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 15, 2007 · Filed May 23, 2007
Section 16 reporting ended · disclosed 2007-05-23. 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 |
|---|---|---|---|---|---|---|
| January 18, 2007 Filed Jan 19, 2007 16:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,523.3161 | $48.25 | $170,000.00 |
DisclosureSEC source: 0000019617-07-000061 · kes969.xml · nonDerivative · entry 1 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,875.5129 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 19, 2006 Filed Jan 23, 2006 15:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,343.94 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000059 · kes793.xml · derivative · entry 1 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,011.8199 Underlying: Common Stock · 4,343.94 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Deferral of annual stock grant, payable in cash upon termination of service as director. F2 · derivative.exercise_date: Deferral of annual stock grant, payable in cash upon termination of service as director. F2 · derivative.expiration_date: Deferral of annual stock grant, payable in cash upon 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: 0000019617-05-000084 · kes593.xml · derivative · entry 1 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,536.96 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 |
| 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: $31.22 | $0.00 |
DisclosureSEC source: 0001225208-04-001101 · doc4.xml · derivative · entry 10 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 Underlying: Common Stock · 2,640 shares Expires 2012-04-16 F2 · price: See Remarks. 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 | 1,346 | $0.00 Strike: $44.55 | $0.00 |
DisclosureSEC source: 0001225208-04-001101 · doc4.xml · derivative · entry 9 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,346 Underlying: Common Stock · 1,346 shares Expires 2018-04-21 F2 · price: See Remarks. 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 | 2,105 | $0.00 Strike: $28.49 | $0.00 |
DisclosureSEC source: 0001225208-04-001101 · doc4.xml · derivative · entry 8 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105 Underlying: Common Stock · 2,105 shares Expires 2017-04-15 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 11:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantDirector Stock Option (right to buy) · Derivative | 2,525 | $0.00 Strike: $23.76 | $0.00 |
DisclosureSEC source: 0001225208-04-001101 · doc4.xml · derivative · entry 7 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,525 Underlying: Common Stock · 2,525 shares Expires 2016-04-16 F2 · price: See Remarks. 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: 0001225208-04-001101 · doc4.xml · derivative · entry 6 KESSLER JOHN W · CIK 0001186579 · 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 | GrantDirector Stock Option (right to buy) · Derivative | 4,202 | $0.00 Strike: $23.80 | $0.00 |
DisclosureSEC source: 0001225208-04-001101 · doc4.xml · derivative · entry 5 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,202 Underlying: Common Stock · 4,202 shares Expires 2015-10-16 F2 · price: See Remarks. 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 | 6,600 | $0.00 Strike: $27.84 | $0.00 |
DisclosureSEC source: 0001225208-04-001101 · doc4.xml · derivative · entry 4 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,600 Underlying: Common Stock · 6,600 shares Expires 2011-05-15 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 | 5,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001101 · doc4.xml · nonDerivative · entry 2 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 5,280 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 11:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 26,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001101 · doc4.xml · nonDerivative · entry 1 KESSLER JOHN W · CIK 0001186579 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,430 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.