Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | CEO Asset & Wealth Management | 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 17, 2023 Filed Jan 18, 2023 01:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 10,340 | $140.29 | $1,450,642.03 |
DisclosureSEC source: 0001225208-23-000690 · doc4.xml · nonDerivative · entry 4 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,136 F2 · kind: Sale pursuant to 10b5-1 plan dated November 15, 2022. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 52,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000754 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,892 Underlying: Common Stock · 52,892 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, 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 2023 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: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 21,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000690 · doc4.xml · derivative · entry 6 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,812 Underlying: Common Stock · 21,812 shares Expires 2024-01-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 22,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000690 · doc4.xml · derivative · entry 5 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,111 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 | 23,242 | $139.15 | $3,234,008.09 |
DisclosureSEC source: 0001225208-23-000690 · doc4.xml · nonDerivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,476 Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 21,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000690 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,718 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 | 22,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000690 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,906 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 17, 2022 Filed Oct 18, 2022 20:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 33,515 | $115.77 | $3,880,135.45 |
DisclosureSEC source: 0001225208-22-011012 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 533,795 F1 · kind: Sale pursuant to 10b5-1 plan dated August 15, 2022 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 96,422.0596 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005165 · doc4.xml · derivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,422.0596 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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, 2022 Filed Mar 29, 2022 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 53,322.0596 | $141.99 | $7,571,199.24 |
DisclosureSEC source: 0001225208-22-005165 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567,310 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 96,422.0596 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005165 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,632.0596 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, 2022 upon settlement of a Performance Share Unit (PSU) award granted on January 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), 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 15, 2022 Filed Mar 17, 2022 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 96,422.0596 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004839 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,422.0596 Underlying: Common Stock · 96,422.0596 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, 2021. The PSUs are expected to vest and settle in shares of common stock on March 25, 2022, 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 15, 2019. 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 15, 2019. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 38,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000929 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,686 Underlying: Common Stock · 38,686 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 | 22,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000745 · doc4.xml · derivative · entry 5 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,111 Underlying: Common Stock · 22,110 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 | 29,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000745 · doc4.xml · derivative · entry 4 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,468 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 | 27,647 | $168.85 | $4,668,195.95 |
DisclosureSEC source: 0001225208-22-000745 · doc4.xml · nonDerivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,210 Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 22,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000745 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551,857 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 | 29,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000745 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,747 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, 2021 Filed Nov 18, 2021 21:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 11,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013952 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,279 Read SEC document |
| July 14, 2021 Filed Jul 14, 2021 21:49 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 17,387 | $154.78 | $2,691,182.46 |
DisclosureSEC source: 0001225208-21-010662 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,189 F1 · kind: Sale pursuant to 10b5-1 plan dated May 13, 2021 Read SEC document |
| May 06, 2021 Filed May 7, 2021 20:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 105,143 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-21-007745 · doc4.xml · derivative · entry 4 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 105,143 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. F1 · 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 |
| May 06, 2021 Filed May 7, 2021 20:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 6,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007745 · doc4.xml · nonDerivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,576 Read SEC document |
| May 06, 2021 Filed May 7, 2021 20:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 70,368 | $158.99 | $11,187,984.24 |
DisclosureSEC source: 0001225208-21-007745 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,946 Read SEC document |
| May 06, 2021 Filed May 7, 2021 20:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 105,143 | $46.58 | $4,897,560.94 |
DisclosureSEC source: 0001225208-21-007745 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,314 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. Read SEC document |
| April 15, 2021 Filed Apr 15, 2021 22:39 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 19,188 | $150.90 | $2,895,474.96 |
DisclosureSEC source: 0001225208-21-006794 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,171 F1 · kind: Sale pursuant to 10b5-1 Plan dated February 11, 2021. Read SEC document |
| March 25, 2021 Filed Mar 26, 2021 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 82,035.4661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005940 · doc4.xml · derivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 82,035.4661 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, 2020, as provided under the terms of a PSU award granted on January 16, 2018, and as previously reported on a Form 4 filed on March 18, 2021. The PSUs settled in shares of common stock on March 25, 2021. 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, 2020, as provided under the terms of a PSU award granted on January 16, 2018, and as previously reported on a Form 4 filed on March 18, 2021. The PSUs settled in shares of common stock on March 25, 2021. 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, 2020, as provided under the terms of a PSU award granted on January 16, 2018, and as previously reported on a Form 4 filed on March 18, 2021. The PSUs settled in shares of common stock on March 25, 2021. 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, 2021 Filed Mar 26, 2021 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 43,659.4661 | $151.15 | $6,599,128.30 |
DisclosureSEC source: 0001225208-21-005940 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,359 Read SEC document |
| March 25, 2021 Filed Mar 26, 2021 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 82,035.4661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005940 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564,018.4661 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, 2021 upon settlement of a Performance Share Unit (PSU) award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), 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 16, 2021 Filed Mar 18, 2021 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 82,035.4661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005572 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,035.4661 Underlying: Common Stock · 82,035.4661 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, 2020. The PSUs are expected to vest and settle in shares of common stock on March 25, 2021, 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 16, 2018. 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 16, 2018. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 21:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 43,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000997 · doc4.xml · derivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,624 Underlying: Common Stock · 43,624 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 21:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 13,270 | $138.77 | $1,841,489.84 |
DisclosureSEC source: 0001225208-21-000997 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,983 F1 · kind: Sale pursuant to 10b5-1 Plan dated November 12, 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 | 29,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000853 · doc4.xml · derivative · entry 5 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,468 Underlying: Common Stock · 29,467 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 | 25,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000853 · doc4.xml · derivative · entry 4 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,056 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 | 27,982 | $139.45 | $3,901,949.99 |
DisclosureSEC source: 0001225208-21-000853 · doc4.xml · nonDerivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,253 Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 25,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000853 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,235 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 | 29,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000853 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,179 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 |
| July 15, 2020 Filed Jul 15, 2020 22:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 24,554 | $99.52 | $2,443,717.21 |
DisclosureSEC source: 0001225208-20-009772 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,712 F1 · kind: Sale pursuant to 10b5-1 Plan dated May 14, 2020. Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 104,977.2108 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005642 · doc4.xml · derivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 104,977.2108 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, 2019, as provided under the terms of a PSU award granted on January 17, 2017, and as previously reported on a Form 4 filed on March 19, 2020. The PSUs settled in shares of common stock on March 25, 2020. 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, 2019, as provided under the terms of a PSU award granted on January 17, 2017, and as previously reported on a Form 4 filed on March 19, 2020. The PSUs settled in shares of common stock on March 25, 2020. 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, 2019, as provided under the terms of a PSU award granted on January 17, 2017, and as previously reported on a Form 4 filed on March 19, 2020. The PSUs settled in shares of common stock on March 25, 2020. 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, 2020 Filed Mar 27, 2020 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 55,869.2108 | $89.85 | $5,019,569.24 |
DisclosureSEC source: 0001225208-20-005642 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,266 Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 104,977.2108 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005642 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,135.2108 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, 2020 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2017 for the three-year performance period ended December 31, 2019 (as previously disclosed on a Form 4 filed on March 19, 2020), 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 17, 2020 Filed Mar 19, 2020 20:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 104,977.2108 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005418 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,977.2108 Underlying: Common Stock · 104,977.2108 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, 2019. The PSUs are expected to vest and settle in shares of common stock on March 25, 2020, 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, 2017. 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, 2017. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002176 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444,158 Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 44,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001056 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,221 Underlying: Common Stock · 44,221 shares Expires 2023-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 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 | 29,597 | $137.11 | $4,058,163.06 |
DisclosureSEC source: 0001225208-20-000821 · doc4.xml · nonDerivative · entry 4 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,658 F2 · kind: Sale pursuant to 10b5-1 Plan dated November 13, 2019. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | PurchasePreferred Stock, Series HH | 51,000 | $100.00 | $5,100,000.00 |
DisclosureSEC source: 0001225208-20-000906 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,000 F1 · kind: Purchase of depositary shares, each representing a one-tenth interest in a share of JPMorgan Chase & Co. Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series HH. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 25,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000821 · doc4.xml · derivative · entry 6 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,056 Underlying: Common Stock · 25,056 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 | 32,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000821 · doc4.xml · derivative · entry 5 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,493 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 | 29,567 | $136.48 | $4,035,230.24 |
DisclosureSEC source: 0001225208-20-000821 · doc4.xml · nonDerivative · entry 3 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,255 Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 25,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000821 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,822 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 | 32,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000821 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,766 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.