Mary E. Erdoes - 13 Jan 2025 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Reporting relationship
CEO Asset & Wealth Management
Issuer ticker
JPM
Reported as of
13 Jan 2025
Net transaction value
-$5,966,642
Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
15 Jan 2025, 16:36:02 UTC
Prior SEC filing
15 Nov 2024
Next SEC filing
16 Jan 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Holly Youngwood under POA

Key filing fact

Mary E. Erdoes filed Form 4 for JPMORGAN CHASE & CO (JPM) on 15 Jan 2025.

Key facts

  • This page summarizes Mary E. Erdoes's Form 4 filing for JPMORGAN CHASE & CO (JPM).
  • 5 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 15 Jan 2025, 16:36.

Change

  • Previous filing in this sequence was filed on 15 Nov 2024.
  • Current net transaction value: -$5,966,642.

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.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

JPM transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+26,446
Change %
+4.5%
Price
$0.000000
Shares after
610,244
Date
13 Jan 2025
Ownership
Direct
Footnotes
F1
JPM transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+19,343
Change %
+3.2%
Price
$0.000000
Shares after
629,587
Date
13 Jan 2025
Ownership
Direct
Footnotes
F1
JPM transaction

Common Stock

Tax liability

Transaction value
$5,966,642
Shares
-24,679
Change %
-3.9%
Price
$241.77
Shares after
604,908
Date
13 Jan 2025
Ownership
Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

JPM transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-19,343
Change %
-100%
Price
$0.000000
Shares after
0
Date
13 Jan 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
19,343
Exercise price
Footnotes
F1, F2
JPM transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-26,446
Change %
-50%
Price
$0.000000
Shares after
26,446
Date
13 Jan 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
26,446
Exercise price
Footnotes
F1, F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.

Footnote F2

Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025.

Footnote F3

Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026.

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. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .