| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +39.5K | +120.39% | $0.00 | 72.3K | Mar 25, 2024 | Direct | F1, F2 |
| transaction | JPM | Common Stock | Tax liability | -$4.27M | -21.8K | -30.21% | $195.65 | 50.5K | Mar 25, 2024 | Direct |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Performance Share Units | Options Exercise | $0 | -39.5K | -100% | $0.00* | 0 | Mar 25, 2024 | Common Stock | 39.5K | Direct | F2, F3 |
| Id | Content |
|---|---|
| F1 | These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. |
| F2 | Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. |
| F3 | Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. |