Form 4 for JPM JPMorgan Chase
Accepted 2023-01-17 20:52:20 ET · period of report 2023-01-13 · accession 0001225208-23-000690 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-01-17 20:52 | 2023-01-13 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | M - OptEx | $0.00 | +43.9K | 577.7K | +8% | $0 |
| D | 2023-01-17 20:52 | 2023-01-13 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | F - Tax | $139.15 | -23.2K | 554.5K | -4% | -$3.23M |
| D | 2023-01-17 20:52 | 2023-01-17 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | S - Sale+OE | $140.29 | -10.3K | 544.1K | -2% | -$1.45M |
| DM | 2023-01-17 20:52 | 2023-01-13 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | M - OptEx | $0.00 | -43.9K | 21.8K | -67% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-01-13 | M | A | 22,111 | $0.00 | 555,906 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| 2 | Common | Common Stock | 2023-01-13 | M | A | 21,812 | $0.00 | 577,718 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| 3 | Common | Common Stock | 2023-01-13 | F | D | 23,242 | $139.15 | 554,476 | D | — | — | |
| 4 | Common | Common Stock | 2023-01-17 | S | D | 10,340 | $140.29 | 544,136 | D | — | — | (F2) Sale pursuant to 10b5-1 plan dated November 15, 2022. |
| 5 | Derivative | Restricted Stock Units | 2023-01-13 | M | D | 22,111 | $0.00 | 0 | D | — · — to 2023-01-13 | 22,111 Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. (F3) Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023. |
| 6 | Derivative | Restricted Stock Units | 2023-01-13 | M | D | 21,812 | $0.00 | 21,812 | D | — · — to 2024-01-13 | 21,812 Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. (F4) Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024. |