| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +4,663 | +54% | $0.000000 | 13,279 | 13 Jan 2022 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +4,322 | +33% | $0.000000 | 17,601 | 13 Jan 2022 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $694,987 | -4,116 | -23% | $168.85 | 13,485 | 13 Jan 2022 | Direct | |
| holding | JPM | Common Stock | 10,621 | 13 Jan 2022 | By GRAT | ||||||
| holding | JPM | Common Stock | 10,621 | 13 Jan 2022 | By Spouse's GRAT |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -4,663 | -100% | $0.000000* | 0 | 13 Jan 2022 | Common Stock | 4,663 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -4,322 | -50% | $0.000000 | 4,322 | 13 Jan 2022 | Common Stock | 4,322 | Direct | F1, F3 |
| Id | Content |
|---|---|
| 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, 2021 and 50% on January 13, 2022. |
| F3 | Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023. |