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 16, 2018 Filed Jan 17, 2018 22:20 UTC |
Scher PeterExecutive Vice President
|
SaleCommon Stock | 17,057 | $112.20 | $1,913,795.40 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · nonDerivative · entry 5 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,116 F3 · kind: Sale pursuant to 10b5-1 Plan dated December 22, 2017. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 22:20 UTC |
Scher PeterExecutive Vice President
|
Exercise / conversionCommon Stock | 73,116 | $35.61 | $2,603,660.76 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · nonDerivative · entry 4 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,173 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 Stock Appreciation Rights (SARs) pursuant to SAR Exercise Plan dated December 22, 2017. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:43 UTC |
Beer Lori AChief Information Officer
|
GrantRestricted Stock Units · Derivative | 10,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001224 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,023 Underlying: Common Stock · 10,023 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:43 UTC |
Giles NicoleCorporate Controller
|
GrantRestricted Stock Units · Derivative | 6,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001225 · doc4.xml · derivative · entry 1 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,058 Underlying: Common Stock · 6,058 shares Expires 2021-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · 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 2018 contain recapture provisions that enable the Firm to cancel an unvested or unexercisable award and/or recover the value of certain stock distributed under the award in specified circumstances. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:43 UTC |
Friedman StaceyGeneral Counsel
|
GrantRestricted Stock Units · Derivative | 24,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001226 · doc4.xml · derivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,722 Underlying: Common Stock · 24,722 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC |
Lake MarianneChief Financial Officer
|
GrantRestricted Stock Units · Derivative | 34,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001227 · doc4.xml · derivative · entry 1 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,076 Underlying: Common Stock · 34,076 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC |
Leopold RobinHead of Human Resources
|
GrantRestricted Stock Units · Derivative | 4,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001228 · doc4.xml · derivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 Underlying: Common Stock · 4,900 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC |
Petno Douglas BCEO Commercial Banking
|
GrantRestricted Stock Units · Derivative | 30,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001229 · doc4.xml · derivative · entry 1 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,067 Underlying: Common Stock · 30,067 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC |
Pinto Daniel EManaging Director
|
GrantRestricted Stock Units · Derivative | 63,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001230 · doc4.xml · derivative · entry 1 Pinto Daniel E · CIK 0001555174 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,680 Underlying: Common Stock · 63,680 shares Expires 2025-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of Mr. Pinto's incentive compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). Also consistent with last year, Mr. Pinto did not receive variable compensation in the form of cash. Mr. Pinto is designated as Identified Staff subject to the minimum compensation structure of the European Union Capital Requirements Directive IV (CRD IV) and receives a fixed cash allowance in addition to base salary. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. For the purposes of determining the number of RSUs and PSUs granted to Mr. Pinto, the Firm has established a grant date fair value per unit that takes into account that these awards do not carry the right to dividends or dividend equivalents prior to vesting, in accordance with local regulations. 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 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. Furthermore, Mr. Pinto's equity incentives are subject to additional recapture provisions as apply to the Firm's relevant U.K. regulated CRD IV Identified Staff. F4 · derivative.exercise_date: RSUs vest 20% on each of the following dates: January 13, 2021, January 13, 2022, January 13, 2023, January 13, 2024, and January 13, 2025. The shares resulting from vesting are subject to a hold for 12 months from vesting date. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC |
Scher PeterExecutive Vice President
|
GrantRestricted Stock Units · Derivative | 11,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001231 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,136 Underlying: Common Stock · 11,136 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC |
Smith GordonExecutive Vice President
|
GrantRestricted Stock Units · Derivative | 51,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001232 · doc4.xml · derivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,448 Underlying: Common Stock · 51,448 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:50 UTC |
CROWN JAMES SDirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001235 · doc4.xml · nonDerivative · entry 1 CROWN JAMES S · CIK 0001185064 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,874.85 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:50 UTC |
BAMMANN LINDADirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001236 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,039.8126 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:50 UTC |
BELL JAMES ADirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001237 · doc4.xml · nonDerivative · entry 1 BELL JAMES A · CIK 0001182047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,951.6162 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:50 UTC |
BOWLES CRANDALL CLOSEDirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001238 · doc4.xml · nonDerivative · entry 1 BOWLES CRANDALL CLOSE · CIK 0000903518 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,489.5467 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:50 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001239 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,688.1423 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:50 UTC |
Combs Todd A.Director
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001240 · doc4.xml · nonDerivative · entry 1 Combs Todd A. · CIK 0001685281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,276.6029 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:51 UTC |
FLYNN TIMOTHY PATRICKDirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001241 · doc4.xml · nonDerivative · entry 1 FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,228.3295 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:51 UTC |
JACKSON LABANDirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001242 · doc4.xml · nonDerivative · entry 1 JACKSON LABAN · CIK 0001202252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,757.7673 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:51 UTC |
NEAL MICHAEL ADirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001243 · doc4.xml · nonDerivative · entry 1 NEAL MICHAEL A · CIK 0001233167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,175.8584 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:51 UTC |
RAYMOND LEE RDirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001244 · doc4.xml · nonDerivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,922.604 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:51 UTC |
WELDON WILLIAM CDirector
|
GrantCommon Stock | 2,227.1715 | $112.25 | $250,000.00 |
DisclosureSEC source: 0001225208-18-001245 · doc4.xml · nonDerivative · entry 1 WELDON WILLIAM C · CIK 0001189019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,628.2378 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:51 UTC |
BACON ASHLEYChief Risk Officer
|
GrantRestricted Stock Units · Derivative | 29,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001246 · doc4.xml · derivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,122 Underlying: Common Stock · 29,122 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:51 UTC |
Erdoes Mary E.CEO Asset Management
|
GrantRestricted Stock Units · Derivative | 50,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001247 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,112 Underlying: Common Stock · 50,112 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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 Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2020 and 50% on January 13, 2021. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:08 UTC |
