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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
January 13, 2025 Filed Jan 15, 2025 21:36 UTC
Korablina Elena ACorporate Controller
Exercise / conversionCommon Stock 8,729 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-000659 · doc4.xml · nonDerivative · entry 1

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,955

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

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

Read SEC document
December 31, 2024 Filed Jan 2, 2025 21:17 UTC GrantCommon Stock 234.6585 $239.71 $56,249.99
Disclosure

SEC source: 0001225208-25-000040 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,555.711

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
December 31, 2024 Filed Jan 2, 2025 21:17 UTC
Gorsky AlexDirector
GrantCommon Stock 156.439 $239.71 $37,499.99
Disclosure

SEC source: 0001225208-25-000041 · doc4.xml · nonDerivative · entry 1

Gorsky Alex · CIK 0001453149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,212.8239

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
December 31, 2024 Filed Jan 2, 2025 21:17 UTC GrantCommon Stock 187.7268 $239.71 $44,999.99
Disclosure

SEC source: 0001225208-25-000042 · doc4.xml · nonDerivative · entry 1

HOBSON MELLODY L · CIK 0001169896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,434.2656

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
December 31, 2024 Filed Jan 2, 2025 21:17 UTC GrantCommon Stock 156.439 $239.71 $37,499.99
Disclosure

SEC source: 0001225208-25-000043 · doc4.xml · nonDerivative · entry 1

NOVAKOVIC PHEBE N · CIK 0001222195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,525.7088

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
December 31, 2024 Filed Jan 2, 2025 21:17 UTC GrantCommon Stock 146.0098 $239.71 $35,000.01
Disclosure

SEC source: 0001225208-25-000044 · doc4.xml · nonDerivative · entry 1

Rometty Virginia M · CIK 0001333712 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,954.6665

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
November 15, 2024 Filed Nov 15, 2024 21:16 UTC GiftCommon Stock 12,362 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009980 · doc4.xml · nonDerivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,780.926

Read SEC document
November 14, 2024 Filed Nov 15, 2024 21:16 UTC
Erdoes Mary E.CEO Asset & Wealth Management
GiftCommon Stock 2,100 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009981 · 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: 583,798

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:16 UTC
Leopold RobinHead of Human Resources
GiftCommon Stock 45 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009547 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,020

Read SEC document
October 25, 2024 Filed Oct 28, 2024 20:47 UTC
Korablina Elena ACorporate Controller
Exercise / conversionRestricted Stock Units · Derivative 881 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009514 · doc4.xml · derivative · entry 6

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,707

Underlying: Common Stock · 881 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, 2024 Filed Oct 28, 2024 20:47 UTC
Korablina Elena ACorporate Controller
Exercise / conversionRestricted Stock Units · Derivative 826 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009514 · doc4.xml · derivative · entry 5

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,588

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, 2024 Filed Oct 28, 2024 20:47 UTC
Korablina Elena ACorporate Controller
Tax withholdingCommon Stock 486 $223.25 $108,498.29
Disclosure

SEC source: 0001225208-24-009514 · doc4.xml · nonDerivative · entry 4

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,226

Read SEC document
October 25, 2024 Filed Oct 28, 2024 20:47 UTC
Korablina Elena ACorporate Controller
Tax withholdingCommon Stock 479 $223.25 $106,935.55
Disclosure

SEC source: 0001225208-24-009514 · doc4.xml · nonDerivative · entry 3

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,712

Read SEC document
October 25, 2024 Filed Oct 28, 2024 20:47 UTC
Korablina Elena ACorporate Controller
Exercise / conversionCommon Stock 826 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009514 · doc4.xml · nonDerivative · entry 2

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,191

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, 2024 Filed Oct 28, 2024 20:47 UTC
Korablina Elena ACorporate Controller
Exercise / conversionCommon Stock 881 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-009514 · doc4.xml · nonDerivative · entry 1

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,365

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, 2024 Filed Oct 1, 2024 20:16 UTC GrantCommon Stock 290.4771 $210.86 $61,250.00
Disclosure

SEC source: 0001225208-24-008935 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,449.1114

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2024 Filed Oct 1, 2024 20:16 UTC
Gorsky AlexDirector
GrantCommon Stock 177.8431 $210.86 $37,500.00
Disclosure

SEC source: 0001225208-24-008936 · doc4.xml · nonDerivative · entry 1

Gorsky Alex · CIK 0001453149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,027.1534

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2024 Filed Oct 1, 2024 20:16 UTC GrantCommon Stock 237.1242 $210.86 $50,000.01
Disclosure

SEC source: 0001225208-24-008937 · doc4.xml · nonDerivative · entry 1

HOBSON MELLODY L · CIK 0001169896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,124.0065

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2024 Filed Oct 1, 2024 20:16 UTC GrantCommon Stock 177.8431 $210.86 $37,500.00
Disclosure

