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, 2019 Filed Jan 16, 2019 21:18 UTC |
Petno Douglas BCEO Commercial Banking
|
Tax withholdingCommon Stock | 19,170 | $99.56 | $1,908,565.20 |
DisclosureSEC source: 0001225208-19-000890 · doc4.xml · nonDerivative · entry 3 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,282 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Petno Douglas BCEO Commercial Banking
|
Exercise / conversionCommon Stock | 18,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000890 · doc4.xml · nonDerivative · entry 2 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,452 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, 2019 Filed Jan 16, 2019 21:18 UTC |
Petno Douglas BCEO Commercial Banking
|
Exercise / conversionCommon Stock | 24,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000890 · doc4.xml · nonDerivative · entry 1 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,203 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, 2019 Filed Jan 16, 2019 21:18 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionRestricted Stock Units · Derivative | 4,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · derivative · entry 5 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,273 Underlying: Common Stock · 4,273 shares Expires 2020-01-13 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. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2019 and 50% on January 13, 2020. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionRestricted Stock Units · Derivative | 5,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · derivative · entry 4 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,940 shares Expires 2019-01-13 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 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Leopold RobinHead of Human Resources
|
Tax withholdingCommon Stock | 3,978 | $99.56 | $396,049.68 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · nonDerivative · entry 3 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,233 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionCommon Stock | 4,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · nonDerivative · entry 2 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,211 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, 2019 Filed Jan 16, 2019 21:18 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionCommon Stock | 5,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,938 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, 2019 Filed Jan 16, 2019 21:18 UTC |
Pinto Daniel ECo-President & COO, CEO CIB
|
Exercise / conversionRestricted Stock Units · Derivative | 50,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000892 · doc4.xml · derivative · entry 4 Pinto Daniel E · CIK 0001555174 · Co-President & COO, CEO CIB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,733 shares Expires 2019-01-13 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 50% on January 13, 2018 and 50% on January 13, 2019. As Identified Staff, shares resulting from vesting must be held for 6 months from vesting date. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Pinto Daniel ECo-President & COO, CEO CIB
|
Tax withholdingCommon Stock | 23,845 | $99.56 | $2,374,008.20 |
DisclosureSEC source: 0001225208-19-000892 · 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: 335,787 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Pinto Daniel ECo-President & COO, CEO CIB
|
Exercise / conversionCommon Stock | 50,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000892 · 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: 359,632 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, 2019 Filed Jan 16, 2019 21:18 UTC |
Scher PeterExecutive Vice President
|
Exercise / conversionRestricted Stock Units · Derivative | 13,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · derivative · entry 5 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,354 Underlying: Common Stock · 13,353 shares Expires 2020-01-13 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. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2019 and 50% on January 13, 2020. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Scher PeterExecutive Vice President
|
Exercise / conversionRestricted Stock Units · Derivative | 15,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · derivative · entry 4 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,287 shares Expires 2019-01-13 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 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Scher PeterExecutive Vice President
|
Tax withholdingCommon Stock | 12,078 | $99.56 | $1,202,485.68 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · nonDerivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,679 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Scher PeterExecutive Vice President
|
Exercise / conversionCommon Stock | 13,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,757 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, 2019 Filed Jan 16, 2019 21:18 UTC |
Scher PeterExecutive Vice President
|
Exercise / conversionCommon Stock | 15,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404 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, 2019 Filed Jan 16, 2019 21:18 UTC |
Smith GordonCo-President & COO, CEO CCB
|
Exercise / conversionRestricted Stock Units · Derivative | 32,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000894 · doc4.xml · derivative · entry 7 Smith Gordon · CIK 0001311487 · Co-President & COO, CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,493 Underlying: Common Stock · 32,493 shares Expires 2020-01-13 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. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2019 and 50% on January 13, 2020. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Smith GordonCo-President & COO, CEO CCB
|
