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 February 09, 2004 · Filed February 10, 2004
Section 16 reporting ended · disclosed 2004-02-10. 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 25, 2003 Filed Jul 28, 2003 16:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 35,000 | $34.63 | $1,211,987.00 |
DisclosureSEC source: 0000019617-03-000404 · pot281.xml · nonDerivative · entry 1 POTE HAROLD W · CIK 0001185665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,756.6779 Read SEC document |
| Date not disclosed Filed Jul 25, 2003 13:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | OtherCommon Stock | 447.1366 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000395 · pot274.xml · nonDerivative · entry 2 POTE HAROLD W · CIK 0001185665 · Executive Vice President 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 | 317,756.6779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-03-000395 · pot274.xml · nonDerivative · entry 1 POTE HAROLD W · CIK 0001185665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · shares: Reporting person also beneficially owns 447.1366 shares as follows: Indirect Ownership (401-K Plan) 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.