SEC source: 0001225208-24-008938 · doc4.xml · nonDerivative · entry 1

NOVAKOVIC PHEBE N · CIK 0001222195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,311.2071

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
September 30, 2024 Filed Oct 1, 2024 20:16 UTC GrantCommon Stock 177.8431 $210.86 $37,500.00
Disclosure

SEC source: 0001225208-24-008939 · doc4.xml · nonDerivative · entry 1

Rometty Virginia M · CIK 0001333712 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,740.8315

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
July 15, 2024 Filed Jul 16, 2024 20:18 UTC
Leopold RobinHead of Human Resources
GiftCommon Stock 48 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-007459 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,065

Read SEC document
June 30, 2024 Filed Jul 1, 2024 20:17 UTC GrantCommon Stock 173.0446 $202.26 $35,000.00
Disclosure

SEC source: 0001225208-24-007096 · doc4.xml · nonDerivative · entry 1

Rometty Virginia M · CIK 0001333712 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,499.9825

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2024 Filed Jul 1, 2024 20:17 UTC GrantCommon Stock 185.4049 $202.26 $37,500.00
Disclosure

SEC source: 0001225208-24-007097 · doc4.xml · nonDerivative · entry 1

NOVAKOVIC PHEBE N · CIK 0001222195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,079.5699

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2024 Filed Jul 1, 2024 20:17 UTC GrantCommon Stock 278.1074 $202.26 $56,250.00
Disclosure

SEC source: 0001225208-24-007098 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,337.5038

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2024 Filed Jul 1, 2024 20:17 UTC
Gorsky AlexDirector
GrantCommon Stock 185.4049 $202.26 $37,500.00
Disclosure

SEC source: 0001225208-24-007099 · doc4.xml · nonDerivative · entry 1

Gorsky Alex · CIK 0001453149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,822.721

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 30, 2024 Filed Jul 1, 2024 20:17 UTC GrantCommon Stock 222.4859 $202.26 $45,000.00
Disclosure

SEC source: 0001225208-24-007100 · doc4.xml · nonDerivative · entry 1

HOBSON MELLODY L · CIK 0001169896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,772.5867

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
June 20, 2024 Filed Jun 20, 2024 20:35 UTC
Friedman StaceyGeneral Counsel
SaleCommon Stock 4,415 $197.58 $872,310.84
Disclosure

SEC source: 0001225208-24-006921 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,709

Read SEC document
June 10, 2024 Filed Jun 10, 2024 21:04 UTC
BACON ASHLEYChief Risk Officer
SaleCommon Stock 5,086 $199.54 $1,014,856.88
Disclosure

SEC source: 0001225208-24-006744 · doc4.xml · nonDerivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 212,265

Read SEC document
May 20, 2024 Filed May 20, 2024 21:14 UTC
Friedman StaceyGeneral Counsel
SaleCommon Stock 4,415 $200.65 $885,862.24
Disclosure

SEC source: 0001225208-24-006257 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,124

F1 · balance_after: Balances reflect a) 7,800 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on April 29, 2024; b) 6,012 shares transferred from a GRAT to the Grantor's Family Trust on April 29, 2024; c) 6,797 shares transferred from a GRAT to the Grantor on May 6, 2024; and d) 45,175 shares transferred from the Grantor to fund a GRAT on May 7, 2024. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13.

Read SEC document
May 20, 2024 Filed May 20, 2024 21:19 UTC
Beer Lori AChief Information Officer
SaleCommon Stock 5,298 $200.64 $1,062,988.60
Disclosure

SEC source: 0001225208-24-006258 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,375

Read SEC document
May 14, 2024 Filed May 14, 2024 20:43 UTC SaleCommon Stock 11,734 $200.02 $2,347,065.19
Disclosure

SEC source: 0001225208-24-006002 · doc4.xml · nonDerivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 122,740

F1 · balance_after: Balance reflects a) 5,845 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on April 29, 2024; b) 372 shares trasnferred from a GRAT to the Grantor's Family Trust on April 29, 2024; c) 18,002 shares transferred from a GRAT to the Grantor on May 9, 2024; and d) 40,000 shares transferred from the Grantor for funding of a Grantor Retained Annuity Trust on May 10, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13.

