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 |
|---|---|---|---|---|---|---|
| October 25, 2025 Filed Oct 27, 2025 20:20 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionRestricted Stock Units · Derivative | 826 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-008740 · doc4.xml · derivative · entry 5 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 881 Underlying: Common Stock · 826 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: 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 |
| October 25, 2025 Filed Oct 27, 2025 20:20 UTC |
Korablina Elena ACorporate Controller
|
Tax withholdingCommon Stock | 486 | $299.03 | $145,326.15 |
DisclosureSEC source: 0001225208-25-008740 · doc4.xml · nonDerivative · entry 4 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,072 Read SEC document |
| October 25, 2025 Filed Oct 27, 2025 20:20 UTC |
Korablina Elena ACorporate Controller
|
Tax withholdingCommon Stock | 477 | $299.03 | $142,634.93 |
DisclosureSEC source: 0001225208-25-008740 · doc4.xml · nonDerivative · entry 3 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,558 Read SEC document |
| October 25, 2025 Filed Oct 27, 2025 20:20 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionCommon Stock | 826 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-008740 · doc4.xml · nonDerivative · entry 2 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,035 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, 2025 Filed Oct 27, 2025 20:20 UTC |
Korablina Elena ACorporate Controller
|
Exercise / conversionCommon Stock | 881 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-008740 · doc4.xml · nonDerivative · entry 1 Korablina Elena A · CIK 0001848100 · Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,209 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 |
| September 30, 2025 Filed Oct 1, 2025 20:15 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 178.328 | $315.43 | $56,250.00 |
DisclosureSEC source: 0001225208-25-008175 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,880.6865 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:15 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 134.7367 | $315.43 | $42,500.00 |
DisclosureSEC source: 0001225208-25-008176 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,284.2692 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:15 UTC |
NOVAKOVIC PHEBE NDirector
|
GrantCommon Stock | 118.8853 | $315.43 | $37,499.99 |
DisclosureSEC source: 0001225208-25-008177 · doc4.xml · nonDerivative · entry 1 NOVAKOVIC PHEBE N · CIK 0001222195 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,119.7681 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:15 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 110.9596 | $315.43 | $34,999.99 |
DisclosureSEC source: 0001225208-25-008178 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,549.3132 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 02, 2025 Filed Sep 2, 2025 20:54 UTC |
BAMMANN LINDADirector
|
SaleCommon Stock | 9,500 | $297.94 | $2,830,471.80 |
DisclosureSEC source: 0001225208-25-007635 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,207.3407 Read SEC document |
| July 25, 2025 Filed Jul 28, 2025 20:17 UTC |
Petno Douglas BCo-CEO CIB
|
GiftCommon Stock | 1,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006806 · doc4.xml · nonDerivative · entry 1 Petno Douglas B · CIK 0001539649 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,973 Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:17 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 194.0257 | $289.91 | $56,249.99 |
DisclosureSEC source: 0001225208-25-006337 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,985.0899 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:17 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 155.2206 | $289.91 | $45,000.00 |
DisclosureSEC source: 0001225208-25-006338 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,042.5293 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:17 UTC |
NOVAKOVIC PHEBE NDirector
|
GrantCommon Stock | 129.3505 | $289.91 | $37,500.00 |
DisclosureSEC source: 0001225208-25-006339 · doc4.xml · nonDerivative · entry 1 NOVAKOVIC PHEBE N · CIK 0001222195 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,946.7428 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:17 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 120.7271 | $289.91 | $34,999.99 |
DisclosureSEC source: 0001225208-25-006340 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,376.4111 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 12, 2025 Filed Jun 12, 2025 20:41 UTC |
BACON ASHLEYChief Risk Officer
|
SaleCommon Stock | 5,201 | $267.44 | $1,390,971.56 |
DisclosureSEC source: 0001225208-25-005887 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 229,791 Read SEC document |
| June 05, 2025 Filed Jun 5, 2025 22:04 UTC |
Piepszak JenniferChief Operating Officer
|
SaleCommon Stock | 6,128 | $262.47 | $1,608,424.13 |
DisclosureSEC source: 0001225208-25-005735 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,455 Read SEC document |
| May 20, 2025 Filed May 20, 2025 21:19 UTC |
Friedman StaceyGeneral Counsel
|
SaleCommon Stock | 2,821 | $265.71 | $749,576.37 |
DisclosureSEC source: 0001225208-25-005327 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Plan reported Ownership: Indirect · By GRAT Disclosed balance after: 68,757 F1 · balance_after: Balances reflect a) 6,355 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on May 5, 2025; b) 7,592 shares transferred from a GRAT to a Family Trust on May 5, 2025; c) 16,233 shares transferred from a GRAT to the Grantor on May 7, 2025; and d) 42,636 shares transferred from the Grantor to fund a GRAT on May 14, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13. Read SEC document |
| May 20, 2025 Filed May 20, 2025 21:19 UTC |
Friedman StaceyGeneral Counsel
|
SaleCommon Stock | 6,608 | $265.71 | $1,755,833.49 |
DisclosureSEC source: 0001225208-25-005327 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,520 F1 · balance_after: Balances reflect a) 6,355 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on May 5, 2025; b) 7,592 shares transferred from a GRAT to a Family Trust on May 5, 2025; c) 16,233 shares transferred from a GRAT to the Grantor on May 7, 2025; and d) 42,636 shares transferred from the Grantor to fund a GRAT on May 14, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13. Read SEC document |
| May 16, 2025 Filed May 16, 2025 20:56 UTC |
Beer Lori AChief Information Officer
|
SaleCommon Stock | 5,873 | $267.09 | $1,568,605.47 |
DisclosureSEC source: 0001225208-25-005221 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,356 Read SEC document |
| May 16, 2025 Filed May 16, 2025 21:12 UTC |
Lake MarianneCEO CCB
|
SaleCommon Stock | 12,274 | $267.08 | $3,278,087.14 |
DisclosureSEC source: 0001225208-25-005223 · doc4.xml · nonDerivative · entry 1 Lake Marianne · CIK 0001566079 · CEO CCB 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,404 F1 · balance_after: Balances reflect a) 80,000 shares transferred from the Grantor for funding of a Grantor Retained Annuity Trust on April 23, 2025; b) 18,731 shares transferred from a GRAT to a Family Trust on May 9, 2025; and c) 14,290 shares transferred from a GRAT to the Grantor on May 12, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13. Read SEC document |
| May 15, 2025 Filed May 15, 2025 21:45 UTC |
Petno Douglas BCo-CEO CIB
|
SaleCommon Stock | 10,141 | $266.89 | $2,706,561.91 |
DisclosureSEC source: 0001225208-25-005179 · doc4.xml · nonDerivative · entry 1 Petno Douglas B · CIK 0001539649 · Co-CEO CIB 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 353,655 Read SEC document |
| May 14, 2025 Filed May 15, 2025 21:30 UTC |
DIMON JAMESDirector · Chairman & CEO
|
GiftCommon Stock | 37,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005178 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By GRATs Disclosed balance after: 0 F1 · balance_after: Balances reflect a) 427,371 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor; b) 123,624 shares transferred from a GRAT to Family Trusts; c) 9,134 shares transferred from a GRAT to the Grantor; and d) 454,428 shares transferred from a GRAT to Family Trusts on May 14, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13. Read SEC document |
| May 13, 2025 Filed May 13, 2025 22:13 UTC |
BACON ASHLEYChief Risk Officer
|
SaleCommon Stock | 5,202 | $262.53 | $1,365,656.09 |
DisclosureSEC source: 0001225208-25-005056 · doc4.xml · nonDerivative · entry 1 BACON ASHLEY · CIK 0001580075 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 234,992 Read SEC document |
| May 13, 2025 Filed May 13, 2025 22:13 UTC |
Erdoes Mary E.CEO Asset & Wealth Management
|
SaleCommon Stock | 14,055 | $262.54 | $3,689,940.67 |
DisclosureSEC source: 0001225208-25-005057 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 608,410 Read SEC document |
| May 12, 2025 Filed May 12, 2025 20:23 UTC |
Rohrbaugh Troy LCo-CEO CIB
|
SaleCommon Stock | 12,500 | $263.08 | $3,288,443.75 |
DisclosureSEC source: 0001225208-25-004983 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,126 Read SEC document |
| May 06, 2025 Filed May 6, 2025 21:45 UTC |
BAMMANN LINDADirector
|
SaleCommon Stock | 9,500 | $250.00 | $2,375,000.00 |
DisclosureSEC source: 0001225208-25-004800 · doc4.xml · nonDerivative · entry 2 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,539.1838 Read SEC document |
| May 06, 2025 Filed May 7, 2025 00:32 UTC |
Piepszak JenniferChief Operating Officer
|
SaleCommon Stock | 6,129 | $250.76 | $1,536,930.72 |
DisclosureSEC source: 0001225208-25-004803 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,583 Read SEC document |
| May 06, 2025 Filed May 7, 2025 00:34 UTC |
Barnum JeremyChief Financial Officer
|
SaleCommon Stock | 40,014 | $250.77 | $10,034,434.82 |
DisclosureSEC source: 0001225208-25-004804 · doc4.xml · nonDerivative · entry 1 Barnum Jeremy · CIK 0001863986 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,017 Read SEC document |
| May 05, 2025 Filed May 6, 2025 21:45 UTC |
BAMMANN LINDADirector
|
GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004800 · doc4.xml · nonDerivative · entry 1 BAMMANN LINDA · CIK 0001195342 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,039.1838 Read SEC document |
| April 14, 2025 Filed Apr 14, 2025 21:47 UTC |
DIMON JAMESDirector · Chairman & CEO
|
SaleCommon Stock | 133,639 | $235.68 | $31,495,692.06 |
DisclosureSEC source: 0001225208-25-004229 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,321,357 Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:17 UTC |
BURKE STEPHEN BDirector
|
GrantCommon Stock | 229.311 | $245.30 | $56,249.99 |
DisclosureSEC source: 0001225208-25-003872 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,789.3639 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. F2 · balance_after: Balance reflects 222 shares transferred from a Trust to the reporting person on February 10, 2025. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:17 UTC |
HOBSON MELLODY LDirector
|
GrantCommon Stock | 183.4488 | $245.30 | $44,999.99 |
DisclosureSEC source: 0001225208-25-003873 · doc4.xml · nonDerivative · entry 1 HOBSON MELLODY L · CIK 0001169896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,738.7088 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:17 UTC |
NOVAKOVIC PHEBE NDirector
|
GrantCommon Stock | 152.874 | $245.30 | $37,499.99 |
DisclosureSEC source: 0001225208-25-003874 · doc4.xml · nonDerivative · entry 1 NOVAKOVIC PHEBE N · CIK 0001222195 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,742.5419 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:17 UTC |
Rometty Virginia MDirector
|
GrantCommon Stock | 142.6824 | $245.30 | $34,999.99 |
DisclosureSEC source: 0001225208-25-003875 · doc4.xml · nonDerivative · entry 1 Rometty Virginia M · CIK 0001333712 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,169.866 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Barnum JeremyChief Financial Officer
