| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Gift | $0 | -139K | -30.79% | $0.00 | 312K | May 12, 2023 | Direct | F1 |
| transaction | JPM | Common Stock | Gift | $0 | +139K | +19.94% | $0.00 | 834K | May 12, 2023 | By Spouse | |
| holding | JPM | Common Stock | 8.57K | May 12, 2023 | By 401(k) | ||||||
| holding | JPM | Common Stock | 3M | May 12, 2023 | By Family Trusts | ||||||
| holding | JPM | Common Stock | 4.32M | May 12, 2023 | By GRATs | F1 | |||||
| holding | JPM | Common Stock | 153K | May 12, 2023 | By LLC | F2 |
| Id | Content |
|---|---|
| F1 | Balance reflects a) 484,633 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on May 12, 2023; b) 283,594 shares transferred from a GRAT to the Grantor on May 12, 2023; c) 598,998 shares transferred from a GRAT to the Grantor on May 15, 2023; and d) 1,574,667 shares transferred from Grantor to a GRAT on May 15, 2023. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |
| F2 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |