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AMJB

JPMORGAN CHASE & CO

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Tapewire entity
2795
SEC CIK
0000019617
Parsed reports
2,624

Last 12 months

Inside the activity.

0 purchase rows · 43 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202608
Feb 2026014
Mar 202601
Apr 202608
May 202608
Jun 202601
Jul 202600
Aug 202601
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 14, 2026 Filed Oct 15, 2026 22:47 UTC GiftCommon Stock 30,000 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-008428 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,166.9615

F1 · kind: Contribution to a non-profit organization.

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:16 UTC GrantCommon Stock 120.908 $330.83 $39,999.99
Disclosure

SEC source: 0001225208-26-008052 · doc4.xml · nonDerivative · entry 1

NOVAKOVIC PHEBE N · CIK 0001222195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,761.5744

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:16 UTC GrantCommon Stock 120.908 $330.83 $39,999.99
Disclosure

SEC source: 0001225208-26-008053 · doc4.xml · nonDerivative · entry 1

Rometty Virginia M · CIK 0001333712 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,218.6756

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:16 UTC GrantCommon Stock 136.0215 $330.83 $44,999.99
Disclosure

SEC source: 0001225208-26-008051 · doc4.xml · nonDerivative · entry 1

HOBSON MELLODY L · CIK 0001169896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,210.8076

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:16 UTC GrantCommon Stock 170.0269 $330.83 $56,250.00
Disclosure

SEC source: 0001225208-26-008050 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,166.9615

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 10, 2026 Filed Sep 10, 2026 20:27 UTC
Leopold RobinHead of Human Resources
SaleCommon Stock 2,500 $352.81 $882,026.50
Disclosure

SEC source: 0001225208-26-007727 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 71,047

Read SEC document
August 11, 2026 Filed Aug 11, 2026 20:59 UTC
Leopold RobinHead of Human Resources
SaleCommon Stock 2,500 $361.41 $903,518.00
Disclosure

SEC source: 0001225208-26-007064 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,547

Read SEC document
July 27, 2026 Filed Jul 28, 2026 20:18 UTC
Friedman StaceyGeneral Counsel
GiftCommon Stock 166 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-006750 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,795

Read SEC document
July 24, 2026 Filed Jul 28, 2026 20:17 UTC
Petno Douglas BCo-President; CEO CIB
GiftCommon Stock 864 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-006749 · doc4.xml · nonDerivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-President; CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,755

Read SEC document
June 30, 2026 Filed Jul 1, 2026 20:16 UTC GrantCommon Stock 171.8449 $327.33 $56,249.99
Disclosure

SEC source: 0001225208-26-006275 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 208,303.102

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2026 Filed Jul 1, 2026 20:16 UTC GrantCommon Stock 137.4759 $327.33 $44,999.99
Disclosure

SEC source: 0001225208-26-006276 · doc4.xml · nonDerivative · entry 1

HOBSON MELLODY L · CIK 0001169896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,965.7605

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2026 Filed Jul 1, 2026 20:16 UTC GrantCommon Stock 122.2008 $327.33 $39,999.99
Disclosure

SEC source: 0001225208-26-006277 · doc4.xml · nonDerivative · entry 1

NOVAKOVIC PHEBE N · CIK 0001222195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,582.5596

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2026 Filed Jul 1, 2026 20:16 UTC GrantCommon Stock 122.2008 $327.33 $39,999.99
Disclosure

SEC source: 0001225208-26-006278 · doc4.xml · nonDerivative · entry 1

Rometty Virginia M · CIK 0001333712 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,032.2448

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 24, 2026 Filed Jun 26, 2026 21:11 UTC
Erdoes Mary E.CEO Asset & Wealth Management
GrantRestricted Stock Units · Derivative 60,214 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-006216 · doc4.xml · derivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,214

Underlying: Common Stock · 60,214 shares

Expires 2029-06-24

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.

F2 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial results. In addition, all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.

F3 · derivative.exercise_date: The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026.

Read SEC document
June 24, 2026 Filed Jun 26, 2026 21:11 UTC
Petno Douglas BCo-President; CEO CIB
GrantRestricted Stock Units · Derivative 90,321 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-006217 · doc4.xml · derivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-President; CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,321

Underlying: Common Stock · 90,321 shares

Expires 2029-06-24

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.

F2 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial results. In addition, all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.

F3 · derivative.exercise_date: The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026.

Read SEC document
June 24, 2026 Filed Jun 26, 2026 21:11 UTC
Rohrbaugh Troy LCo-President; CEO CCB
GrantRestricted Stock Units · Derivative 90,321 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-006218 · doc4.xml · derivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-President; CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,321

Underlying: Common Stock · 90,321 shares

Expires 2029-06-24

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.

F2 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial results. In addition, all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.

F3 · derivative.exercise_date: The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026.

Read SEC document
June 24, 2026 Filed Jun 26, 2026 21:11 UTC
Piepszak JenniferChief Operating Officer
GrantRestricted Stock Units · Derivative 60,214 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-006219 · doc4.xml · derivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,214

Underlying: Common Stock · 60,214 shares

Expires 2029-06-24

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.

