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 13, 2004 Filed Feb 17, 2004 16:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock Equivalents · Derivative | 2,358.1 | $40.33 Strike: $0.00 | $95,090.38 |
DisclosureSEC source: 0000019617-04-000188 · kap419.xml · derivative · entry 1 KAPLAN HELENE L · CIK 0001184646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,268.2 Underlying: Common Stock · 2,358.1 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 |
| February 11, 2004 Filed Feb 13, 2004 15:45 UTC | JPMORGAN CHASE & CO jpm · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 4,254.25 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000157 · primary_doc.xml · derivative · entry 1 KAPLAN HELENE L · CIK 0001184646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,605.89 Underlying: Common Stock · 4,254.25 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 |
| June 30, 2003 Filed Jul 2, 2003 16:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock Equivalents · Derivative | 681.9 | $34.06 Strike: $0.00 | $23,222.10 |
DisclosureSEC source: 0000019617-03-000366 · kap265.xml · derivative · entry 1 KAPLAN HELENE L · CIK 0001184646 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,157.19 Underlying: Common Stock · 681.9 shares Expires 1988-08-08 F1 · security: Common stock equivalents payable in cash upon termination of service as director. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: This date entry is made pursuant to SEC EDGAR guidelines in effect until system modifications are implemented. F3 · derivative.expiration_date: This date entry is made pursuant to SEC EDGAR guidelines in effect until system modifications are implemented. 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.