James Dimon - Mar 25, 2025 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Role
Chairman & CEO, Director
Signature
/s/ Holly Youngwood under POA
Stock symbol
JPM
Transactions as of
Mar 25, 2025
Transactions value $
-$41,039,385
Form type
4
Date filed
3/27/2025, 04:21 PM
Previous filing
Mar 20, 2025
Next filing
Apr 14, 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 +297K +22.48% $0.00 1.62M Mar 25, 2025 Direct F1, F2
transaction JPM Common Stock Tax liability -$41M -164K -10.15% $249.72 1.45M Mar 25, 2025 Direct
holding JPM Common Stock 8.83K Mar 25, 2025 By 401(k)
holding JPM Common Stock 3.7M Mar 25, 2025 By Family Trusts
holding JPM Common Stock 1.05M Mar 25, 2025 By GRATs
holding JPM Common Stock 116K Mar 25, 2025 By LLC F3
holding JPM Common Stock 273K Mar 25, 2025 By Spouse

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 -297K -100% $0.00 0 Mar 25, 2025 Common Stock 297K Direct F2, F4
* 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 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 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.
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 Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest.
F4 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, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. 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.