Key facts
- This page summarizes Mary E. Erdoes's Form 4 filing for JPMORGAN CHASE & CO (JPM).
- 2 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 20 Mar 2025, 16:16.
Mary E. Erdoes - 01 Feb 2025 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)
- Reporting relationship
- CEO Asset & Wealth Management
- Issuer ticker
- JPM
- Reported as of
- 01 Feb 2025
- Net transaction value
- -$51,000
- SEC form
- 4
- Accepted by SEC
- 20 Mar 2025, 16:16:10 UTC
- Prior SEC filing
- 23 Jan 2025
- Next SEC filing
- 19 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Holly Youngwood under POA
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Mary E. Erdoes filed Form 4 for JPMORGAN CHASE & CO (JPM) on 20 Mar 2025.
Change
- Previous filing in this sequence was filed on 23 Jan 2025.
- Current net transaction value: -$51,000.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
JPM
transaction
Preferred Stock, Series HH
Other
- Transaction value
- $51,000
- Shares
- -51,000
- Change %
- -100%
- Price
- $1.00
- Shares after
- 0
- Date
- 01 Feb 2025
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
JPM
transaction
Derivative
Performance Share Units
Award
- Transaction value
- $0
- Shares
- +62,888
- Change %
- Price
- $0.000000
- Shares after
- 62,888
- Date
- 18 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 62,888
- Exercise price
- Footnotes
- F2, F3, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
Depositary shares, each representing a 1/10th interest in a share of JPMorgan Chase & Co. 4.60% Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series HH were called for redemption by the issuer at a price equal to their face value.
Footnote F2
Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.
Footnote F3
Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2024. The PSUs are expected to vest and settle in shares of common stock on March 25, 2025, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.
Footnote F4
Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 18, 2022.