F2 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial results. In addition, all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.

F3 · derivative.exercise_date: The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026.

Read SEC document
June 22, 2026 Filed Jun 22, 2026 21:00 UTC
Friedman StaceyGeneral Counsel
SaleCommon Stock 5,467 $330.73 $1,808,121.14
Disclosure

SEC source: 0001225208-26-006142 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 40,961

Read SEC document
May 20, 2026 Filed May 20, 2026 20:54 UTC
Friedman StaceyGeneral Counsel
SaleCommon Stock 5,468 $300.27 $1,641,855.58
Disclosure

SEC source: 0001225208-26-005514 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,428

F1 · balance_after: Balances reflect a) 9,204 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on May 8, 2026; b) 7,517 shares transferred from a GRAT to the Grantor on May 8, 2026; c) 2,592 shares transferred from a GRAT to a Family Trust on May 11, 2026; d) 17,553 shares transferred from a GRAT to the Grantor on May 14, 2026; and e) 54,385 shares transferred from the Grantor to fund a GRAT on May 15, 2026. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13.

Read SEC document
May 15, 2026 Filed May 15, 2026 22:35 UTC
Beer Lori AChief Information Officer
SaleCommon Stock 3,165 $300.05 $949,658.25
Disclosure

SEC source: 0001225208-26-005408 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 66,783

Read SEC document
May 15, 2026 Filed May 15, 2026 22:35 UTC
Petno Douglas BCo-CEO CIB
SaleCommon Stock 5,659 $300.05 $1,697,982.95
Disclosure

SEC source: 0001225208-26-005409 · doc4.xml · nonDerivative · entry 2

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 224,619

Read SEC document
May 15, 2026 Filed May 15, 2026 22:35 UTC SaleCommon Stock 6,427 $298.36 $1,917,530.80
Disclosure

SEC source: 0001225208-26-005410 · doc4.xml · nonDerivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 76,402

F1 · balance_after: Balances reflect a) 30,148 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to Grantor on May 14, 2026; b) 7,155 shares transferred from a GRAT to the Grantor on May 14, 2026; and c) 10,740 shares transferred from a GRAT to a Family Trust on May 15, 2026. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13.

Read SEC document
May 15, 2026 Filed May 15, 2026 22:35 UTC
Erdoes Mary E.CEO Asset & Wealth Management
SaleCommon Stock 6,648 $298.36 $1,983,526.53
Disclosure

SEC source: 0001225208-26-005411 · doc4.xml · nonDerivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 632,399

Read SEC document
May 14, 2026 Filed May 15, 2026 22:35 UTC
Petno Douglas BCo-CEO CIB
GiftCommon Stock 135,027 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-005409 · doc4.xml · nonDerivative · entry 3

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Indirect · By Spouse

Disclosed balance after: 135,027

Read SEC document
May 14, 2026 Filed May 15, 2026 22:35 UTC
Petno Douglas BCo-CEO CIB
GiftCommon Stock 135,027 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-005409 · doc4.xml · nonDerivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 230,278

F1 · balance_after: Balance reflects 16,502 shares transferred from the Grantor to a Grantor Retained Annuity Trust ("GRAT") on May 14, 2026. This transaction is exempt from Section 16(b) pursuant to Rule 16a-13.

Read SEC document
May 05, 2026 Filed May 5, 2026 21:26 UTC
Piepszak JenniferChief Operating Officer
SaleCommon Stock 4,919 $309.42 $1,522,037.47
Disclosure

SEC source: 0001225208-26-004965 · doc4.xml · nonDerivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 85,082

Read SEC document
May 05, 2026 Filed May 5, 2026 21:26 UTC
BACON ASHLEYChief Risk Officer
SaleCommon Stock 4,070 $309.42 $1,259,356.49
Disclosure

SEC source: 0001225208-26-004966 · doc4.xml · nonDerivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 248,785

Read SEC document
May 05, 2026 Filed May 5, 2026 21:26 UTC
Barnum JeremyChief Financial Officer
SaleCommon Stock 3,022 $309.41 $935,031.58
Disclosure

SEC source: 0001225208-26-004967 · doc4.xml · nonDerivative · entry 1

Barnum Jeremy · CIK 0001863986 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,438

Read SEC document
April 15, 2026 Filed Apr 15, 2026 20:58 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 130,488 $306.56 $40,002,009.82
Disclosure

SEC source: 0001225208-26-004520 · doc4.xml · nonDerivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,680,625

Read SEC document
April 15, 2026 Filed Apr 15, 2026 21:49 UTC
BACON ASHLEYChief Risk Officer
SaleCommon Stock 7,558 $306.55 $2,316,931.35
Disclosure

SEC source: 0001225208-26-004521 · doc4.xml · nonDerivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 252,855

Read SEC document
April 15, 2026 Filed Apr 15, 2026 21:49 UTC
Barnum JeremyChief Financial Officer
SaleCommon Stock 5,611 $306.55 $1,720,064.39
Disclosure

