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 |
|---|---|---|---|---|---|---|
| June 30, 2022 Filed Jul 1, 2022 20:17 UTC |
FLYNN TIMOTHY PATRICKDirector
|
GrantCommon Stock | 344.108 | $112.61 | $38,750.00 |
DisclosureSEC source: 0001225208-22-008385 · doc4.xml · nonDerivative · entry 1 FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,086.9576 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:17 UTC |
NEAL MICHAEL ADirector
|
GrantCommon Stock | 288.6067 | $112.61 | $32,500.00 |
DisclosureSEC source: 0001225208-22-008387 · doc4.xml · nonDerivative · entry 1 NEAL MICHAEL A · CIK 0001233167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,794.4385 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:17 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 288.6067 | $112.61 | $32,500.00 |
DisclosureSEC source: 0001225208-22-008386 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,924.7227 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:17 UTC |
NOVAKOVIC PHEBE NDirector
|
GrantCommon Stock | 288.6067 | $112.61 | $32,500.00 |
DisclosureSEC source: 0001225208-22-008388 · doc4.xml · nonDerivative · entry 1 NOVAKOVIC PHEBE N · CIK 0001222195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,525.6771 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:18 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 255.3059 | $112.61 | $28,750.00 |
DisclosureSEC source: 0001225208-22-008389 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,807.3509 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| April 22, 2022 Filed May 2, 2022 20:21 UTC |
CROWN JAMES SDirector
|
GiftCommon Stock | 5,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006320 · doc4.xml · nonDerivative · entry 1 CROWN JAMES S · CIK 0001185064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,731.8817 Read SEC document |
| April 19, 2022 Filed Apr 19, 2022 21:03 UTC |
BACON ASHLEYChief Risk Officer
|
SaleCommon Stock | 21,012 | $130.04 | $2,732,343.75 |
DisclosureSEC source: 0001225208-22-005916 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,588 F1 · kind: Sale pursuant to 10b5-1 plan dated February 8, 2022. Read SEC document |
| April 14, 2022 Filed Apr 14, 2022 21:00 UTC |
Piepszak JenniferCo-CEO CCB
|
SaleCommon Stock | 4,668 | $126.19 | $589,051.19 |
DisclosureSEC source: 0001225208-22-005839 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,135 F1 · kind: Sale pursuant to 10b5-1 Plan dated January 28, 2022. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:16 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 357.6144 | $136.32 | $48,750.00 |
DisclosureSEC source: 0001225208-22-005299 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,522.7421 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:16 UTC |
FLYNN TIMOTHY PATRICKDirector
|
GrantCommon Stock | 284.2576 | $136.32 | $38,750.00 |
DisclosureSEC source: 0001225208-22-005300 · doc4.xml · nonDerivative · entry 1 FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,352.3081 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:16 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 238.4096 | $136.32 | $32,500.00 |
DisclosureSEC source: 0001225208-22-005301 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,533.5263 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:16 UTC |
NEAL MICHAEL ADirector
|
GrantCommon Stock | 238.4096 | $136.32 | $32,500.00 |
DisclosureSEC source: 0001225208-22-005302 · doc4.xml · nonDerivative · entry 1 NEAL MICHAEL A · CIK 0001233167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,200.4819 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:16 UTC |
NOVAKOVIC PHEBE NDirector
|
GrantCommon Stock | 238.4096 | $136.32 | $32,500.00 |
DisclosureSEC source: 0001225208-22-005303 · doc4.xml · nonDerivative · entry 1 NOVAKOVIC PHEBE N · CIK 0001222195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,208.8641 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:16 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 229.24 | $136.32 | $31,250.00 |
DisclosureSEC source: 0001225208-22-005304 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,512.2529 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionPerformance Share Units · Derivative | 55,258.2078 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005163 · doc4.xml · derivative · entry 3 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,258.2078 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
BACON ASHLEYChief Risk Officer
|
Tax withholdingCommon Stock | 28,403.2078 | $141.99 | $4,032,971.48 |
DisclosureSEC source: 0001225208-22-005163 · doc4.xml · nonDerivative · entry 2 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,600 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionCommon Stock | 55,258.2078 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005163 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,003.2078 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, 2022 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 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
Exercise / conversionPerformance Share Units · Derivative | 96,422.0596 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005165 · doc4.xml · derivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,422.0596 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
Tax withholdingCommon Stock | 53,322.0596 | $141.99 | $7,571,199.24 |
DisclosureSEC source: 0001225208-22-005165 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567,310 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
Exercise / conversionCommon Stock | 96,422.0596 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005165 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,632.0596 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, 2022 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 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Exercise / conversionPerformance Share Units · Derivative | 398,708.0522 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005164 · doc4.xml · derivative · entry 8 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 398,708.0522 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. F7 · 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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. F7 · 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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. F7 · 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Tax withholdingCommon Stock | 220,486.0522 | $141.99 | $31,306,814.55 |
