| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +9,114 | +35% | $0.000000 | 35,018 | 13 Jan 2024 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +8,797 | +25% | $0.000000 | 43,815 | 13 Jan 2024 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $1,565,700 | -9,071 | -21% | $172.60 | 34,744 | 13 Jan 2024 | 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 | -8,797 | -100% | $0.000000* | 0 | 13 Jan 2024 | Common Stock | 8,797 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -9,114 | -50% | $0.000000 | 9,115 | 13 Jan 2024 | Common Stock | 9,114 | 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, 2023 and 50% on January 13, 2024. |
| F3 | Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025. |