James Dimon - Apr 15, 2024 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Chairman & CEO, Director
/s/ Holly Youngwood under POA
Stock symbol
Transactions as of
Apr 15, 2024
Transactions value $
Form type
Date filed
4/15/2024, 04:56 PM
Previous filing
Mar 27, 2024
Next filing
Apr 19, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % Price $ Shares After Date Ownership Footnotes
transaction JPM Common Stock -Sell -$32,824,625 -178,222 -40.26% $184.18 264,461 Apr 15, 2024 Direct
holding JPM Common Stock 8,685 Apr 15, 2024 By 401(k)
holding JPM Common Stock 3,708,082 Apr 15, 2024 By Family Trusts
holding JPM Common Stock 2,932,607 Apr 15, 2024 By GRATs
holding JPM Common Stock 152,940 Apr 15, 2024 By LLC F1
holding JPM Common Stock 595,316 Apr 15, 2024 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).

Explanation of Responses:

Id Content
F1 Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest.