Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Head of Human Resources | September 10, 2026 | September 10, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JPMORGAN CHASE & CO
Report date September 10, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,047 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 2,500 · Balance 71,047 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 9,201 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,201 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's GRAT | 9,201 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,201 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · derivative · entry 4 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,940 shares Expires 2019-01-13 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, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 3,978 | $99.56 | $396,049.68 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · nonDerivative · entry 3 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,233 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 4,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · nonDerivative · entry 2 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,211 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, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000891 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,938 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, 2018 Filed Oct 26, 2018 20:05 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 3,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014905 · doc4.xml · derivative · entry 3 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,003 Underlying: Common Stock · 3,003 shares Expires 2019-10-25 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: Restricted stock units vest 25% on October 25, 2016, 25% on October 25, 2017, 25% on October 25, 2018 and 25% on October 25, 2019. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:05 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 1,599 | $104.81 | $167,591.19 |
DisclosureSEC source: 0001225208-18-014905 · doc4.xml · nonDerivative · entry 2 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,998 Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:05 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 3,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014905 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,597 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 16, 2018 Filed Jan 18, 2018 21:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 4,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001228 · doc4.xml · derivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 Underlying: Common Stock · 4,900 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, 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 financials. In addition, all equity awards granted in 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards awarded 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, 2020 and 50% on January 13, 2021. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001146 · doc4.xml · derivative · entry 5 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,940 Underlying: Common Stock · 5,940 shares Expires 2019-01-13 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, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001146 · doc4.xml · derivative · entry 4 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,724 shares Expires 2018-01-13 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, 2017 and 50% on January 13, 2018. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,176 | $111.85 | $578,909.72 |
DisclosureSEC source: 0001225208-18-001146 · doc4.xml · nonDerivative · entry 3 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,594 Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001146 · doc4.xml · nonDerivative · entry 2 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,770 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, 2018 Filed Jan 17, 2018 22:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001146 · doc4.xml · nonDerivative · entry 1 Leopold Robin · CIK 0001726825 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,046 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.