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 |
|---|---|---|---|---|---|---|
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC |
Korablina Elena ACorporate Controller
|
Tax withholdingCommon Stock | 4,212 | $168.85 | $711,196.20 |
DisclosureSEC source: 0001225208-22-000755 · doc4.xml · nonDerivative · entry 5 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,733 Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionCommon Stock | 1,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000755 · doc4.xml · nonDerivative · entry 4 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,945 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000755 · doc4.xml · nonDerivative · entry 3 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,683 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionCommon Stock | 1,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000755 · doc4.xml · nonDerivative · entry 2 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,143 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionCommon Stock | 2,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000755 · doc4.xml · nonDerivative · entry 1 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,514 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:17 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 307.8623 | $158.35 | $48,750.00 |
DisclosureSEC source: 0001225208-22-000174 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,761.614 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:17 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 221.0294 | $158.35 | $35,000.01 |
DisclosureSEC source: 0001225208-22-000176 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,923.0623 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:17 UTC |
FLYNN TIMOTHY PATRICKDirector
|
GrantCommon Stock | 244.7111 | $158.35 | $38,750.00 |
DisclosureSEC source: 0001225208-22-000175 · doc4.xml · nonDerivative · entry 1 FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,138.8947 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:17 UTC |
NEAL MICHAEL ADirector
|
GrantCommon Stock | 205.2416 | $158.35 | $32,500.01 |
DisclosureSEC source: 0001225208-22-000177 · doc4.xml · nonDerivative · entry 1 NEAL MICHAEL A · CIK 0001233167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,099.9112 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:18 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 197.3476 | $158.35 | $31,249.99 |
DisclosureSEC source: 0001225208-22-000178 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630.4907 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:17 UTC |
Pinto Daniel ECo-President & COO, CEO CIB
|
GrantStock Appreciation Rights · Derivative | 750,000 | $0.00 Strike: $159.10 | $0.00 |
DisclosureSEC source: 0001225208-21-015001 · doc4.xml · derivative · entry 1 Pinto Daniel E · CIK 0001555174 · Co-President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,000 Underlying: Common Stock · 750,000 shares Expires 2031-12-14 F1 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial results. In addition, all equity awards granted in 2021 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 awarded to the President and Chief Operating Officer are also subject to Protection-based Vesting provisions under which awards may be cancelled as determined by the Compensation & Management Development Committee of the Board of Directors and ratified by the Board of Directors. F2 · derivative.exercise_date: The options have a ten-year term and will become exercisable no earlier than December 14, 2026. Vesting is subject to continuous leadership of the Firm, with certain limited exceptions. Net shares resulting from the exercise must be held until December 14, 2031, and are also subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this special award in a Current Report on Form 8-K filed on December 14, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 21:25 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
GiftCommon Stock | 11,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013952 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,279 Read SEC document |
| November 01, 2021 Filed Nov 18, 2021 21:26 UTC |
Petno Douglas BCEO Commercial Banking
|
GiftCommon Stock | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013953 · doc4.xml · nonDerivative · entry 2 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,691 Read SEC document |
| October 26, 2021 Filed Nov 18, 2021 21:26 UTC |
Petno Douglas BCEO Commercial Banking
|
GiftCommon Stock | 23,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013953 · doc4.xml · nonDerivative · entry 3 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 23,669 Read SEC document |
| October 26, 2021 Filed Nov 18, 2021 21:26 UTC |
Petno Douglas BCEO Commercial Banking
|
GiftCommon Stock | 23,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013953 · doc4.xml · nonDerivative · entry 1 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,862 Read SEC document |
| October 25, 2021 Filed Oct 25, 2021 21:30 UTC |
Piepszak JenniferCo-CEO CCB
|
SaleCommon Stock | 3,173 | $171.26 | $543,400.05 |
DisclosureSEC source: 0001225208-21-013241 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,039 F1 · kind: Sale pursuant to 10b5-1 Plan dated August 2, 2021 Read SEC document |
| October 25, 2021 Filed Oct 25, 2021 21:30 UTC |
Beer Lori AChief Information Officer
|
SaleCommon Stock | 5,210 | $171.22 | $892,057.76 |
DisclosureSEC source: 0001225208-21-013240 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,748 F1 · kind: Sale pursuant to 10b5-1 Plan dated August 9, 2021 Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 20:18 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionRestricted Stock Units · Derivative | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013284 · doc4.xml · derivative · entry 3 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,302 Underlying: Common Stock · 825 shares Expires 2025-10-25 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 20% on each of the following dates: October 25, 2021, October 25, 2022, October 25, 2023, October 25, 2024, and October 25, 2025. The shares resulting from vesting are subject to a hold for 2 years from vesting date. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 20:18 UTC |
Korablina Elena ACorporate Controller
|
Tax withholdingCommon Stock | 482 | $171.72 | $82,769.04 |
