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JPMORGAN CHASE & CO

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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

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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
February 20, 2025 Filed Feb 20, 2025 23:21 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 131,711 $269.84 $35,540,540.62
Disclosure

SEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 2

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Family Trusts

Disclosed balance after: 3,700,744

Read SEC document
February 20, 2025 Filed Feb 20, 2025 23:21 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 83,500 $269.84 $22,531,414.55
Disclosure

SEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Family Trusts

Disclosed balance after: 3,964,166

Read SEC document
February 20, 2025 Filed Feb 20, 2025 23:41 UTC
Leopold RobinHead of Human Resources
SaleCommon Stock 1,250 $270.09 $337,610.13
Disclosure

SEC source: 0001225208-25-002093 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,377

Read SEC document
February 20, 2025 Filed Feb 20, 2025 23:43 UTC
Piepszak JenniferChief Operating Officer
SaleCommon Stock 4,273 $269.85 $1,153,078.02
Disclosure

SEC source: 0001225208-25-002094 · doc4.xml · nonDerivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 54,469

Read SEC document
February 20, 2025 Filed Feb 20, 2025 23:49 UTC
Beer Lori AChief Information Officer
SaleCommon Stock 2,053 $269.88 $554,053.99
Disclosure

SEC source: 0001225208-25-002095 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,534

Read SEC document
February 20, 2025 Filed Feb 20, 2025 23:51 UTC SaleCommon Stock 37,500 $269.84 $10,118,868.75
Disclosure

SEC source: 0001225208-25-002096 · doc4.xml · nonDerivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 158,381

Read SEC document
February 18, 2025 Filed Feb 19, 2025 21:21 UTC SaleCommon Stock 4,232 $278.36 $1,178,009.36
Disclosure

SEC source: 0001225208-25-001958 · doc4.xml · nonDerivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 114,275

Read SEC document
February 18, 2025 Filed Feb 19, 2025 21:21 UTC
Friedman StaceyGeneral Counsel
SaleCommon Stock 3,303 $278.34 $919,370.89
Disclosure

SEC source: 0001225208-25-001959 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,317

Read SEC document
February 18, 2025 Filed Feb 19, 2025 21:21 UTC
Petno Douglas BCo-CEO CIB
SaleCommon Stock 3,490 $278.41 $971,646.01
Disclosure

SEC source: 0001225208-25-001960 · doc4.xml · nonDerivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 335,445

Read SEC document
February 18, 2025 Filed Feb 19, 2025 21:21 UTC
Erdoes Mary E.CEO Asset & Wealth Management
SaleCommon Stock 5,277 $278.37 $1,468,971.15
Disclosure

SEC source: 0001225208-25-001961 · doc4.xml · nonDerivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 594,354

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:17 UTC
Leopold RobinHead of Human Resources
GiftCommon Stock 188 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-001531 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse's GRAT

Disclosed balance after: 9,333

F2 · balance_after: Balance reflects 188 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 10, 2025. This transfer is exempt from Section 16 pursuant to Rule 16a-13.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:17 UTC
Leopold RobinHead of Human Resources
GiftCommon Stock 188 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-001531 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,627

F1 · balance_after: Balance reflects (a) 188 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 188 shares from Grantor Retained Annuity Trust to the Grantor on February 10, 2025. These transfers are exempt from Section 16 pursuant to Rule 16a-13.

Read SEC document
February 01, 2025 Filed Mar 20, 2025 20:16 UTC
Erdoes Mary E.CEO Asset & Wealth Management
OtherPreferred Stock, Series HH 51,000 $1.00 $51,000.00
Disclosure

SEC source: 0001225208-25-003531 · doc4.xml · nonDerivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Depositary shares, each representing a 1/10th interest in a share of JPMorgan Chase & Co. 4.60% Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series HH were called for redemption by the issuer at a price equal to their face value.

Read SEC document
January 31, 2025 Filed Feb 3, 2025 21:21 UTC
DIMON JAMESDirector · Chairman & CEO
GiftCommon Stock 185,936 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-001073 · doc4.xml · nonDerivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 273,035

F1 · kind: Contribution to a non profit organization.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
BACON ASHLEYChief Risk Officer
GrantRestricted Stock Units · Derivative 18,702 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000757 · doc4.xml · derivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,702

Underlying: Common Stock · 18,702 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
Barnum JeremyChief Financial Officer
GrantRestricted Stock Units · Derivative 18,702 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000758 · doc4.xml · derivative · entry 1

Barnum Jeremy · CIK 0001863986 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,702

Underlying: Common Stock · 18,702 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
Beer Lori AChief Information Officer
GrantRestricted Stock Units · Derivative 12,029 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000759 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,029

Underlying: Common Stock · 12,029 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
Erdoes Mary E.CEO Asset & Wealth Management
GrantRestricted Stock Units · Derivative 31,504 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000760 · doc4.xml · derivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,504

Underlying: Common Stock · 31,504 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
Friedman StaceyGeneral Counsel
GrantRestricted Stock Units · Derivative 18,702 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000761 · doc4.xml · derivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,702

Underlying: Common Stock · 18,702 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC GrantRestricted Stock Units · Derivative 23,485 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000762 · doc4.xml · derivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,485

Underlying: Common Stock · 23,485 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
Leopold RobinHead of Human Resources
GrantRestricted Stock Units · Derivative 9,079 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000763 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,079

Underlying: Common Stock · 9,079 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
Piepszak JenniferChief Operating Officer
GrantRestricted Stock Units · Derivative 23,485 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000764 · doc4.xml · derivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,485

Underlying: Common Stock · 23,485 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC GrantRestricted Stock Units · Derivative 26,349 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000765 · doc4.xml · derivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,349

Underlying: Common Stock · 26,349 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
Petno Douglas BCo-CEO CIB
GrantRestricted Stock Units · Derivative 21,766 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000766 · doc4.xml · derivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,766

Underlying: Common Stock · 21,766 shares

Expires 2028-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2024, 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted 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, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:21 UTC
Korablina Elena ACorporate Controller
GrantRestricted Stock Units · Derivative 8,783 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000767 · doc4.xml · derivative · entry 1

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,783

Underlying: Common Stock · 8,783 shares

Expires 2028-01-13

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) 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 financial statements. In addition, all equity awards granted in 2025 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to the Reporting Person are also subject to additional Protection-based Vesting provisions under which awards may be cancelled.

F3 · derivative.exercise_date: RSUs vest 50% on January 13, 2027 and 50% on January 13, 2028.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:26 UTC GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000770 · doc4.xml · nonDerivative · entry 1

BAMMANN LINDA · CIK 0001195342 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,304.0437

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:26 UTC GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000771 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,338.0529

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:26 UTC GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000772 · doc4.xml · nonDerivative · entry 1

Combs Todd A. · CIK 0001685281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,758.9598

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:27 UTC GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000773 · doc4.xml · nonDerivative · entry 1

Boler-Davis Alicia S · CIK 0001677195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,642.6963

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:27 UTC
Gorsky AlexDirector
GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000774 · doc4.xml · nonDerivative · entry 1

Gorsky Alex · CIK 0001453149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,251.3491

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:27 UTC GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000775 · doc4.xml · nonDerivative · entry 1

HOBSON MELLODY L · CIK 0001169896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,555.26

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:27 UTC GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000776 · doc4.xml · nonDerivative · entry 1

NOVAKOVIC PHEBE N · CIK 0001222195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,589.6679

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:27 UTC GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000777 · doc4.xml · nonDerivative · entry 1

Rometty Virginia M · CIK 0001333712 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,027.1836

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:27 UTC
SMITH BRAD DDirector
GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000778 · doc4.xml · nonDerivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,011.9262

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:27 UTC GrantCommon Stock 1,011.9262 $261.88 $265,000.00
Disclosure

SEC source: 0001225208-25-000779 · doc4.xml · nonDerivative · entry 1

WEINBERGER MARK A · CIK 0001785997 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,142.6963