Friedman StaceyGeneral Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 9,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · derivative · entry 7 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,828 Underlying: Common Stock · 9,827 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. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:08 UTC |
Friedman StaceyGeneral Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 10,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · derivative · entry 6 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,733 shares Expires 2018-01-13 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, 2017 and 50% on January 13, 2018. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:08 UTC |
Friedman StaceyGeneral Counsel
|
Tax withholdingCommon Stock | 9,910 | $111.85 | $1,108,383.95 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · nonDerivative · entry 3 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,177 Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:08 UTC |
Friedman StaceyGeneral Counsel
|
Exercise / conversionCommon Stock | 9,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,087 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, 2018 Filed Jan 17, 2018 22:08 UTC |
Friedman StaceyGeneral Counsel
|
Exercise / conversionCommon Stock | 10,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,260 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, 2018 Filed Jan 17, 2018 22:10 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 24,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001138 · doc4.xml · derivative · entry 6 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,291 Underlying: Common Stock · 24,290 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. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:10 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 44,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001138 · 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 · 44,048 shares Expires 2018-01-13 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, 2017 and 50% on January 13, 2018. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:10 UTC |
BACON ASHLEYChief Risk Officer
|
Tax withholdingCommon Stock | 32,120 | $111.85 | $3,592,461.40 |
DisclosureSEC source: 0001225208-18-001138 · doc4.xml · nonDerivative · entry 3 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,981 Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:10 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionCommon Stock | 24,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001138 · doc4.xml · nonDerivative · entry 2 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,101 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, 2018 Filed Jan 17, 2018 22:10 UTC |
BACON ASHLEYChief Risk Officer
|
Exercise / conversionCommon Stock | 44,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001138 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,811 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, 2018 Filed Jan 17, 2018 22:12 UTC |
Erdoes Mary E.CEO Asset Management
|
Exercise / conversionRestricted Stock Units · Derivative | 45,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001139 · doc4.xml · derivative · entry 6 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,205 Underlying: Common Stock · 45,204 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. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:12 UTC |
Erdoes Mary E.CEO Asset Management
|
Exercise / conversionRestricted Stock Units · Derivative | 84,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001139 · doc4.xml · derivative · entry 5 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,516 shares Expires 2018-01-13 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, 2017 and 50% on January 13, 2018. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:12 UTC |
Erdoes Mary E.CEO Asset Management
|
Tax withholdingCommon Stock | 68,006 | $111.85 | $7,606,131.07 |
DisclosureSEC source: 0001225208-18-001139 · doc4.xml · nonDerivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,080 Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:12 UTC |
Erdoes Mary E.CEO Asset Management
|
Exercise / conversionCommon Stock | 45,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001139 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,086 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, 2018 Filed Jan 17, 2018 22:12 UTC |
Erdoes Mary E.CEO Asset Management
|
Exercise / conversionCommon Stock | 84,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001139 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,882 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, 2018 Filed Jan 17, 2018 22:14 UTC |
Giles NicoleCorporate Controller
|
Exercise / conversionRestricted Stock Units · Derivative | 2,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001140 · doc4.xml · derivative · entry 6 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,813 Underlying: Common Stock · 2,813 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. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:14 UTC |
Giles NicoleCorporate Controller
|
Exercise / conversionRestricted Stock Units · Derivative | 2,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001140 · doc4.xml · derivative · entry 5 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,473 shares Expires 2018-01-13 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, 2017 and 50% on January 13, 2018. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:14 UTC |
Giles NicoleCorporate Controller
|
Tax withholdingCommon Stock | 2,056 | $111.85 | $229,953.32 |
DisclosureSEC source: 0001225208-18-001140 · doc4.xml · nonDerivative · entry 3 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,876 Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:14 UTC |
Giles NicoleCorporate Controller
|
Exercise / conversionCommon Stock | 2,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001140 · doc4.xml · nonDerivative · entry 2 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,932 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, 2018 Filed Jan 17, 2018 22:14 UTC |
Giles NicoleCorporate Controller
|
Exercise / conversionCommon Stock | 2,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001140 · doc4.xml · nonDerivative · entry 1 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,459 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, 2018 Filed Jan 17, 2018 22:16 UTC |
Lake MarianneChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 26,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001141 · doc4.xml · derivative · entry 7 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,861 Underlying: Common Stock · 26,861 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. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:16 UTC |
Lake MarianneChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 49,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001141 · doc4.xml · derivative · entry 6 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 49,637 shares Expires 2018-01-13 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, 2017 and 50% on January 13, 2018. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:16 UTC |
Lake MarianneChief Financial Officer
|
Tax withholdingCommon Stock | 39,725 | $111.85 | $4,443,042.63 |
DisclosureSEC source: 0001225208-18-001141 · doc4.xml · nonDerivative · entry 3 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,773 Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:16 UTC |
Lake MarianneChief Financial Officer
|
Exercise / conversionCommon Stock | 26,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001141 · doc4.xml · nonDerivative · entry 2 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,498 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, 2018 Filed Jan 17, 2018 22:16 UTC |
Lake MarianneChief Financial Officer
|
Exercise / conversionCommon Stock | 49,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001141 · doc4.xml · nonDerivative · entry 1 Lake Marianne · CIK 0001566079 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,637 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, 2018 Filed Jan 17, 2018 22:18 UTC |
Petno Douglas BCEO Commercial Banking
|
Exercise / conversionRestricted Stock Units · Derivative | 24,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001142 · doc4.xml · derivative · entry 7 Petno Douglas B · CIK 0001539649 · CEO Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,241 Underlying: Common Stock · 24,240 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. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 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.