| Transactions with parties in interest |
Transactions with parties in interest Certain Plan investments are managed by parties that meet the definition of party in interest, as defined by ERISA. The following summary of transactions qualify as party-in-interest transactions for the years ended December 31, 2025 and 2024. | | | | | | | | | | | | | | | | Aggregate cost of purchases | Aggregate proceeds from sales and distributions to participants | | 2025 | 2024 | 2025 | 2024 | | | | | | | JPMorgan Chase & Co. common stock | $ | 867,187,255 | | $ | 722,047,072 | | $ | 1,388,284,986 | | $ | 1,311,338,179 | | | Funds managed or co-managed by JPMorgan Investment Management Inc.: | | | | | | Core Bond Fund | 90,942,399 | | 87,921,295 | | 72,552,743 | | 55,874,504 | | | Emerging Markets Debt Fund | 24,159,513 | | 21,171,215 | | 18,364,539 | | 14,741,055 | | | Short-Term Fixed Income Fund | 471,567,727 | | 332,749,207 | | 425,735,705 | | 294,317,894 | | | Small Cap Core Fund | 31,986,303 | | 69,793,432 | | 117,421,104 | | 111,574,233 | | | Stable Value Fund | 756,458,091 | | 548,031,372 | | 805,509,853 | | 814,374,401 | |
The Plan Sponsor, JPMorgan Chase Bank, N.A., provides certain administrative services to the Plan and is reimbursed for these services, which totaled $1,124,247 and $1,292,297 for the years ended December 31, 2025 and 2024, respectively.
|