SEC source: 0001225208-26-004522 · doc4.xml · nonDerivative · entry 1

Barnum Jeremy · CIK 0001863986 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,460

Read SEC document
April 15, 2026 Filed Apr 15, 2026 21:49 UTC
Beer Lori AChief Information Officer
SaleCommon Stock 3,166 $306.59 $970,659.82
Disclosure

SEC source: 0001225208-26-004523 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,948

Read SEC document
April 15, 2026 Filed Apr 15, 2026 21:50 UTC
Erdoes Mary E.CEO Asset & Wealth Management
SaleCommon Stock 12,345 $306.57 $3,784,553.57
Disclosure

SEC source: 0001225208-26-004524 · doc4.xml · nonDerivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 639,047

Read SEC document
April 15, 2026 Filed Apr 15, 2026 21:50 UTC SaleCommon Stock 6,427 $306.57 $1,970,303.54
Disclosure

SEC source: 0001225208-26-004525 · doc4.xml · nonDerivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 130,872

Read SEC document
April 15, 2026 Filed Apr 15, 2026 21:50 UTC
Petno Douglas BCo-CEO CIB
SaleCommon Stock 5,660 $306.58 $1,735,219.03
Disclosure

SEC source: 0001225208-26-004526 · doc4.xml · nonDerivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 381,807

Read SEC document
April 15, 2026 Filed Apr 15, 2026 21:50 UTC
Piepszak JenniferChief Operating Officer
SaleCommon Stock 9,136 $306.56 $2,800,712.97
Disclosure

SEC source: 0001225208-26-004527 · doc4.xml · nonDerivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,001

Read SEC document
March 31, 2026 Filed Apr 1, 2026 20:16 UTC GrantCommon Stock 152.978 $294.16 $45,000.01
Disclosure

SEC source: 0001225208-26-004123 · doc4.xml · nonDerivative · entry 1

HOBSON MELLODY L · CIK 0001169896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,704.9847

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2026 Filed Apr 1, 2026 20:16 UTC GrantCommon Stock 191.2225 $294.16 $56,250.01
Disclosure

SEC source: 0001225208-26-004122 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,343.0323

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2026 Filed Apr 1, 2026 20:16 UTC GrantCommon Stock 135.9804 $294.16 $39,999.99
Disclosure

SEC source: 0001225208-26-004124 · doc4.xml · nonDerivative · entry 1

NOVAKOVIC PHEBE N · CIK 0001222195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,394.8914

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 31, 2026 Filed Apr 1, 2026 20:16 UTC GrantCommon Stock 135.9804 $294.16 $39,999.99
Disclosure

SEC source: 0001225208-26-004125 · doc4.xml · nonDerivative · entry 1

Rometty Virginia M · CIK 0001333712 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,836.1425

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
BACON ASHLEYChief Risk Officer
Exercise / conversionPerformance Share Units · Derivative 47,213.4479 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004046 · doc4.xml · derivative · entry 3

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 47,213.4479 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
BACON ASHLEYChief Risk Officer
Tax withholdingCommon Stock 23,957.4479 $295.04 $7,068,405.43
Disclosure

SEC source: 0001225208-26-004046 · doc4.xml · nonDerivative · entry 2

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 260,413

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March 25, 2026 Filed Mar 27, 2026 20:16 UTC
BACON ASHLEYChief Risk Officer
Exercise / conversionCommon Stock 47,213.4479 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004046 · doc4.xml · nonDerivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284,370.4479

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

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March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Barnum JeremyChief Financial Officer
Exercise / conversionPerformance Share Units · Derivative 38,629.1557 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004047 · doc4.xml · derivative · entry 3

Barnum Jeremy · CIK 0001863986 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 38,629.1557 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

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March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Barnum JeremyChief Financial Officer
Tax withholdingCommon Stock 21,362.1557 $295.04 $6,302,690.42
Disclosure

SEC source: 0001225208-26-004047 · doc4.xml · nonDerivative · entry 2

Barnum Jeremy · CIK 0001863986 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,071

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Barnum JeremyChief Financial Officer
Exercise / conversionCommon Stock 38,629.1557 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004047 · doc4.xml · nonDerivative · entry 1

Barnum Jeremy · CIK 0001863986 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,433.1557

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

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March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Beer Lori AChief Information Officer
Exercise / conversionPerformance Share Units · Derivative 28,327.8685 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004048 · doc4.xml · derivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 28,327.8685 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

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March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Beer Lori AChief Information Officer
Tax withholdingCommon Stock 15,665.8685 $295.04 $4,622,057.84
Disclosure

SEC source: 0001225208-26-004048 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,114

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Beer Lori AChief Information Officer
Exercise / conversionCommon Stock 28,327.8685 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004048 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,779.8685

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

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March 25, 2026 Filed Mar 27, 2026 20:16 UTC
DIMON JAMESDirector · Chairman & CEO
Exercise / conversionPerformance Share Units · Derivative 320,473.2133 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004049 · doc4.xml · derivative · entry 7

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 320,473.2133 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F4 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F4 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F4 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.