| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +12,977 | +24% | $0.000000 | 66,402 | 13 Jan 2024 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +12,118 | +18% | $0.000000 | 78,520 | 13 Jan 2024 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $2,249,734 | -13,034 | -17% | $172.60 | 65,486 | 13 Jan 2024 | Direct | |
| holding | JPM | Common Stock | 34,556 | 13 Jan 2024 | By 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 | -12,118 | -100% | $0.000000* | 0 | 13 Jan 2024 | Common Stock | 12,118 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -12,977 | -50% | $0.000000 | 12,977 | 13 Jan 2024 | Common Stock | 12,977 | 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. |