Mary E. Erdoes - Jan 13, 2025 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Role
CEO Asset & Wealth Management
Signature
/s/ Holly Youngwood under POA
Stock symbol
JPM
Transactions as of
Jan 13, 2025
Transactions value $
-$5,966,642
Form type
4
Date filed
1/15/2025, 04:36 PM
Previous filing
Nov 15, 2024
Next filing
Jan 16, 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 +26.4K +4.53% $0.00 610K Jan 13, 2025 Direct F1
transaction JPM Common Stock Options Exercise $0 +19.3K +3.17% $0.00 630K Jan 13, 2025 Direct F1
transaction JPM Common Stock Tax liability -$5.97M -24.7K -3.92% $241.77 605K Jan 13, 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 Restricted Stock Units Options Exercise $0 -19.3K -100% $0.00 0 Jan 13, 2025 Common Stock 19.3K Direct F1, F2
transaction JPM Restricted Stock Units Options Exercise $0 -26.4K -50% $0.00 26.4K Jan 13, 2025 Common Stock 26.4K Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.
F2 Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025.
F3 Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026.