| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +5,655 | +30% | $0.000000 | 24,686 | 13 Jan 2023 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +4,322 | +18% | $0.000000 | 29,008 | 13 Jan 2023 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $624,483 | -4,488 | -15% | $139.14 | 24,520 | 13 Jan 2023 | Direct | |
| holding | JPM | Common Stock | 10,258 | 13 Jan 2023 | By GRAT | ||||||
| holding | JPM | Common Stock | 10,258 | 13 Jan 2023 | 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 | -4,322 | -100% | $0.000000* | 0 | 13 Jan 2023 | Common Stock | 4,322 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -5,655 | -50% | $0.000000 | 5,655 | 13 Jan 2023 | Common Stock | 5,655 | 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, 2022 and 50% on January 13, 2023. |
| F3 | Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024. |