Marianne Lake (NYSE: JPM) logs indirect JPMorgan stock sale filing

Rhea-AI Filing Summary

JPMorgan Chase & Co. insider filing: CEO of Consumer & Community Banking Marianne Lake reported an indirect sale of 3,908 shares of JPMorgan common stock on January 16, 2026, coded as an open market sale. The shares were sold at a price of $312.7823 per share through grantor retained annuity trusts (GRATs).

Following this transaction, 121,035 shares of JPMorgan common stock are reported as indirectly held by GRATs associated with her. The filing also reports 79,035 shares held directly and 53,424 shares held indirectly through a family trust.

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

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

X

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^*

Lake Marianne

(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)
	CEO CCB

3. Date of Earliest Transaction (Month/Day/Year)
01/16/2026

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	01/16/2026		S		3,908	D	$312.7823	121,035	I	By GRATs
Common Stock								79,035	D
Common Stock								53,424	I	By Family Trust

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:

	/s/ Holly Youngwood under POA	01/16/2026
	** 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.

FAQ

What insider activity did JPM (JPMorgan Chase & Co.) report for Marianne Lake?

The filing reports that Marianne Lake, CEO of Consumer & Community Banking, reported an indirect sale of 3,908 shares of JPMorgan common stock on January 16, 2026.

At what price were the JPMorgan (JPM) shares sold in this Form 4?

The 3,908 JPMorgan common shares were sold at an average price of $312.7823 per share, as disclosed in the Form 4.

Were the JPM shares sold directly by Marianne Lake or through an entity?

The sale was reported as an indirect transaction, with ownership noted as "By GRATs", indicating the shares were held through grantor retained annuity trusts.

How many JPMorgan shares does Marianne Lake report indirectly holding after the sale?

After the reported sale, the filing shows 121,035 shares of JPMorgan common stock indirectly held through GRATs.

What are Marianne Lake’s other reported JPM share holdings in this filing?

The Form 4 lists 79,035 shares of JPMorgan common stock held directly and 53,424 shares held indirectly by a family trust.

What SEC form was used to disclose this JPMorgan insider transaction?

The transaction was disclosed on Form 4, which reports changes in beneficial ownership of JPMorgan Chase & Co. equity securities by insiders.