| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | Options Exercise | $0 | +17.9K | +22.75% | $0.00 | 96.6K | Jan 13, 2025 | Direct | F1 |
| transaction | JPM | Common Stock | Options Exercise | $0 | +15.4K | +15.98% | $0.00 | 112K | Jan 13, 2025 | Direct | F1 |
| transaction | JPM | Common Stock | Tax liability | -$3.96M | -16.4K | -14.64% | $241.77 | 95.6K | Jan 13, 2025 | Direct | |
| holding | JPM | Common Stock | 19.6K | Jan 13, 2025 | By Family Trust | ||||||
| holding | JPM | Common Stock | 123K | Jan 13, 2025 | 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 | -15.4K | -100% | $0.00 | 0 | Jan 13, 2025 | Common Stock | 15.4K | Direct | F1, F2 | |
| transaction | JPM | Restricted Stock Units | Options Exercise | $0 | -17.9K | -50% | $0.00 | 17.9K | Jan 13, 2025 | Common Stock | 17.9K | Direct | F1, F3 |
| 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. |