| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +15,226 | +40% | $0.000000 | 52,935 | 13 Jan 2025 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +12,977 | +25% | $0.000000 | 65,912 | 13 Jan 2025 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $3,623,891 | -14,989 | -23% | $241.77 | 50,923 | 13 Jan 2025 | Direct | |
| holding | JPM | Common Stock | 59,122 | 13 Jan 2025 | By GRAT | ||||||
| holding | JPM | Common Stock | 6,012 | 13 Jan 2025 | By Trust |
| 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 | -12,977 | -100% | $0.000000 | 0 | 13 Jan 2025 | Common Stock | 12,977 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -15,226 | -50% | $0.000000 | 15,227 | 13 Jan 2025 | Common Stock | 15,226 | 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. |