Beer Lori A

SEC source: 0001225208-26-005408 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 66,783

SEC source: 0001225208-26-004523 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,948

SEC source: 0001225208-26-004048 · doc4.xml · derivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 28,327.8685 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.

SEC source: 0001225208-26-004048 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,114

SEC source: 0001225208-26-004048 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,779.8685

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.

SEC source: 0001225208-26-003866 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,327.8685

Underlying: Common Stock · 28,327.8685 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.

SEC source: 0001225208-26-001993 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,452

SEC source: 0001225208-26-000729 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,725

Underlying: Common Stock · 12,725 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.

SEC source: 0001225208-26-000652 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,499

SEC source: 0001225208-26-000623 · doc4.xml · derivative · entry 5

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,349

Underlying: Common Stock · 8,349 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.

SEC source: 0001225208-26-000623 · doc4.xml · derivative · entry 4

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,816 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.

SEC source: 0001225208-26-000623 · doc4.xml · nonDerivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,546

SEC source: 0001225208-26-000623 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,521

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.

SEC source: 0001225208-26-000623 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,172

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.

SEC source: 0001225208-25-005221 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 56,356

SEC source: 0001225208-25-003694 · doc4.xml · derivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 26,269.7252 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.

SEC source: 0001225208-25-003694 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,229

SEC source: 0001225208-25-003694 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,751.7252

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.

SEC source: 0001225208-25-003616 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,482

SEC source: 0001225208-25-003528 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,269.7252

Underlying: Common Stock · 26,269.7252 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.

SEC source: 0001225208-25-002095 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,534

SEC source: 0001225208-25-000759 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,029

Underlying: Common Stock · 12,029 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.

SEC source: 0001225208-25-000652 · doc4.xml · derivative · entry 5

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,816

Underlying: Common Stock · 8,815 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.

SEC source: 0001225208-25-000652 · doc4.xml · derivative · entry 4

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,080 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.

SEC source: 0001225208-25-000652 · doc4.xml · nonDerivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,587

SEC source: 0001225208-25-000652 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,270

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.

SEC source: 0001225208-25-000652 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,190

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.

SEC source: 0001225208-24-006258 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,375

SEC source: 0001225208-24-004562 · doc4.xml · derivative · entry 4

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 23,707.3584 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.

SEC source: 0001225208-24-004562 · doc4.xml · nonDerivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 51,673

SEC source: 0001225208-24-004562 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,783.3584

SEC source: 0001225208-24-004562 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,703.3584

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.

SEC source: 0001225208-24-004397 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,707.3584

Underlying: Common Stock · 23,707.3584 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.

SEC source: 0001225208-24-002772 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,996

SEC source: 0001225208-24-001017 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,698

Underlying: Common Stock · 16,698 shares

Expires 2027-01-13

F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2023, 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 2024 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, 2026 and 50% on January 13, 2027.

SEC source: 0001225208-24-000937 · doc4.xml · derivative · entry 5

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,080

Underlying: Common Stock · 8,080 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.

F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025.

SEC source: 0001225208-24-000937 · doc4.xml · derivative · entry 4

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,271 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.

F2 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024.

SEC source: 0001225208-24-000937 · doc4.xml · nonDerivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,916

SEC source: 0001225208-24-000937 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,547

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.

SEC source: 0001225208-24-000937 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,276

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.

SEC source: 0001225208-23-005958 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,196

SEC source: 0001225208-23-004271 · doc4.xml · derivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 24,217.538 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, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. 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, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. 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, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. 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.

SEC source: 0001225208-23-004271 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,122

SEC source: 0001225208-23-004271 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,514.538

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, 2023 upon settlement of a Performance Share Unit (PSU) award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), 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.

SEC source: 0001225208-23-004202 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,217.538

Underlying: Common Stock · 24,217.538 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, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, 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 21, 2020.

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 21, 2020.

SEC source: 0001225208-23-000757 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,631

Underlying: Common Stock · 17,631 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.

SEC source: 0001225208-23-000681 · doc4.xml · derivative · entry 5

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,271

Underlying: Common Stock · 7,271 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.

F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024.

SEC source: 0001225208-23-000681 · doc4.xml · derivative · entry 4

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,371 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.

F2 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023.

SEC source: 0001225208-23-000681 · doc4.xml · nonDerivative · entry 3

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,297

SEC source: 0001225208-23-000681 · doc4.xml · nonDerivative · entry 2

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,345

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.