Daniel E. Pinto - 25 Mar 2025 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Role
President & COO
Signature
/s/ Holly Youngwood under POA
Issuer symbol
JPM
Transactions as of
25 Mar 2025
Net transactions value
-$14,775,825
Form type
4
Filing time
27 Mar 2025, 16:54:00 UTC
Previous filing
20 Mar 2025
Next filing
02 Jul 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction JPM Common Stock Options Exercise $0 +23,442 +3.5% $0.000000 693,213 25 Mar 2025 Direct F1, F2
transaction JPM Common Stock Options Exercise $0 +22,688 +3.3% $0.000000 715,901 25 Mar 2025 Direct F2, F3
transaction JPM Common Stock Options Exercise $0 +20,904 +2.9% $0.000000 736,805 25 Mar 2025 Direct F2, F4
transaction JPM Common Stock Options Exercise $0 +19,524 +2.6% $0.000000 756,329 25 Mar 2025 Direct F2, F5
transaction JPM Common Stock Options Exercise $0 +17,826 +2.4% $0.000000 774,155 25 Mar 2025 Direct F2, F6
transaction JPM Common Stock Tax liability $14,775,825 -59,169 -7.6% $249.72 714,986 25 Mar 2025 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

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 -19,524 -100% $0.000000 0 25 Mar 2025 Common Stock 19,524 Direct F2, F5
transaction JPM Performance Share Units Options Exercise $0 -23,442 -50% $0.000000 23,442 25 Mar 2025 Common Stock 23,442 Direct F1, F2
transaction JPM Performance Share Units Options Exercise $0 -17,826 -33% $0.000000 35,652 25 Mar 2025 Common Stock 17,826 Direct F2, F6
transaction JPM Performance Share Units Options Exercise $0 -20,904 -25% $0.000000 62,716 25 Mar 2025 Common Stock 20,904 Direct F2, F4
transaction JPM Performance Share Units Options Exercise $0 -22,688 -20% $0.000000 90,755 25 Mar 2025 Common Stock 22,688 Direct F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

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 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2022; and (ii) a twelve-month holding period for installments vesting on March 25, 2023, 2024, 2025 and 2026.
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 These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a 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 holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2025; and (ii) a twelve-month holding period for installments vesting on March 25, 2026, 2027, 2028 and 2029.
F4 These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a PSU award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027 and 2028.
F5 These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a PSU award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2021; and (ii) a twelve-month holding period for installments vesting on March 25, 2022, 2023, 2024 and 2025.
F6 These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a PSU award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026 and 2027.