Key facts
- This page summarizes Ashley Bacon's Form 4 filing for JPMORGAN CHASE & CO (JPM).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 27 Mar 2026, 16:16.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Options Exercise
Tax liability
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Options Exercise
Additional SEC filing notes
Footnote F1
These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), 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.
Footnote F2
Each 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, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. 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.