 |
| 22-Jan-10 | Upgrade |
Citigroup |
Hold → Buy |
$48 |
|
| 15-Jan-10 | Upgrade |
Oppenheimer |
Perform → Outperform |
$54 |
|
| 14-Jan-10 | Initiated |
Ladenburg Thalmann |
Buy |
|
|
| 23-Sep-09 | Initiated |
Collins Stewart |
Buy |
|
|
| 06-Aug-09 | Initiated |
Deutsche Securities |
Buy |
$48 |
|
| 05-Jun-09 | Reiterated |
Credit Suisse |
Outperform |
$35 → $42 |
|
| 17-Apr-09 | Downgrade |
Fox Pitt |
Outperform → In Line |
|
|
| 14-Apr-09 | Initiated |
Wachovia |
Mkt Perform |
|
|
| 02-Apr-09 | Reiterated |
Credit Suisse |
Outperform |
$45 → $35 |
|
| 17-Mar-09 | Initiated |
Oppenheimer |
Perform |
|
|
| 13-Mar-09 | Initiated |
Robert W. Baird |
Outperform |
$33 |
|
| 02-Mar-09 | Upgrade |
Keefe Bruyette |
Mkt Perform → Outperform |
$30 |
|
| 05-Jan-09 | Reiterated |
Deutsche Securities |
Hold |
$37 → $34 |
|
| 16-Dec-08 | Reiterated |
Barclays Capital |
Overweight |
$50 → $46 |
|
| 11-Dec-08 | Reiterated |
UBS |
Neutral |
$44 → $34 |
|
| 08-Dec-08 | Upgrade |
Ladenburg Thalmann |
Neutral → Buy |
$37 → $42 |
|
| 26-Nov-08 | Reiterated |
Credit Suisse |
Outperform |
$55 → $47.50 |
|
| 17-Nov-08 | Reiterated |
Ladenburg Thalmann |
Neutral |
$45 → $37 |
|
| 18-Jul-08 | Reiterated |
UBS |
Neutral |
$37 → $40 |
|
| 18-Jul-08 | Reiterated |
Ladenburg Thalmann |
Neutral |
$39 → $43 |
|
|
|
| 09-Feb-10 03:15PM | Investor in defunct Bear fund wins $3.4 mln award at Reuters |
| 03:15PM | Throwing Aristotle a Lifeline at Minyanville.com |
| 02:49PM | MetLife may pay AIG in stock, cash for unit: source Reuters |
| 02:45PM | The American Exception at Forbes.com |
| 02:42PM | UPDATE - MetLife may pay AIG in stock, cash for unit -source at Reuters |
| 02:16PM | [video] Sell Citigroup!: Against the Grain at TheStreet.com |
| 02:10PM | [audio] Wall Street's wheels greased by Greece [8.3 min] at MarketWatch |
| 02:09PM | [video] Financials Paralyzed by DC at TheStreet.com |
| 01:51PM | Card Issuers Raise Marketing To Most Creditworthy at The Wall Street Journal Online |
| 01:48PM | [video] Citi and Bank of America - Not So Negative at TheStreet.com |
| 01:25PM | Taxes: Why 'Rapid Refunds' Are Rip-Offs at Forbes.com |
| 01:19PM | Pisani: S&P Removes 'Too Big to Fail' at CNBC |
| 01:10PM | 5 Stocks That Laugh at Wall Street at Motley Fool |
| 01:05PM | Stocks post gains as Dow regains 10,000 level at bizjournals.com |
| 01:02PM | Is This Bull Over? at Motley Fool |
| 11:51AM | This Bank Is 'One of the Few Tigers' Left: Portfolio Manager at CNBC |
| 11:30AM | Citigroup: Financial Winners & Losers at TheStreet.com |
| 11:29AM | How AIG Became Goldman's Toilet at TheStreet.com |
| 11:11AM | Goldman v. N.Y. Times: Doth Goldman Protest Too Much? at The Wall Street Journal Online |
| 10:54AM | Technical Analyst to the Stars Charles Nenner Calls Market Top at Forbes.com |
| 10:43AM | UPDATE - RiskMetrics Q4 profit narrowly beats estimates at Reuters |
| 10:27AM | A 1-in-100 Investor at Motley Fool |
| 10:13AM | What Keeps Obama Awake at Night at Forbes.com |
| 10:10AM | Don't Let Your Investments Blindside You at Motley Fool |
| 09:52AM | Deals of the Day: Goldman's PR Team Keeps Earning Their Pay at The Wall Street Journal Online |
| 09:32AM | Banks Offer Cash to Open Accounts, But Is It Worth It? at CNBC |