DisclosureSEC source: 0001225208-22-005164 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166,561 F3 · balance_after: Balance reflects a) 310,028 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on January 18, 2022; b) 141,528 shares transferred from a GRAT to the Grantor on January 18, 2022. These transfers are exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Exercise / conversionCommon Stock | 398,708.0522 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005164 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,387,047.0522 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, 2022 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 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionPerformance Share Units · Derivative | 15,258.1113 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005166 · doc4.xml · derivative · entry 6 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,258.1113 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. F3 · 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Leopold RobinHead of Human Resources
|
Tax withholdingCommon Stock | 8,438.1113 | $141.99 | $1,198,127.42 |
DisclosureSEC source: 0001225208-22-005166 · doc4.xml · nonDerivative · entry 3 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,031 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionCommon Stock | 15,258.1113 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005166 · doc4.xml · nonDerivative · entry 2 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,469.1113 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 · shares: These shares represent JPMC common stock acquired on March 25, 2022 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 two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · 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, 2022 Filed Mar 29, 2022 20:17 UTC |
Petno Douglas BCEO Commercial Banking
|
Exercise / conversionPerformance Share Units · Derivative | 58,586.0009 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005167 · doc4.xml · derivative · entry 4 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,586.0009 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. F4 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F4 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F4 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
Petno Douglas BCEO Commercial Banking
|
Tax withholdingCommon Stock | 32,399.0009 | $141.99 | $4,600,334.14 |
DisclosureSEC source: 0001225208-22-005167 · doc4.xml · nonDerivative · entry 2 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,807 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC |
Petno Douglas BCEO Commercial Banking
|
Exercise / conversionCommon Stock | 58,586.0009 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005167 · doc4.xml · nonDerivative · entry 1 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,206.0009 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, 2022 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 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Scher PeterVice Chairman
|
Exercise / conversionPerformance Share Units · Derivative | 25,632.0141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005168 · doc4.xml · derivative · entry 3 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,632.0141 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Scher PeterVice Chairman
|
Tax withholdingCommon Stock | 12,533.0141 | $141.99 | $1,779,562.67 |
DisclosureSEC source: 0001225208-22-005168 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,283 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Scher PeterVice Chairman
|
Exercise / conversionCommon Stock | 25,632.0141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005168 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,816.0141 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, 2022 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 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Lake MarianneCo-CEO CCB
|
Exercise / conversionPerformance Share Units · Derivative | 69,570.6631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005169 · doc4.xml · derivative · entry 5 Lake Marianne · CIK 0001566079 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 69,570.6631 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. F4 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F4 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F4 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Lake MarianneCo-CEO CCB
|
Tax withholdingCommon Stock | 38,472.6631 | $141.99 | $5,462,733.43 |
DisclosureSEC source: 0001225208-22-005169 · doc4.xml · nonDerivative · entry 2 Lake Marianne · CIK 0001566079 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,489 F3 · balance_after: Balance reflects 45,000 shares transferred from the Grantor for funding of a Grantor Retained Annuity Trust on January 20, 2022. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Lake MarianneCo-CEO CCB
|
Exercise / conversionCommon Stock | 69,570.6631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005169 · doc4.xml · nonDerivative · entry 1 Lake Marianne · CIK 0001566079 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,961.6631 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, 2022 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 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Beer Lori AChief Information Officer
|
Exercise / conversionPerformance Share Units · Derivative | 30,514.0861 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005170 · doc4.xml · derivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,514.0861 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Beer Lori AChief Information Officer
|
Tax withholdingCommon Stock | 16,875.0861 | $141.99 | $2,396,093.48 |
DisclosureSEC source: 0001225208-22-005170 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,703 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Beer Lori AChief Information Officer
|
Exercise / conversionCommon Stock | 30,514.0861 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005170 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,578.0861 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, 2022 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 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Friedman StaceyGeneral Counsel
|
Exercise / conversionPerformance Share Units · Derivative | 48,821.857 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005171 · doc4.xml · derivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,821.857 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. F4 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F4 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F4 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Friedman StaceyGeneral Counsel
|
Tax withholdingCommon Stock | 26,998.857 | $141.99 | $3,833,567.71 |
