Name | Relationship | Address | Signature | Signature date | CIK |
---|---|---|---|---|---|
DIMON JAMES | Chairman & CEO, Director | 383 MADISON AVENUE, NEW YORK | /s/ Holly Youngwood under POA | 2025-05-15 | 0001195345 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | JPM | Common Stock | Gift | $0 | -37.8K | -100% | $0.00 | 0 | May 14, 2025 | By GRATs | F1 |
holding | JPM | Common Stock | 1.76M | May 14, 2025 | Direct | F1 | |||||
holding | JPM | Common Stock | 8.9K | May 14, 2025 | By 401(k) | ||||||
holding | JPM | Common Stock | 4.28M | May 14, 2025 | By Family Trusts | F1 | |||||
holding | JPM | Common Stock | 116K | May 14, 2025 | By LLC | F2 | |||||
holding | JPM | Common Stock | 273K | May 14, 2025 | By Spouse |
Id | Content |
---|---|
F1 | Balances reflect a) 427,371 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor; b) 123,624 shares transferred from a GRAT to Family Trusts; c) 9,134 shares transferred from a GRAT to the Grantor; and d) 454,428 shares transferred from a GRAT to Family Trusts on May 14, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13. |
F2 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |