Key facts
- This page summarizes Daniel E. Pinto's Form 4 filing for JPMORGAN CHASE & CO (JPM).
- 11 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 16 Jan 2024, 19:11.
Daniel E. Pinto - 13 Jan 2024 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)
- Reporting relationship
- President & COO, CEO CIB
- Issuer ticker
- JPM
- Reported as of
- 13 Jan 2024
- Net transaction value
- -$6,776,990
- SEC form
- 4
- Accepted by SEC
- 16 Jan 2024, 19:11:00 UTC
- Prior SEC filing
- 11 May 2023
- Next SEC filing
- 21 Mar 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
Daniel E. Pinto filed Form 4 for JPMORGAN CHASE & CO (JPM) on 16 Jan 2024.
Change
- Previous filing in this sequence was filed on 11 May 2023.
- Current net transaction value: -$6,776,990.
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
- +16,717
- Change %
- +3%
- Price
- $0.000000
- Shares after
- 583,382
- Date
- 13 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +13,858
- Change %
- +2.4%
- Price
- $0.000000
- Shares after
- 597,240
- Date
- 13 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +12,736
- Change %
- +2.1%
- Price
- $0.000000
- Shares after
- 609,976
- Date
- 13 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +12,697
- Change %
- +2.1%
- Price
- $0.000000
- Shares after
- 622,673
- Date
- 13 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +12,322
- Change %
- +2%
- Price
- $0.000000
- Shares after
- 634,995
- Date
- 13 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
JPM
transaction
Common Stock
Tax liability
- Transaction value
- $6,776,990
- Shares
- -39,263
- Change %
- -6.2%
- Price
- $172.60
- Shares after
- 595,732
- Date
- 13 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
- -12,697
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 13 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 12,697
- Exercise price
- Footnotes
- F1, F2
JPM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -12,736
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 12,736
- Date
- 13 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 12,736
- Exercise price
- Footnotes
- F1, F3
JPM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -16,717
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 33,435
- Date
- 13 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 16,717
- Exercise price
- Footnotes
- F1, F4
JPM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -12,322
- Change %
- -25%
- Price
- $0.000000
- Shares after
- 36,969
- Date
- 13 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 12,322
- Exercise price
- Footnotes
- F1, F5
JPM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -13,858
- Change %
- -20%
- Price
- $0.000000
- Shares after
- 55,433
- Date
- 13 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 13,858
- Exercise price
- Footnotes
- F1, F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 6 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 20% on each of the following dates: January 13, 2020, January 13, 2021, January 13, 2022, January 13, 2023, and January 13, 2024. As Identified Staff (employees who are material risk-takers identified under U.K. and/or European Union standards) at the time of grant, shares resulting from vesting must be held for 6 months from vesting date.
Footnote F3
Restricted stock units vest 20% on each of the following dates: January 13, 2021, January 13, 2022, January 13, 2023, January 13, 2024, and January 13, 2025. As Identified Staff at the time of the grant, shares resulting from vesting must be held for 12 months from vesting date.
Footnote F4
Restricted stock units vest 20% on each of the following dates: January 13, 2022, January 13, 2023, January 13, 2024, January 13, 2025, and January 13, 2026. As Identified Staff at the time of grant, the shares resulting from vesting must be held for 12 months from vesting date.
Footnote F5
Restricted stock units vest 20% on each of the following dates: January 13, 2023, January 13, 2024, January 13, 2025, January 13, 2026, and January 13, 2027. As Identified Staff at the time of grant, the shares resultingfrom vesting must be held for 12 months from vesting date.
Footnote F6
Restricted stock units vest 20% on each of the following dates: January 13, 2024, January 13, 2025, January 13, 2026, January 13, 2027, and January 13, 2028. As Identified Staff at the time of grant, the shares resulting from vesting must be held for 12 months from vesting date.