Daniel E. Pinto - 25 Mar 2024 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Role
President & COO
Signature
/s/ Holly Youngwood under POA
Issuer symbol
JPM
Transactions as of
25 Mar 2024
Net transactions value
-$11,578,177
Form type
4
Filing time
27 Mar 2024, 16:17:09 UTC
Previous filing
21 Mar 2024
Next filing
15 Jan 2025
SEC
View on sec.gov

Key filing fact

Daniel E. Pinto filed Form 4 for JPMORGAN CHASE & CO (JPM) on 27 Mar 2024.

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.
  • Filing timestamp: 27 Mar 2024, 16:17.

Change

  • Previous filing in this sequence was filed on 21 Mar 2024.
  • Current net transaction value: -$11,578,177.

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

Ownership activity is grounded in SEC Form 4 disclosures.

See Original Filing

Transactions Table

JPM transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+23,442
Change %
+3.9%
Price
$0.000000
Shares after
619,174
Date
25 Mar 2024
Ownership
Direct
Footnotes
F1, F2
JPM transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+20,904
Change %
+3.4%
Price
$0.000000
Shares after
640,078
Date
25 Mar 2024
Ownership
Direct
Footnotes
F2, F3
JPM transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+20,511
Change %
+3.2%
Price
$0.000000
Shares after
660,589
Date
25 Mar 2024
Ownership
Direct
Footnotes
F2, F4
JPM transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+19,523
Change %
+3%
Price
$0.000000
Shares after
680,112
Date
25 Mar 2024
Ownership
Direct
Footnotes
F2, F5
JPM transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+17,826
Change %
+2.6%
Price
$0.000000
Shares after
697,938
Date
25 Mar 2024
Ownership
Direct
Footnotes
F2, F6
JPM transaction

Common Stock

Tax liability

Transaction value
$11,578,177
Shares
-59,178
Change %
-8.5%
Price
$195.65
Shares after
638,760
Date
25 Mar 2024
Ownership
Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

JPM transaction Derivative

Performance Share Units

Options Exercise

Transaction value
$0
Shares
-20,511
Change %
-100%
Price
$0.000000*
Shares after
0
Date
25 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
20,511
Exercise price
Footnotes
F2, F4
JPM transaction Derivative

Performance Share Units

Options Exercise

Transaction value
$0
Shares
-19,523
Change %
-50%
Price
$0.000000
Shares after
19,524
Date
25 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
19,523
Exercise price
Footnotes
F2, F5
JPM transaction Derivative

Performance Share Units

Options Exercise

Transaction value
$0
Shares
-23,442
Change %
-33%
Price
$0.000000
Shares after
46,884
Date
25 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
23,442
Exercise price
Footnotes
F1, F2
JPM transaction Derivative

Performance Share Units

Options Exercise

Transaction value
$0
Shares
-17,826
Change %
-25%
Price
$0.000000
Shares after
53,478
Date
25 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
17,826
Exercise price
Footnotes
F2, F6
JPM transaction Derivative

Performance Share Units

Options Exercise

Transaction value
$0
Shares
-20,904
Change %
-20%
Price
$0.000000
Shares after
83,620
Date
25 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
20,904
Exercise price
Footnotes
F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

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 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 15, 2019: (i) a two-year holding period for the installment vested on March 25, 2022; and (ii) a twelve-month holding period for installments vesting on March 25, 2023, 2024, 2025, and 2026.
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 These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a 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 holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 19, 2021: (i) a two-year holding period for the installment vested on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027, and 2028.
F4 These shares represent JPMC common stock including reinvested dividend equivalents acquired on Mar. 25, 2024 upon settlement of a PSU award granted on Jan. 17, 2017 for the 3-year performance period ended Dec. 31, 2019 (as previously disclosed on a Form 4 filed on Mar. 19, 2020). Mr. Pinto's PSUs are expected to vest in 5 equal installments and settle in shares of common stock on Mar. 25, 2020, 2021, 2022, 2023 & 2024. The 1st, 2nd, 3rd & 4th installments settled in shares of common stock on March 25, 2020, 2021, 2022, and 2023, respectively. Shares, after applicable tax withholding, must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on Jan. 17, 2017: (i) a 2-year holding period for the installment vested on Mar. 25, 2020; (ii) a 12-month holding period for the installment vested on Mar. 25, 2021; and (iii) a 6-month holding period for installments vesting on March 25, 2022, 2023, & 2024.
F5 These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 16, 2018: (i) a two-year holding period for the installment vested on March 25, 2021; and (ii) a twelve-month holding period for installments vesting on March 25, 2022, 2023, 2024, and 2025.
F6 These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a PSU award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award granted on January 21, 2020: (i) a two-year holding period for the installment vested on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026, and 2027.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .