| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Sale | $1,178,009 | -4,232 | -3.6% | $278.36 | 114,275 | 18 Feb 2025 | By GRATs | |
| holding | JPM | Common Stock | 95,594 | 18 Feb 2025 | Direct | ||||||
| holding | JPM | Common Stock | 19,628 | 18 Feb 2025 | By Family Trust |
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).