F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

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January 16, 2025 Filed Jan 16, 2025 23:00 UTC
BACON ASHLEYChief Risk Officer
SaleCommon Stock 7,122 $253.94 $1,808,590.59
Disclosure

SEC source: 0001225208-25-000691 · doc4.xml · nonDerivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 219,388

Read SEC document
January 16, 2025 Filed Jan 16, 2025 23:00 UTC
Erdoes Mary E.CEO Asset & Wealth Management
SaleCommon Stock 5,277 $253.97 $1,340,215.52
Disclosure

SEC source: 0001225208-25-000692 · doc4.xml · nonDerivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 599,631

Read SEC document
January 16, 2025 Filed Jan 16, 2025 23:00 UTC
Friedman StaceyGeneral Counsel
SaleCommon Stock 3,303 $253.94 $838,778.02
Disclosure

SEC source: 0001225208-25-000693 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,620

Read SEC document
January 16, 2025 Filed Jan 16, 2025 23:00 UTC
Petno Douglas BCo-CEO CIB
SaleCommon Stock 3,491 $253.96 $886,565.28
Disclosure

SEC source: 0001225208-25-000694 · doc4.xml · nonDerivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 338,935

Read SEC document
January 16, 2025 Filed Jan 16, 2025 23:00 UTC SaleCommon Stock 4,233 $254.00 $1,075,202.74
Disclosure

SEC source: 0001225208-25-000695 · doc4.xml · nonDerivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 118,507

Read SEC document
January 13, 2025 Filed Jan 15, 2025 21:34 UTC
Leopold RobinHead of Human Resources
Exercise / conversionRestricted Stock Units · Derivative 7,747 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000649 · doc4.xml · derivative · entry 7

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,747

Underlying: Common Stock · 7,747 shares

Expires 2026-01-13

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, 2025 and 50% on January 13, 2026.

Read SEC document
January 13, 2025 Filed Jan 15, 2025 21:34 UTC
Leopold RobinHead of Human Resources
Exercise / conversionRestricted Stock Units · Derivative 7,101 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000649 · doc4.xml · derivative · entry 6

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,101 shares

Expires 2025-01-13

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.

F2 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025.

Read SEC document
January 13, 2025 Filed Jan 15, 2025 21:34 UTC
Leopold RobinHead of Human Resources
Tax withholdingCommon Stock 7,617 $241.77 $1,841,562.09
Disclosure

SEC source: 0001225208-25-000649 · doc4.xml · nonDerivative · entry 3

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,251

Read SEC document
January 13, 2025 Filed Jan 15, 2025 21:34 UTC
Leopold RobinHead of Human Resources
Exercise / conversionCommon Stock 7,101 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000649 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,868

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, 2025 Filed Jan 15, 2025 21:34 UTC
Leopold RobinHead of Human Resources
Exercise / conversionCommon Stock 7,747 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000649 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,767

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, 2025 Filed Jan 15, 2025 21:34 UTC
Friedman StaceyGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 15,226 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000650 · doc4.xml · derivative · entry 7

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,227

Underlying: Common Stock · 15,226 shares

Expires 2026-01-13

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, 2025 and 50% on January 13, 2026.

Read SEC document
January 13, 2025 Filed Jan 15, 2025 21:34 UTC
Friedman StaceyGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 12,977 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000650 · doc4.xml · derivative · entry 6

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,977 shares

Expires 2025-01-13

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.

F2 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025.

Read SEC document
January 13, 2025 Filed Jan 15, 2025 21:34 UTC
Friedman StaceyGeneral Counsel
Tax withholdingCommon Stock 14,989 $241.77 $3,623,890.53
Disclosure

SEC source: 0001225208-25-000650 · doc4.xml · nonDerivative · entry 3

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,923

Read SEC document
January 13, 2025 Filed Jan 15, 2025 21:34 UTC
Friedman StaceyGeneral Counsel
Exercise / conversionCommon Stock 12,977 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000650 · doc4.xml · nonDerivative · entry 2

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,912

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, 2025 Filed Jan 15, 2025 21:34 UTC
Friedman StaceyGeneral Counsel
Exercise / conversionCommon Stock 15,226 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000650 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,935

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.