Exercise / conversionRestricted Stock Units · Derivative | 42,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000894 · doc4.xml · derivative · entry 6 Smith Gordon · CIK 0001311487 · Co-President & COO, CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,584 shares Expires 2019-01-13 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 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Smith GordonCo-President & COO, CEO CCB
|
Tax withholdingCommon Stock | 36,945 | $99.56 | $3,678,244.20 |
DisclosureSEC source: 0001225208-19-000894 · doc4.xml · nonDerivative · entry 3 Smith Gordon · CIK 0001311487 · Co-President & COO, CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,668 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC |
Smith GordonCo-President & COO, CEO CCB
|
Exercise / conversionCommon Stock | 32,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000894 · doc4.xml · nonDerivative · entry 2 Smith Gordon · CIK 0001311487 · Co-President & COO, CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,613 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, 2019 Filed Jan 16, 2019 21:18 UTC |
Smith GordonCo-President & COO, CEO CCB
|
Exercise / conversionCommon Stock | 42,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000894 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Co-President & COO, CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,120 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, 2019 Filed Jan 16, 2019 21:34 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 18,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000895 · doc4.xml · derivative · entry 6 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,395 Underlying: Common Stock · 18,395 shares Expires 2020-01-13 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. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2019 and 50% on January 13, 2020. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:34 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 24,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000895 · doc4.xml · derivative · entry 5 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,291 shares Expires 2019-01-13 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. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:34 UTC |
BACON ASHLEYChief Risk Officer
|
Tax withholdingCommon Stock | 19,356 | $99.56 | $1,927,083.36 |
DisclosureSEC source: 0001225208-19-000895 · doc4.xml · nonDerivative · entry 3 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,877 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:34 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionCommon Stock | 18,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000895 · doc4.xml · nonDerivative · entry 2 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,233 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, 2019 Filed Jan 16, 2019 21:34 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionCommon Stock | 24,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000895 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,838 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, 2018 Filed Jan 3, 2019 21:16 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 294.5093 | $97.62 | $28,750.00 |
DisclosureSEC source: 0001225208-19-000367 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,607.1594 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:16 UTC |
FLYNN TIMOTHY PATRICKDirector
|
GrantCommon Stock | 448.1664 | $97.62 | $43,750.00 |
DisclosureSEC source: 0001225208-19-000368 · doc4.xml · nonDerivative · entry 1 FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,383.7393 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:16 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 332.9236 | $97.62 | $32,500.00 |
DisclosureSEC source: 0001225208-19-000369 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,969.2433 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:16 UTC |
JACKSON LABANDirector
|
GrantCommon Stock | 460.9711 | $97.62 | $45,000.00 |
DisclosureSEC source: 0001225208-19-000370 · doc4.xml · nonDerivative · entry 1 JACKSON LABAN · CIK 0001202252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,769.7339 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:16 UTC |
NEAL MICHAEL ADirector
|
GrantCommon Stock | 332.9236 | $97.62 | $32,500.00 |
DisclosureSEC source: 0001225208-19-000371 · doc4.xml · nonDerivative · entry 1 NEAL MICHAEL A · CIK 0001233167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,839.8228 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:16 UTC |
RAYMOND LEE RDirector
|
GrantCommon Stock | 486.5806 | $97.62 | $47,500.00 |
DisclosureSEC source: 0001225208-19-000372 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,860.2952 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:16 UTC |
WELDON WILLIAM CDirector
|
GrantCommon Stock | 473.7759 | $97.62 | $46,250.00 |
DisclosureSEC source: 0001225208-19-000373 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,078.7159 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 21:06 UTC |
Petno Douglas BCEO Commercial Banking
|
GiftCommon Stock | 915 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015545 · doc4.xml · nonDerivative · entry 1 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,962 F1 · balance_after: Balances reflect 11,770 shares and 13,453 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Reporting Person on February 14, 2018 and August 7, 2018, respectively. Balances also reflect 43,155 shares transferred on July 17, 2018 from a GRAT, pursuant to an agreement entered into on May 7, 2018 under the terms of the GRAT. These transfers are exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:11 UTC |
Erdoes Mary E.CEO Asset Management
|
Exercise / conversionStock Appreciation Rights · Derivative | 100,000 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001225208-18-015459 · doc4.xml · derivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2019-01-20 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 annual installments beginning January 20, 2010. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:11 UTC |
Erdoes Mary E.CEO Asset Management
|
Tax withholdingCommon Stock | 61,391 | $111.60 | $6,850,928.65 |
