Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | JPM | Common Stock | Sale | -$617K | -5.14K | -1.99% | $120.05 | 253K | Oct 18, 2022 | Direct | F1, F2 |
holding | JPM | Common Stock | 23.7K | Oct 18, 2022 | By Family Trust | ||||||
holding | JPM | Common Stock | 132K | Oct 18, 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. |