| 09:26AM | Bank Sell-Off Puts Premium on Regulatory Fears at TheStreet.com |
| 09:16AM | Why Commercial Real Estate Won't Derail the Recovery at Seeking Alpha |
| 08:35AM | Four Options for College Students Seeking Credit at Minyanville.com |
| 08:30AM | When Peers Beat the Banks for Loans at Minyanville.com |
| 08:25AM | Yes You Can Leave Home Without It at Minyanville.com |
| 08:20AM | Don?t Cut It Up! Why Credit Cards Still Matter at Minyanville.com |
| 08:00AM | CORRECTED - Big builders eye Woodside and its lots, get rebuffed at Reuters |
| 07:37AM | Which CEO Should Go On 'Undercover Boss'? at TheStreet.com |
| 07:01AM | [$$] Oversold But Reluctant to Rally at RealMoney by TheStreet.com |
| 05:22AM | Dow Industrials Close Below 10,000 at The New York Times |
| 04:52AM | Weekly Street Sentiment: Sell-Side Still Searching for Direction at Seeking Alpha |
| 04:26AM | Bonus taxes have fat chance of passing in Congress at CNNMoney.com |
| 04:10AM | European Stocks Trade Mixed at The Wall Street Journal Online |
| 02:45AM | Why I Trust Casinos More Than Banks at Seeking Alpha |
| 01:49AM | Coming Wave of Second Mortgage Writedowns at Seeking Alpha |
| 08-Feb-10 09:42PM | [$$] Banks Push Dow Below 10000 at The Wall Street Journal Online |
| 09:38PM | [$$] Hancock Named Executive VP at AIG at The Wall Street Journal Online |
| 06:53PM | Evening Reading: What VCs Could Learn From Sherlock Holmes at The Wall Street Journal Online |
| 06:02PM | CIT sets John Thain's salary at $6 million a year Reuters |
| 05:31PM | UPDATE - MOVES-Piper Jaffray, Sandler O'Neill, BLP at Reuters |
| 04:58PM | UPDATE - CIT sets John Thain's salary at $6 million a year at Reuters |
| 04:51PM | BofA Memo: Moynihan Asks Troops, What is Risk? at The Wall Street Journal Online |
| 04:33PM | Stocks Close Near Lows, Weighted by Financials at TheStreet.com |
| 04:14PM | Bears Come Out In Final Hour, Dow Plunges 104 TechTicker |
| 04:14PM | CIT To Prepay $750M of Debt at Barrons.com |
| 03:49PM | [$$] Thin Trading Distorts the Market Story at RealMoney by TheStreet.com |
| 03:37PM | Sandler hires away Skadden's White for bank deals at Reuters |
| 03:31PM | UPDATE - CIT sets John Thain's salary at $6 million a year at Reuters |
| 03:28PM | Berkshire Rating Cut on Debt Issue Zacks.com |
| 03:28PM | Stocks Lower as Financials Struggle at TheStreet.com |
| 03:18PM | Curl Bests CEO Moynihan for BofA Pay Crown at The Wall Street Journal Online |
| 03:15PM | JPMorgan, American Express plan 'say on pay' votes AP |
| 03:15PM | Financial Stocks: Financials hit by worries over new rules ahead at MarketWatch |
| 02:50PM | Pisani: Long and Short Financial Unwind Continues at CNBC |
| 02:09PM | China Stock Picks Are No Road Map to U.S. Domination at The Wall Street Journal Online |
| 01:57PM | Big builders eye Woodside and its lots, get rebuffed at Reuters |
| 01:51PM | Fastest Full-Time (Running) Workers in the World Headed to Johannesburg, South Africa Business Wire |
| 01:38PM | [$$] Rising Stars at Barrons.com |
| 01:35PM | How Hacker-Proof Are Your Banking Passwords? at Minyanville.com |
| 01:34PM | Wall Street loses ground amid debt fears Reuters |
| 01:32PM | US STOCKS SNAPSHOT-Wall St loses ground amid debt fears at Reuters |
