| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Purchase | $50,448 | +375 | +1.7% | $134.53 | 22,040 | 19 Jan 2023 | Direct | |
| holding | JPM | Common Stock | 124,155 | 19 Jan 2023 | By The GWL Living Trust |