| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Sale | $22,531,415 | -83,500 | -2.1% | $269.84 | 3,964,166 | 20 Feb 2025 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | $35,540,541 | -131,711 | -3.4% | $269.84 | 3,700,744 | 20 Feb 2025 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | $35,540,541 | -131,711 | -3.3% | $269.84 | 3,832,455 | 20 Feb 2025 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | $26,017,982 | -96,421 | -6.3% | $269.84 | 1,438,913 | 20 Feb 2025 | By GRATs | |
| transaction | JPM | Common Stock | Sale | $104,303,989 | -386,544 | -27% | $269.84 | 1,052,369 | 20 Feb 2025 | By GRATs | |
| transaction | JPM | Common Stock | Sale | $2,397,774 | -8,886 | -5.8% | $269.84 | 144,054 | 20 Feb 2025 | By LLC | F1 |
| transaction | JPM | Common Stock | Sale | $7,444,271 | -27,588 | -19% | $269.84 | 116,466 | 20 Feb 2025 | By LLC | F1 |
| holding | JPM | Common Stock | 1,322,150 | 20 Feb 2025 | Direct | ||||||
| holding | JPM | Common Stock | 8,831 | 20 Feb 2025 | By 401(k) | ||||||
| holding | JPM | Common Stock | 273,035 | 20 Feb 2025 | 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. |