| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Sale | -$2.32M | -12.7K | -0.31% | $182.73 | 4.02M | Feb 22, 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | -$5.13M | -28.1K | -0.7% | $182.73 | 3.99M | Feb 22, 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | -$5.13M | -28.1K | -0.7% | $182.73 | 3.96M | Feb 22, 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | -$15.4M | -84.4K | -2.13% | $182.74 | 3.88M | Feb 22, 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | -$15.4M | -84.4K | -2.18% | $182.74 | 3.79M | Feb 22, 2024 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | -$15.4M | -84.4K | -2.22% | $182.74 | 3.71M | Feb 22, 2024 | By Family Trusts | F1 |
| transaction | JPM | Common Stock | Sale | -$15.3M | -83.5K | -2.53% | $182.74 | 3.21M | Feb 22, 2024 | By GRATs | |
| transaction | JPM | Common Stock | Sale | -$25.4M | -139K | -4.32% | $182.73 | 3.07M | Feb 22, 2024 | By GRATs | |
| transaction | JPM | Common Stock | Sale | -$25.4M | -139K | -4.52% | $182.73 | 2.93M | Feb 22, 2024 | By GRATs | F1 |
| transaction | JPM | Common Stock | Sale | -$25.4M | -139K | -18.9% | $182.73 | 595K | Feb 22, 2024 | By Spouse | |
| holding | JPM | Common Stock | 312K | Feb 22, 2024 | Direct | ||||||
| holding | JPM | Common Stock | 8.71K | Feb 22, 2024 | By 401(k) | ||||||
| holding | JPM | Common Stock | 153K | Feb 22, 2024 | By LLC | F2 |
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 | Balance reflects 1,026,788 shares transferred from a GRAT to the Grantor's Family Trusts on Feb 12, 2024. 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. |