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 May 14, 2012 · Filed May 18, 2012
Section 16 reporting ended · disclosed 2012-05-18. 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 19, 2006 Filed Jan 20, 2006 17:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 72,442 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000038 · dre771.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819,899.5172 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 |
| 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: 0000019617-05-000565 · dre719.xml · derivative · entry 1 DREW INA R · CIK 0001254768 · Chief Investment Officer 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 |
| September 29, 2005 Filed Oct 4, 2005 15:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000527 · dre694.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746,088.5362 Read SEC document |
| August 10, 2005 Filed Aug 10, 2005 17:01 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 9,438 | $35.02 | $330,518.76 |
DisclosureSEC source: 0000019617-05-000479 · dre691.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746,243.5362 Read SEC document |
| August 08, 2005 Filed Aug 10, 2005 12:07 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 37,500 | $0.00 Strike: $19.19 | $0.00 |
DisclosureSEC source: 0000019617-05-000476 · dre689.xml · derivative · entry 4 DREW INA R · CIK 0001254768 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2006-01-15 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: Vested annually in thirds beginning on January 16, 1997. Read SEC document |
| August 08, 2005 Filed Aug 10, 2005 12:07 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 28,062 | $35.19 | $987,361.47 |
DisclosureSEC source: 0000019617-05-000476 · dre689.xml · nonDerivative · entry 2 DREW INA R · CIK 0001254768 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755,681.5362 Read SEC document |
| August 08, 2005 Filed Aug 10, 2005 12:07 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 37,500 | $19.19 | $719,531.25 |
DisclosureSEC source: 0000019617-05-000476 · dre689.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783,743.5362 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 13, 2005 Filed Jul 14, 2005 14:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 28,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000434 · dre680.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744,944.1642 Read SEC document |
| June 03, 2005 Filed Jun 21, 2005 10:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 2,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000414 · dre663.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773,467.1642 Read SEC document |
| September 29, 2004 Filed Oct 20, 2004 16:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000371 · dre528.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,736.1773 Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 5 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758,894.1166 Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 4 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,159.1166 Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 3 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,424.1166 Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 2 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,689.1166 Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,954.1166 Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 17:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 37,500 | $0.00 Strike: $12.98 | $0.00 |
DisclosureSEC source: 0000019617-04-000186 · dre411.xml · derivative · entry 6 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2004-06-21 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: Vested annually in thirds beginning on June 21, 1995. Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 17:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 343,000 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0000019617-04-000186 · dre411.xml · derivative · entry 5 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,000 Underlying: Common Stock · 343,000 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 17:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 20,954 | $39.96 | $837,217.07 |
DisclosureSEC source: 0000019617-04-000186 · dre411.xml · nonDerivative · entry 3 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758,824.1434 Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 17:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 37,500 | $12.98 | $486,720.00 |
DisclosureSEC source: 0000019617-04-000186 · dre411.xml · nonDerivative · entry 2 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 779,778.1434 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 |
| February 11, 2004 Filed Feb 13, 2004 17:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 114,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000186 · dre411.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,278.1434 Read SEC document |
| January 25, 2004 Filed Jan 27, 2004 11:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 18,724 | $39.83 | $745,776.92 |
DisclosureSEC source: 0000019617-04-000042 · dre360.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,942.1434 Read SEC document |
| October 13, 2003 Filed Dec 8, 2003 14:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 148 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000504 · dre320.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,864.7573 Read SEC document |
| September 29, 2003 Filed Feb 13, 2004 16:28 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000172 · dre398.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,866.7573 Read SEC document |
| Date not disclosed Filed Jul 25, 2003 13:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 2,777.5484 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000394 · dre275.xml · nonDerivative · entry 2 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 25, 2003 13:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 645,200.4695 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000394 · dre275.xml · nonDerivative · entry 1 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · shares: Reporting person also beneficially owns 2,777.5484 shares as follows: Indirect Ownership (401-K Plan) 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.