|---|---|---|---|
| May 08, 2007 Filed May 9, 2007 16:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 92,500 | $0.00 Strike: $29.17 | $0.00 |
DisclosureSEC source: 0000019617-07-000448 · sta1032.xml · derivative · entry 3 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92,500 shares Expires 2007-07-13 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. Read SEC document |
| May 08, 2007 Filed May 9, 2007 16:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 70,350 | $52.44 | $3,689,154.00 |
DisclosureSEC source: 0000019617-07-000448 · sta1032.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,555 Read SEC document |
| May 08, 2007 Filed May 9, 2007 16:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 92,500 | $29.17 | $2,698,447.00 |
DisclosureSEC source: 0000019617-07-000448 · sta1032.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,905 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 25, 2007 Filed Jan 26, 2007 15:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 26,095 | $50.27 | $1,311,795.65 |
DisclosureSEC source: 0000019617-07-000104 · sta997.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,405 Read SEC document |
| January 18, 2007 Filed Jan 19, 2007 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 109,845 | $48.25 | $5,300,021.25 |
DisclosureSEC source: 0000019617-07-000072 · sta977.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,500 F1 · kind: Award of restricted stock units vests 50% on January 25, 2009 and 50% on January 25, 2010. Read SEC document |
| June 01, 2006 Filed Jun 15, 2006 13:49 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000388 · sta861.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,655 Read SEC document |
| January 25, 2006 Filed Jan 27, 2006 15:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 22,598 | $38.37 | $867,085.26 |
DisclosureSEC source: 0000019617-06-000093 · sta811.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,887 Read SEC document |
| January 19, 2006 Filed Jan 20, 2006 17:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 72,442 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000048 · sta782.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,485 F1 · kind: This award of restricted stock units will vest 50% on January 25, 2008 and 50% on January 25, 2009. All other award terms are substantially the same as those of the restricted stock units granted on January 20, 2005. Read SEC document |
| January 13, 2006 Filed Jan 17, 2006 16:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 69,109 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0000019617-06-000028 · sta761.xml · derivative · entry 3 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 69,109 shares Expires 2006-01-13 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. Read SEC document |
| January 13, 2006 Filed Jan 17, 2006 16:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 51,690 | $39.84 | $2,059,329.60 |
DisclosureSEC source: 0000019617-06-000028 · sta761.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,043 Read SEC document |
| January 13, 2006 Filed Jan 17, 2006 16:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 69,109 | $20.44 | $1,412,532.67 |
DisclosureSEC source: 0000019617-06-000028 · sta761.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,733 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 |
| October 20, 2005 Filed Oct 24, 2005 16:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 250,000 | $0.00 Strike: $34.78 | $0.00 |
DisclosureSEC source: 0000019617-05-000573 · sta727.xml · derivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2015-10-20 F1 · derivative.exercise_date: SARs vest and become exercisable in three equal annual installments beginning October 20, 2008. Read SEC document |
| January 25, 2005 Filed Jan 26, 2005 14:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 12,549 | $37.02 | $464,563.98 |
DisclosureSEC source: 0000019617-05-000098 · sta628.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,624 Read SEC document |
| January 20, 2005 Filed Jan 24, 2005 15:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 65,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000059 · sta608.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,173 Read SEC document |
| July 30, 2004 Filed Aug 2, 2004 15:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 22,575 | $37.14 | $838,322.63 |
DisclosureSEC source: 0000019617-04-000320 · sta463.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,787 Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 14:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 4,309.2679 | $42.17 | $181,721.83 |
DisclosureSEC source: 0000019617-04-000210 · sta429.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,897.7693 Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 17:04 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 131,382 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0000019617-04-000182 · sta409.xml · derivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,382 Underlying: Common Stock · 131,382 shares Expires 2014-02-11 F1 · derivative.exercise_date: Vests in two equal annual installments beginning January 25, 2006. Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 17:04 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 43,794 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000182 · sta409.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,207.0372 Read SEC document |
| January 25, 2004 Filed Jan 27, 2004 11:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 10,037 | $39.83 | $399,773.71 |
DisclosureSEC source: 0000019617-04-000049 · sta358.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,413.0372 Read SEC document |
| January 18, 2004 Filed Jan 21, 2004 15:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 13,732.3617 | $39.12 | $537,141.33 |
DisclosureSEC source: 0000019617-04-000018 · sta340.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,450.0372 Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 4,891 | $20.44 Strike: $20.44 | $99,968.13 |
DisclosureSEC source: 0000019617-03-000481 · sta325.xml · derivative · entry 7 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,109 Underlying: Common Stock · 4,891 shares Expires 2006-01-13 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. Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 6,112 | $16.35 Strike: $16.35 | $99,939.76 |
DisclosureSEC source: 0000019617-03-000481 · sta325.xml · derivative · entry 6 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,112 shares Expires 2005-01-14 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 |
| November 13, 2003 Filed Nov 14, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 2,792 | $35.81 | $99,967.56 |
DisclosureSEC source: 0000019617-03-000481 · sta325.xml · nonDerivative · entry 5 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,461.9849 Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 2,791 | $35.81 | $99,931.76 |
DisclosureSEC source: 0000019617-03-000481 · sta325.xml · nonDerivative · entry 4 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,253.9849 Read SEC document |
| November 13, 2003 Filed Nov 14, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 4,891 | $20.44 | $99,968.13 |
DisclosureSEC source: 0000019617-03-000481 · sta325.xml · nonDerivative · entry 3 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,044.9849 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 |
| November 13, 2003 Filed Nov 14, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 6,112 | $16.35 | $99,939.76 |
DisclosureSEC source: 0000019617-03-000481 · sta325.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,153.9849 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 |
| November 13, 2003 Filed Nov 14, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 13,810 | $35.84 | $494,950.40 |
DisclosureSEC source: 0000019617-03-000481 · sta325.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,041.9849 Read SEC document |
| May 15, 2003 Filed May 16, 2003 17:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 5,210 | $0.00 Strike: $19.19 | $0.00 |
DisclosureSEC source: 0000019617-03-000332 · sta244.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 · 5,210 shares Expires 2004-01-16 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 |
| May 15, 2003 Filed May 16, 2003 17:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 3,220 | $31.06 | $99,997.10 |
DisclosureSEC source: 0000019617-03-000332 · sta244.xml · nonDerivative · entry 3 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,851.9849 Read SEC document |
| May 15, 2003 Filed May 16, 2003 17:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,210 | $19.19 | $99,975.73 |
DisclosureSEC source: 0000019617-03-000332 · sta244.xml · nonDerivative · entry 2 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,071.9849 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 |
| May 15, 2003 Filed May 16, 2003 17:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 5,200 | $30.80 | $160,160.00 |
DisclosureSEC source: 0000019617-03-000332 · sta244.xml · nonDerivative · entry 1 STALEY JAMES E · CIK 0001197620 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,861.9849 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.