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AMJB

JPMORGAN CHASE & CO

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Tapewire entity
2795
SEC CIK
0000019617
Parsed reports
2,624

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
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202608
Feb 2026014
Mar 202601
Apr 202608
May 202608
Jun 202601
Jul 202600
Aug 202601
Sep 202601
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 25, 2025 Filed Oct 27, 2025 20:20 UTC
Korablina Elena ACorporate Controller
Exercise / conversionRestricted Stock Units · Derivative 826 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 178.328 $315.43 $56,250.00
Disclosure

SEC 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 GrantCommon Stock 134.7367 $315.43 $42,500.00
Disclosure

SEC 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 GrantCommon Stock 118.8853 $315.43 $37,499.99
Disclosure

SEC 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 GrantCommon Stock 110.9596 $315.43 $34,999.99
Disclosure

SEC 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 SaleCommon Stock 9,500 $297.94 $2,830,471.80
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 194.0257 $289.91 $56,249.99
Disclosure

SEC 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 GrantCommon Stock 155.2206 $289.91 $45,000.00
Disclosure

SEC 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 GrantCommon Stock 129.3505 $289.91 $37,500.00
Disclosure

SEC 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 GrantCommon Stock 120.7271 $289.91 $34,999.99
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleCommon Stock 12,274 $267.08 $3,278,087.14
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleCommon Stock 12,500 $263.08 $3,288,443.75
Disclosure

SEC 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 SaleCommon Stock 9,500 $250.00 $2,375,000.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GiftCommon Stock 500 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 229.311 $245.30 $56,249.99
Disclosure

SEC 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 GrantCommon Stock 183.4488 $245.30 $44,999.99
Disclosure

SEC 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 GrantCommon Stock 152.874 $245.30 $37,499.99
Disclosure

SEC 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 GrantCommon Stock 142.6824 $245.30 $34,999.99
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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

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March 25, 2025 Filed Mar 27, 2025 20:21 UTC
DIMON JAMESDirector · Chairman & CEO
Exercise / conversionCommon Stock 297,186.0221 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.