| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Sale | $32,824,625 | -178,222 | -40% | $184.18 | 264,461 | 15 Apr 2024 | Direct | |
| holding | JPM | Common Stock | 8,685 | 15 Apr 2024 | By 401(k) | ||||||
| holding | JPM | Common Stock | 3,708,082 | 15 Apr 2024 | By Family Trusts | ||||||
| holding | JPM | Common Stock | 2,932,607 | 15 Apr 2024 | By GRATs | ||||||
| holding | JPM | Common Stock | 152,940 | 15 Apr 2024 | By LLC | F1 | |||||
| holding | JPM | Common Stock | 595,316 | 15 Apr 2024 | By Spouse |
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 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |