| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +881 | +3.7% | $0.000000 | 24,795 | 25 Oct 2023 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +825 | +3.3% | $0.000000 | 25,620 | 25 Oct 2023 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $67,646 | -482 | -1.9% | $140.34 | 25,138 | 25 Oct 2023 | Direct | |
| transaction | JPM | Common Stock | Tax liability | $68,348 | -487 | -1.9% | $140.34 | 24,651 | 25 Oct 2023 | Direct |
| 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 | -825 | -16% | $0.000000 | 4,295 | 25 Oct 2023 | Common Stock | 825 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -881 | -21% | $0.000000 | 3,414 | 25 Oct 2023 | Common Stock | 881 | Direct | F1, F2 |
| Id | Content |
|---|---|
| F1 | Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| F2 | RSU grant of 4,127 shares vests 20% on each of the following dates: October 25, 2021, October 25, 2022, October 25, 2023, October 25, 2024, and October 25, 2025. RSU grant of 3,524 shares vests 25% on each of October 25, 2022, October 25, 2023, October 25, 2024, and October 25, 2025. Shares resulting from vesting are subject to a hold for 2 years from vesting date. |