Form 4 for JPM JPMorgan Chase
Accepted 2026-03-27 16:16:46 ET · period of report 2026-03-25 · accession 0001225208-26-004052 · 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 | 2026-03-27 16:16 | 2026-03-25 | JPM | Lake Marianne | CEO CCB | M - OptEx | $0.00 | +57.5K | 105.5K | +120% | $0 |
| D | 2026-03-27 16:16 | 2026-03-25 | JPM | Lake Marianne | CEO CCB | F - Tax | $295.04 | -31.8K | 73.7K | -30% | -$9.38M |
| D | 2026-03-27 16:16 | 2026-03-25 | JPM | Lake Marianne | CEO CCB | M - OptEx | $0.00 | -57.5K | 0 | -100% | $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 | 2026-03-25 | M | A | 57,514.74 | $0.00 | 105,531.74 | D | — | — | (F1) 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) Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. |
| 2 | Common | Common Stock | 2026-03-25 | F | D | 31,805.74 | $295.04 | 73,726 | D | — | — | |
| 3 | Derivative | Performance Share Units | 2026-03-25 | M | D | 57,514.74 | $0.00 | 0 | D | — · — to — | 57,514.74 Common Stock | (F2) Each 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, 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. (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, 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. (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, 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. |