Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Chief Operating Officer | June 24, 2026 | June 26, 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 June 24, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-06-24 | Direct | 60,214 |
Reported balance
After 2026-06-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 60,214 · Balance 60,214 F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock. F2: 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 results. 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, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F3: The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.
F2: 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 results. 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, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.
F3: The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026.
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, 2023 Filed Jan 18, 2023 01:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 10,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000686 · doc4.xml · derivative · entry 5 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,191 shares Expires 2023-01-13 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, 2022 and 50% on January 13, 2023. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 11,282 | $139.15 | $1,569,833.89 |
DisclosureSEC source: 0001225208-23-000686 · doc4.xml · nonDerivative · entry 3 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,162 Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 10,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000686 · doc4.xml · nonDerivative · entry 2 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,444 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, 2023 Filed Jan 18, 2023 01:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 12,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000686 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,253 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 |
| April 14, 2022 Filed Apr 14, 2022 21:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 4,668 | $126.19 | $589,051.19 |
DisclosureSEC source: 0001225208-22-005839 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,135 F1 · kind: Sale pursuant to 10b5-1 Plan dated January 28, 2022. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 30,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000928 · doc4.xml · derivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,851 Underlying: Common Stock · 30,851 shares Expires 2025-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2021, 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 2022 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, 2024 and 50% on January 13, 2025. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 10,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000751 · doc4.xml · derivative · entry 5 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,191 Underlying: Common Stock · 10,191 shares Expires 2023-01-13 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, 2022 and 50% on January 13, 2023. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 16,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000751 · doc4.xml · derivative · entry 4 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,413 shares Expires 2022-01-13 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, 2021 and 50% on January 13, 2022. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 13,840 | $168.85 | $2,336,884.00 |
DisclosureSEC source: 0001225208-22-000751 · doc4.xml · nonDerivative · entry 3 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,803 Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 10,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000751 · doc4.xml · nonDerivative · entry 2 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,643 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, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 16,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000751 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,452 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, 2021 Filed Oct 25, 2021 21:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 3,173 | $171.26 | $543,400.05 |
DisclosureSEC source: 0001225208-21-013241 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Co-CEO CCB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,039 F1 · kind: Sale pursuant to 10b5-1 Plan dated August 2, 2021 Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 24,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001002 · doc4.xml · derivative · entry 2 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,236 Underlying: Common Stock · 24,236 shares Expires 2024-01-13 F2 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2020, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F4 · 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 results. In addition, all equity awards granted in 2021 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. F5 · derivative.exercise_date: RSUs vest 50% on January 13, 2023 and 50% on January 13, 2024. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 12,881 | $138.76 | $1,787,319.90 |
DisclosureSEC source: 0001225208-21-001002 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,212 F1 · kind: Sale pursuant to 10b5-1 Plan dated November 6, 2020. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 16,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000858 · doc4.xml · derivative · entry 5 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,413 Underlying: Common Stock · 16,412 shares Expires 2022-01-13 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, 2021 and 50% on January 13, 2022. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 8,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000858 · doc4.xml · derivative · entry 4 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,909 shares Expires 2021-01-13 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, 2020 and 50% on January 13, 2021. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 12,440 | $139.45 | $1,734,695.80 |
DisclosureSEC source: 0001225208-21-000858 · doc4.xml · nonDerivative · entry 3 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,093 Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 8,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000858 · doc4.xml · nonDerivative · entry 2 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,533 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, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 16,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000858 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,624 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, 2020 Filed Oct 26, 2020 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 3,297 | $101.11 | $333,356.37 |
DisclosureSEC source: 0001225208-20-012737 · doc4.xml · nonDerivative · entry 3 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,212 F2 · kind: Sale pursuant to 10b5-1 Plan dated February 14, 2020. Read SEC document |
| October 25, 2020 Filed Oct 26, 2020 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 6,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012737 · doc4.xml · derivative · entry 4 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,497 shares Expires 2020-10-25 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 25% on October 25, 2017, 25% on October 25, 2018, 25% on October 25, 2019, and 25% on October 25, 2020. Shares resulting from vesting must be held at least two years from each vesting date. Read SEC document |
| October 25, 2020 Filed Oct 26, 2020 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 3,458 | $103.69 | $358,560.02 |
DisclosureSEC source: 0001225208-20-012737 · doc4.xml · nonDerivative · entry 2 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,509 Read SEC document |
| October 25, 2020 Filed Oct 26, 2020 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 6,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012737 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,967 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 21, 2020 Filed Jan 23, 2020 21:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 20,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001062 · doc4.xml · derivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,382 Underlying: Common Stock · 20,382 shares Expires 2023-01-13 F1 · security: Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2019, 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 2020 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 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, 2022 and 50% on January 13, 2023. Read SEC document |
| January 15, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 8,312 | $137.05 | $1,139,139.65 |
DisclosureSEC source: 0001225208-20-000826 · doc4.xml · nonDerivative · entry 4 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,470 F2 · kind: Sale pursuant to 10b5-1 Plan dated October 29, 2019. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 8,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000826 · doc4.xml · derivative · entry 6 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,909 Underlying: Common Stock · 8,909 shares Expires 2021-01-13 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, 2020 and 50% on January 13, 2021. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000826 · doc4.xml · derivative · entry 5 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,935 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, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 6,532 | $136.48 | $891,471.03 |
DisclosureSEC source: 0001225208-20-000826 · doc4.xml · nonDerivative · entry 3 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,782 Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000826 · doc4.xml · nonDerivative · entry 2 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,314 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, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 8,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000826 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,379 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 28, 2019 Filed Oct 28, 2019 21:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 4,594 | $126.78 | $582,428.24 |
DisclosureSEC source: 0001225208-19-013877 · doc4.xml · nonDerivative · entry 5 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,470 F2 · kind: Sale pursuant to 10b5-1 Plan dated August 1, 2019. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 6,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013877 · doc4.xml · derivative · entry 7 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,497 Underlying: Common Stock · 6,497 shares Expires 2020-10-25 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. F4 · derivative.exercise_date: Restricted stock units vest 25% on October 25, 2017, 25% on October 25, 2018, 25% on October 25, 2019, and 25% on October 25, 2020. Shares resulting from vesting must be held at least two years from each vesting date. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 3,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013877 · doc4.xml · derivative · entry 6 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. F3 · 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, 2019 Filed Oct 28, 2019 21:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 3,324 | $125.70 | $417,826.80 |
DisclosureSEC source: 0001225208-19-013877 · doc4.xml · nonDerivative · entry 4 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,064 Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 1,537 | $125.70 | $193,200.90 |
DisclosureSEC source: 0001225208-19-013877 · doc4.xml · nonDerivative · entry 3 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,388 Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 3,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013877 · doc4.xml · nonDerivative · entry 2 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,925 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, 2019 Filed Oct 28, 2019 21:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 6,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013877 · doc4.xml · nonDerivative · entry 1 Piepszak Jennifer · CIK 0001775584 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,922 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.