| 01:27PM | U.S. stocks mostly lower; financials weigh at MarketWatch |
| 01:27PM | Citigroup Director Sees Central Bank-buying Of Gold As Uncertain: What Is His Investment Advice? Wall Street Transcript |
| 01:20PM | ChaseHealthAdvance and Physician Hearing Services, Inc., Help Drive Business for its Lasik and Ophthalmology Providers, Provide Convenience for Patients Business Wire |
| 01:01PM | UPDATE - CIT sets John Thain's salary at $6 million a year at Reuters |
| 12:54PM | US STOCKS-S&P, Nasdaq gain on upgrades, debt woes weigh on Dow at Reuters |
| 12:43PM | [audio] Volatility finally is giving way to stability [8.9 min] at MarketWatch |
| 12:36PM | Stocks Search For Direction at TheStreet.com |
| 12:34PM | Bernanke: Lots of Options, But When to Tighten, Nobody Knows at Barrons.com |
| 12:17PM | Gentlemen Prefer Dividends at Motley Fool |
| 12:14PM | US STOCKS-S&P, Nasdaq rise, but debt worries limit gains at Reuters |
| 12:08PM | [$$] Quick Takes on a Scattershot Market at RealMoney by TheStreet.com |
| 12:00PM | Irked, Wall St. Hedges Its Bet on Democrats at The New York Times |
| 11:58AM | [audio] Will the Super Bowl lift the local economy? [7.7 min] at MarketWatch |
| 11:50AM | Tracking Bank Failures: Regulators Close Third Minnesota Bank This Year at The Wall Street Journal Online |
| 11:41AM | 2-Star Stocks Poised to Plunge: MetLife? at Motley Fool |
| 11:37AM | Wells Fargo: We're Not Poaching at Barrons.com |
| 11:35AM | Reuters: Wells Fargo To Poach Brokers at Barrons.com |
| 11:17AM | US STOCKS SNAPSHOT-Market rises on energy, Home Depot at Reuters |
| 11:15AM | Regionals Ripe for TARP-Related Stock Sales at TheStreet.com |
| 11:13AM | The Best Dividend Stocks of the Decade at Motley Fool |
| 11:12AM | Stocks Flat as Earnings Temper Debt Fears at TheStreet.com |
| 11:10AM | Dow, S&P Rebound Fractionally; Sovereign Debt, Bank Fears Still Weigh at Barrons.com |
| 11:08AM | 5 Stocks Breaking Out at Motley Fool |
| 10:46AM | John Thain: Healing the Economy -- And His Rep -- on Just $500K at Barrons.com |
| 10:46AM | Pay Czar Feinberg Gloats Over Blankfein's Bonus at The Wall Street Journal Online |
| 10:32AM | [video] Future of Wall Street at CNBC |
| 10:31AM | US STOCKS-Wall St falters on debt worries; Home Depot rises at Reuters |
| 10:26AM | AIG hires KeyCorp exec to oversee finance, risk Reuters |
| 10:12AM | Investment Banks Bounce Back: Revenues Up 12% at Seeking Alpha |
| 09:46AM | CIT Rises 5% on Naming Merrill's Thain as Chair, CEO at Barrons.com |
| 09:26AM | Mortgage Bankers Association Forced Into Short Sale: Today's Outrage at TheStreet.com |
| 08:56AM | In Defense of the Too Big To Fails at Seeking Alpha |
| 08:49AM | Jamie Dimon's Collusion? TheStreet.com TV |
|
|
| JPMorgan Chase & Co., a financial holding company, provides a range of financial services worldwide. It operates in six segments: Investment Bank, Commercial Banking, Treasury & Securities Services, Asset Management, Retail Financial Services, and Card Services. Investment Bank segment provides investment banking products and services, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market-making in cash securities and derivative instruments, and prime brokerage and research. It serves corporations, financial institutions, governments, and