JPMorgan HR chief reports 132-share stock transfer

JPMorgan Chase executive Robin Leopold, Head of Human Resources, reported exempt internal transfers of company stock involving family trusts.

Rhea-AI Filing Summary

JPMorgan Chase executive Robin Leopold, Head of Human Resources, reported exempt internal transfers of company stock involving family trusts. On February 3, 2026, Form 4 shows two transactions coded "G" for 132 shares of JPMorgan Chase common stock at $0.0000 per share, reflecting non-sale trust movements.

After these transfers, Leopold beneficially owned 65,785 shares directly and 9,201 shares indirectly through grantor retained annuity trusts, including a spouse’s GRAT. The filing notes these transfers are exempt from Section 16 under Rule 16a-13, indicating no open-market buying or selling.

Insider Trade Summary

264 shares gifted

Gift 3 txns

Insider Leopold Robin

Role Head of Human Resources

Type	Security	Shares	Price	Value
Gift	Common Stock	132	$0.00	$0.00
Gift	Common Stock	132	$0.00	$0.00
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 65,785 shares (Direct); Common Stock — 9,201 shares (Indirect, By Spouse's GRAT); Common Stock — 9,201 shares (Indirect, By GRAT)

Footnotes (3)

1. F1. Balance reflects (a) 132 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 132 shares from Grantor Retained Annuity Trust to the Grantor on February 3, 2026. These transfers are exempt from Section 16 pursuant to Rule 16a-13.
2. F2. Balance reflects 132 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 3, 2026. This transfer is exempt from Section 16 pursuant to Rule 16a-13.
3. F3. Balance reflects 132 shares transferred from Grantor Retained Annuity Trust to the Grantor on February 3, 2026. This transfer is exempt from Section 16 pursuant to Rule 16a-13.

FAQ

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

What insider transaction did JPM (JPMorgan Chase) report for Robin Leopold?

Robin Leopold reported exempt internal transfers of 132 JPMorgan Chase common shares between family grantor retained annuity trusts and the grantor. These movements were coded "G" on Form 4 and did not involve open‑market buying or selling activity.

How many JPMorgan Chase shares does Robin Leopold hold after this Form 4 filing?

After the reported transactions, Robin Leopold beneficially owns 65,785 JPMorgan Chase common shares directly and 9,201 shares indirectly through grantor retained annuity trusts. The indirect holdings include a spouse’s GRAT, as disclosed in the Form 4 footnotes.

What does transaction code "G" mean in the JPM Form 4 for Robin Leopold?

Transaction code "G" on Robin Leopold’s Form 4 indicates a transfer of shares, not a market purchase or sale. Here, 132 JPMorgan Chase shares moved between family grantor retained annuity trusts and the grantor, with no price paid and Rule 16a‑13 exemption.

Are Robin Leopold’s JPMorgan Chase stock transfers taxable insider sales?

The filing characterizes the movements as transfers exempt from Section 16 under Rule 16a‑13, not open‑market sales. Shares moved between grantor retained annuity trusts and the grantor at $0.0000 per share, which typically reflects internal estate or trust structuring.

How are Robin Leopold’s indirect JPM holdings structured according to the Form 4?

The Form 4 shows 9,201 JPMorgan Chase shares held indirectly through grantor retained annuity trusts, including a spouse’s GRAT. These holdings are reported as indirect beneficial ownership, distinguishing them from Leopold’s directly held 65,785 JPM shares.

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

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Accepted by SEC EDGAR 02/04/2026 - 04:18 PM Learn about SEC filing dates

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^*

Leopold Robin

(Last) (First) (Middle)

270 PARK AVENUE

(Street)

NEW YORK NY 10017-2014

(City) (State) (Zip)

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)
	Head of Human Resources

3. Date of Earliest Transaction (Month/Day/Year)
02/03/2026

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

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

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

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	02/03/2026		G		132	A	$0.0000	65,785(1)	D
Common Stock	02/03/2026		G		132	D	$0.0000	9,201(2)	I	By Spouse's GRAT
Common Stock								9,201(3)	I	By GRAT

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:

1. Balance reflects (a) 132 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 132 shares from Grantor Retained Annuity Trust to the Grantor on February 3, 2026. These transfers are exempt from Section 16 pursuant to Rule 16a-13.

2. Balance reflects 132 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 3, 2026. This transfer is exempt from Section 16 pursuant to Rule 16a-13.

3. Balance reflects 132 shares transferred from Grantor Retained Annuity Trust to the Grantor on February 3, 2026. This transfer is exempt from Section 16 pursuant to Rule 16a-13.

	/s/ Holly Youngwood under POA	02/04/2026
	** 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.