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 July 01, 2004 · Filed July 02, 2004
Section 16 reporting ended · disclosed 2004-07-02. 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 11, 2004 Filed Feb 13, 2004 16:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 107,452 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0000019617-04-000179 · sch405.xml · derivative · entry 6 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,452 Underlying: Common Stock · 107,452 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 16:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 35,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000179 · sch405.xml · nonDerivative · entry 1 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,098.6442 Read SEC document |
| January 18, 2004 Filed Jan 21, 2004 15:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 9,591.0053 | $39.12 | $375,152.17 |
DisclosureSEC source: 0000019617-04-000017 · sch341.xml · nonDerivative · entry 1 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,280.6442 Read SEC document |
| October 27, 2003 Filed Oct 28, 2003 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 8,000 | $35.22 | $281,760.00 |
DisclosureSEC source: 0000019617-03-000457 · sch309.xml · nonDerivative · entry 1 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,776.078 Read SEC document |
| August 08, 2003 Filed Aug 11, 2003 16:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 50,290 | $19.19 Strike: $19.19 | $965,024.87 |
DisclosureSEC source: 0000019617-03-000418 · sch290.xml · derivative · entry 7 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,290 shares Expires 2004-01-16 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 |
| August 08, 2003 Filed Aug 11, 2003 16:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 36,386 | $32.95 | $1,198,918.70 |
DisclosureSEC source: 0000019617-03-000418 · sch290.xml · nonDerivative · entry 2 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,776.078 Read SEC document |
| August 08, 2003 Filed Aug 11, 2003 16:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 50,290 | $19.19 | $965,024.87 |
DisclosureSEC source: 0000019617-03-000418 · sch290.xml · nonDerivative · entry 1 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,162.078 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 |
| Date not disclosed Filed Jul 25, 2003 13:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 4,663.0701 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000397 · sch278.xml · nonDerivative · entry 5 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 25, 2003 13:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 1,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000397 · sch278.xml · nonDerivative · entry 4 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian For Child Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 25, 2003 13:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 1,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000397 · sch278.xml · nonDerivative · entry 3 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian For Child Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 25, 2003 13:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 1,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000397 · sch278.xml · nonDerivative · entry 2 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian For Child Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 25, 2003 13:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 234,872.078 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000397 · sch278.xml · nonDerivative · entry 1 SCHMIDLIN JOHN W · CIK 0001254766 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · shares: Reporting person also beneficially owns 4,663.0701 shares as follows: Indirect ownership (401-K Plan). An additional 3,666 shares are held by reporting person as custodian for his three children. 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.