DisclosureSEC source: 0001225208-21-013284 · doc4.xml · nonDerivative · entry 2 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,768 Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 20:18 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionCommon Stock | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013284 · doc4.xml · nonDerivative · entry 1 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,250 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 20:16 UTC |
Pinto Daniel ECo-President & COO, CEO CIB
|
Exercise / conversionStock Appreciation Rights · Derivative | 82,115 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-21-013232 · doc4.xml · derivative · entry 3 Pinto Daniel E · CIK 0001555174 · Co-President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 82,115 shares Expires 2022-01-18 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 · derivative.exercise_date: Stock appreciation rights granted on January 18, 2012, which have a ten-year term, become exercisable in five equal installments beginning January 18, 2013. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 20:16 UTC |
Pinto Daniel ECo-President & COO, CEO CIB
|
Tax withholdingCommon Stock | 47,663 | $170.90 | $8,145,368.39 |
DisclosureSEC source: 0001225208-21-013232 · doc4.xml · nonDerivative · entry 2 Pinto Daniel E · CIK 0001555174 · Co-President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,544 Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 20:16 UTC |
Pinto Daniel ECo-President & COO, CEO CIB
|
Exercise / conversionCommon Stock | 82,115 | $35.61 | $2,924,115.15 |
DisclosureSEC source: 0001225208-21-013232 · doc4.xml · nonDerivative · entry 1 Pinto Daniel E · CIK 0001555174 · Co-President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,207 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. Read SEC document |
| October 14, 2021 Filed Oct 15, 2021 20:16 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Exercise / conversionStock Appreciation Rights · Derivative | 562,430 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-21-013112 · 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 · 562,430 shares Expires 2022-01-18 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 · kind: Exercise of SARs pursuant to 10b5-1 Plan dated August 9, 2021 F3 · derivative.exercise_date: Stock appreciation rights granted on January 18, 2012, which have a ten-year term, became exercisable in five equal installments beginning January 18, 2013. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| October 14, 2021 Filed Oct 15, 2021 20:16 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Tax withholdingCommon Stock | 375,403 | $162.04 | $60,828,425.11 |
DisclosureSEC source: 0001225208-21-013112 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536,783 Read SEC document |
| October 14, 2021 Filed Oct 15, 2021 20:16 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Exercise / conversionCommon Stock | 562,430 | $35.61 | $20,028,132.30 |
DisclosureSEC source: 0001225208-21-013112 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 912,186 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. Read SEC document |
| October 14, 2021 Filed Oct 15, 2021 20:17 UTC |
Beer Lori AChief Information Officer
|
SaleCommon Stock | 7,829 | $162.46 | $1,271,875.85 |
DisclosureSEC source: 0001225208-21-013113 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,958 F1 · kind: Sale pursuant to 10b5-1 Plan dated August 9, 2021 Read SEC document |
| October 14, 2021 Filed Oct 15, 2021 20:17 UTC |
Leopold RobinHead of Human Resources
|
SaleCommon Stock | 1,238 | $162.41 | $201,069.65 |
DisclosureSEC source: 0001225208-21-013114 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,616 F1 · kind: Sale pursuant to 10b5-1 Plan dated August 4, 2021 Read SEC document |
| October 14, 2021 Filed Oct 15, 2021 20:17 UTC |
Scher PeterExecutive Vice President
|
SaleCommon Stock | 4,372 | $162.41 | $710,069.20 |
DisclosureSEC source: 0001225208-21-013115 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,304 F1 · kind: Sale pursuant to 10b5-1 Plan dated July 23, 2021 Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:17 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 221.4552 | $163.69 | $36,250.00 |
DisclosureSEC source: 0001225208-21-012648 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,414.5974 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:18 UTC |
NEAL MICHAEL ADirector
|
GrantCommon Stock | 198.546 | $163.69 | $32,499.99 |
DisclosureSEC source: 0001225208-21-012649 · doc4.xml · nonDerivative · entry 1 NEAL MICHAEL A · CIK 0001233167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,672.0801 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:17 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 244.3643 | $163.69 | $39,999.99 |
DisclosureSEC source: 0001225208-21-012650 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,635.4053 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:17 UTC |
FLYNN TIMOTHY PATRICKDirector
|
GrantCommon Stock | 236.728 | $163.69 | $38,750.01 |
DisclosureSEC source: 0001225208-21-012651 · doc4.xml · nonDerivative · entry 1 FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,606.6046 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:18 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 328.3646 | $163.69 | $53,750.00 |
DisclosureSEC source: 0001225208-21-012652 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,704.7413 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| August 02, 2021 Filed Oct 27, 2022 21:12 UTC |
Korablina Elena ACorporate Controller
|
GrantRestricted Stock Units · Derivative | 3,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011183 · doc4.xml · derivative · entry 5 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,651 Underlying: Common Stock · 3,524 shares Expires 2025-10-25 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · date: This transaction is inadvertently filed late due to an administrative error. 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 financials. In addition, all equity awards granted in 2021 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. Ms. Korablina's UK regulated equity incentives are subject to additional recapture provisions as applicable to the Firm's relevant U.K. regulated CRD Identified Staff. F4 · derivative.exercise_date: RSU grant of 4,127 shares vests 20% on each of the following dates: October 25, 2021, October 25, 2022, October 25, 2023, October 25, 2024, and October 25, 2025. RSU grant of 3,524 shares vests 25% on each of October 25, 2022, October 25, 2023, October 25, 2024, and October 25, 2025. Shares resulting from vesting are subject to a hold for 2 years from vesting date. Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 20:20 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionStock Appreciation Rights · Derivative | 4,185 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-21-011001 · doc4.xml · derivative · entry 5 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,185 shares Expires 2023-01-17 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 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 17, 2014. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 20:20 UTC |
