Leopold Robin

SEC source: 0001225208-26-007727 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 71,047

SEC source: 0001225208-26-007064 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,547

SEC source: 0001225208-26-004053 · 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 · 24,894.7727 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, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. 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, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. 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, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. 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.

SEC source: 0001225208-26-004053 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,047

SEC source: 0001225208-26-004053 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,814.7727

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, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), 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.

SEC source: 0001726825-26-000005 · primary_doc.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,920

SEC source: 0001225208-26-003863 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,894.7727

Underlying: Common Stock · 24,894.7727 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 17, 2023.

SEC source: 0001225208-26-002172 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,353

SEC source: 0001225208-26-001304 · 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: 9,201

F2 · balance_after: Balance reflects 132 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 3, 2026. This transfer is exempt from Section 16 pursuant to Rule 16a-13.

SEC source: 0001225208-26-001304 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,785

F1 · balance_after: Balance reflects (a) 132 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 132 shares from Grantor Retained Annuity Trust to the Grantor on February 3, 2026. These transfers are exempt from Section 16 pursuant to Rule 16a-13.

SEC source: 0001225208-26-000733 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,565

Underlying: Common Stock · 8,565 shares

Expires 2029-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2025, 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 2026 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, 2028 and 50% on January 13, 2029.

SEC source: 0001225208-26-000627 · doc4.xml · derivative · entry 7

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,995

Underlying: Common Stock · 6,995 shares

Expires 2027-01-13

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 (RSU) represents a contingent right to receive one share of JPMC common stock.

F3 · derivative.exercise_date: RSUs vest 50% on January 13, 2026 and 50% on January 13, 2027.

SEC source: 0001225208-26-000627 · 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 · 7,747 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 (RSU) represents a contingent right to receive one share of JPMC common stock.

F2 · derivative.exercise_date: RSUs vest 50% on January 13, 2025 and 50% on January 13, 2026.

SEC source: 0001225208-26-000627 · doc4.xml · nonDerivative · entry 3

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,521

SEC source: 0001225208-26-000627 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,221

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 (RSU) represents a contingent right to receive one share of JPMC common stock.

SEC source: 0001225208-26-000627 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,226

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 (RSU) represents a contingent right to receive one share of JPMC common stock.

SEC source: 0001225208-25-009048 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,479

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.

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

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.

SEC source: 0001225208-25-003614 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 49,127

SEC source: 0001225208-25-003534 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,084.6712

Underlying: Common Stock · 23,084.6712 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · 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. The PSUs are expected to vest and settle in shares of common stock on March 25, 2025, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 18, 2022.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 18, 2022.

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

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.

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.

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.

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.

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.

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

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.

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.

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

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

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

SEC source: 0001225208-24-004563 · 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 · 18,438.3318 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.

SEC source: 0001225208-24-004563 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,113

SEC source: 0001225208-24-004563 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,310.3318

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.

SEC source: 0001225208-24-004391 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,438.3318

Underlying: Common Stock · 18,438.3318 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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. The PSUs are expected to vest and settle in shares of common stock on March 25, 2024, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 19, 2021.

SEC source: 0001225208-24-001833 · 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: 9,521

F2 · balance_after: Balance reflects 353 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 8, 2024. This transfer is exempt from Section 16 pursuant to Rule 16a-13.

SEC source: 0001225208-24-001833 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,872

F1 · balance_after: Balance reflects (a) 353 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 353 shares from Grantor Retained Annuity Trust to the Grantor on February 8, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13.

SEC source: 0001225208-24-001021 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,990

Underlying: Common Stock · 13,990 shares

Expires 2027-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2023, 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 2024 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, 2026 and 50% on January 13, 2027.

SEC source: 0001225208-24-000935 · doc4.xml · derivative · entry 7

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,101

Underlying: Common Stock · 7,100 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.

F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025.

SEC source: 0001225208-24-000935 · 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 · 5,655 shares

Expires 2024-01-13

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, 2023 and 50% on January 13, 2024.

SEC source: 0001225208-24-000935 · doc4.xml · nonDerivative · entry 3

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,166

SEC source: 0001225208-24-000935 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,390

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.

SEC source: 0001225208-24-000935 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,735

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.

SEC source: 0001225208-23-004268 · 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 · 14,201.2566 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.

F3 · 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.

F6 · 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, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. 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.

F6 · 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, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. 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.

F6 · 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, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. 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.

SEC source: 0001225208-23-004268 · doc4.xml · nonDerivative · entry 3

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,635

SEC source: 0001225208-23-004268 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,489.2566

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 · shares: These shares represent JPMC common stock acquired on March 25, 2023 upon settlement of a Performance Share Unit (PSU) award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), 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.

F3 · price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

SEC source: 0001225208-23-004200 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,201.2566

Underlying: Common Stock · 14,201.2566 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.

F2 · 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: 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, as provided under the terms of the PSU award granted on January 21, 2020.

F3 · derivative.expiration_date: 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, as provided under the terms of the PSU award granted on January 21, 2020.