Daniel E. Pinto - Mar 25, 2025 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Role
President & COO
Signature
/s/ Holly Youngwood under POA
Stock symbol
JPM
Transactions as of
Mar 25, 2025
Transactions value $
-$14,775,825
Form type
4
Date filed
3/27/2025, 04:54 PM
Previous filing
Mar 20, 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 +23.4K +3.5% $0.00 693K Mar 25, 2025 Direct F1, F2
transaction JPM Common Stock Options Exercise $0 +22.7K +3.27% $0.00 716K Mar 25, 2025 Direct F2, F3
transaction JPM Common Stock Options Exercise $0 +20.9K +2.92% $0.00 737K Mar 25, 2025 Direct F2, F4
transaction JPM Common Stock Options Exercise $0 +19.5K +2.65% $0.00 756K Mar 25, 2025 Direct F2, F5
transaction JPM Common Stock Options Exercise $0 +17.8K +2.36% $0.00 774K Mar 25, 2025 Direct F2, F6
transaction JPM Common Stock Tax liability -$14.8M -59.2K -7.64% $249.72 715K Mar 25, 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 Performance Share Units Options Exercise $0 -19.5K -100% $0.00 0 Mar 25, 2025 Common Stock 19.5K Direct F2, F5
transaction JPM Performance Share Units Options Exercise $0 -23.4K -50% $0.00 23.4K Mar 25, 2025 Common Stock 23.4K Direct F1, F2
transaction JPM Performance Share Units Options Exercise $0 -17.8K -33.33% $0.00 35.7K Mar 25, 2025 Common Stock 17.8K Direct F2, F6
transaction JPM Performance Share Units Options Exercise $0 -20.9K -25% $0.00 62.7K Mar 25, 2025 Common Stock 20.9K Direct F2, F4
transaction JPM Performance Share Units Options Exercise $0 -22.7K -20% $0.00 90.8K Mar 25, 2025 Common Stock 22.7K Direct F2, F3
* 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 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2022; and (ii) a twelve-month holding period for installments vesting on March 25, 2023, 2024, 2025 and 2026.
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 These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a 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 holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2025; and (ii) a twelve-month holding period for installments vesting on March 25, 2026, 2027, 2028 and 2029.
F4 These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a PSU award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2024; and (ii) a twelve-month holding period for installments vesting on March 25, 2025, 2026, 2027 and 2028.
F5 These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a PSU award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2021; and (ii) a twelve-month holding period for installments vesting on March 25, 2022, 2023, 2024 and 2025.
F6 These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a PSU award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional holding period following the vesting of each installment as provided under the terms of the PSU award: (i) a two-year holding period for the installment vested on March 25, 2023; and (ii) a twelve-month holding period for installments vesting on March 25, 2024, 2025, 2026 and 2027.