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 14, 2004 · Filed December 21, 2004
Section 16 reporting ended · disclosed 2004-12-21. 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 |
|---|---|---|---|---|---|---|
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 22,704 | $0.00 Strike: $28.70 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 16 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,704 Underlying: Common Stock · 22,704 shares Expires 2011-02-09 F2 · price: See Remarks. F3 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 30,079 | $0.00 Strike: $35.57 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 15 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,079 Underlying: Common Stock · 30,079 shares Expires 2011-02-09 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 36,221 | $0.00 Strike: $28.71 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 14 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,221 Underlying: Common Stock · 36,221 shares Expires 2010-08-31 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 74,535 | $0.00 Strike: $32.16 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 13 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,535 Underlying: Common Stock · 74,535 shares Expires 2010-08-31 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 90,040 | $0.00 Strike: $35.57 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 12 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,040 Underlying: Common Stock · 90,040 shares Expires 2010-08-31 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 90,394 | $0.00 Strike: $30.04 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 11 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,394 Underlying: Common Stock · 90,394 shares Expires 2010-08-31 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 132,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 10 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 Underlying: Common Stock · 132,000 shares Expires 2009-08-15 F2 · price: See Remarks. F4 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 165,194 | $0.00 Strike: $32.46 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 9 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,194 Underlying: Common Stock · 165,194 shares Expires 2010-08-31 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 198,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 8 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,000 Underlying: Common Stock · 198,000 shares Expires 2012-04-16 F2 · price: See Remarks. F3 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 422,400 | $0.00 Strike: $25.71 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 7 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,400 Underlying: Common Stock · 422,400 shares Expires 2010-08-31 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option ( right to buy ) · Derivative | 44,850 | $0.00 Strike: $35.57 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 6 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,850 Underlying: Common Stock · 44,850 shares Expires 2010-08-31 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option ( right to buy ) · Derivative | 101,424 | $0.00 Strike: $35.57 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · derivative · entry 5 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,424 Underlying: Common Stock · 101,424 shares Expires 2011-02-09 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 29,156 | $38.64 | $1,126,587.84 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · nonDerivative · entry 4 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,796 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · nonDerivative · entry 3 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 1,375 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 13,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · nonDerivative · entry 2 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Rollover Account Disclosed balance after: 13,200 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 523,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001111 · doc4.xml · nonDerivative · entry 1 BOSHART JAMES S III · CIK 0001195343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,952 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.