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 13, 2005 · Filed December 13, 2005
Section 16 reporting ended · disclosed 2005-12-13. 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 |
|---|---|---|---|---|---|---|
| October 20, 2005 Filed Oct 24, 2005 16:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 150,000 | $0.00 Strike: $34.78 | $0.00 |
DisclosureSEC source: 0000019617-05-000566 · far720.xml · derivative · entry 1 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 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 |
| July 28, 2005 Filed Jul 29, 2005 13:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 24,972 | $35.33 | $882,320.69 |
DisclosureSEC source: 0000019617-05-000445 · far685.xml · nonDerivative · entry 3 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,804 Read SEC document |
| July 27, 2005 Filed Jul 29, 2005 13:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 102,960 | $0.00 Strike: $19.83 | $0.00 |
DisclosureSEC source: 0000019617-05-000445 · far685.xml · derivative · entry 5 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 102,960 shares Expires 2006-01-17 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 27, 2005 Filed Jul 29, 2005 13:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 77,988 | $35.30 | $2,752,976.40 |
DisclosureSEC source: 0000019617-05-000445 · far685.xml · nonDerivative · entry 2 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,776 Read SEC document |
| July 27, 2005 Filed Jul 29, 2005 13:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 102,960 | $19.83 | $2,041,871.83 |
DisclosureSEC source: 0000019617-05-000445 · far685.xml · nonDerivative · entry 1 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,764 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 26, 2005 Filed Jan 26, 2005 14:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 56,686 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000092 · far634.xml · nonDerivative · entry 3 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 153,545 Read SEC document |
| January 26, 2005 Filed Jan 26, 2005 14:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 56,686 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000092 · far634.xml · nonDerivative · entry 2 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,804 Read SEC document |
| January 25, 2005 Filed Jan 26, 2005 14:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 45,729 | $37.02 | $1,692,887.58 |
DisclosureSEC source: 0000019617-05-000092 · far634.xml · nonDerivative · entry 1 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,490 Read SEC document |
| January 20, 2005 Filed Jan 24, 2005 15:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 46,938 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000048 · far588.xml · nonDerivative · entry 1 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,219 Read SEC document |
| February 12, 2004 Filed Feb 13, 2004 16:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 863.56 | $40.36 | $34,853.28 |
DisclosureSEC source: 0000019617-04-000171 · far396.xml · nonDerivative · entry 2 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 16:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 122,467 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0000019617-04-000171 · far396.xml · derivative · entry 4 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,467 Underlying: Common Stock · 122,467 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 16:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 40,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000171 · far396.xml · nonDerivative · entry 1 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,281 Read SEC document |
| January 26, 2004 Filed Jan 27, 2004 11:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 13,684 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000043 · far350.xml · nonDerivative · entry 3 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 96,859 Read SEC document |
| January 26, 2004 Filed Jan 27, 2004 11:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 13,684 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000043 · far350.xml · nonDerivative · entry 2 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,458 Read SEC document |
| January 25, 2004 Filed Jan 27, 2004 11:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 7,257 | $39.83 | $289,046.31 |
DisclosureSEC source: 0000019617-04-000043 · far350.xml · nonDerivative · entry 1 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,142 Read SEC document |
| January 27, 2003 Filed Sep 15, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 27,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000436 · far294.xml · nonDerivative · entry 2 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 83,175 Read SEC document |
| January 27, 2003 Filed Sep 15, 2003 13:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 27,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000436 · far294.xml · nonDerivative · entry 1 FARRELL JOHN J · CIK 0001179578 · Director Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,399 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.