Mary E. Erdoes - 13 Jan 2022 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Reporting relationship: CEO Asset & Wealth Management
Issuer ticker: JPM
Reported as of: 13 Jan 2022
Net transaction value: -$4,668,196
SEC form: 4
Accepted by SEC: 14 Jan 2022, 15:17:00 UTC
Prior SEC filing: 18 Nov 2021
Next SEC filing: 20 Jan 2022
Source filing: View source filing
Reporting owner signature: /s/ David K.F. Gillis under POA

Key filing fact

Mary E. Erdoes filed Form 4 for JPMORGAN CHASE & CO (JPM) on 14 Jan 2022.

Key facts

This page summarizes Mary E. Erdoes's Form 4 filing for JPMORGAN CHASE & CO (JPM).
5 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 14 Jan 2022, 15:17.

Change

Previous filing in this sequence was filed on 18 Nov 2021.
Current net transaction value: -$4,668,196.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

JPM transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +29,468
Change %: +5.9%
Price: $0.000000
Shares after: 529,747
Date: 13 Jan 2022
Ownership: Direct
Footnotes: F1

JPM transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +22,110
Change %: +4.2%
Price: $0.000000
Shares after: 551,857
Date: 13 Jan 2022
Ownership: Direct
Footnotes: F1

JPM transaction

Common Stock

Tax liability

Transaction value: $4,668,196
Shares: -27,647
Change %: -5%
Price: $168.85
Shares after: 524,210
Date: 13 Jan 2022
Ownership: Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

JPM transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -29,468
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 13 Jan 2022
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 29,468
Exercise price
Footnotes: F1, F2

JPM transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -22,110
Change %: -50%
Price: $0.000000
Shares after: 22,111
Date: 13 Jan 2022
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 22,110
Exercise price
Footnotes: F1, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.

Footnote F2

Restricted stock units vest 50% on January 13, 2021 and 50% on January 13, 2022.

Footnote F3

Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023.

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