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 13, 2012 Filed Jan 18, 2012 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 67,565 | $35.53 | $2,400,246.63 |
DisclosureSEC source: 0001225208-12-001582 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,891 Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 57,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001582 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,456 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 14, 2011 Filed Nov 16, 2011 17:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 2,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-024871 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,896 Read SEC document |
| May 13, 2011 Filed May 26, 2011 16:05 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 1,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-015201 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,156 Read SEC document |
| January 19, 2011 Filed Jan 21, 2011 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 230,770 | $0.00 Strike: $44.29 | $0.00 |
DisclosureSEC source: 0001225208-11-003583 · doc4.xml · derivative · entry 2 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,770 Underlying: Common Stock · 230,770 shares Expires 2021-01-19 F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F4 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 19, 2012. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| January 19, 2011 Filed Jan 21, 2011 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 155,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003583 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,809 Underlying: Common Stock · 155,809 shares Expires 2014-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2013 and 50% on January 13, 2014. Read SEC document |
| January 18, 2011 Filed Jan 19, 2011 00:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 41,846 | $45.05 | $1,885,095.35 |
DisclosureSEC source: 0001225208-11-003231 · doc4.xml · nonDerivative · entry 3 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,858 Read SEC document |
| January 18, 2011 Filed Jan 19, 2011 00:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 11,154 | $45.06 | $502,599.24 |
DisclosureSEC source: 0001225208-11-003231 · doc4.xml · nonDerivative · entry 2 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,704 Read SEC document |
| January 13, 2011 Filed Jan 19, 2011 00:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 62,344 | $44.57 | $2,778,672.08 |
DisclosureSEC source: 0001225208-11-003231 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,858 Read SEC document |
| February 12, 2010 Filed Feb 12, 2010 21:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 5,000 | $38.71 | $193,550.00 |
DisclosureSEC source: 0001225208-10-004329 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,202 Read SEC document |
| February 03, 2010 Filed Feb 5, 2010 13:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 99,453 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001225208-10-003567 · doc4.xml · derivative · entry 2 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,453 Underlying: Common Stock · 99,453 shares Expires 2020-01-20 F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F4 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 20, 2011. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| February 03, 2010 Filed Feb 5, 2010 13:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRight to Receive Stock · Derivative | 115,120 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-003567 · doc4.xml · derivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,120 Underlying: Common Stock · 115,120 shares Expires 2013-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2012 and 50% on January 13, 2013. Read SEC document |
| February 02, 2010 Filed Feb 2, 2010 21:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 5,000 | $40.48 | $202,422.00 |
DisclosureSEC source: 0001225208-10-003129 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,202 Read SEC document |
| January 25, 2010 Filed Jan 27, 2010 21:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 31,487 | $39.37 | $1,239,492.05 |
DisclosureSEC source: 0001225208-10-002382 · doc4.xml · nonDerivative · entry 1 Erdoes Mary E. · CIK 0001473446 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,202 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.