institutional investors. Retail Financial Services segment offers regional banking, mortgage banking, and auto finance services that include checking and savings accounts, mortgages, home equity and business loans, and investments through bank branches, ATMs, online banking, and telephone banking. Card Services segment issues credit cards and processes MasterCard and Visa payments. Commercial Banking segment provides lending, treasury services, investment banking, and asset management services to corporations, municipalities, financial institutions, and not-for-profit entities. Treasury and Securities Services segment offers transaction, investment, and information services. It also offers cash management, trade, wholesale card, and liquidity products and services to small and mid-sized companies, multinational corporations, financial institutions, and government entities. Asset Management segment provides investment and wealth management services to institutions, retail investors, and high-net-worth individuals. It also offers global investment management in equities, fixed income, real estate, hedge funds, private equity, and liquidity, including money market instruments and bank deposits; provides trust and estate, banking, and brokerage services; and retirement services. JPMorgan Chase & Co. was founded in 1823 and is headquartered in New York, New York. |
|
| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| DIMON JAMES | Chairman & CEO | Feb 03 | Option Exercise | 29.65 | 1,864,486 | 55,277,062 | 4,295,515 | Feb 04 11:05 AM | | MANDELBAUM JAY | Executive Vice President | Feb 03 | Sale | 40.83 | 25,000 | 1,020,823 | 415,826 | Feb 03 05:20 PM | | Erdoes Mary E. | Managing Director | Feb 02 | Sale | 40.48 | 5,000 | 202,422 | 292,202 | Feb 02 04:54 PM | | MILLER HEIDI | Executive Vice President | Feb 01 | Sale | 39.34 | 25,000 | 983,433 | 322,990 | Feb 01 03:42 PM | | Cutler Stephen M | General Counsel | Jan 28 | Sale | 39.18 | 5,242 | 205,401 | 50,262 | Jan 28 02:39 PM | | CROWN JAMES S | Director | Jan 19 | Option Exercise | 23.23 | 8,909 | 206,956 | 215,289 | Jan 21 01:53 PM | | JACKSON LABAN | Director | Jan 19 | Option Exercise | 23.23 | 8,909 | 206,956 | 90,359 | Jan 21 01:53 PM | | CROWN JAMES S | Director | Nov 10 | Sale | 44.17 | 13,500 | 596,295 | 191,105 | Nov 10 04:35 PM | | STALEY JAMES E | Managing Director | Nov 09 | Sale | 43.79 | 2,814 | 123,238 | 446,986 | Nov 09 04:48 PM | | RAYMOND LEE R | Director | Oct 23 | Buy | 27.77 | 40,000 | 1,110,800 | 40,000 | Oct 23 04:31 PM | | Maclin Samuel Todd | Executive Vice President | Oct 19 | Sale | 45.99 | 6,400 | 294,308 | 306,222 | Oct 19 04:49 PM | | STALEY JAMES E | Managing Director | Oct 14 | Option Exercise | 36.45 | 15,415 | 561,918 | 463,531 | Oct 15 11:59 AM | | STALEY JAMES E | Managing Director | Sep 18 | Option Exercise | 36.45 | 15,417 | 561,991 | 462,110 | Sep 21 03:42 PM | | STALEY JAMES E | Managing Director | Sep 17 | Option Exercise | 36.45 | 15,417 | 561,991 | 460,737 | Sep 18 01:44 PM | | Bisignano Frank | Chief Administrative Officer | Sep 01 | Sale | 42.71 | 10,000 | 427,054 | 260,836 | Sep 01 06:38 PM | | WINTERS WILLIAM T | Managing Director | Sep 01 | Sale | 43.03 | 80,000 | 3,442,400 | 1,244,921 | Sep 