| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Gift | $0 | -678 | -0.24% | $0.000000 | 286,113 | 23 Oct 2023 | Direct | F1 |
| holding | JPM | Common Stock | 23,669 | 23 Oct 2023 | By Family Trust | ||||||
| holding | JPM | Common Stock | 93,831 | 23 Oct 2023 | By GRATs | F1 |
| Id | Content |
|---|---|
| F1 | Balance reflects 10,268 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on Oct. 24, 2023. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |