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 September 30, 2003 · Filed October 01, 2003
Section 16 reporting ended · disclosed 2003-10-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 524,097.4403 |
Reported balance
After 2003-09-30 transaction · row 1
1 source rowRow 1 · 2003-09-30 · Tax withholding · Disposed 81,253 · Balance 524,097.4403 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 164.4418 |
Reported balance
Holding disclosure · report date 2003-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 164.4418 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,894 |
Reported balance
Holding disclosure · report date 2003-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,894 |
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 |
|---|---|---|---|---|---|---|
| September 30, 2003 Filed Oct 1, 2003 16:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 81,253 | $34.28 | $2,785,352.84 |
DisclosureSEC source: 0000019617-03-000447 · ket305.xml · nonDerivative · entry 1 KETCHUM THOMAS B · CIK 0001179580 · Former Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,097.4403 Read SEC document |
| June 09, 2003 Filed Jun 10, 2003 17:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 96,349 | $34.10 | $3,285,462.36 |
DisclosureSEC source: 0000019617-03-000351 · ket263.xml · nonDerivative · entry 1 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,350.6394 F1 · balance_after: Reporting person also beneficially owns 163.0666 shares indirectly by the 401-k Plan. There are also 2,894 shares held indirectly in trust for his children for which he disclaims beneficial ownership of such shares. Read SEC document |
| June 06, 2003 Filed Jun 6, 2003 15:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $22.97 | $0.00 |
DisclosureSEC source: 0000019617-03-000346 · ket262.xml · derivative · entry 2 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,264 Underlying: Common Stock · 150,000 shares Expires 2005-07-16 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. F2 · security: Generally exercisable commencing on 7/17/2001. 100% vested on 7/17/2005. Distribution of shares in installments; generally 50% commencing on 7/17/2005; remainder in five equal annual installments upon termination of employment (except for shares previously distributed to cover the exercise price). Read SEC document |
| June 06, 2003 Filed Jun 6, 2003 15:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 150,000 | $22.97 | $3,445,950.00 |
DisclosureSEC source: 0000019617-03-000346 · ket262.xml · nonDerivative · entry 1 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,699.6394 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. F1 · balance_after: Reporting person also beneficially owns 163.0666 shares indirectly by the 401-k Plan. There are also 2,894 shares held indirectly in trust for his children for which he disclaims beneficial ownership of such shares. Read SEC document |
| May 30, 2003 Filed Jun 2, 2003 11:27 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 70,599 | $32.83 | $2,317,807.53 |
DisclosureSEC source: 0000019617-03-000342 · ket256.xml · nonDerivative · entry 1 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551,699.6394 F1 · balance_after: Reporting person also beneficially owns 163.5911 shares indirectly by the 401-k Plan. There are also 2,894 shares held indirectly in trust for his children for which he disclaims beneficial ownership of such shares. Read SEC document |
| May 29, 2003 Filed Jun 2, 2003 11:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $22.97 | $0.00 |
DisclosureSEC source: 0000019617-03-000341 · ket255.xml · derivative · entry 2 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,264 Underlying: Common Stock · 100,000 shares Expires 2005-07-16 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. F2 · security: Generally exercisable commencing on 7/17/2001. 100% vested on 7/17/2005. Distribution of shares in installments; generally 50% commencing on 7/17/2005; remainder in five equal annual installments upon termination of employment (except for shares previously distributed to cover the exercise price). Read SEC document |
| May 29, 2003 Filed Jun 2, 2003 11:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 100,000 | $22.97 | $2,297,300.00 |
DisclosureSEC source: 0000019617-03-000341 · ket255.xml · nonDerivative · entry 1 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622,298.6394 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. F1 · balance_after: Reporting person also beneficially owns 163.5911 shares indirectly by the 401-k Plan. There are also 2,894 shares held indirectly in trust for his children for which he disclaims beneficial ownership of such shares. Read SEC document |
| May 15, 2003 Filed May 16, 2003 17:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Right to Buy) · Derivative | 118,736 | $0.00 Strike: $22.97 | $0.00 |
DisclosureSEC source: 0000019617-03-000329 · ket242.xml · derivative · entry 3 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621,264 Underlying: Common Stock · 118,736 shares Expires 2005-07-16 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. F2 · security: Generally exercisable commencing on 7/17/2001. 100% vested on 7/17/2005. Distribution of shares in installments; generally 50% commencing on 7/17/2005; remainder in five equal annual installments upon termination of employment (except for shares previously distributed to cover the exercise price). Read SEC document |
| May 15, 2003 Filed May 16, 2003 17:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 87,835 | $31.06 | $2,727,715.93 |
DisclosureSEC source: 0000019617-03-000329 · ket242.xml · nonDerivative · entry 2 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,298.6394 F1 · balance_after: Reporting person also beneficially owns 163.5911 shares indirectly by the 401-k Plan. There are also 2,894 shares held indirectly in trust for his children for which he disclaims beneficial ownership of such shares. Read SEC document |
| May 15, 2003 Filed May 16, 2003 17:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 118,736 | $22.97 | $2,727,722.13 |
DisclosureSEC source: 0000019617-03-000329 · ket242.xml · nonDerivative · entry 1 KETCHUM THOMAS B · CIK 0001179580 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,133.6394 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.