Official filing metadata
- Filer (as printed)
- Hon. Rob Bresnahan
- Office (as printed)
- PA08
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 27, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 114
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 411
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 114
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | A.O. Smith Corporation Common Stock (AOS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AOS | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | AOS0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | AbbVie Inc. Common Stock (ABBV) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ABBV | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ABBV0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ADBE | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ADBE0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Airbnb, Inc. - Class A Common Stock (ABNB) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ABNB | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ABNB0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Alexandria Real Estate Equities, Inc. Common Stock (ARE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ARE | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ARE0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | BABA | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | BABA | P | 03/03/2025 | 03/03/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Self | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | BABA | S | 03/04/2025 | 03/04/2025 | $15,001 - $50,000 | 1.00 | BABA0.98 | SellSell | Self | Mar 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | — | Align Technology, Inc. - Common Stock (ALGN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ALGN | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ALGN0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | APP | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | APP0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | APP | S | 02/26/2025 | 02/26/2025 | $1,001 - $15,000 | 1.00 | APP0.98 | SellSell | Self | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Arch Capital Group Ltd. - Common Stock (ACGL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ACGL | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ACGL0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Astera Labs, Inc. - Common Stock (ALAB) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | ALAB | S | 02/27/2025 | 02/27/2025 | $1,001 - $15,000 | 1.00 | ALAB0.98 | SellSell | Self | Feb 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Avery Dennison Corporation Common Stock (AVY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AVY | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | AVY0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Biogen Inc. - Common Stock (BIIB) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | BIIB | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | BIIB0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Bio-Techne Corp - Common Stock (TECH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TECH | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | TECH0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Boeing Company (BA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | BA | P | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | BA0.98 | BuyBuy | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | — | Campbell Soup Company Common Stock (CPB) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CPB | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | CPB0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | Caterpillar, Inc. Common Stock (CAT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CAT | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | CAT0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | CenterPoint Energy, Inc (CNP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CNP | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | CNP0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CMCSA | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | CMCSA0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | ConAgra Brands, Inc. Common Stock (CAG) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CAG | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | CAG0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | COP | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | COP0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | CRDO | S | 03/06/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | CRDO0.98 | SellSell | Self | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | CRDO | S | 03/04/2025 | 03/04/2025 | $1,001 - $15,000 | 1.00 | CRDO0.98 | SellSell | Self | Mar 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | CSX Corporation (CSX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CSX | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | CSX0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | CVS Health Corporation Common Stock (CVS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CVS | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | CVS0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | — | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DHI | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | DHI0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DHR | S | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | DHR0.98 | SellSell | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | — | DBA Sempra Common Stock (SRE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | SRE | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | SRE0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | Deere & Company Common Stock (DE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DE | P | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | DE0.98 | BuyBuy | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | — | DexCom, Inc. - Common Stock (DXCM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DXCM | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | DXCM0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | Dollar General Corporation Common Stock (DG) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DG | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | DG0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ETN | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | — | Emerson Electric Company Common Stock (EMR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | EMR | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | EMR0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | — | EOG Resources, Inc. Common Stock (EOG) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | EOG | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | EOG0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | — | Extra Space Storage Inc Common Stock (EXR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | EXR | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | EXR0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | — | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | XOM | S | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | XOM0.98 | SellSell | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 39 | — | First Solar, Inc. - Common Stock (FSLR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | FSLR | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | FSLR0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | — | Ford Motor Company Common Stock (F) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | F | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | F0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | — | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | FCX | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | FCX0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | — | GE HealthCare Technologies Inc. - Common Stock (GEHC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | GEHC | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | GEHC0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | Halliburton Company Common Stock (HAL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | HAL | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | HAL0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | — | HCA Healthcare, Inc. Common Stock (HCA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | HCA | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | HCA0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | Humana Inc. Common Stock (HUM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | HUM | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | HUM0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | — | IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | IDXX | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | IDXX0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | — | Ingersoll Rand Inc. Common Stock (IR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | IR | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | IR0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | — | Intel Corporation - Common Stock (INTC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | INTC | P | 03/03/2025 | 03/03/2025 | $1,001 - $15,000 | 1.00 | INTC0.98 | BuyBuy | Self | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | — | Intel Corporation - Common Stock (INTC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | INTC | P | 02/26/2025 | 02/26/2025 | $1,001 - $15,000 | 1.00 | INTC0.98 | BuyBuy | Self | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | — | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | INTU | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | — | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | INTU | P | 03/07/2025 | 03/07/2025 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Self | Mar 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | — | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | INTU | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | — | IQVIA Holdings, Inc. Common Stock (IQV) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | IQV | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | IQV0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | — | Keurig Dr Pepper Inc. (KDP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | KDP | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | KDP0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | — | Labcorp Holdings Inc. Common Stock (LH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | LH | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | LH0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | — | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | LIN | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | LIN0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | — | Lockheed Martin Corporation Common Stock (LMT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | LMT | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | LMT0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | — | lululemon athletica inc. - Common Stock (LULU) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | LULU | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | LULU0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | — | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MDT | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | MDT0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | — | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MRK | S | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | MRK0.98 | SellSell | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 61 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | META | P | 03/04/2025 | 03/04/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Self | Mar 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MSFT | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | — | Moderna, Inc. - Common Stock (MRNA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MRNA | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | MRNA0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | — | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MDLZ | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | MDLZ0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | — | Nordson Corporation - Common Stock (NDSN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | NDSN | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | NDSN0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | NVDA | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | NVDA | S | 03/03/2025 | 03/03/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | SellSell | Self | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | NVDA | P | 02/26/2025 | 02/26/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Self | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | — | Occidental Petroleum Corporation Common Stock (OXY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | OXY | P | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | OXY0.98 | BuyBuy | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 70 | — | Old Dominion Freight Line, Inc. - Common Stock (ODFL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ODFL | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ODFL0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | — | ON Semiconductor Corporation - Common Stock (ON) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ON | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ON0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | — | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | ORCL | S | 02/27/2025 | 02/27/2025 | $1,001 - $15,000 | 1.00 | ORCL0.98 | SellSell | Self | Feb 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | PLTR | S | 02/26/2025 | 02/26/2025 | $1,001 - $15,000 | 1.00 | PLTR0.98 | SellSell | Self | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | PLTR | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | PLTR0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PLTR | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | PLTR0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | — | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PEP | S | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | PEP0.98 | SellSell | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 77 | — | Pfizer, Inc. Common Stock (PFE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PFE | P | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | PFE0.98 | BuyBuy | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 78 | — | Quanta Services, Inc. Common Stock (PWR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PWR | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | PWR0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | — | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | REGN | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | REGN0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | — | Revvity, Inc. Common Stock (RVTY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | RVTY | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | RVTY0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | — | Rockwell Automation, Inc. Common Stock (ROK) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ROK | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ROK0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | — | Schlumberger N.V. Common Stock (SLB) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | SLB | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | SLB0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | — | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | SE | P | 03/05/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | SE0.98 | BuyBuy | Self | Mar 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | — | Snowflake Inc. Class A Common Stock (SNOW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | SNOW | P | 03/03/2025 | 03/03/2025 | $1,001 - $15,000 | 1.00 | SNOW0.98 | BuyBuy | Self | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | — | Snowflake Inc. Class A Common Stock (SNOW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | SNOW | P | 02/26/2025 | 02/26/2025 | $1,001 - $15,000 | 1.00 | SNOW0.98 | BuyBuy | Self | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | — | STERIS plc (STE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | STE | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | STE0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | — | Super Micro Computer, Inc. - Common Stock (SMCI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | SMCI | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | SMCI0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TSM | S | 03/03/2025 | 03/03/2025 | $1,001 - $15,000 | 1.00 | TSM0.98 | SellSell | Self | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | — | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TTWO | P | 03/03/2025 | 03/03/2025 | $1,001 - $15,000 | 1.00 | TTWO0.98 | BuyBuy | Self | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | — | Teleflex Incorporated Common Stock (TFX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TFX | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | TFX0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | — | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TSLA | S | 03/06/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | SellSell | Self | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | — | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TSLA | S | 02/27/2025 | 02/27/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | SellSell | Self | Feb 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | — | Textron Inc. Common Stock (TXT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TXT | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | TXT0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | — | The AES Corporation Common Stock (AES) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AES | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | AES0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | — | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CI | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | CI0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | — | The Hershey Company Common Stock (HSY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | HSY | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | HSY0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | — | The Kraft Heinz Company - Common Stock (KHC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | KHC | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | KHC0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | — | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TTD | P | 02/26/2025 | 02/26/2025 | $1,001 - $15,000 | 1.00 | TTD0.98 | BuyBuy | Self | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | — | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TMO | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | TMO0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | — | Twilio Inc. Class A Common Stock (TWLO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TWLO | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | TWLO0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | — | Twilio Inc. Class A Common Stock (TWLO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | TWLO | P | 03/04/2025 | 03/04/2025 | $1,001 - $15,000 | 1.00 | TWLO0.98 | BuyBuy | Self | Mar 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | — | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | UBER | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | UPS | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | UPS0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | — | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | URI | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | URI0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | UNH | S | 02/25/2025 | 02/25/2025 | $15,001 - $50,000 | 1.00 | UNH0.98 | SellSell | Self | Feb 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 106 | — | Viatris Inc. - Common Stock (VTRS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | VTRS | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | VTRS0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | — | Visa Inc. (V) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | V | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | — | W.W. Grainger, Inc. Common Stock (GWW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | GWW | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | GWW0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | — | Waters Corporation Common Stock (WAT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | WAT | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | WAT0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | — | West Pharmaceutical Services, Inc. Common Stock (WST) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | WST | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | WST0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | — | Weyerhaeuser Company Common Stock (WY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | WY | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | WY0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | — | Zoetis Inc. Class A Common Stock (ZTS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ZTS | S | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ZTS0.98 | SellSell | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | — | Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | ZM | P | 02/25/2025 | 02/25/2025 | $1,001 - $15,000 | 1.00 | ZM0.98 | BuyBuy | Self | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | — | Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | ZM | P | 03/04/2025 | 03/04/2025 | $1,001 - $15,000 | 1.00 | ZM0.98 | BuyBuy | Self | Mar 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |