| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Gift | $0 | -185,936 | -41% | $0.000000 | 273,035 | 31 Jan 2025 | By Spouse | F1 |
| holding | JPM | Common Stock | 1,322,150 | 31 Jan 2025 | Direct | F2 | |||||
| holding | JPM | Common Stock | 8,809 | 31 Jan 2025 | By 401(k) | ||||||
| holding | JPM | Common Stock | 4,047,666 | 31 Jan 2025 | By Family Trusts | ||||||
| holding | JPM | Common Stock | 1,535,334 | 31 Jan 2025 | By GRATs | ||||||
| holding | JPM | Common Stock | 152,940 | 31 Jan 2025 | By LLC | F3 |
| Id | Content |
|---|---|
| F1 | Contribution to a non profit organization. |
| F2 | Balance reflects a) 280,596 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on May 13, 2024; b) 261,236 shares transferred from a GRAT to the Grantor on May 13, 2024; c) 515,857 shares transferred from a GRAT to the Grantor on May 14, 2024; and d) 339,584 shares transferred from a GRAT to the Grantor's Family Trust on May 14, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |
| F3 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |