Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | General Counsel | July 27, 2026 | July 28, 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 July 27, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,795 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Gift · Disposed 166 · Balance 40,795 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 79,468 |
Reported balance
Holding disclosure · report date 2026-07-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 79,468 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 16,196 |
Reported balance
Holding disclosure · report date 2026-07-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,196 |
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 | 12,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000887 · doc4.xml · derivative · entry 5 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,909 Underlying: Common Stock · 12,908 shares Expires 2020-01-13 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, 2019 and 50% on January 13, 2020. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 9,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000887 · doc4.xml · derivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,828 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 | 10,643 | $99.56 | $1,059,617.08 |
DisclosureSEC source: 0001225208-19-000887 · doc4.xml · nonDerivative · entry 3 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,541 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 9,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000887 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,184 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 | 12,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000887 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,356 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 17, 2018 Filed Jan 17, 2018 22:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 10,527 | $112.40 | $1,183,203.22 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · nonDerivative · entry 5 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,448 F2 · kind: Sale pursuant to 10b5-1 Plan dated May 9, 2017. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 22:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 7,202 | $112.23 | $808,289.10 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · nonDerivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,975 F2 · kind: Sale pursuant to 10b5-1 Plan dated May 9, 2017. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 24,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001226 · doc4.xml · derivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,722 Underlying: Common Stock · 24,722 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 22:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 9,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · derivative · entry 7 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,828 Underlying: Common Stock · 9,827 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. F4 · 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 22:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 10,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · derivative · entry 6 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,733 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. F3 · 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 22:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 9,910 | $111.85 | $1,108,383.95 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · nonDerivative · entry 3 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,177 Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 9,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,087 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 22:08 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 10,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001137 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,260 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 26, 2017 Filed Oct 26, 2017 21:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 2,099 | $101.96 | $214,019.29 |
DisclosureSEC source: 0001225208-17-016566 · doc4.xml · nonDerivative · entry 3 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,527 F2 · kind: Sale pursuant to 10b5-1 Plan dated February 1, 2017. Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 21:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 4,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016566 · doc4.xml · derivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,752 shares Expires 2017-10-25 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. F3 · derivative.exercise_date: Restricted stock units vest in four equal annual installments beginning October 25, 2014. Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 21:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 2,653 | $100.82 | $267,475.46 |
DisclosureSEC source: 0001225208-17-016566 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,626 Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 21:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 4,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016566 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,279 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 |
| August 21, 2017 Filed Aug 21, 2017 21:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 9,968 | $90.55 | $902,608.38 |
DisclosureSEC source: 0001225208-17-014205 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,527 F1 · kind: Sale pursuant to 10b5-1 Plan dated May 9, 2017. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 40,000 | $0.00 Strike: $37.15 | $0.00 |
DisclosureSEC source: 0001225208-17-008109 · doc4.xml · derivative · entry 6 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 40,000 shares Expires 2022-08-20 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_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning August 20, 2013. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 52,552 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-17-008109 · doc4.xml · derivative · entry 5 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,139 Underlying: Common Stock · 52,552 shares Expires 2023-01-17 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_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 17, 2014. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 72,057 | $85.23 | $6,141,057.83 |
DisclosureSEC source: 0001225208-17-008109 · doc4.xml · nonDerivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,495 Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 10,792 | $85.07 | $918,084.07 |
DisclosureSEC source: 0001225208-17-008109 · doc4.xml · nonDerivative · entry 3 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,552 F1 · kind: Sale pursuant to 10b5-1 Plan dated February 1, 2017. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 40,000 | $37.15 | $1,486,000.00 |
DisclosureSEC source: 0001225208-17-008109 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,344 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. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 20:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 52,552 | $46.58 | $2,447,872.16 |
DisclosureSEC source: 0001225208-17-008109 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,344 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. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 25,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001359 · doc4.xml · derivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,817 Underlying: Common Stock · 25,817 shares Expires 2020-01-13 F1 · security: Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2016, with the remaining 50% awarded in the form of Performance Share Units (PSUs), consistent with last year. F2 · derivative.exercise_price: Each restricted stock unit 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 2017 contain recapture provisions that enable the Firm to cancel an unvested or unexercisable 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 (Committee). In the case of an award to the CEO, all such determinations shall be made by the Committee. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2019 and 50% on January 13, 2020. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:04 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 10,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001320 · doc4.xml · derivative · entry 5 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,733 Underlying: Common Stock · 10,732 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. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2017 and 50% on January 13, 2018. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:04 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 10,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001320 · doc4.xml · derivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,022 shares Expires 2017-01-13 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, 2016 and 50% on January 13, 2017. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:04 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 9,962 | $87.14 | $868,038.87 |
DisclosureSEC source: 0001225208-17-001320 · doc4.xml · nonDerivative · entry 3 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,792 Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:04 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 10,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001320 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,754 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, 2017 Filed Jan 18, 2017 21:04 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 10,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001320 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,732 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 26, 2016 Filed Oct 27, 2016 16:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 2,099 | $69.03 | $144,904.26 |
DisclosureSEC source: 0001225208-16-040779 · doc4.xml · nonDerivative · entry 3 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Sale pursuant to 10b5-1 Plan dated November 12, 2015, and modified as of July 20, 2016. Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 16:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 4,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040779 · doc4.xml · derivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,752 Underlying: Common Stock · 4,752 shares Expires 2017-10-25 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. F3 · derivative.exercise_date: Restricted stock units vest in four equal annual installments beginning October 25, 2014. Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 16:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 2,653 | $68.66 | $182,141.72 |
DisclosureSEC source: 0001225208-16-040779 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,099 Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 16:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 4,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040779 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,752 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 19, 2016 Filed Jan 21, 2016 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 19,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-024627 · doc4.xml · derivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,655 Underlying: Common Stock · 19,655 shares Expires 2019-01-13 F1 · security: As announced by the Firm on its Current Report on Form 8-K dated January 21, 2016, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2015, with the remaining 50% awarded in the form of Performance Share Units (PSUs). Additional information on PSUs is provided in such Form 8-K. F2 · derivative.exercise_price: Each restricted stock unit 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 2016 contain recapture provisions that enable the Firm to cancel an unvested or unexercisable 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 and Management Development Committee of the Board of Directors (Committee). In the case of an award to the CEO, all such determinations shall be made by the Committee. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 15, 2016 Filed Jan 15, 2016 23:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 7,296 | $56.81 | $414,474.09 |
DisclosureSEC source: 0001225208-16-024259 · doc4.xml · nonDerivative · entry 4 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Sale pursuant to 10b5-1 Plan dated November 12, 2015. Read SEC document |
| January 13, 2016 Filed Jan 15, 2016 23:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 10,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-024259 · doc4.xml · derivative · entry 6 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,022 Underlying: Common Stock · 10,022 shares Expires 2017-01-13 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. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2016 and 50% on January 13, 2017. Read SEC document |
| January 13, 2016 Filed Jan 15, 2016 23:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 2,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-024259 · doc4.xml · derivative · entry 5 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,523 shares Expires 2016-01-13 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, 2015 and 50% on January 13, 2016. Read SEC document |
| January 13, 2016 Filed Jan 15, 2016 23:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,249 | $58.29 | $305,977.33 |
DisclosureSEC source: 0001225208-16-024259 · doc4.xml · nonDerivative · entry 3 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,296 Read SEC document |
| January 13, 2016 Filed Jan 15, 2016 23:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 2,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-024259 · doc4.xml · nonDerivative · entry 2 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,545 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, 2016 Filed Jan 15, 2016 23:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 10,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-024259 · doc4.xml · nonDerivative · entry 1 Friedman Stacey · CIK 0001662926 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,022 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.