01 06:38 PM | | STALEY JAMES E | Managing Director | Aug 21 | Option Exercise | 36.45 | 15,417 | 561,991 | 459,574 | Aug 24 05:50 PM | | STALEY JAMES E | Managing Director | Aug 07 | Option Exercise | 36.45 | 30,834 | 1,123,983 | 472,968 | Aug 10 04:17 PM | | MANDELBAUM JAY | Executive Vice President | Aug 04 | Sale | 40.00 | 25,000 | 1,000,000 | 482,067 | Aug 04 02:43 PM | | SCHARF CHARLES W | Executive Vice President | Jul 23 | Option Exercise | 29.96 | 196,000 | 5,872,160 | 1,240,830 | Jul 24 02:21 PM | | MILLER HEIDI | Executive Vice President | Jul 20 | Option Exercise | 29.96 | 132,000 | 3,954,720 | 536,694 | Jul 21 03:46 PM | | Rauchenberger Louis | Corporate Controller | Jul 17 | Option Exercise | 36.68 | 29,600 | 1,085,752 | 113,987 | Jul 21 02:22 PM | | SCHARF CHARLES W | Executive Vice President | Jul 17 | Option Exercise | 29.96 | 200,000 | 5,992,000 | 1,225,569 | Jul 21 02:22 PM | | STALEY JAMES E | Managing Director | Jul 17 | Option Exercise | 36.68 | 129,500 | 4,750,164 | 513,614 | Jul 21 02:22 PM | | DIMON JAMES | Chairman & CEO | Jul 17 | Option Exercise | 29.96 | 660,000 | 19,773,600 | 3,188,939 | Jul 21 02:22 PM | | MANDELBAUM JAY | Executive Vice President | Jul 17 | Option Exercise | 29.96 | 50,000 | 1,498,000 | 552,619 | Jul 21 02:22 PM | | Rauchenberger Louis | Corporate Controller | Jul 17 | Sale | 36.85 | 29,600 | 1,090,760 | 84,387 | Jul 21 02:22 PM | | NOVAK DAVID C | Director | Jun 25 | Buy | 33.21 | 1,000 | 33,208 | 95,029 | Jul 09 04:45 PM | | NOVAK DAVID C | Director | Jun 19 | Buy | 34.45 | 1,000 | 34,454 | 94,029 | Jul 09 04:45 PM | | NOVAK DAVID C | Director | May 22 | Buy | 34.88 | 1,000 | 34,878 | 93,029 | Jul 09 04:45 PM | | Cavanagh Michael J | Chief Financial Officer | May 08 | Option Exercise | 29.96 | 99,000 | 2,966,040 | 389,461 | May 11 03:17 PM | | Cavanagh Michael J | Chief Financial Officer | May 08 | Sale | 37.32 | 20,000 | 746,412 | 369,461 | May 11 03:17 PM | | MANDELBAUM JAY | Executive Vice President | May 05 | Option Exercise | 29.96 | 114,000 | 3,415,440 | 607,757 | May 06 05:16 PM | | MILLER HEIDI | Executive Vice President | May 05 | Option Exercise | 29.96 | 132,000 | 3,954,720 | 525,640 | May 06 05:16 PM | | MANDELBAUM JAY | Executive Vice President | Apr 30 | Sale | 35.00 | 25,000 | 875,000 | 493,757 | Apr 30 03:11 PM | | STALEY JAMES E | Managing Director | Apr 17 | Sale | 32.92 | 37,000 | 1,218,203 | 384,114 | Apr 17 04:08 PM | | MANDELBAUM JAY | Executive Vice President | Apr 16 | Option Exercise | 29.96 | 50,000 | 1,498,000 | 566,223 | Apr 17 04:08 PM | | BURKE STEPHEN B | Director | Apr 09 | Option Exercise | 27.92 | 2,640 | 73,709 | 51,425 | Apr 13 12:36 PM | | JACKSON LABAN | Director | Apr 09 | Option Exercise | 27.92 | 2,640 | 73,709 | 81,651 | Apr 13 12:36 PM | | STALEY JAMES E | Managing Director | Feb 02 | Sale | 24.93 | 11,894 | 296,517 | 421,114 | Feb 02 04:35 PM | | DIMON JAMES | Chairman & CEO | Jan 16 | Buy | 22.93 | 500,000 | 11,464,600 | 3,545,503 | Jan 21 04:21 PM | | MILLER HEIDI | Executive Vice President | Jan 16 | Buy | 22.45 | 3,600 | 80,802 | 5,184 | Jan 21 04:19 PM | | J P MORGAN CHASE & CO | 10% Owner | Jan 14 | Sale | 16.50 | 96 | 1,584 | 0 | Jan 15 04:07 PM |
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