Read SEC document
May 10, 2024 Filed May 10, 2024 20:48 UTC
Leopold RobinHead of Human Resources
SaleCommon Stock 3,000 $198.86 $596,576.70
Disclosure

SEC source: 0001225208-24-005948 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,113

Read SEC document
May 09, 2024 Filed May 10, 2024 20:36 UTC GiftCommon Stock 10,474 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-005946 · doc4.xml · nonDerivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,604.7938

Read SEC document
May 08, 2024 Filed May 8, 2024 21:21 UTC SaleCommon Stock 8,831 $193.66 $1,710,186.73
Disclosure

SEC source: 0001225208-24-005807 · doc4.xml · nonDerivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,650

Read SEC document
May 08, 2024 Filed May 8, 2024 21:22 UTC
Erdoes Mary E.CEO Asset & Wealth Management
SaleCommon Stock 15,895 $193.66 $3,078,220.93
Disclosure

SEC source: 0001225208-24-005808 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 585,898

Read SEC document
May 08, 2024 Filed May 8, 2024 21:25 UTC
BACON ASHLEYChief Risk Officer
SaleCommon Stock 5,086 $193.64 $984,876.44
Disclosure

SEC source: 0001225208-24-005809 · doc4.xml · nonDerivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 217,351

Read SEC document
May 06, 2024 Filed May 6, 2024 21:55 UTC
Korablina Elena ACorporate Controller
SaleCommon Stock 21,829 $190.91 $4,167,359.11
Disclosure

SEC source: 0001225208-24-005698 · doc4.xml · nonDerivative · entry 1

Korablina Elena A · CIK 0001848100 · Corporate Controller

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,484

Read SEC document
May 06, 2024 Filed May 8, 2024 22:01 UTC GiftCommon Stock 5,543 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-005846 · doc4.xml · nonDerivative · entry 1

NEAL MICHAEL A · CIK 0001233167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,859.0337

Read SEC document
April 19, 2024 Filed Apr 19, 2024 20:28 UTC
DIMON JAMESDirector · Chairman & CEO
GiftCommon Stock 136,345 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-005131 · 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: 458,971

F1 · kind: Contribution to a non-profit organization.

Read SEC document
April 15, 2024 Filed Apr 15, 2024 20:56 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 178,222 $184.18 $32,824,624.98
Disclosure

SEC source: 0001225208-24-005055 · doc4.xml · nonDerivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 264,461

Read SEC document
March 29, 2024 Filed Apr 2, 2024 20:51 UTC GrantCommon Stock 249.6256 $200.30 $50,000.01
Disclosure

SEC source: 0001225208-24-004807 · doc4.xml · nonDerivative · entry 1

HOBSON MELLODY L · CIK 0001169896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,433.531

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 20:51 UTC GrantCommon Stock 305.7913 $200.30 $61,250.00
Disclosure

SEC source: 0001225208-24-004808 · doc4.xml · nonDerivative · entry 1

BURKE STEPHEN B · CIK 0001203694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,214.2832

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 20:51 UTC GrantCommon Stock 224.663 $200.30 $45,000.00
Disclosure

SEC source: 0001225208-24-004809 · doc4.xml · nonDerivative · entry 1

FLYNN TIMOTHY PATRICK · CIK 0001550322 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,358.6248

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 20:51 UTC
Gorsky AlexDirector
GrantCommon Stock 187.2192 $200.30 $37,500.01
Disclosure

SEC source: 0001225208-24-004810 · doc4.xml · nonDerivative · entry 1

Gorsky Alex · CIK 0001453149 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,610.9716

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 20:51 UTC GrantCommon Stock 187.2192 $200.30 $37,500.01
Disclosure

SEC source: 0001225208-24-004811 · doc4.xml · nonDerivative · entry 1

NEAL MICHAEL A · CIK 0001233167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,122.0497

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 20:51 UTC GrantCommon Stock 187.2192 $200.30 $37,500.01
Disclosure

SEC source: 0001225208-24-004812 · doc4.xml · nonDerivative · entry 1

NOVAKOVIC PHEBE N · CIK 0001222195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,839.7677

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 29, 2024 Filed Apr 2, 2024 20:51 UTC GrantCommon Stock 199.7004 $200.30 $39,999.99
Disclosure

SEC source: 0001225208-24-004813 · doc4.xml · nonDerivative · entry 1

Rometty Virginia M · CIK 0001333712 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,262.9702

F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director.

Read SEC document
March 25, 2024 Filed Mar 27, 2024 20:16 UTC
BACON ASHLEYChief Risk Officer
Exercise / conversionPerformance Share Units · Derivative 41,266.4763 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-004555 · doc4.xml · derivative · entry 3

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 41,266.4763 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 JPMC 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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, 2024 Filed Mar 27, 2024 20:16 UTC
BACON ASHLEYChief Risk Officer
Tax withholdingCommon Stock 20,922.4763 $195.65 $4,093,482.49
Disclosure

SEC source: 0001225208-24-004555 · doc4.xml · nonDerivative · entry 2

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 222,437

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March 25, 2024 Filed Mar 27, 2024 20:16 UTC
BACON ASHLEYChief Risk Officer
Exercise / conversionCommon Stock 41,266.4763 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-004555 · doc4.xml · nonDerivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 243,359.4763

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 JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.

F2 · price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

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