DisclosureSEC source: 0001225208-18-015459 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,588 Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:11 UTC |
Erdoes Mary E.CEO Asset Management
|
Exercise / conversionCommon Stock | 100,000 | $19.49 | $1,949,000.00 |
DisclosureSEC source: 0001225208-18-015459 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,979 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 |
| November 01, 2018 Filed Nov 15, 2018 21:06 UTC |
Smith GordonCo-President & COO, CEO CCB
|
GiftCommon Stock | 24,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015546 · doc4.xml · nonDerivative · entry 2 Smith Gordon · CIK 0001311487 · Co-President & COO, CEO CCB 10b5-1 filing: Not disclosed Ownership: Indirect · By GRATs Disclosed balance after: 45,000 F1 · balance_after: Upon termination of a Grantor Retained Annuity Trust, 24,025 shares were transferred to Family Trust as beneficiary. Read SEC document |
| November 01, 2018 Filed Nov 15, 2018 21:06 UTC |
Smith GordonCo-President & COO, CEO CCB
|
GiftCommon Stock | 24,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015546 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Co-President & COO, CEO CCB 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 24,025 F1 · balance_after: Upon termination of a Grantor Retained Annuity Trust, 24,025 shares were transferred to Family Trust as beneficiary. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 20:04 UTC |
RAYMOND LEE RDirector
|
OtherPreferred Stock, Series I | 565 | $1,000.00 | $565,000.00 |
DisclosureSEC source: 0001225208-18-015046 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,435 F1 · kind: Depositary shares, each representing a 1/10th interest in a share of JPMorgan Chase & Co. 7.90% Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series I were called for partial redemption by the issuer at a price equal to their face value. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:05 UTC |
Giles NicoleCorporate Controller
|
Exercise / conversionRestricted Stock Units · Derivative | 2,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014904 · doc4.xml · derivative · entry 5 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,371 Underlying: Common Stock · 2,790 shares Expires 2021-10-25 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. F3 · derivative.exercise_date: Restricted stock units vest 25% on October 25, 2018, 25% on October 25, 2019, 25% on October 25, 2020, and 25% on October 25, 2021, subject to continued employment. Shares resulting from vesting must be held at least two years from each vesting date. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:05 UTC |
Giles NicoleCorporate Controller
|
Exercise / conversionRestricted Stock Units · Derivative | 1,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014904 · doc4.xml · derivative · entry 4 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,714 Underlying: Common Stock · 1,856 shares Expires 2020-10-25 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 25% on October 25, 2017, 25% on October 25, 2018, 25% on October 25, 2019, and 25% on October 25, 2020, subject to continued employment. Shares resulting from vesting must be held at least two years from each vesting date. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:05 UTC |
Giles NicoleCorporate Controller
|
Tax withholdingCommon Stock | 2,365 | $104.81 | $247,875.65 |
DisclosureSEC source: 0001225208-18-014904 · doc4.xml · nonDerivative · entry 3 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,374 Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:05 UTC |
Giles NicoleCorporate Controller
|
Exercise / conversionCommon Stock | 1,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014904 · doc4.xml · nonDerivative · entry 2 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,739 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 25, 2018 Filed Oct 26, 2018 20:05 UTC |
Giles NicoleCorporate Controller
|
Exercise / conversionCommon Stock | 2,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014904 · doc4.xml · nonDerivative · entry 1 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,883 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 25, 2018 Filed Oct 26, 2018 20:05 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionRestricted Stock Units · Derivative | 3,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014905 · doc4.xml · derivative · entry 3 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,003 Underlying: Common Stock · 3,003 shares Expires 2019-10-25 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 25% on October 25, 2016, 25% on October 25, 2017, 25% on October 25, 2018 and 25% on October 25, 2019. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:05 UTC |
Leopold RobinHead of Human Resources
|
Tax withholdingCommon Stock | 1,599 | $104.81 | $167,591.19 |
DisclosureSEC source: 0001225208-18-014905 · doc4.xml · nonDerivative · entry 2 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,998 Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:05 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionCommon Stock | 3,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014905 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,597 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 25, 2018 Filed Oct 26, 2018 20:06 UTC |
Scher PeterExecutive Vice President
|
Exercise / conversionRestricted Stock Units · Derivative | 4,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014906 · doc4.xml · derivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,004 Underlying: Common Stock · 4,004 shares Expires 2019-10-25 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 25% on October 25, 2016, 25% on October 25, 2017, 25% on October 25, 2018 and 25% on October 25, 2019. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:06 UTC |
Scher PeterExecutive Vice President
|
Tax withholdingCommon Stock | 1,887 | $104.81 | $197,776.47 |
DisclosureSEC source: 0001225208-18-014906 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,117 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.