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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 8 |
| Feb 2026 | 0 | 14 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 8 |
| May 2026 | 0 | 8 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionPerformance Share Units · Derivative | 23,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004276 · doc4.xml · derivative · entry 8 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,326 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, 2023 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, 2023 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, 2023 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. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionPerformance Share Units · Derivative | 19,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004276 · doc4.xml · derivative · entry 7 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,047 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. F4 · shares: These shares represent JPMC common stock acquired on March 25, 2023 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. F4 · derivative.exercise_date: These shares represent JPMC common stock acquired on March 25, 2023 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. F4 · derivative.expiration_date: These shares represent JPMC common stock acquired on March 25, 2023 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. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionPerformance Share Units · Derivative | 20,510.0046 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004276 · doc4.xml · derivative · entry 6 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,511.0043 Underlying: Common Stock · 20,510.0046 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. F3 · shares: These shares represent JPMC common stock including reinvested dividend equivalents acquired on Mar. 25, 2023 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 Mar. 25, 2020, 2021, 2022, & 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: a 2-year holding period for the installment vested on Mar. 25, 2020; a 12-month holding period for the installment vested on Mar. 25, 2021; and a 6-month holding period for installments vesting on Mar. 25, 2022, 2023, & 2024. F3 · derivative.exercise_date: These shares represent JPMC common stock including reinvested dividend equivalents acquired on Mar. 25, 2023 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 Mar. 25, 2020, 2021, 2022, & 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: a 2-year holding period for the installment vested on Mar. 25, 2020; a 12-month holding period for the installment vested on Mar. 25, 2021; and a 6-month holding period for installments vesting on Mar. 25, 2022, 2023, & 2024. F3 · derivative.expiration_date: These shares represent JPMC common stock including reinvested dividend equivalents acquired on Mar. 25, 2023 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 Mar. 25, 2020, 2021, 2022, & 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: a 2-year holding period for the installment vested on Mar. 25, 2020; a 12-month holding period for the installment vested on Mar. 25, 2021; and a 6-month holding period for installments vesting on Mar. 25, 2022, 2023, & 2024. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Tax withholdingCommon Stock | 48,194.0046 | $124.40 | $5,995,093.20 |
DisclosureSEC source: 0001225208-23-004276 · doc4.xml · nonDerivative · entry 5 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 680,305 Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionCommon Stock | 17,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004276 · doc4.xml · nonDerivative · entry 4 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 728,499.0046 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, 2023 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. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionCommon Stock | 19,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004276 · doc4.xml · nonDerivative · entry 3 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710,673.0046 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 acquired on March 25, 2023 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. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionCommon Stock | 20,510.0046 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004276 · doc4.xml · nonDerivative · entry 2 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 691,150.0046 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 including reinvested dividend equivalents acquired on Mar. 25, 2023 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 Mar. 25, 2020, 2021, 2022, & 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: a 2-year holding period for the installment vested on Mar. 25, 2020; a 12-month holding period for the installment vested on Mar. 25, 2021; and a 6-month holding period for installments vesting on Mar. 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. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionCommon Stock | 23,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004276 · doc4.xml · nonDerivative · entry 1 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670,640 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, 2023 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. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:18 UTC |
DIMON JAMESDirector · Chairman & CEO
|
GrantPerformance Share Units · Derivative | 298,970.1204 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004199 · doc4.xml · derivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,970.1204 Underlying: Common Stock · 298,970.1204 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 23, 2020 that Mr. James Dimon's compensation for performance year 2019 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:19 UTC |
Leopold RobinHead of Human Resources
|
GrantPerformance Share Units · Derivative | 14,201.2566 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004200 · doc4.xml · derivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,201.2566 Underlying: Common Stock · 14,201.2566 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:19 UTC |
Friedman StaceyGeneral Counsel
|
GrantPerformance Share Units · Derivative | 38,568.7985 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004201 · doc4.xml · derivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,568.7985 Underlying: Common Stock · 38,568.7985 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:19 UTC |
Beer Lori AChief Information Officer
|
