Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Director · Chairman & CEO | April 15, 2026 | April 15, 2026 |
| YUM BRANDS INCYUM · Entity 3067 | Director | December 11, 2003 | December 12, 2003 |
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 April 15, 2026 · Filed April 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,680,625 |
Reported balance
After 2026-04-15 transaction · row 1
1 source rowRow 1 · 2026-04-15 · Sale · Disposed 130,488 · Balance 1,680,625 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 9,005.4963 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,005.4963 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 4,209,284 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,209,284 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 116,466 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 116,466 F1: Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 273,035 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 273,035 |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest.
YUM BRANDS INC
Report date December 11, 2003 · Filed December 12, 2003
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $34.44 | Direct | 2,468.42 |
Reported balance
After 2003-12-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2003-12-11 · Grant · Acquired 2,468.42 · Balance 2,468.42 F1: The phantom stock units are accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan and will be settled in YUM! s tock after directorship ceases. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units are accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan and will be settled in YUM! s tock after directorship ceases.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BANK ONE CORP
Report date July 01, 2004 · Filed July 01, 2004
Section 16 reporting ended · disclosed 2004-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirect401(k) | 0 |
Reported balance
After 2004-07-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2004-07-01 · Disposition to issuer · Disposed 1,637 · Balance 0 F1: See Remarks |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2004-07-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2004-07-01 · Disposition to issuer · Disposed 1,000,000 · Balance 0 F1: See Remarks |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 3
1 source rowRow 3 · 2004-07-01 · Disposition to issuer · Disposed 1,446,245 · Balance 0 F1: See Remarks |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.68 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2004-07-01 · Disposition to issuer · Disposed 286,039 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.38 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2004-07-01 · Disposition to issuer · Disposed 400,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.89 · Expires 2011-02-09 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2004-07-01 · Disposition to issuer · Disposed 215,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.68 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2004-07-01 · Disposition to issuer · Disposed 286,039 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.21 · Expires 2012-04-16 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2004-07-01 · Disposition to issuer · Disposed 350,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.38 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2004-07-01 · Disposition to issuer · Disposed 400,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.10 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2004-07-01 · Disposition to issuer · Disposed 485,724 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.55 · Expires 2009-08-15 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2004-07-01 · Disposition to issuer · Disposed 500,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option-(right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.68 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2004-07-01 · Disposition to issuer · Disposed 354,688 · Balance 0 F2: See Remarks. |
| Employee Stock Option-(right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.38 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2004-07-01 · Disposition to issuer · Disposed 496,000 · Balance 0 F2: See Remarks. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2004-07-01 · Disposition to issuer · Disposed 49,020 · Balance 0 F3: These restricted stock units were assumed by JPM in the merger and replaced by JPM restricted stock units, with substantially the same terms, except that the number of units was multplied by 1.32. |
Filing footnotes · ownership attribution and instrument terms
F1: See Remarks
F2: See Remarks.
F3: These restricted stock units were assumed by JPM in the merger and replaced by JPM restricted stock units, with substantially the same terms, except that the number of units was multplied by 1.32.
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 |
|---|---|---|---|---|---|---|
| April 15, 2026 Filed Apr 15, 2026 20:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 130,488 | $306.56 | $40,002,009.82 |
DisclosureSEC source: 0001225208-26-004520 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,680,625 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 320,473.2133 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004049 · doc4.xml · derivative · entry 7 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 320,473.2133 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. F4 · 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. F4 · 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. F4 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 177,222.2133 | $295.04 | $52,287,641.81 |
DisclosureSEC source: 0001225208-26-004049 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,811,113 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 320,473.2133 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004049 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,988,335.2133 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award. F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 320,473.2133 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003862 · doc4.xml · derivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,473.2133 Underlying: Common Stock · 320,473.2133 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. The Firm previously reported in a Current Report on Form 8-K filed on January 19, 2023 that Mr. James Dimon's compensation for performance year 2022 included variable compensation comprised partly of the PSUs reported. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned. F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023. F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023. Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 22:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 22,235 | $307.19 | $6,830,423.01 |
DisclosureSEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 6 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 4,209,284 Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 22:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 22,235 | $307.19 | $6,830,425.24 |
DisclosureSEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 5 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 4,231,519 Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 22:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 10,042 | $307.19 | $3,084,828.09 |
DisclosureSEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 4 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 4,253,754 Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 22:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 5,000 | $307.19 | $1,535,960.50 |
DisclosureSEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 3 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 4,263,796 Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 22:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 5,000 | $307.19 | $1,535,961.50 |
DisclosureSEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 4,268,796 Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 22:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 5,000 | $307.19 | $1,535,963.00 |
DisclosureSEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 4,273,796 Read SEC document |
| January 20, 2026 Filed Jan 21, 2026 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 90,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000678 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,667,862 F1 · kind: Contribution to a non profit organization. Read SEC document |
| May 14, 2025 Filed May 15, 2025 21:30 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 37,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005178 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By GRATs Disclosed balance after: 0 F1 · balance_after: Balances reflect a) 427,371 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor; b) 123,624 shares transferred from a GRAT to Family Trusts; c) 9,134 shares transferred from a GRAT to the Grantor; and d) 454,428 shares transferred from a GRAT to Family Trusts on May 14, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13. Read SEC document |
| April 14, 2025 Filed Apr 14, 2025 21:47 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 133,639 | $235.68 | $31,495,692.06 |
DisclosureSEC source: 0001225208-25-004229 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,321,357 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 297,186.0221 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003695 · doc4.xml · derivative · entry 8 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 297,186.0221 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. F4 · 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. F4 · 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. F4 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 164,340.0221 | $249.72 | $41,039,384.73 |
DisclosureSEC source: 0001225208-25-003695 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,454,996 Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 297,186.0221 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003695 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,619,336.0221 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a Performance Share Unit (PSU) award granted on January 18, 2022 for the three-year performance period ended December 31, 2024 (as previously disclosed on a Form 4 filed on March 20, 2025), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award. F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 297,186.0221 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003530 · doc4.xml · derivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,186.0221 Underlying: Common Stock · 297,186.0221 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. The Firm previously reported in a Current Report on Form 8-K filed on January 20, 2022 that Mr. James Dimon's compensation for performance year 2021 included variable compensation comprised partly of the PSUs reported. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned. F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 18, 2022. F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 18, 2022. Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 23:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 27,588 | $269.84 | $7,444,271.43 |
DisclosureSEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 7 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By LLC Disclosed balance after: 116,466 F1 · ownership.nature: Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 23:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 8,886 | $269.84 | $2,397,774.25 |
DisclosureSEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 6 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By LLC Disclosed balance after: 144,054 F1 · ownership.nature: Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 23:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 386,544 | $269.84 | $104,303,989.29 |
DisclosureSEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 5 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By GRATs Disclosed balance after: 1,052,369 Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 23:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 96,421 | $269.84 | $26,017,982.30 |
DisclosureSEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 4 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By GRATs Disclosed balance after: 1,438,913 Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 23:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 131,711 | $269.84 | $35,540,540.62 |
DisclosureSEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 3 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 3,832,455 Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 23:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 131,711 | $269.84 | $35,540,540.62 |
DisclosureSEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 3,700,744 Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 23:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 83,500 | $269.84 | $22,531,414.55 |
DisclosureSEC source: 0001225208-25-002092 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 3,964,166 Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 21:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 185,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001073 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 273,035 F1 · kind: Contribution to a non profit organization. Read SEC document |
| April 19, 2024 Filed Apr 19, 2024 20:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 136,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005131 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 458,971 F1 · kind: Contribution to a non-profit organization. Read SEC document |
| April 15, 2024 Filed Apr 15, 2024 20:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 178,222 | $184.18 | $32,824,624.98 |
DisclosureSEC source: 0001225208-24-005055 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 264,461 Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 292,666.8592 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004556 · doc4.xml · derivative · entry 8 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 292,666.8592 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. F6 · 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. F6 · 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. F6 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 161,844.8592 | $195.65 | $31,664,946.70 |
DisclosureSEC source: 0001225208-24-004556 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442,683 Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 292,666.8592 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004556 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,527.8592 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F2 · price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 292,666.8592 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004394 · doc4.xml · derivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,666.8592 Underlying: Common Stock · 292,666.8592 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. The Firm previously reported in a Current Report on Form 8-K filed on January 21, 2021 that Mr. James Dimon's compensation for performance year 2020 included variable compensation comprised partly of the PSUs reported. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned. F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 19, 2021. F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 19, 2021. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 138,740 | $182.73 | $25,352,584.53 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 10 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Spouse Disclosed balance after: 595,316 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 138,839 | $182.73 | $25,370,591.94 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 9 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By GRATs Disclosed balance after: 2,932,607 F1 · balance_after: Balance reflects 1,026,788 shares transferred from a GRAT to the Grantor's Family Trusts on Feb 12, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 138,839 | $182.73 | $25,370,647.48 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 8 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By GRATs Disclosed balance after: 3,071,446 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 83,459 | $182.74 | $15,250,880.37 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 7 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By GRATs Disclosed balance after: 3,210,285 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 84,358 | $182.74 | $15,415,167.57 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 6 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 3,708,082 F1 · balance_after: Balance reflects 1,026,788 shares transferred from a GRAT to the Grantor's Family Trusts on Feb 12, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 84,358 | $182.74 | $15,415,176.00 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 5 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 3,792,440 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 84,358 | $182.74 | $15,415,285.67 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 4 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 3,876,798 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 28,074 | $182.73 | $5,129,984.48 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 3 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 3,961,156 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 28,074 | $182.73 | $5,130,009.75 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 3,989,230 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 12,679 | $182.73 | $2,316,893.26 |
DisclosureSEC source: 0001225208-24-002742 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trusts Disclosed balance after: 4,017,304 Read SEC document |
| November 01, 2023 Filed Nov 2, 2023 20:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 100,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-009907 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 734,056 F1 · kind: Contribution to a non-profit organization. Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 138,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005957 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 834,415 Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 138,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005957 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 311,861 F1 · balance_after: Balance reflects a) 484,633 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on May 12, 2023; b) 283,594 shares transferred from a GRAT to the Grantor on May 12, 2023; c) 598,998 shares transferred from a GRAT to the Grantor on May 15, 2023; and d) 1,574,667 shares transferred from Grantor to a GRAT on May 15, 2023. These transfers are exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 298,970.1204 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004273 · doc4.xml · derivative · entry 8 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 298,970.1204 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. F7 · 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. F7 · 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. F7 · 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. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 165,331.1204 | $124.40 | $20,566,364.72 |
DisclosureSEC source: 0001225208-23-004273 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 658,043 F3 · balance_after: Balance reflects 189,268 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on Jan 17, 2023. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 298,970.1204 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004273 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 823,374.1204 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. F3 · balance_after: Balance reflects 189,268 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on Jan 17, 2023. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 298,970.1204 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004199 · doc4.xml · derivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,970.1204 Underlying: Common Stock · 298,970.1204 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. The Firm previously reported in a Current Report on Form 8-K filed on January 23, 2020 that Mr. James Dimon's compensation for performance year 2019 included variable compensation comprised partly of the PSUs reported. 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. Read SEC document |
| November 09, 2022 Filed Nov 9, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 176,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011495 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 695,675 F1 · kind: Contribution to a non-profit organization. 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.