| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| BURKE STEPHEN B | Director | 270 PARK AVENUE, NEW YORK | /s/ Holly Youngwood under POA | 02 Jan 2026 | 0001203694 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Award | $56,250 | +175 | +0.09% | $322.22 | 205,550 | 31 Dec 2025 | Direct | F1, F2 |
| holding | JPM | Common Stock | 55,245 | 31 Dec 2025 | By GRAT | F2 |
| Id | Content |
|---|---|
| F1 | Deferral of quarterly retainer, payable in common stock following termination of service as director. |
| F2 | Balance reflects 19,755 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on October 15, 2025, pursuant to an agreement entered into on July 23, 2025, under the terms of the GRAT. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |