| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Sale | -$22.5M | -83.5K | -2.06% | $269.84 | 3.96M | Feb 20, 2025 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | -$35.5M | -132K | -3.44% | $269.84 | 3.7M | Feb 20, 2025 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | -$35.5M | -132K | -3.32% | $269.84 | 3.83M | Feb 20, 2025 | By Family Trusts | |
| transaction | JPM | Common Stock | Sale | -$26M | -96.4K | -6.28% | $269.84 | 1.44M | Feb 20, 2025 | By GRATs | |
| transaction | JPM | Common Stock | Sale | -$104M | -387K | -26.86% | $269.84 | 1.05M | Feb 20, 2025 | By GRATs | |
| transaction | JPM | Common Stock | Sale | -$2.4M | -8.89K | -5.81% | $269.84 | 144K | Feb 20, 2025 | By LLC | F1 |
| transaction | JPM | Common Stock | Sale | -$7.44M | -27.6K | -19.15% | $269.84 | 116K | Feb 20, 2025 | By LLC | F1 |
| holding | JPM | Common Stock | 1.32M | Feb 20, 2025 | Direct | ||||||
| holding | JPM | Common Stock | 8.83K | Feb 20, 2025 | By 401(k) | ||||||
| holding | JPM | Common Stock | 273K | Feb 20, 2025 | 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).
| Id | Content |
|---|---|
| F1 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |