Form 4 for JPM JPMorgan Chase
Accepted 2024-01-16 19:10:20 ET · period of report 2024-01-13 · accession 0001225208-24-000930 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMT | 2024-01-16 19:10 | 2024-01-13 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | M - OptEx | $0.00 | +41.2K | 601.5K | +7% | $0 |
| DT | 2024-01-16 19:10 | 2024-01-13 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | F - Tax | $172.60 | -21.9K | 579.6K | -4% | -$3.78M |
| DT | 2024-01-16 19:10 | 2024-01-16 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | S - Sale+OE | $166.73 | -4,814 | 574.8K | -0.8% | -$802.6K |
| DMT | 2024-01-16 19:10 | 2024-01-13 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | M - OptEx | $0.00 | -41.2K | 19.3K | -68% | $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 | 2024-01-13 | M | A | 21,812 | $0.00 | 582,185 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| 2 | Common | Common Stock | 2024-01-13 | M | A | 19,343 | $0.00 | 601,528 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| 3 | Common | Common Stock | 2024-01-13 | F | D | 21,897 | $172.60 | 579,631 | D | — | — | |
| 4 | Common | Common Stock | 2024-01-16 | S | D | 4,814 | $166.73 | 574,817 | D | — | — | |
| 5 | Derivative | Restricted Stock Units | 2024-01-13 | M | D | 21,812 | $0.00 | 0 | 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. (F2) Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024. |
| 6 | Derivative | Restricted Stock Units | 2024-01-13 | M | D | 19,343 | $0.00 | 19,343 | D | — · — to 2025-01-13 | 19,343 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, 2024 and 50% on January 13, 2025. |