| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Lake Marianne | CEO CCB | 270 PARK AVENUE, NEW YORK | /s/ Holly Youngwood under POA | 15 Jan 2026 | 0001566079 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +17,898 | +28% | $0.000000 | 81,302 | 13 Jan 2026 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +16,020 | +20% | $0.000000 | 97,322 | 13 Jan 2026 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | $5,828,341 | -18,287 | -19% | $318.72 | 79,035 | 13 Jan 2026 | Direct | |
| holding | JPM | Common Stock | 53,424 | 13 Jan 2026 | By Family Trust | ||||||
| holding | JPM | Common Stock | 124,943 | 13 Jan 2026 | By GRATs |
| 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 | -17,898 | -100% | $0.000000 | 0 | 13 Jan 2026 | Common Stock | 17,898 | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -16,020 | -50% | $0.000000 | 16,021 | 13 Jan 2026 | Common Stock | 16,020 | Direct | F1, F3 |
| Id | Content |
|---|---|
| F1 | Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock. |
| F2 | RSUs vest 50% on January 13, 2025 and 50% on January 13, 2026. |
| F3 | RSUs vest 50% on January 13, 2026 and 50% on January 13, 2027. |