JPMorgan Chase co-president Petno gifts shares

Available on EDGAR 11/13/2026 - 04:34 PM EST Accepted by SEC EDGAR 11/13/2026 - 04:32 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

JPMorgan Chase & Co. (JPM) executive Douglas B. Petno, Co-President; CEO CIB, reported bona fide gift transactions on November 12, 2026: 872 and 8,702 common shares disposed of directly, and Family Trusts’ indirect acquisition of 8,702 shares. The Family Trusts held 79,159 shares afterward.

Insider Trade Summary

18,276 shares gifted

Gift 3 txns

Insider Petno Douglas B

Role Co-President; CEO CIB

Type	Security	Shares	Price	Value
Gift	Common Stock	872	$0.00	$0.00
Gift	Common Stock	8,702	$0.00	$0.00
Gift	Common Stock	8,702	$0.00	$0.00
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 214,181 shares (Direct); Common Stock — 79,159 shares (Indirect, By Family Trusts); Common Stock — 16,502 shares (Indirect, By GRAT); Common Stock — 135,027 shares (Indirect, By Spouse)

Holdings Before and After: Common Stock, 223,755 to 214,181 shares (Direct); Common Stock, 70,457 to 79,159 shares (Indirect, By Family Trusts)

Key Figures

Direct gift disposition: 872 shares Direct gift disposition: 8,702 shares Family Trusts indirect acquisition: 8,702 shares +3 more

6 metrics

Direct gift disposition 872 shares Douglas B. Petno; November 12, 2026

Direct gift disposition 8,702 shares Douglas B. Petno; November 12, 2026

Family Trusts indirect acquisition 8,702 shares November 12, 2026

Family Trusts reported holding 79,159 shares After the acquisition reported November 12, 2026

GRAT indirect holding 16,502 shares Reported November 12, 2026

Spouse indirect holding 135,027 shares Reported November 12, 2026

Key Terms

Bona fide gift, GRAT

2 terms

Bona fide gift regulatory

"bona fide gift transactions reported for November 12, 2026"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

GRAT financial

"indirect holding listed as By GRAT"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What JPM shares did Douglas B. Petno gift on November 12, 2026?

Douglas B. Petno reported direct bona fide gift dispositions of 872 and 8,702 common shares. Family Trusts also acquired 8,702 shares indirectly, and the trusts’ reported post-transaction holding was 79,159 shares.

What other indirect JPM holdings were listed for Douglas B. Petno?

The report lists 16,502 shares held by a GRAT and 135,027 shares held by his spouse, both as indirect holdings dated November 12, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a 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). See Instruction 10.

1. Name and Address of Reporting Person^*

Petno Douglas B

(Last) (First) (Middle)

270 PARK AVENUE

(Street)

NEW YORK NEW YORK 10017-2014

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
JPMORGAN CHASE & CO [ JPM ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Co-President; CEO CIB

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/12/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	11/12/2026		G		872	D	$0.0000	222,883	D
Common Stock	11/12/2026		G		8,702	D	$0.0000	214,181	D
Common Stock	11/12/2026		G		8,702	A	$0.0000	79,159	I	By Family Trusts
Common Stock								16,502	I	By GRAT
Common Stock								135,027	I	By Spouse

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

poapetno.txt

	/s/ Denise G. Connors under POA	11/13/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)