JAMES DIMON - 14 May 2025 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Role
Chairman & CEO, Director
Signature
/s/ Holly Youngwood under POA
Issuer symbol
JPM
Transactions as of
14 May 2025
Net transactions value
$0
Form type
4
Filing time
15 May 2025, 17:30:42 UTC
Previous filing
14 Apr 2025
Next filing
21 Jan 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
DIMON JAMES Chairman & CEO, Director 383 MADISON AVENUE, NEW YORK /s/ Holly Youngwood under POA 15 May 2025 0001195345

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction JPM Common Stock Gift $0 -37,812 -100% $0.000000 0 14 May 2025 By GRATs F1
holding JPM Common Stock 1,757,862 14 May 2025 Direct F1
holding JPM Common Stock 8,904 14 May 2025 By 401(k)
holding JPM Common Stock 4,278,796 14 May 2025 By Family Trusts F1
holding JPM Common Stock 116,466 14 May 2025 By LLC F2
holding JPM Common Stock 273,035 14 May 2025 By Spouse
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Balances reflect a) 427,371 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor; b) 123,624 shares transferred from a GRAT to Family Trusts; c) 9,134 shares transferred from a GRAT to the Grantor; and d) 454,428 shares transferred from a GRAT to Family Trusts on May 14, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13.
F2 Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest.