Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Co-President; CEO CCB | 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 | 90,321 |
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 90,321 · Balance 90,321 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 |
|---|---|---|---|---|---|---|
| June 24, 2026 Filed Jun 26, 2026 21:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 90,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006218 · doc4.xml · derivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-President; CEO CCB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,321 Underlying: Common Stock · 90,321 shares Expires 2029-06-24 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock. F2 · 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 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 · derivative.exercise_date: 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. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 72,965.1126 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004056 · doc4.xml · derivative · entry 4 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 72,965.1126 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. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 40,349.1126 | $295.04 | $11,904,602.18 |
DisclosureSEC source: 0001225208-26-004056 · doc4.xml · nonDerivative · entry 2 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,895 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 72,965.1126 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004056 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,244.1126 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. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 72,965.1126 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003865 · doc4.xml · derivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,965.1126 Underlying: Common Stock · 72,965.1126 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. Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 22:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 50,000 | $307.11 | $15,355,670.00 |
DisclosureSEC source: 0001225208-26-002171 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 111,279 Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 25,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000735 · doc4.xml · derivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,938 Underlying: Common Stock · 25,938 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. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 20,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000630 · doc4.xml · derivative · entry 6 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,082 Underlying: Common Stock · 20,082 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. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 22,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000630 · doc4.xml · derivative · entry 5 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,706 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. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 23,135 | $318.72 | $7,373,471.53 |
DisclosureSEC source: 0001225208-26-000630 · doc4.xml · nonDerivative · entry 3 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,279 Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 20,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000630 · doc4.xml · nonDerivative · entry 2 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,414 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. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 22,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000630 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,332 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. Read SEC document |
| November 12, 2025 Filed Nov 13, 2025 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 9,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009130 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,626 Read SEC document |
| May 12, 2025 Filed May 12, 2025 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 12,500 | $263.08 | $3,288,443.75 |
DisclosureSEC source: 0001225208-25-004983 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,126 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 67,664.0501 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003701 · doc4.xml · derivative · entry 4 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 67,664.0501 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. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 37,419.0501 | $249.72 | $9,344,375.00 |
DisclosureSEC source: 0001225208-25-003701 · doc4.xml · nonDerivative · entry 2 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,626 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 67,664.0501 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003701 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,045.0501 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. Read SEC document |
| March 24, 2025 Filed Mar 24, 2025 21:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 25,000 | $247.02 | $6,175,485.00 |
DisclosureSEC source: 0001225208-25-003617 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 133,381 Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 67,664.0501 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003538 · doc4.xml · derivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,664.0501 Underlying: Common Stock · 67,664.0501 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. Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 23:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 37,500 | $269.84 | $10,118,868.75 |
DisclosureSEC source: 0001225208-25-002096 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 158,381 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 26,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000765 · doc4.xml · derivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,349 Underlying: Common Stock · 26,349 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. Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 22,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000651 · doc4.xml · derivative · entry 6 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,706 Underlying: Common Stock · 22,706 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. Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 20,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000651 · doc4.xml · derivative · entry 5 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,812 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. Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 23,418 | $241.77 | $5,661,769.86 |
DisclosureSEC source: 0001225208-25-000651 · doc4.xml · nonDerivative · entry 3 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,881 Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 20,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000651 · doc4.xml · nonDerivative · entry 2 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,299 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, 2025 Filed Jan 15, 2025 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 22,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000651 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,487 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 |
| November 15, 2024 Filed Nov 15, 2024 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 12,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-009980 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,780.926 Read SEC document |
| May 09, 2024 Filed May 10, 2024 20:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 10,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005946 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,604.7938 Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 71,118.8151 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004559 · doc4.xml · derivative · entry 4 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 71,118.8151 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. Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 39,328.8151 | $195.65 | $7,694,682.67 |
DisclosureSEC source: 0001225208-24-004559 · doc4.xml · nonDerivative · entry 2 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,078.7938 Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 71,118.8151 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004559 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,407.6089 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. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 71,118.8151 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004396 · doc4.xml · derivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,118.8151 Underlying: Common Stock · 71,118.8151 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. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 23:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 75,000 | $182.74 | $13,705,155.00 |
DisclosureSEC source: 0001225208-24-002773 · doc4.xml · nonDerivative · entry 1 Rohrbaugh Troy L · CIK 0002010711 · Co-CEO Comm. & Invest. Bank 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 166,288.7938 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.