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 30, 2008 · Filed January 23, 2009
Section 16 reporting ended · disclosed 2009-01-23. 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 |
|---|---|---|---|---|---|---|
| February 04, 2008 Filed Feb 5, 2008 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 55,500 | $0.00 Strike: $35.39 | $0.00 |
DisclosureSEC source: 0001225208-08-002163 · doc4.xml · derivative · entry 3 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,500 shares Expires 2008-07-15 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. Read SEC document |
| February 04, 2008 Filed Feb 5, 2008 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 47,223 | $47.09 | $2,223,494.96 |
DisclosureSEC source: 0001225208-08-002163 · doc4.xml · nonDerivative · entry 2 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,299.9979 Read SEC document |
| February 04, 2008 Filed Feb 5, 2008 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 55,500 | $35.39 | $1,964,067.30 |
DisclosureSEC source: 0001225208-08-002163 · doc4.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,522.9979 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, 2008 Filed Jan 28, 2008 17:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 4,713 | $44.53 | $209,846.33 |
DisclosureSEC source: 0001225208-08-001617 · doc4.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,022.9979 Read SEC document |
| January 24, 2008 Filed Jan 28, 2008 17:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 1,326.5467 | $44.96 | $59,641.54 |
DisclosureSEC source: 0001225208-08-001617 · doc4.xml · nonDerivative · entry 2 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 Read SEC document |
| January 22, 2008 Filed Jan 22, 2008 21:05 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 26,363 | $39.83 | $1,050,038.29 |
DisclosureSEC source: 0001225208-08-001420 · doc4.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,735.9979 F1 · kind: Award of restricted stock units vests 50% on January 25, 2010 and 50% on January 25, 2011. Read SEC document |
| April 20, 2007 Filed Apr 24, 2007 15:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 22,200 | $0.00 Strike: $29.17 | $0.00 |
DisclosureSEC source: 0000019617-07-000420 · bra1020.xml · derivative · entry 4 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,200 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 |
| April 20, 2007 Filed Apr 24, 2007 15:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 16,006 | $52.40 | $838,714.40 |
DisclosureSEC source: 0000019617-07-000420 · bra1020.xml · nonDerivative · entry 2 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,460.3558 Read SEC document |
| April 20, 2007 Filed Apr 24, 2007 15:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 22,200 | $29.17 | $647,627.28 |
DisclosureSEC source: 0000019617-07-000420 · bra1020.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,466.3558 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 15:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 6,272 | $50.27 | $315,293.44 |
DisclosureSEC source: 0000019617-07-000095 · bra989.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,793.9535 Read SEC document |
| January 18, 2007 Filed Jan 19, 2007 16:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 21,762 | $48.25 | $1,050,016.50 |
DisclosureSEC source: 0000019617-07-000052 · bra979.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,065.9535 F1 · kind: Award of restricted stock units vests 50% on January 25, 2009 and 50% on January 25, 2010. Read SEC document |
| October 19, 2006 Filed Oct 20, 2006 15:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 75,000 | $0.00 Strike: $46.79 | $0.00 |
DisclosureSEC source: 0000019617-06-000537 · bra909.xml · derivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2016-10-19 F1 · derivative.exercise_date: SARs vest and become exercisable in three equal annual installments beginning October 19, 2009. Read SEC document |
| May 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 13,200 | $45.40 | $599,327.52 |
DisclosureSEC source: 0000019617-06-000333 · bra848.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,292.9056 Read SEC document |
| January 25, 2006 Filed Jan 27, 2006 15:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 7,765 | $38.37 | $297,943.05 |
DisclosureSEC source: 0000019617-06-000086 · bra818.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,402.1724 Read SEC document |
| January 19, 2006 Filed Jan 20, 2006 17:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 13,639 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000035 · bra768.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,167.1724 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 | 15,459 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0000019617-06-000026 · bra764.xml · derivative · entry 6 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,459 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 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 4,891 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0000019617-06-000026 · bra764.xml · derivative · entry 5 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,459 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 |
| January 13, 2006 Filed Jan 17, 2006 16:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 10,623 | $39.84 | $423,220.32 |
DisclosureSEC source: 0000019617-06-000026 · bra764.xml · nonDerivative · entry 3 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,528.1724 Read SEC document |
| January 13, 2006 Filed Jan 17, 2006 16:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 15,459 | $20.44 | $315,969.59 |
DisclosureSEC source: 0000019617-06-000026 · bra764.xml · nonDerivative · entry 2 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,151.1724 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 | Exercise / conversionCommon Stock | 4,891 | $20.44 | $99,968.13 |
DisclosureSEC source: 0000019617-06-000026 · bra764.xml · nonDerivative · entry 1 Bradley John F · CIK 0001347655 · Director of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,692.1724 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.