| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +297,186 | +22% | $0.000000 | 1,619,336 | 25 Mar 2025 | Direct | F1, F2 |
| transaction | JPM | Common Stock | Tax liability | $41,039,385 | -164,340 | -10% | $249.72 | 1,454,996 | 25 Mar 2025 | Direct | |
| holding | JPM | Common Stock | 8,833 | 25 Mar 2025 | By 401(k) | ||||||
| holding | JPM | Common Stock | 3,700,744 | 25 Mar 2025 | By Family Trusts | ||||||
| holding | JPM | Common Stock | 1,052,369 | 25 Mar 2025 | By GRATs | ||||||
| holding | JPM | Common Stock | 116,466 | 25 Mar 2025 | By LLC | F3 | |||||
| holding | JPM | Common Stock | 273,035 | 25 Mar 2025 | By Spouse |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Performance Share Units | Options Exercise | $0 | -297,186 | -100% | $0.000000 | 0 | 25 Mar 2025 | Common Stock | 297,186 | Direct | F2, F4 |
| Id | Content |
|---|---|
| F1 | These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a Performance Share Unit (PSU) award granted on January 18, 2022 for the three-year performance period ended December 31, 2024 (as previously disclosed on a Form 4 filed on March 20, 2025), and 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. |
| F2 | Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals. |
| F3 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |
| F4 | 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, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. 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. |