| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +96.4K | +18.39% | $0.00 | 621K | Mar 25, 2022 | Direct | F1, F2 |
| transaction | JPM | Common Stock | Tax liability | -$7.57M | -53.3K | -8.59% | $141.99 | 567K | Mar 25, 2022 | Direct |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Performance Share Units | Options Exercise | $0 | -96.4K | -100% | $0.00* | 0 | Mar 25, 2022 | Common Stock | 96.4K | Direct | F2, F3 |
| Id | Content |
|---|---|
| F1 | These shares represent JPMC common stock acquired on March 25, 2022 upon settlement of a Performance Share Unit (PSU) award granted on January 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), 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. |
| F2 | Each PSU represents a contingent right to receive one share of JPMC 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, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. 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. |