GrantPerformance Share Units · Derivative | 24,217.538 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004202 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,217.538 Underlying: Common Stock · 24,217.538 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:20 UTC |
Scher PeterVice Chairman
|
GrantPerformance Share Units · Derivative | 19,374.2589 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004203 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,374.2589 Underlying: Common Stock · 19,374.2589 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:21 UTC |
BACON ASHLEYChief Risk Officer
|
GrantPerformance Share Units · Derivative | 41,257.7312 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004204 · doc4.xml · derivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,257.7312 Underlying: Common Stock · 41,257.7312 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:22 UTC |
Piepszak JenniferCo-CEO CCB
|
GrantPerformance Share Units · Derivative | 33,485.6555 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004205 · doc4.xml · derivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,485.6555 Underlying: Common Stock · 33,485.6555 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:23 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
GrantPerformance Share Units · Derivative | 72,650.3283 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004206 · 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: 72,650.3283 Underlying: Common Stock · 72,650.3283 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:23 UTC |
Petno Douglas BCEO Commercial Banking
|
GrantPerformance Share Units · Derivative | 44,128.3832 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004207 · doc4.xml · derivative · entry 1 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,128.3832 Underlying: Common Stock · 44,128.3832 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:24 UTC |
Lake MarianneCo-CEO CCB
|
GrantPerformance Share Units · Derivative | 52,380.187 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004209 · doc4.xml · derivative · entry 1 Lake Marianne · CIK 0001566079 · Co-CEO CCB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,380.187 Underlying: Common Stock · 52,380.187 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020. 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 21, 2020. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:24 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
GrantPerformance Share Units · Derivative | 89,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004210 · doc4.xml · derivative · entry 1 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,130 Underlying: Common Stock · 89,130 shares Expires 2027-03-25 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, 2022. Mr. Pinto's PSUs are expected to vest in 5 equal installments and will settle on: Mar. 25, 2023, 2024, 2025, 2026, and 2027 and 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 21, 2020: (i) a two-year holding period for the installment vesting on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026, and 2027. 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 21, 2020: (i) a two-year holding period for the installment vesting on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026, and 2027. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:39 UTC |
Petno Douglas BCEO Commercial Banking
|
GiftCommon Stock | 2,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001997 · doc4.xml · nonDerivative · entry 1 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,880 Read SEC document |
| February 03, 2023 Filed Feb 6, 2023 21:19 UTC |
CROWN JAMES SDirector
|
OtherCommon Stock | 85,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001352 · doc4.xml · nonDerivative · entry 1 CROWN JAMES S · CIK 0001185064 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership (The Crown Fund) Disclosed balance after: 5,996,007 F1 · kind: Represents shares of JPM stock included in a distribution (non-pro rata) to person other than the Reporting Person. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| February 02, 2023 Filed Mar 28, 2023 20:17 UTC |
Leopold RobinHead of Human Resources
|
GiftCommon Stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004268 · doc4.xml · nonDerivative · entry 4 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse's GRAT Disclosed balance after: 9,874 F4 · balance_after: Balance reflects 384 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 2, 2023. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| February 02, 2023 Filed Mar 28, 2023 20:17 UTC |
Leopold RobinHead of Human Resources
|
GiftCommon Stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004268 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,288 F1 · balance_after: Balance reflects (a) 384 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 384 shares from Grantor Retained Annuity Trust to the Grantor on February 2, 2023. These transfers are exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| January 19, 2023 Filed Jan 20, 2023 21:18 UTC |
HOBSON MELLODY LDirector
|
PurchaseCommon Stock | 375 | $134.53 | $50,447.59 |
DisclosureSEC source: 0001225208-23-000786 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,039.9685 Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 01:51 UTC |
Scher PeterVice Chairman
|
SaleCommon Stock | 4,399 | $140.32 | $617,251.84 |
DisclosureSEC source: 0001225208-23-000685 · doc4.xml · nonDerivative · entry 4 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,369 F2 · kind: Sale pursuant to 10b5-1 plan dated November 6, 2022. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 01:52 UTC |
Piepszak JenniferCo-CEO CCB
|
SaleCommon Stock | 10,462 | $140.32 | $1,467,978.67 |
DisclosureSEC source: 0001225208-23-000686 · doc4.xml · nonDerivative · entry 4 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,700 F2 · kind: Sale pursuant to 10b5-1 plan dated November 2, 2022. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 01:52 UTC |
Petno Douglas BCEO Commercial Banking
|
SaleCommon Stock | 11,644 | $140.30 | $1,633,697.45 |
DisclosureSEC source: 0001225208-23-000687 · doc4.xml · nonDerivative · entry 4 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,729 F2 · kind: Sale pursuant to 10b5-1 plan dated November 12, 2022. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 01:52 UTC |
Lake MarianneCo-CEO CCB
|
SaleCommon Stock | 10,000 | $141.00 | $1,410,000.00 |
DisclosureSEC source: 0001225208-23-000688 · doc4.xml · nonDerivative · entry 4 Lake Marianne · CIK 0001566079 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,864 F3 · kind: Sale pursuant to 10b5-1 plan dated November 14, 2022. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 01:52 UTC |
Friedman StaceyGeneral Counsel
|
