Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | JPM | Common Stock | Gift | $0 | -678 | -0.24% | $0.00 | 286K | Oct 23, 2023 | Direct | F1 |
holding | JPM | Common Stock | 23.7K | Oct 23, 2023 | By Family Trust | ||||||
holding | JPM | Common Stock | 93.8K | Oct 23, 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. |