Form 4 for JPM JPMorgan Chase
Accepted 2025-03-20 16:16:10 ET · period of report 2025-02-01 · accession 0001225208-25-003531 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-03-20 16:16 | 2025-02-01 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | J - Other | $1.00 | -51.0K | 0 | -100% | -$51.0K |
| D | 2025-03-20 16:16 | 2025-03-18 | JPM | Erdoes Mary E. | CEO Asset, Wealth Management | A - Grant | $0.00 | +62.9K | 62.9K | New | $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 | Preferred Stock, Series HH | 2025-02-01 | J | D | 51,000 | $1.00 | 0 | D | — | — | (F1) Depositary shares, each representing a 1/10th interest in a share of JPMorgan Chase & Co. 4.60% Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series HH were called for redemption by the issuer at a price equal to their face value. |
| 2 | Derivative | Performance Share Units | 2025-03-18 | A | A | 62,888.03 | $0.00 | 62,888.03 | D | — · — to — | 62,888.03 Common Stock | (F2) 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. (F3) Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024. The PSUs are expected to vest and settle in shares of common stock on March 25, 2025, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned. (F4) 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. (F4) 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. |