Stacey Friedman - 20 May 2025 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Role
General Counsel
Signature
/s/ Holly Youngwood under POA
Issuer symbol
JPM
Transactions as of
20 May 2025
Transactions value $
-$2,505,410
Form type
4
Filing time
20 May 2025, 17:19:32 UTC
Previous filing
27 Mar 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Friedman Stacey General Counsel 383 MADISON AVENUE, NEW YORK /s/ Holly Youngwood under POA 20 May 2025 0001662926

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction JPM Common Stock Sale -$1.76M -6.61K -15.32% $265.71 36.5K 20 May 2025 Direct F1
transaction JPM Common Stock Sale -$750K -2.82K -3.94% $265.71 68.8K 20 May 2025 By GRAT F1
holding JPM Common Stock 13.6K 20 May 2025 By Trust F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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 Balances reflect a) 6,355 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on May 5, 2025; b) 7,592 shares transferred from a GRAT to a Family Trust on May 5, 2025; c) 16,233 shares transferred from a GRAT to the Grantor on May 7, 2025; and d) 42,636 shares transferred from the Grantor to fund a GRAT on May 14, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13.