SaleCommon Stock | 23,148 | $140.31 | $3,247,803.29 |
DisclosureSEC source: 0001225208-23-000689 · doc4.xml · nonDerivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,311 F3 · kind: Sale pursuant to 10b5-1 plan dated October 21, 2022. F4 · balance_after: Balance reflects a) 9,303 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on April 20, 2022 and b) 22,582 shares transferred from the Grantor to fund a new GRAT on April 27, 2022. These transactions are exempt from Section 16(b). Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 01:52 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
SaleCommon Stock | 10,340 | $140.29 | $1,450,642.03 |
DisclosureSEC source: 0001225208-23-000690 · doc4.xml · nonDerivative · entry 4 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,136 F2 · kind: Sale pursuant to 10b5-1 plan dated November 15, 2022. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:18 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
GrantRestricted Stock Units · Derivative | 52,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000754 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,892 Underlying: Common Stock · 52,892 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:19 UTC |
Barnum JeremyChief Financial Officer
|
GrantRestricted Stock Units · Derivative | 24,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000756 · doc4.xml · derivative · entry 1 Barnum Jeremy · CIK 0001863986 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,042 Underlying: Common Stock · 24,042 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:19 UTC |
BACON ASHLEYChief Risk Officer
|
GrantRestricted Stock Units · Derivative | 29,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000755 · doc4.xml · derivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,385 Underlying: Common Stock · 29,385 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:20 UTC |
Beer Lori AChief Information Officer
|
GrantRestricted Stock Units · Derivative | 17,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000757 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,631 Underlying: Common Stock · 17,631 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:21 UTC |
Friedman StaceyGeneral Counsel
|
GrantRestricted Stock Units · Derivative | 30,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000759 · doc4.xml · derivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,453 Underlying: Common Stock · 30,453 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:22 UTC |
Lake MarianneCo-CEO CCB
|
GrantRestricted Stock Units · Derivative | 35,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000760 · doc4.xml · derivative · entry 1 Lake Marianne · CIK 0001566079 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,796 Underlying: Common Stock · 35,796 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:23 UTC |
Leopold RobinHead of Human Resources
|
GrantRestricted Stock Units · Derivative | 15,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000761 · doc4.xml · derivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,494 Underlying: Common Stock · 15,494 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:24 UTC |
Petno Douglas BCEO Commercial Banking
|
GrantRestricted Stock Units · Derivative | 31,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000762 · doc4.xml · derivative · entry 1 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,522 Underlying: Common Stock · 31,522 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:25 UTC |
Piepszak JenniferCo-CEO CCB
|
GrantRestricted Stock Units · Derivative | 35,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000763 · doc4.xml · derivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,796 Underlying: Common Stock · 35,796 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:25 UTC |
Scher PeterVice Chairman
|
GrantRestricted Stock Units · Derivative | 15,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000764 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,494 Underlying: Common Stock · 15,494 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · 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 statements. In addition, all equity awards granted in 2023 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, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:26 UTC |
BAMMANN LINDADirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000766 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,050.8472 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:28 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000767 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,946.3497 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:28 UTC |
Combs Todd A.Director
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000768 · doc4.xml · nonDerivative · entry 1 Combs Todd A. · CIK 0001685281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,273.4269 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:29 UTC |
CROWN JAMES SDirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000769 · doc4.xml · nonDerivative · entry 1 CROWN JAMES S · CIK 0001185064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,276.6988 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:30 UTC |
FLYNN TIMOTHY PATRICKDirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000770 · doc4.xml · nonDerivative · entry 1 FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,871.8101 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:30 UTC |
Gorsky AlexDirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000771 · doc4.xml · nonDerivative · entry 1 Gorsky Alex · CIK 0001453149 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,868.5838 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:30 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000772 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,664.9685 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:32 UTC |
NEAL MICHAEL ADirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000773 · doc4.xml · nonDerivative · entry 1 NEAL MICHAEL A · CIK 0001233167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,180.6203 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:32 UTC |
NOVAKOVIC PHEBE NDirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000774 · doc4.xml · nonDerivative · entry 1 NOVAKOVIC PHEBE N · CIK 0001222195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,970.051 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:33 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 1,780.8488 | $140.38 | $250,000.01 |
DisclosureSEC source: 0001225208-23-000776 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,287.4708 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.