| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +7,747 | +18% | $0.000000 | 51,767 | 13 Jan 2025 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +7,101 | +14% | $0.000000 | 58,868 | 13 Jan 2025 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $1,841,562 | -7,617 | -13% | $241.77 | 51,251 | 13 Jan 2025 | Direct | |
| holding | JPM | Common Stock | 9,521 | 13 Jan 2025 | By GRAT | ||||||
| holding | JPM | Common Stock | 9,521 | 13 Jan 2025 | By Spouse's 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 | -7,101 | -100% | $0.000000 | 0 | 13 Jan 2025 | Common Stock | 7,101 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -7,747 | -50% | $0.000000 | 7,747 | 13 Jan 2025 | Common Stock | 7,747 | 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, 2024 and 50% on January 13, 2025. |
| F3 | Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. |