Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | JPM | Common Stock | Gift | $0 | -186K | -40.51% | $0.00 | 273K | Jan 31, 2025 | By Spouse | F1 |
holding | JPM | Common Stock | 1.32M | Jan 31, 2025 | Direct | F2 | |||||
holding | JPM | Common Stock | 8.81K | Jan 31, 2025 | By 401(k) | ||||||
holding | JPM | Common Stock | 4.05M | Jan 31, 2025 | By Family Trusts | ||||||
holding | JPM | Common Stock | 1.54M | Jan 31, 2025 | By GRATs | ||||||
holding | JPM | Common Stock | 153K | Jan 31, 2025 | By LLC | F3 |
Id | Content |
---|---|
F1 | Contribution to a non profit organization. |
F2 | Balance reflects a) 280,596 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on May 13, 2024; b) 261,236 shares transferred from a GRAT to the Grantor on May 13, 2024; c) 515,857 shares transferred from a GRAT to the Grantor on May 14, 2024; and d) 339,584 shares transferred from a GRAT to the Grantor's Family Trust on May 14, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |
F3 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |