AMJB

SEC source: 0001225208-24-004556 · doc4.xml · derivative · entry 8

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 292,666.8592 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 JPMC common stock upon vesting based on the attainment of performance goals.

F6 · 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

F6 · 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

F6 · 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

SEC source: 0001225208-24-004556 · doc4.xml · nonDerivative · entry 2

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,683

SEC source: 0001225208-24-004556 · doc4.xml · nonDerivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 604,527.8592

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

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

SEC source: 0001225208-24-004557 · doc4.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 71,118.8151 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 JPMC 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

SEC source: 0001225208-24-004557 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 601,793

SEC source: 0001225208-24-004557 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 641,121.8151

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

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

SEC source: 0001225208-24-004558 · doc4.xml · derivative · entry 5

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 52,504.414 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 JPMC 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

SEC source: 0001225208-24-004558 · doc4.xml · nonDerivative · entry 2

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,816

SEC source: 0001225208-24-004558 · doc4.xml · nonDerivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,851.414

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

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

SEC source: 0001225208-24-004559 · doc4.xml · derivative · entry 4

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 71,118.8151 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 JPMC 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

SEC source: 0001225208-24-004559 · doc4.xml · nonDerivative · entry 2

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,078.7938

SEC source: 0001225208-24-004559 · doc4.xml · nonDerivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237,407.6089

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

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

SEC source: 0001225208-24-004561 · doc4.xml · derivative · entry 4

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 39,511.1775 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 JPMC 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

SEC source: 0001225208-24-004561 · doc4.xml · nonDerivative · entry 2

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,117

SEC source: 0001225208-24-004561 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,967.1775

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

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

SEC source: 0001225208-24-004560 · doc4.xml · derivative · entry 3

Piepszak Jennifer · CIK 0001775584 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 39,511.1775 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 JPMC 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

SEC source: 0001225208-24-004560 · doc4.xml · nonDerivative · entry 2

Piepszak Jennifer · CIK 0001775584 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,481

SEC source: 0001225208-24-004560 · doc4.xml · nonDerivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,330.1775

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

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

SEC source: 0001225208-24-004562 · doc4.xml · derivative · entry 4

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 23,707.3584 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 JPMC 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

SEC source: 0001225208-24-004562 · doc4.xml · nonDerivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 51,673

SEC source: 0001225208-24-004562 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,783.3584

SEC source: 0001225208-24-004562 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,703.3584

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

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

SEC source: 0001225208-24-004563 · doc4.xml · derivative · entry 5

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,438.3318 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 JPMC 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.

SEC source: 0001225208-24-004563 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,113

SEC source: 0001225208-24-004563 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,310.3318

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

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

SEC source: 0001225208-24-004564 · doc4.xml · derivative · entry 11

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,620

Underlying: Common Stock · 20,904 shares

Expires 2028-03-25

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 JPMC common stock upon vesting based on the attainment of performance goals.

F3 · shares: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 19, 2021: (i) a two-year holding period for the installment vested on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027, and 2028.

F3 · derivative.exercise_date: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 19, 2021: (i) a two-year holding period for the installment vested on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027, and 2028.

F3 · derivative.expiration_date: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 19, 2021: (i) a two-year holding period for the installment vested on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027, and 2028.

SEC source: 0001225208-24-004564 · doc4.xml · derivative · entry 10

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,478

Underlying: Common Stock · 17,826 shares

Expires 2027-03-25

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 JPMC common stock upon vesting based on the attainment of performance goals.

F6 · shares: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 21, 2020: (i) a two-year holding period for the installment vested on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026, and 2027.

F6 · derivative.exercise_date: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 21, 2020: (i) a two-year holding period for the installment vested on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026, and 2027.

F6 · derivative.expiration_date: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 21, 2020: (i) a two-year holding period for the installment vested on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026, and 2027.

SEC source: 0001225208-24-004564 · doc4.xml · derivative · entry 9

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,884

Underlying: Common Stock · 23,442 shares

Expires 2026-03-25

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 JPMC common stock upon vesting based on the attainment of performance goals.

F1 · shares: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 15, 2019: (i) a two-year holding period for the installment vested on March 25, 2022; and (ii) a twelve-month holding period for installments vesting on March 25, 2023, 2024, 2025, and 2026.

F1 · derivative.exercise_date: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 15, 2019: (i) a two-year holding period for the installment vested on March 25, 2022; and (ii) a twelve-month holding period for installments vesting on March 25, 2023, 2024, 2025, and 2026.

F1 · derivative.expiration_date: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 15, 2019: (i) a two-year holding period for the installment vested on March 25, 2022; and (ii) a twelve-month holding period for installments vesting on March 25, 2023, 2024, 2025, and 2026.

SEC source: 0001225208-24-004564 · doc4.xml · derivative · entry 8

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,524

Underlying: Common Stock · 19,523 shares

Expires 2025-03-25

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 JPMC common stock upon vesting based on the attainment of performance goals.

F5 · shares: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 16, 2018: (i) a two-year holding period for the installment vested on March 25, 2021; and (ii) a twelve-month holding period for installments vesting on March 25, 2022, 2023, 2024, and 2025.

F5 · derivative.exercise_date: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 16, 2018: (i) a two-year holding period for the installment vested on March 25, 2021; and (ii) a twelve-month holding period for installments vesting on March 25, 2022, 2023, 2024, and 2025.

F5 · derivative.expiration_date: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 16, 2018: (i) a two-year holding period for the installment vested on March 25, 2021; and (ii) a twelve-month holding period for installments vesting on March 25, 2022, 2023, 2024, and 2025.

SEC source: 0001225208-24-004564 · doc4.xml · derivative · entry 7

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,511.0043 shares

Expires 2024-03-25

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 JPMC common stock upon vesting based on the attainment of performance goals.

F4 · shares: These shares represent JPMC common stock including reinvested dividend equivalents acquired on Mar. 25, 2024 upon settlement of a PSU award granted on Jan. 17, 2017 for the 3-year performance period ended Dec. 31, 2019 (as previously disclosed on a Form 4 filed on Mar. 19, 2020). Mr. Pinto's PSUs are expected to vest in 5 equal installments and settle in shares of common stock on Mar. 25, 2020, 2021, 2022, 2023 & 2024. The 1st, 2nd, 3rd & 4th installments settled in shares of common stock on March 25, 2020, 2021, 2022, and 2023, respectively. Shares, after applicable tax withholding, must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on Jan. 17, 2017: (i) a 2-year holding period for the installment vested on Mar. 25, 2020; (ii) a 12-month holding period for the installment vested on Mar. 25, 2021; and (iii) a 6-month holding period for installments vesting on March 25, 2022, 2023, & 2024.

F4 · derivative.exercise_date: These shares represent JPMC common stock including reinvested dividend equivalents acquired on Mar. 25, 2024 upon settlement of a PSU award granted on Jan. 17, 2017 for the 3-year performance period ended Dec. 31, 2019 (as previously disclosed on a Form 4 filed on Mar. 19, 2020). Mr. Pinto's PSUs are expected to vest in 5 equal installments and settle in shares of common stock on Mar. 25, 2020, 2021, 2022, 2023 & 2024. The 1st, 2nd, 3rd & 4th installments settled in shares of common stock on March 25, 2020, 2021, 2022, and 2023, respectively. Shares, after applicable tax withholding, must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on Jan. 17, 2017: (i) a 2-year holding period for the installment vested on Mar. 25, 2020; (ii) a 12-month holding period for the installment vested on Mar. 25, 2021; and (iii) a 6-month holding period for installments vesting on March 25, 2022, 2023, & 2024.

F4 · derivative.expiration_date: These shares represent JPMC common stock including reinvested dividend equivalents acquired on Mar. 25, 2024 upon settlement of a PSU award granted on Jan. 17, 2017 for the 3-year performance period ended Dec. 31, 2019 (as previously disclosed on a Form 4 filed on Mar. 19, 2020). Mr. Pinto's PSUs are expected to vest in 5 equal installments and settle in shares of common stock on Mar. 25, 2020, 2021, 2022, 2023 & 2024. The 1st, 2nd, 3rd & 4th installments settled in shares of common stock on March 25, 2020, 2021, 2022, and 2023, respectively. Shares, after applicable tax withholding, must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on Jan. 17, 2017: (i) a 2-year holding period for the installment vested on Mar. 25, 2020; (ii) a 12-month holding period for the installment vested on Mar. 25, 2021; and (iii) a 6-month holding period for installments vesting on March 25, 2022, 2023, & 2024.

SEC source: 0001225208-24-004564 · doc4.xml · nonDerivative · entry 6

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 638,760

SEC source: 0001225208-24-004564 · doc4.xml · nonDerivative · entry 5

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 697,938.0043

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.

F6 · shares: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 21, 2020: (i) a two-year holding period for the installment vested on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026, and 2027.

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

SEC source: 0001225208-24-004564 · doc4.xml · nonDerivative · entry 4

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 680,112.0043

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.

F5 · shares: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 16, 2018: (i) a two-year holding period for the installment vested on March 25, 2021; and (ii) a twelve-month holding period for installments vesting on March 25, 2022, 2023, 2024, and 2025.

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

SEC source: 0001225208-24-004564 · doc4.xml · nonDerivative · entry 3

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 660,589.0043

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.

F4 · shares: These shares represent JPMC common stock including reinvested dividend equivalents acquired on Mar. 25, 2024 upon settlement of a PSU award granted on Jan. 17, 2017 for the 3-year performance period ended Dec. 31, 2019 (as previously disclosed on a Form 4 filed on Mar. 19, 2020). Mr. Pinto's PSUs are expected to vest in 5 equal installments and settle in shares of common stock on Mar. 25, 2020, 2021, 2022, 2023 & 2024. The 1st, 2nd, 3rd & 4th installments settled in shares of common stock on March 25, 2020, 2021, 2022, and 2023, respectively. Shares, after applicable tax withholding, must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on Jan. 17, 2017: (i) a 2-year holding period for the installment vested on Mar. 25, 2020; (ii) a 12-month holding period for the installment vested on Mar. 25, 2021; and (iii) a 6-month holding period for installments vesting on March 25, 2022, 2023, & 2024.

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

SEC source: 0001225208-24-004564 · doc4.xml · nonDerivative · entry 2

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 640,078

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.

F3 · shares: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 19, 2021: (i) a two-year holding period for the installment vested on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027, and 2028.

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

SEC source: 0001225208-24-004564 · doc4.xml · nonDerivative · entry 1

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 619,174

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 15, 2019: (i) a two-year holding period for the installment vested on March 25, 2022; and (ii) a twelve-month holding period for installments vesting on March 25, 2023, 2024, 2025, and 2026.

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

SEC source: 0001225208-24-004391 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,438.3318

Underlying: Common Stock · 18,438.3318 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-004389 · doc4.xml · derivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,511.1775

Underlying: Common Stock · 39,511.1775 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-004392 · doc4.xml · derivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,511.1775

Underlying: Common Stock · 39,511.1775 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-004388 · 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: 71,118.8151

Underlying: Common Stock · 71,118.8151 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-004395 · doc4.xml · derivative · entry 1

Pinto Daniel E · CIK 0001555174 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,524

Underlying: Common Stock · 104,524 shares

Expires 2028-03-25

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned based on the Firm's attainment of pre-established performance goals for the 3-year performance period ended Dec. 31, 2023. Mr. Pinto's PSUs are expected to vest in 5 equal installments and will settle on: Mar. 25, 2024, 2025, 2026, 2027, and 2028, which will be reported in Form 4 filings. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee (CMDC) has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned. Under rules applicable in the U.K., Mr. Pinto's PSU award is subject to an assessment of his qualitative performance in determining the ultimate number of PSUs that will vest. As such, the CMDC has determined that no downward adjustment will be made to his payout on his qualitative performance during the performance period.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 19, 2021: (i) a two-year holding period for the installment vesting on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027, and 2028.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 19, 2021: (i) a two-year holding period for the installment vesting on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027, and 2028.

SEC source: 0001225208-24-004390 · doc4.xml · derivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,504.414

Underlying: Common Stock · 52,504.414 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-004396 · doc4.xml · derivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,118.8151

Underlying: Common Stock · 71,118.8151 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-004393 · doc4.xml · derivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,266.4763

Underlying: Common Stock · 41,266.4763 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-004397 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,707.3584

Underlying: Common Stock · 23,707.3584 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-004394 · doc4.xml · derivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,666.8592

Underlying: Common Stock · 292,666.8592 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2023. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. The Firm previously reported in a Current Report on Form 8-K filed on January 21, 2021 that Mr. James Dimon's compensation for performance year 2020 included variable compensation comprised partly of the PSUs reported. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 10

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Spouse

Disclosed balance after: 595,316

SEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 9

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 2,932,607

F1 · balance_after: Balance reflects 1,026,788 shares transferred from a GRAT to the Grantor's Family Trusts on Feb 12, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13.

SEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 8

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 3,071,446

SEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 7

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 3,210,285