Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Chief Information Officer | May 15, 2026 | May 15, 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 May 15, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,783 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Sale · Disposed 3,165 · Balance 66,783 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 13, 2023 Filed Jan 18, 2023 00:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 7,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000681 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,074 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 |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 30,514.0861 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005170 · doc4.xml · derivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,514.0861 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 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 16,875.0861 | $141.99 | $2,396,093.48 |
DisclosureSEC source: 0001225208-22-005170 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,703 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 30,514.0861 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005170 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,578.0861 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 | 30,514.0861 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004836 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,514.0861 Underlying: Common Stock · 30,514.0861 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 21:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 16,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000924 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,160 Underlying: Common Stock · 16,160 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 | 7,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000753 · doc4.xml · derivative · entry 5 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,371 Underlying: Common Stock · 7,370 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 | 9,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000753 · 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 · 9,326 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 | 8,380 | $168.85 | $1,414,963.00 |
DisclosureSEC source: 0001225208-22-000753 · doc4.xml · nonDerivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,064 Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 7,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000753 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,444 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 9,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000753 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,074 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| October 25, 2021 Filed Oct 25, 2021 21:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 5,210 | $171.22 | $892,057.76 |
DisclosureSEC source: 0001225208-21-013240 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,748 F1 · kind: Sale pursuant to 10b5-1 Plan dated August 9, 2021 Read SEC document |
| October 14, 2021 Filed Oct 15, 2021 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 7,829 | $162.46 | $1,271,875.85 |
DisclosureSEC source: 0001225208-21-013113 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,958 F1 · kind: Sale pursuant to 10b5-1 Plan dated August 9, 2021 Read SEC document |
| April 15, 2021 Filed Apr 15, 2021 22:39 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 15,000 | $150.90 | $2,263,458.00 |
DisclosureSEC source: 0001225208-21-006793 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,787 F1 · kind: Sale pursuant to 10b5-1 Plan dated February 8, 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 | 16,407.5751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005938 · doc4.xml · derivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,407.5751 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 | 8,732.5751 | $151.15 | $1,319,928.73 |
DisclosureSEC source: 0001225208-21-005938 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,787 Read SEC document |
| March 25, 2021 Filed Mar 26, 2021 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 16,407.5751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005938 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,519.5751 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 | 16,407.5751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005570 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,407.5751 Underlying: Common Stock · 16,407.5751 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 | 14,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000996 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,542 Underlying: Common Stock · 14,542 shares Expires 2024-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2020, 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 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. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2023 and 50% on January 13, 2024. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 9,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000852 · doc4.xml · derivative · entry 5 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,326 Underlying: Common Stock · 9,325 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 | 5,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000852 · 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 · 5,012 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 | 6,594 | $139.45 | $919,500.33 |
DisclosureSEC source: 0001225208-21-000852 · doc4.xml · nonDerivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,112 Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000852 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,706 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 | 9,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000852 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| October 25, 2020 Filed Oct 26, 2020 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 11,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012738 · doc4.xml · derivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,138 shares Expires 2020-10-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 25% on October 25, 2017, 25% on October 25, 2018, 25% on October 25, 2019, and 25% on October 25, 2020, subject to continued employment. Shares resulting from vesting must be held at least two years from each vesting date. Read SEC document |
| October 25, 2020 Filed Oct 26, 2020 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,928 | $103.69 | $614,674.32 |
DisclosureSEC source: 0001225208-20-012738 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,369 Read SEC document |
| October 25, 2020 Filed Oct 26, 2020 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 11,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012738 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 14,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001055 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,741 Underlying: Common Stock · 14,741 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 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000829 · doc4.xml · derivative · entry 5 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,012 Underlying: Common Stock · 5,011 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. F3 · 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 | 11,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000829 · 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 · 11,573 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. F2 · 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 | 7,765 | $136.48 | $1,059,747.79 |
DisclosureSEC source: 0001225208-20-000829 · doc4.xml · nonDerivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,159 Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000829 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,924 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 | 11,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000829 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,913 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 11,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013879 · doc4.xml · derivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,138 Underlying: Common Stock · 11,138 shares Expires 2020-10-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 25% on October 25, 2017, 25% on October 25, 2018, 25% on October 25, 2019, and 25% on October 25, 2020, subject to continued employment. Shares resulting from vesting must be held atleast two years from each vesting date. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,928 | $125.70 | $745,149.60 |
DisclosureSEC source: 0001225208-19-013879 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,340 Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 11,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013879 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,268 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 17, 2019 Filed Jul 18, 2019 21:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 13,341 | $114.28 | $1,524,601.48 |
DisclosureSEC source: 0001225208-19-010367 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,130 F1 · kind: Sale pursuant to 10b5-1 Plan dated May 13, 2019. Read SEC document |
| January 29, 2019 Filed Jan 29, 2019 21:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 13,341 | $105.00 | $1,400,806.33 |
DisclosureSEC source: 0001225208-19-001420 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,471 F1 · kind: Sale pursuant to 10b5-1 Plan dated November 9, 2018. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 18,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000946 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,651 Underlying: Common Stock · 18,651 shares Expires 2022-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2018, 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 2019 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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, 2021 and 50% on January 13, 2022. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 11,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000885 · doc4.xml · derivative · entry 5 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,573 Underlying: Common Stock · 11,573 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, 2019 Filed Jan 16, 2019 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 9,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000885 · 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 · 9,434 shares Expires 2019-01-13 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, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 9,722 | $99.56 | $967,922.32 |
DisclosureSEC source: 0001225208-19-000885 · doc4.xml · nonDerivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,812 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 9,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000885 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,534 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, 2019 Filed Jan 16, 2019 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 11,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000885 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 11,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014909 · doc4.xml · derivative · entry 3 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,276 Underlying: Common Stock · 11,138 shares Expires 2020-10-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 25% on October 25, 2017, 25% on October 25, 2018, 25% on October 25, 2019, and 25% on October 25, 2020, subject to continued employment. Shares resulting from vesting must be held at least two years from each vesting date. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,928 | $104.81 | $621,313.68 |
DisclosureSEC source: 0001225208-18-014909 · doc4.xml · nonDerivative · entry 2 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,527 Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 11,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014909 · doc4.xml · nonDerivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,455 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 16, 2018 Filed Jan 18, 2018 21:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 10,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001224 · doc4.xml · derivative · entry 1 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,023 Underlying: Common Stock · 10,023 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, 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 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award 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, 2020 and 50% on January 13, 2021. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 9,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001144 · doc4.xml · derivative · entry 5 Beer Lori A · CIK 0001436677 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,434 Underlying: Common Stock · 9,434 shares Expires 2019-01-13 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, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 9,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001144 · 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 · 9,481 shares Expires 2018-01-13 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, 2017 and 50% on January 13, 2018. 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.