Leopold RobinHead of Human Resources
|
Tax withholdingCommon Stock | 2,947 | $152.44 | $449,225.95 |
DisclosureSEC source: 0001225208-21-011001 · doc4.xml · nonDerivative · entry 2 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,854 Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 20:20 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionCommon Stock | 4,185 | $46.58 | $194,937.30 |
DisclosureSEC source: 0001225208-21-011001 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,801 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. Read SEC document |
| July 20, 2021 Filed Jul 20, 2021 20:50 UTC |
DIMON JAMESDirector · Chairman & CEO
|
GrantStock Appreciation Rights · Derivative | 1,500,000 | $0.00 Strike: $148.73 | $0.00 |
DisclosureSEC source: 0001225208-21-010793 · doc4.xml · derivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500,000 Underlying: Common Stock · 1,500,000 shares Expires 2031-07-20 F1 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial results. In addition, all equity awards granted in 2021 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 awarded to the Chairman and Chief Executive Officer are also subject to Protection-based Vesting provisions under which awards may be cancelled as determined by the Compensation & Management Development Committee of the Board of Directors and ratified by the Board of Directors. F2 · derivative.exercise_date: The options have a ten-year term and will become exercisable no earlier than July 20, 2026. Vesting is subject to continuous leadership of the Firm, with certain limited exceptions. Net shares resulting from the exercise must be held until July 20, 2031, and are also subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this special award in a Current Report on Form 8-K filed on July 20, 2021. Read SEC document |
| July 14, 2021 Filed Jul 14, 2021 21:49 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
SaleCommon Stock | 17,387 | $154.78 | $2,691,182.46 |
DisclosureSEC source: 0001225208-21-010662 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,189 F1 · kind: Sale pursuant to 10b5-1 plan dated May 13, 2021 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:23 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 329.4972 | $155.54 | $51,249.99 |
DisclosureSEC source: 0001225208-21-009944 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,639.9211 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:23 UTC |
FLYNN TIMOTHY PATRICKDirector
|
GrantCommon Stock | 249.1321 | $155.54 | $38,750.01 |
DisclosureSEC source: 0001225208-21-009945 · doc4.xml · nonDerivative · entry 1 FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,087.7633 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:25 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 241.0955 | $155.54 | $37,499.99 |
DisclosureSEC source: 0001225208-21-009946 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,326.785 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:25 UTC |
NEAL MICHAEL ADirector
|
GrantCommon Stock | 208.9495 | $155.54 | $32,500.01 |
DisclosureSEC source: 0001225208-21-009947 · doc4.xml · nonDerivative · entry 1 NEAL MICHAEL A · CIK 0001233167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,255.2645 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:25 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 216.986 | $155.54 | $33,750.00 |
DisclosureSEC source: 0001225208-21-009948 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,176.1515 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 14, 2021 Filed Oct 1, 2021 20:17 UTC |
DIMON JAMESDirector · Chairman & CEO
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GiftCommon Stock | 9,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012647 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 152,940 F1 · acquired: Upon termination of a Grantor Retained Annuity Trust, 9,552 shares were transferred to beneficiaries on May 12, 2021. A total of 9,552 shares were transferred from beneficiaries to Insider's Family LLC on May 14, 2021. F2 · ownership.nature: Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. Read SEC document |
| May 12, 2021 Filed Oct 1, 2021 20:17 UTC |
DIMON JAMESDirector · Chairman & CEO
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GiftCommon Stock | 9,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012647 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's GRATs Disclosed balance after: 0 F1 · acquired: Upon termination of a Grantor Retained Annuity Trust, 9,552 shares were transferred to beneficiaries on May 12, 2021. A total of 9,552 shares were transferred from beneficiaries to Insider's Family LLC on May 14, 2021. F3 · balance_after: Balance reflects a) 180,887 shares transferred from a Grantor Retained Annuity Trust to the Grantor on May 3, 2021. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| May 06, 2021 Filed May 7, 2021 20:34 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
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Exercise / conversionStock Appreciation Rights · Derivative | 105,143 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-21-007745 · doc4.xml · derivative · entry 4 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 105,143 shares Expires 2023-01-17 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 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 17, 2014. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| May 06, 2021 Filed May 7, 2021 20:34 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
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GiftCommon Stock | 6,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007745 · doc4.xml · nonDerivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,576 Read SEC document |
| May 06, 2021 Filed May 7, 2021 20:34 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
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Tax withholdingCommon Stock | 70,368 | $158.99 | $11,187,984.24 |
DisclosureSEC source: 0001225208-21-007745 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,946 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.