|
Exercise / conversionPerformance Share Units · Derivative | 29,632.5953 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003693 · doc4.xml · derivative · entry 3 Barnum Jeremy · CIK 0001863986 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,632.5953 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Barnum JeremyChief Financial Officer
|
Tax withholdingCommon Stock | 16,387.5953 | $249.72 | $4,092,349.63 |
DisclosureSEC source: 0001225208-25-003693 · doc4.xml · nonDerivative · entry 2 Barnum Jeremy · CIK 0001863986 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,031 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Barnum JeremyChief Financial Officer
|
Exercise / conversionCommon Stock | 29,632.5953 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003693 · doc4.xml · nonDerivative · entry 1 Barnum Jeremy · CIK 0001863986 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,418.5953 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a Performance Share Unit (PSU) award granted on January 18, 2022 for the three-year performance period ended December 31, 2024 (as previously disclosed on a Form 4 filed on March 20, 2025), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award. F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Beer Lori AChief Information Officer
|
Exercise / conversionPerformance Share Units · Derivative | 26,269.7252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003694 · doc4.xml · derivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,269.7252 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Beer Lori AChief Information Officer
|
Tax withholdingCommon Stock | 14,522.7252 | $249.72 | $3,626,649.79 |
DisclosureSEC source: 0001225208-25-003694 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,229 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Beer Lori AChief Information Officer
|
Exercise / conversionCommon Stock | 26,269.7252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003694 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,751.7252 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a Performance Share Unit (PSU) award granted on January 18, 2022 for the three-year performance period ended December 31, 2024 (as previously disclosed on a Form 4 filed on March 20, 2025), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award. F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Exercise / conversionPerformance Share Units · Derivative | 297,186.0221 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003695 · doc4.xml · derivative · entry 8 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 297,186.0221 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. F4 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F4 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F4 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Tax withholdingCommon Stock | 164,340.0221 | $249.72 | $41,039,384.73 |
DisclosureSEC source: 0001225208-25-003695 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,454,996 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
DIMON JAMESDirector · Chairman & CEO
|
Exercise / conversionCommon Stock | 297,186.0221 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003695 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,619,336.0221 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a Performance Share Unit (PSU) award granted on January 18, 2022 for the three-year performance period ended December 31, 2024 (as previously disclosed on a Form 4 filed on March 20, 2025), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award. F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Friedman StaceyGeneral Counsel
|
Exercise / conversionPerformance Share Units · Derivative | 42,190.8691 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003697 · doc4.xml · derivative · entry 5 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,190.8691 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Friedman StaceyGeneral Counsel
|
Tax withholdingCommon Stock | 23,331.8691 | $249.72 | $5,826,490.35 |
DisclosureSEC source: 0001225208-25-003697 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,176 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Friedman StaceyGeneral Counsel
|
Exercise / conversionCommon Stock | 42,190.8691 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003697 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,507.8691 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a Performance Share Unit (PSU) award granted on January 18, 2022 for the three-year performance period ended December 31, 2024 (as previously disclosed on a Form 4 filed on March 20, 2025), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award. F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionPerformance Share Units · Derivative | 23,084.6712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003699 · doc4.xml · derivative · entry 5 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,084.6712 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Leopold RobinHead of Human Resources
|
Tax withholdingCommon Stock | 12,766.6712 | $249.72 | $3,188,123.77 |
DisclosureSEC source: 0001225208-25-003699 · doc4.xml · nonDerivative · entry 2 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,445 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC |
Leopold RobinHead of Human Resources
|
Exercise / conversionCommon Stock | 23,084.6712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003699 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,211.6712 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a Performance Share Unit (PSU) award granted on January 18, 2022 for the three-year performance period ended December 31, 2024 (as previously disclosed on a Form 4 filed on March 20, 2025), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award. F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. 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.