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: 16 Jan 2024, 19:10.
Mary E. Erdoes - 13 Jan 2024 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)
- Reporting relationship
- CEO Asset & Wealth Management
- Issuer ticker
- JPM
- Reported as of
- 13 Jan 2024
- Net transaction value
- -$4,582,150
- SEC form
- 4
- Accepted by SEC
- 16 Jan 2024, 19:10:20 UTC
- Prior SEC filing
- 15 Jun 2023
- Next SEC filing
- 18 Jan 2024
- 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 16 Jan 2024.
Change
- Previous filing in this sequence was filed on 15 Jun 2023.
- Current net transaction value: -$4,582,150.
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
- +21,812
- Change %
- +3.9%
- Price
- $0.000000
- Shares after
- 582,185
- Date
- 13 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +19,343
- Change %
- +3.3%
- Price
- $0.000000
- Shares after
- 601,528
- Date
- 13 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Tax liability
- Transaction value
- $3,779,532
- Shares
- -21,897
- Change %
- -3.6%
- Price
- $172.60
- Shares after
- 579,631
- Date
- 13 Jan 2024
- Ownership
- Direct
JPM
transaction
Common Stock
Sale
- Transaction value
- $802,618
- Shares
- -4,814
- Change %
- -0.83%
- Price
- $166.73
- Shares after
- 574,817
- Date
- 16 Jan 2024
- Ownership
- Direct
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
- -21,812
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 13 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 21,812
- Exercise price
- Footnotes
- F1, F2
JPM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -19,343
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 19,343
- Date
- 13 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 19,343
- Exercise price
- Footnotes
- F1, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 3 footnotes
Footnote F1
Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.
Footnote F2
Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024.
Footnote F3
Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025.