Form 4: James Dimon Reports Changes in Beneficial Ownership of JPMorgan Chase & Co. Stock
SEC Form 4 Filing
James Dimon, Chairman & CEO of JPMorgan Chase & Co., reports a gift of common stock to a non-profit organization and updates to his beneficial ownership.
Summary
- James Dimon, Chairman & CEO of JPMorgan Chase & Co., filed a Form 4 with the SEC on April 19, 2024, reporting changes in his beneficial ownership of JPMorgan Chase & Co. stock.
- The reported transactions include a contribution of common stock to a non-profit organization.
- Following the reported transaction, Dimon directly owns 264,461 shares of common stock.
- Dimon also indirectly owns shares through his spouse (458,971 shares), 401(k) (8,684.8831 shares), family trusts (3,708,082 shares), GRATs (2,932,607 shares), and an LLC (152,940 shares).
Sentiment
Score: 5
Explanation: The document is a routine regulatory filing, so the sentiment is neutral. It simply reports changes in stock ownership.
Industry Context
Form 4 filings are a routine part of corporate governance, providing transparency into the trading activities of company insiders. This filing indicates changes in Dimon's holdings, which are closely watched by investors.
Stakeholder Impact
- The filing provides transparency to shareholders regarding the stock ownership of the company's CEO.
Key Dates
| Date | Description |
|---|---|
| 04/19/2024 | Date of transaction (gift of stock to non-profit) and filing date of Form 4. |
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