DisclosureSEC source: 0001225208-22-005171 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,034 F3 · balance_after: Balance reflects 17,771 shares transferred from the Grantor to a Grantor Retained Annuity Trust on April 20, 2021. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Friedman StaceyGeneral Counsel
|
Exercise / conversionCommon Stock | 48,821.857 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005171 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,032.857 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, 2022 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 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionPerformance Share Units · Derivative | 23,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005172 · doc4.xml · derivative · entry 7 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,768 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, 2022 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, 2022 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, 2022 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, 2022 Filed Mar 29, 2022 20:18 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionPerformance Share Units · Derivative | 19,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005172 · doc4.xml · derivative · entry 6 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,570 Underlying: Common Stock · 19,522 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, 2022 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, 2022 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, 2022 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, 2022 Filed Mar 29, 2022 20:18 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionPerformance Share Units · Derivative | 20,510.0046 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005172 · doc4.xml · derivative · entry 5 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,021.0089 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, 2022 upon settlement of a PSU award granted on January 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 five equal installments and settle in shares of common stock on Mar 25, 2020, 2021, 2022, 2023 & 2024. The first 3 installments settled in shares of common stock on Mar 25, 2020, 2021 and 2022, 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 Mar 25, 2022, 2023, and 2024. F3 · derivative.exercise_date: These shares represent JPMC common stock (including reinvested dividend equivalents) acquired on Mar 25, 2022 upon settlement of a PSU award granted on January 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 five equal installments and settle in shares of common stock on Mar 25, 2020, 2021, 2022, 2023 & 2024. The first 3 installments settled in shares of common stock on Mar 25, 2020, 2021 and 2022, 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 Mar 25, 2022, 2023, and 2024. F3 · derivative.expiration_date: These shares represent JPMC common stock (including reinvested dividend equivalents) acquired on Mar 25, 2022 upon settlement of a PSU award granted on January 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 five equal installments and settle in shares of common stock on Mar 25, 2020, 2021, 2022, 2023 & 2024. The first 3 installments settled in shares of common stock on Mar 25, 2020, 2021 and 2022, 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 Mar 25, 2022, 2023, and 2024. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Tax withholdingCommon Stock | 38,864.0046 | $141.99 | $5,518,300.01 |
DisclosureSEC source: 0001225208-22-005172 · doc4.xml · nonDerivative · entry 4 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,847 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionCommon Stock | 19,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005172 · doc4.xml · nonDerivative · entry 3 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,711.0046 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, 2022 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, 2022 Filed Mar 29, 2022 20:18 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionCommon Stock | 20,510.0046 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005172 · doc4.xml · nonDerivative · entry 2 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621,189.0046 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, 2022 upon settlement of a PSU award granted on January 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 five equal installments and settle in shares of common stock on Mar 25, 2020, 2021, 2022, 2023 & 2024. The first 3 installments settled in shares of common stock on Mar 25, 2020, 2021 and 2022, 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 Mar 25, 2022, 2023, and 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, 2022 Filed Mar 29, 2022 20:18 UTC |
Pinto Daniel EPresident & COO, CEO CIB
|
Exercise / conversionCommon Stock | 23,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005172 · doc4.xml · nonDerivative · entry 1 Pinto Daniel E · CIK 0001555174 · President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,679 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, 2022 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 15, 2022 Filed Mar 17, 2022 20:17 UTC |
DIMON JAMESDirector · Chairman & CEO
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GrantPerformance Share Units · Derivative | 398,708.0522 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004833 · doc4.xml · derivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,708.0522 Underlying: Common Stock · 398,708.0522 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, 2021. The PSUs are expected to vest and settle in shares of common stock on March 25, 2022, 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 17, 2019 that Mr. James Dimon's compensation for performance year 2018 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 15, 2019. 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 15, 2019. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:17 UTC |
Friedman StaceyGeneral Counsel
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GrantPerformance Share Units · Derivative | 48,821.857 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004835 · doc4.xml · derivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,821.857 Underlying: Common Stock · 48,821.857 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, 2021. The PSUs are expected to vest and settle in shares of common stock on March 25, 2022, 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 15, 2019. 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 15, 2019. 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.