| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Sale | $617,055 | -5,140 | -2% | $120.05 | 253,150 | 18 Oct 2022 | Direct | F1, F2 |
| holding | JPM | Common Stock | 23,669 | 18 Oct 2022 | By Family Trust | ||||||
| holding | JPM | Common Stock | 131,517 | 18 Oct 2022 | By GRATs | F2 |
| Id | Content |
|---|---|
| F1 | Sale pursuant to 10b5-1 plan dated August 5, 2022 |
| F2 | Balance reflects a) 87,517 shares transferred from Grantor to Grantor Retained Annuity Trusts on May 11, 2022; and b) 44,000 shares transferred from Grantor to Grantor Retained Annuity Trust on August 15, 2022. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |