| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Sale | $2,316,893 | -12,679 | -0.31% | $182.73 | 4,017,304 | 22 Feb 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | $5,130,010 | -28,074 | -0.7% | $182.73 | 3,989,230 | 22 Feb 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | $5,129,984 | -28,074 | -0.7% | $182.73 | 3,961,156 | 22 Feb 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | $15,415,286 | -84,358 | -2.1% | $182.74 | 3,876,798 | 22 Feb 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | $15,415,176 | -84,358 | -2.2% | $182.74 | 3,792,440 | 22 Feb 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | $15,415,168 | -84,358 | -2.2% | $182.74 | 3,708,082 | 22 Feb 2024 | By Family Trusts | F1 |
| transaction | JPM | Common Stock | Sale | $15,250,880 | -83,459 | -2.5% | $182.74 | 3,210,285 | 22 Feb 2024 | By GRATs | |
| transaction | JPM | Common Stock | Sale | $25,370,647 | -138,839 | -4.3% | $182.73 | 3,071,446 | 22 Feb 2024 | By GRATs | |
| transaction | JPM | Common Stock | Sale | $25,370,592 | -138,839 | -4.5% | $182.73 | 2,932,607 | 22 Feb 2024 | By GRATs | F1 |
| transaction | JPM | Common Stock | Sale | $25,352,585 | -138,740 | -19% | $182.73 | 595,316 | 22 Feb 2024 | By Spouse | |
| holding | JPM | Common Stock | 311,861 | 22 Feb 2024 | Direct | ||||||
| holding | JPM | Common Stock | 8,707 | 22 Feb 2024 | By 401(k) | ||||||
| holding | JPM | Common Stock | 152,940 | 22 Feb 2024 | By LLC | F2 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | Balance reflects 1,026,788 shares transferred from a GRAT to the Grantor's Family Trusts on Feb 12, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |
| F2 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |