Key facts
- This page summarizes Mary E. Erdoes's Form 4 filing for JPMORGAN CHASE & CO (JPM).
- 6 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 17 Jan 2023, 19:52.
Mary E. Erdoes - 13 Jan 2023 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)
- Reporting relationship
- CEO Asset & Wealth Management
- Issuer ticker
- JPM
- Reported as of
- 13 Jan 2023
- Net transaction value
- -$4,684,650
- SEC form
- 4
- Accepted by SEC
- 17 Jan 2023, 19:52:20 UTC
- Prior SEC filing
- 18 Oct 2022
- Next SEC filing
- 19 Jan 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Holly Youngwood under POA
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Mary E. Erdoes filed Form 4 for JPMORGAN CHASE & CO (JPM) on 17 Jan 2023.
Change
- Previous filing in this sequence was filed on 18 Oct 2022.
- Current net transaction value: -$4,684,650.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
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
- +22,111
- Change %
- +4.1%
- Price
- $0.000000
- Shares after
- 555,906
- Date
- 13 Jan 2023
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +21,812
- Change %
- +3.9%
- Price
- $0.000000
- Shares after
- 577,718
- Date
- 13 Jan 2023
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Tax liability
- Transaction value
- $3,234,008
- Shares
- -23,242
- Change %
- -4%
- Price
- $139.14
- Shares after
- 554,476
- Date
- 13 Jan 2023
- Ownership
- Direct
JPM
transaction
Common Stock
Sale
- Transaction value
- $1,450,642
- Shares
- -10,340
- Change %
- -1.9%
- Price
- $140.29
- Shares after
- 544,136
- Date
- 17 Jan 2023
- Ownership
- Direct
- Footnotes
- F2
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
- -22,111
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 13 Jan 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 22,111
- Exercise price
- Footnotes
- F1, F3
JPM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -21,812
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 21,812
- Date
- 13 Jan 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 21,812
- Exercise price
- Footnotes
- F1, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.
Footnote F2
Sale pursuant to 10b5-1 plan dated November 15, 2022.
Footnote F3
Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023.
Footnote F4
Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024.