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Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
19617	Jpmorgan Chase & Co	JPM	National Commercial Banks (6021)	132624428

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1566079	Marianne Lake	383 Madison Avenue New York NY 10179-0001	Co-Ceo Ccb	No	Yes	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership
Common Stock	Acquisiton	2023-01-13	16,103	$0.00	97,592	No	4	M	Direct
Common Stock	Acquisiton	2023-01-13	15,942	$0.00	113,534	No	4	M	Direct
Common Stock	Disposition	2023-01-13	16,670	$139.15	96,864	No	4	F	Direct
Common Stock	Disposition	2023-01-17	10,000	$141.00	86,864	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership
No	4	M	Direct
No	4	M	Direct
No	4	F	Direct
No	4	S	Direct

Reported Derivative Transactions

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Restricted Stock Units	Disposition	2023-01-13	15,942	$0.00	15,942	$0.00
Common Stock	Restricted Stock Units	Disposition	2023-01-13	16,103	$0.00	16,103	$0.00

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
0		2023-01-13	No	4	M	Direct
16,103		2024-01-13	No	4	M	Direct

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	11,763	Indirect	By Family Trust
Common Stock	113,473	Indirect	By GRATs

Footnotes

Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.
Balance reflects a) 9,697 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on April 20, 2022; b) 6,126 shares transferred from a GRAT to the Grantor on April 27, 2022; and c) 41,823 shares transferred from the Grantor to fund a new GRAT on April 28, 2022. These transfers are exempt from Section 16 pursuant to Rule 16a-13.
Sale pursuant to 10b5-1 plan dated November 14, 2022.
Balance reflects a) 6,126 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on April 27, 2022 b) 41,823 shares transferred from the Grantor for funding of a Grantor Retained Annuity Trust on April 28, 2022. These transfers are exempt from Section 16 pursuant to Rule 16a-13.
Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023.
Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024.