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 September 30, 2008 · Filed October 01, 2008
Section 16 reporting ended · disclosed 2008-10-01. 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 22, 2008 Filed Jan 22, 2008 21:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 21,969 | $39.83 | $875,025.27 |
DisclosureSEC source: 0001225208-08-001415 · doc4.xml · nonDerivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director · Senior Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,340.9905 F1 · kind: Award of restricted stock units vests 50% on January 25, 2010 and 50% on January 25, 2011. Read SEC document |
| January 18, 2007 Filed Jan 19, 2007 16:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 500,000 | $0.00 Strike: $48.25 | $0.00 |
DisclosureSEC source: 0000019617-07-000062 · lip961.xml · derivative · entry 3 LIPP ROBERT I · CIK 0001221484 · Director · Senior Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 shares Expires 2017-01-18 F2 · derivative.exercise_date: Vests in three equal annual installments beginning January 18, 2008. Read SEC document |
| January 18, 2007 Filed Jan 19, 2007 16:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 18,135 | $48.25 | $875,013.75 |
DisclosureSEC source: 0000019617-07-000062 · lip961.xml · nonDerivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director · Senior Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,380.9322 F1 · kind: Award of restricted stock units vests 50% on January 25, 2009 and 50% on January 25, 2010. Read SEC document |
| September 30, 2005 Filed Oct 4, 2005 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 478.8484 | $34.04 | $16,300.00 |
DisclosureSEC source: 0000019617-05-000533 · lip708.xml · derivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director · Senior Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,170.0923 Underlying: Common Stock · 478.8484 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · kind: Retainer prorated for the quarter through September 19, 2005. F3 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F3 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| September 19, 2005 Filed Sep 20, 2005 14:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 500,000 | $0.00 Strike: $34.69 | $0.00 |
DisclosureSEC source: 0000019617-05-000516 · lip693.xml · derivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director · Senior Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 shares Expires 2015-09-19 F1 · derivative.exercise_date: Vests in three equal annual installments beginning September 19, 2006. Read SEC document |
| June 30, 2005 Filed Jul 1, 2005 14:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 525.8 | $35.66 Strike: $0.00 | $18,750.03 |
DisclosureSEC source: 0000019617-05-000424 · lip671.xml · derivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,627.37 Underlying: Common Stock · 525.8 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| March 31, 2005 Filed Apr 4, 2005 15:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 539.88 | $34.73 Strike: $0.00 | $18,750.03 |
DisclosureSEC source: 0000019617-05-000334 · lip650.xml · derivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,043.22 Underlying: Common Stock · 539.88 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| January 20, 2005 Filed Jan 24, 2005 16:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,536.96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000085 · lip620.xml · derivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,494.62 Underlying: Common Stock · 4,536.96 shares Expires not disclosed F1 · kind: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.exercise_date: Deferral of annual stock grant, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of annual stock grant, payable in cash upon termination of service as director. Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 15:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 480.03 | $39.06 Strike: $0.00 | $18,749.97 |
DisclosureSEC source: 0000019617-05-000007 · lip565.xml · derivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 957.66 Underlying: Common Stock · 480.03 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 15:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 473.43 | $39.61 Strike: $0.00 | $18,750.20 |
DisclosureSEC source: 0000019617-04-000361 · lip520.xml · derivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473.43 Underlying: Common Stock · 473.43 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 11:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantDirector Stock Option (right to buy) · Derivative | 2,640 | $0.00 Strike: $27.92 | $0.00 |
DisclosureSEC source: 0001225208-04-001102 · doc4.xml · derivative · entry 2 LIPP ROBERT I · CIK 0001221484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 Underlying: Common Stock · 2,640 shares Expires 2009-04-15 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 11:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 52,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001102 · doc4.xml · nonDerivative · entry 1 LIPP ROBERT I · CIK 0001221484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,871 F1 · price: See Remarks 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.