| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $194,937 | +4,185 | +49% | $46.58 | 12,801 | 30 Jul 2021 | Direct | |
| transaction | JPM | Common Stock | Tax liability | $449,226 | -2,947 | -23% | $152.44 | 9,854 | 30 Jul 2021 | Direct | |
| holding | JPM | Common Stock | 10,621 | 30 Jul 2021 | By GRAT | ||||||
| holding | JPM | Common Stock | 10,621 | 30 Jul 2021 | By Spouse's GRAT |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Stock Appreciation Rights | Options Exercise | $0 | -4,185 | -100% | $0.000000* | 0 | 30 Jul 2021 | Common Stock | 4,185 | $46.58 | Direct | F1 |
| Id | Content |
|---|---|
| F1 | Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 17, 2014. Shares resulting from exercise must be held at least five years from the grant date. |