| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +22,706 | +13% | $0.000000 | 198,487 | 13 Jan 2025 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +20,812 | +10% | $0.000000 | 219,299 | 13 Jan 2025 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $5,661,770 | -23,418 | -11% | $241.77 | 195,881 | 13 Jan 2025 | Direct | |
| holding | JPM | Common Stock | 90 | 13 Jan 2025 | By 401(k) |
| 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 | -20,812 | -100% | $0.000000 | 0 | 13 Jan 2025 | Common Stock | 20,812 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -22,706 | -50% | $0.000000 | 22,706 | 13 Jan 2025 | Common Stock | 22,706 | 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. |