| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +21,262 | +20% | $0.000000 | 125,159 | 13 Jan 2022 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +15,941 | +13% | $0.000000 | 141,100 | 13 Jan 2022 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $3,327,865 | -19,709 | -14% | $168.85 | 121,391 | 13 Jan 2022 | Direct | |
| holding | JPM | Common Stock | 9,434 | 13 Jan 2022 | By Family Trust | ||||||
| holding | JPM | Common Stock | 44,802 | 13 Jan 2022 | By GRATs |
| 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 | -21,262 | -100% | $0.000000* | 0 | 13 Jan 2022 | Common Stock | 21,262 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -15,941 | -50% | $0.000000 | 15,942 | 13 Jan 2022 | Common Stock | 15,941 | 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. |
poalake.txt