JPM Form 4: Officer reports 809-share transfer; 358,664 direct
Rhea-AI Filing Summary
JPMorgan Chase & Co. (JPM) reported an insider transaction by a company officer (Co‑CEO of CIB). On 11/04/2025, the officer reported a Code G transfer of 809 shares of common stock at $0.0000 per share. Following the transaction, beneficial ownership stood at 358,664 shares held directly and 70,457 shares held indirectly by Family Trusts.
The footnote states balances reflect prior movements on August 15, 2025, including transfers of 7,500 shares from a GRAT to the Grantor and 18,030 shares from a GRAT to a Family Trust, which are noted as exempt under Rule 16a‑13.
Positive
- None.
Negative
- None.
Insights
Administrative insider transfer with no open‑market selling.
This Form 4 records a Code G transfer of 809 JPM common shares at $0.0000, indicating a gift or intra‑family/trust transfer rather than a market sale. Post‑transaction holdings are 358,664 direct and 70,457 indirect via Family Trusts.
The footnote cites earlier GRAT-related transfers on August 15, 2025 (7,500 to the Grantor; 18,030 to a Family Trust) as exempt under Rule 16a‑13. Such movements typically do not signal valuation views; actual impact depends on future transactions disclosed in subsequent filings.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 809 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- F1. Balances reflect a) 7,500 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor and b) 18,030 shares transferred from a GRAT to a Family Trust on August 15, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13.
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