Official filing metadata
- Filer (as printed)
- Hon. Rob Bresnahan
- Office (as printed)
- PA08
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 8, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 127
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 415
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 · 127
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 | — | AbbVie Inc. Common Stock (ABBV) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ABBV | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | ABBV0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ADBE | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | ADBE0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | — | Align Technology, Inc. - Common Stock (ALGN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ALGN | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | ALGN0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AMZN | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Ameren Corporation Common Stock (AEE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AEE | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | AEE0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | American Tower Corporation (AMT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AMT | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | AMT0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | AMETEK, Inc. (AME) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AME | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | AME0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Amgen Inc. - Common Stock (AMGN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AMGN | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | AMGN0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Amphenol Corporation Common Stock (APH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | APH | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | APH0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ADI | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | ADI0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Applied Materials, Inc. - Common Stock (AMAT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AMAT | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | AMAT0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Archer-Daniels-Midland Company Common Stock (ADM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ADM | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | ADM0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Avery Dennison Corporation Common Stock (AVY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | AVY | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | AVY0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | BAC | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | BAC0.98 | SellSell | Self | Apr 8, 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 | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | BIIB0.98 | SellSell | Self | Apr 8, 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 | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | TECH0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | BR | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | BR0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Cardinal Health, Inc. Common Stock (CAH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CAH | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | CAH0.98 | BuyBuy | Self | Apr 8, 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 | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | CAT0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | CDW Corporation - Common Stock (CDW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CDW | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | CDW0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Centene Corporation Common Stock (CNC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CNC | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | CNC0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | Charles River Laboratories International, Inc. Common Stock (CRL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CRL | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | CRL0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | — | Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CHTR | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | CHTR0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CVX | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | CVX0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | Cloudflare, Inc. Class A Common Stock (NET) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | NET | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | NET0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | CME Group Inc. - Class A Common Stock (CME) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CME | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | CME0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CMCSA | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | CMCSA0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | — | ConAgra Brands, Inc. Common Stock (CAG) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | CAG | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | CAG0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | COP | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | COP0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | — | Constellation Brands, Inc. Common Stock (STZ) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | STZ | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | STZ0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | Corning Incorporated Common Stock (GLW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | GLW | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | GLW0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | Crexendo, Inc. (EXE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | EXE | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | EXE0.95 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 33 | — | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DHI | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | DHI0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DHR | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | DHR0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | — | Darden Restaurants, Inc. Common Stock (DRI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DRI | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | DRI0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | — | DBA Sempra Common Stock (SRE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | SRE | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | SRE0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | — | Dell Technologies Inc. Class C Common Stock (DELL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DELL | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | DELL0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | — | Delta Air Lines, Inc. Common Stock (DAL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DAL | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | DAL0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | — | Devon Energy Corporation Common Stock (DVN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DVN | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | DVN0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | — | Diamondback Energy, Inc. - Common Stock (FANG) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | FANG | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | FANG0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | — | DoorDash, Inc. - Common Stock (DASH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DASH | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | DASH0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | — | Dover Corporation Common Stock (DOV) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DOV | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | DOV0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | Edwards Lifesciences Corporation Common Stock (EW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | EW | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | EW0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | — | Electronic Arts Inc. - Common Stock (EA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | EA | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | EA0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | EQT Corporation Common Stock (EQT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | EQT | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | EQT0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | — | Equifax, Inc. Common Stock (EFX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | EFX | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | EFX0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | — | Eversource Energy (ES) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ES | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | ES0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | — | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | XOM | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | XOM0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | — | First Solar, Inc. - Common Stock (FSLR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | FSLR | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | FSLR0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | — | Ford Motor Company Common Stock (F) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | F | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | F0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | — | Fortive Corporation Common Stock (FTV) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | FTV | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | FTV0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | — | General Dynamics Corporation Common Stock (GD) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | GD | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | GD0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | — | General Motors Company Common Stock (GM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | GM | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | GM0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | — | GoDaddy Inc. Class A Common Stock (GDDY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | GDDY | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | GDDY0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | — | Henry Schein, Inc. - Common Stock (HSIC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | HSIC | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | HSIC0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | — | Honeywell International Inc. (HON) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | HON | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | — | Honeywell International Inc. (HON) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | HON | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | — | Huntington Bancshares Incorporated - Common Stock (HBAN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | HBAN | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | HBAN0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | — | Ingersoll Rand Inc. Common Stock (IR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | IR | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | IR0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | — | IQVIA Holdings, Inc. Common Stock (IQV) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | IQV | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | IQV0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 61 | — | Kellanova Common Stock (K) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | K | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | — | Keysight Technologies Inc. Common Stock (KEYS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | KEYS | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | KEYS0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | — | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | KKR | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | — | Labcorp Holdings Inc. Common Stock (LH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | LH | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | LH0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | — | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | LRCX | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | LRCX0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | — | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | LIN | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | LIN0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | — | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | LOW | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | LOW0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | — | Marathon Petroleum Corporation Common Stock (MPC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MPC | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | MPC0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | — | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MRK | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | MRK0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 70 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | META | S (partial) | 04/16/2025 | 04/16/2025 | $1,001 - $15,000 | 1.00 | META0.98 | PartialPartial sale | Self | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | META | S | 04/17/2025 | 04/17/2025 | $1,001 - $15,000 | 1.00 | META0.98 | SellSell | Self | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | — | Microchip Technology Incorporated - Common Stock (MCHP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MCHP | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | MCHP0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | — | Micron Technology, Inc. - Common Stock (MU) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MU | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | MU0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MSFT | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 75 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | MSFT | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | — | Moderna, Inc. - Common Stock (MRNA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MRNA | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | MRNA0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | — | Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MPWR | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | MPWR0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | — | MSCI Inc. Common Stock (MSCI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | MSCI | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | MSCI0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | — | Newmont Corporation (NEM) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | NEM | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | NEM0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | — | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | NEE | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | NEE0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | — | Nike, Inc. Common Stock (NKE) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | NKE | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | NKE0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | — | Nordson Corporation - Common Stock (NDSN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | NDSN | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | NDSN0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | — | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | NXPI | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | NXPI0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | — | Okta, Inc. - Class A Common Stock (OKTA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | OKTA | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | OKTA0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | — | Old Dominion Freight Line, Inc. - Common Stock (ODFL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ODFL | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | ODFL0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | — | Omnicom Group Inc. Common Stock (OMC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | OMC | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | OMC0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | — | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ORCL | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | ORCL0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | — | PA ST UNIV 5.0% 09/01/2035 DTD 09/10/2024 PAR CALL [GS] filing_status: New | subholding_of: JP Morgan Brokerage Account #4 | — | P | 04/08/2025 | 04/08/2025 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Apr 8, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 89 | — | PACCAR Inc. - Common Stock (PCAR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PCAR | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | PCAR0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PLTR | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | PLTR0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | — | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PYPL | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | — | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PEP | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | PEP0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 93 | — | PTC Inc. - Common Stock (PTC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | PTC | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | PTC0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | — | Reddit, Inc. Class A Common Stock (RDDT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | RDDT | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | RDDT0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | — | Reddit, Inc. Class A Common Stock (RDDT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | RDDT | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | RDDT0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | — | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | REGN | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | REGN0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | — | Revvity, Inc. Common Stock (RVTY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | RVTY | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | RVTY0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | — | Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | RCL | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | RCL0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | — | S&P Global Inc. Common Stock (SPGI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | SPGI | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | SPGI0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 100 | — | Sandisk Corporation - Common Stock (SNDK) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | SNDK | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | SNDK0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | — | Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | STX | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | STX0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | — | Stryker Corporation Common Stock (SYK) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | SYK | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | SYK0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | — | Stryker Corporation Common Stock (SYK) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | SYK | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | SYK0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | — | Super Micro Computer, Inc. - Common Stock (SMCI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | SMCI | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | SMCI0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | — | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TTWO | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | TTWO0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | — | TE Connectivity plc Ordinary Shares (TEL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TEL | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | TEL0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | — | Teledyne Technologies Incorporated Common Stock (TDY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TDY | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | TDY0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | — | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TSLA | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | — | Texas Pacific Land Corporation Common Stock (TPL) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TPL | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | TPL0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | — | Tractor Supply Company - Common Stock (TSCO) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TSCO | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | TSCO0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | — | Truist Financial Corporation Common Stock (TFC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | TFC | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | TFC0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | — | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | UNP | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | UPS | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | UPS0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | — | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | URI | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | URI0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | UNH | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | UNH0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 116 | — | UNIV OF WA WA UNIV REVENUES REF-SER A [GS] filing_status: New | subholding_of: JP Morgan Brokerage Account #4 | — | P | 04/10/2025 | 04/10/2025 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Apr 10, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 117 | — | Verizon Communications Inc. Common Stock (VZ) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | VZ | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | VZ0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 118 | — | Viatris Inc. - Common Stock (VTRS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | VTRS | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | VTRS0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | — | Visa Inc. (V) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | V | P | 04/08/2025 | 04/08/2025 | $15,001 - $50,000 | 1.00 | V0.98 | BuyBuy | Self | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 120 | — | Walt Disney Company (DIS) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | DIS | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | DIS0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 121 | — | Waters Corporation Common Stock (WAT) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | WAT | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | WAT0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | — | WEC Energy Group, Inc. Common Stock (WEC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | WEC | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | WEC0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | — | West Pharmaceutical Services, Inc. Common Stock (WST) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | WST | S | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | WST0.98 | SellSell | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | — | Western Digital Corporation - Common Stock (WDC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | WDC | S | 04/11/2025 | 04/11/2025 | $1,001 - $15,000 | 1.00 | WDC0.98 | SellSell | Self | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 125 | — | Western Digital Corporation - Common Stock (WDC) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account #2 | WDC | S (partial) | 04/10/2025 | 04/10/2025 | $1,001 - $15,000 | 1.00 | WDC0.98 | PartialPartial sale | Self | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | — | Workday, Inc. - Class A Common Stock (WDAY) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | WDAY | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | WDAY0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | — | Zimmer Biomet Holdings, Inc. Common Stock (ZBH) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | ZBH | P | 04/08/2025 | 04/08/2025 | $1,001 - $15,000 | 1.00 | ZBH0.98 | BuyBuy | Self | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |