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JPMorgan Chase executive Marianne Lake, CEO of Consumer & Community Banking, received 21,534 Restricted Stock Units on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMC common stock at an exercise price of $0.0000.
The RSUs represent 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% awarded as Performance Share Units. The award vests in two equal installments, 50% on January 13, 2028 and 50% on January 13, 2029.
These equity incentives are subject to JPMorgan Chase’s bonus recoupment policy, recapture provisions that allow the firm to cancel or recover awards in specified circumstances, and additional protection-based vesting provisions for Operating Committee members.
JPMorgan Chase executive Marianne Lake, CEO of Consumer & Community Banking, received 21,534 Restricted Stock Units on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMC common stock at an exercise price of $0.0000.
The RSUs represent 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% awarded as Performance Share Units. The award vests in two equal installments, 50% on January 13, 2028 and 50% on January 13, 2029.
These equity incentives are subject to JPMorgan Chase’s bonus recoupment policy, recapture provisions that allow the firm to cancel or recover awards in specified circumstances, and additional protection-based vesting provisions for Operating Committee members.
JPMorgan Chase & Co. granted 18,108 Restricted Stock Units (RSUs) to its General Counsel, Stacey Friedman, effective January 20, 2026. These RSUs represent 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% awarded as Performance Share Units (PSUs).
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The RSUs vest in two equal installments, with 50% vesting on January 13, 2028 and 50% on January 13, 2029, and are held directly in her name.
The equity incentives are subject to the firm’s Bonus Recoupment Policy in the event of a material restatement of financial statements. All equity awards granted in 2026 also contain recapture provisions and, for Operating Committee members, additional Protection-Based Vesting terms under which awards may be cancelled, subject to ratification by the Board’s Compensation & Management Development Committee.
JPMorgan Chase & Co. granted 18,108 Restricted Stock Units (RSUs) to its General Counsel, Stacey Friedman, effective January 20, 2026. These RSUs represent 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% awarded as Performance Share Units (PSUs).
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The RSUs vest in two equal installments, with 50% vesting on January 13, 2028 and 50% on January 13, 2029, and are held directly in her name.
The equity incentives are subject to the firm’s Bonus Recoupment Policy in the event of a material restatement of financial statements. All equity awards granted in 2026 also contain recapture provisions and, for Operating Committee members, additional Protection-Based Vesting terms under which awards may be cancelled, subject to ratification by the Board’s Compensation & Management Development Committee.
JPMorgan Chase executive Mary Erdoes received a new equity grant of 29,364 restricted stock units (RSUs) on January 20, 2026. The award reflects 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% in performance share units. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock at no purchase price.
The RSUs vest in two equal installments, with 50% vesting on January 13, 2028 and 50% on January 13, 2029. These equity incentives are subject to the firm’s bonus recoupment policy, 2026 recapture provisions that allow cancellation or recovery of certain stock, and additional protection-based vesting provisions for Operating Committee members that can also lead to cancellation, subject to board committee ratification.
JPMorgan Chase executive Mary Erdoes received a new equity grant of 29,364 restricted stock units (RSUs) on January 20, 2026. The award reflects 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% in performance share units. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock at no purchase price.
The RSUs vest in two equal installments, with 50% vesting on January 13, 2028 and 50% on January 13, 2029. These equity incentives are subject to the firm’s bonus recoupment policy, 2026 recapture provisions that allow cancellation or recovery of certain stock, and additional protection-based vesting provisions for Operating Committee members that can also lead to cancellation, subject to board committee ratification.
JPMorgan Chase & Co. reported an equity grant to Chief Information Officer Lori A. Beer. On January 20, 2026, she was awarded 12,725 Restricted Stock Units (RSUs) as part of her equity-based incentive compensation for performance year 2025, all held directly.
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The grant vests in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. The RSUs are subject to the firm’s Bonus Recoupment Policy, recapture provisions that allow cancellation or recovery of awards in specified circumstances, and protection-based vesting provisions applicable to Operating Committee members.
JPMorgan Chase & Co. reported an equity grant to Chief Information Officer Lori A. Beer. On January 20, 2026, she was awarded 12,725 Restricted Stock Units (RSUs) as part of her equity-based incentive compensation for performance year 2025, all held directly.
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The grant vests in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. The RSUs are subject to the firm’s Bonus Recoupment Policy, recapture provisions that allow cancellation or recovery of awards in specified circumstances, and protection-based vesting provisions applicable to Operating Committee members.
JPMorgan Chase & Co. Chief Financial Officer Jeremy Barnum reported a grant of 18,108 Restricted Stock Units (RSUs) on January 20, 2026. The RSUs were granted at a price of $0.0000 per unit as part of his equity-based incentive compensation for performance year 2025, representing 50% of his equity award, with the remaining 50% in Performance Share Units.
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock, giving Barnum a potential future claim on 18,108 shares if conditions are met. The RSUs are scheduled to vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. These equity incentives are subject to the firm’s bonus recoupment policy, recapture provisions, and additional protection-based vesting provisions that can lead to cancellation or recovery of awards in specified circumstances.
JPMorgan Chase & Co. Chief Financial Officer Jeremy Barnum reported a grant of 18,108 Restricted Stock Units (RSUs) on January 20, 2026. The RSUs were granted at a price of $0.0000 per unit as part of his equity-based incentive compensation for performance year 2025, representing 50% of his equity award, with the remaining 50% in Performance Share Units.
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock, giving Barnum a potential future claim on 18,108 shares if conditions are met. The RSUs are scheduled to vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. These equity incentives are subject to the firm’s bonus recoupment policy, recapture provisions, and additional protection-based vesting provisions that can lead to cancellation or recovery of awards in specified circumstances.
JPMorgan Chase & Co. granted Chief Risk Officer Ashley Bacon 18,108 restricted stock units (RSUs) on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The award reflects 50% of Bacon's equity-based incentive compensation for performance year 2025, with the remaining 50% granted as performance share units.
The 18,108 RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. The equity incentives are subject to the firm's bonus recoupment policy, recapture provisions that allow cancellation or recovery of value in specified circumstances, and additional protection-based vesting provisions for Operating Committee members that may lead to cancellation subject to board committee ratification.
JPMorgan Chase & Co. granted Chief Risk Officer Ashley Bacon 18,108 restricted stock units (RSUs) on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The award reflects 50% of Bacon's equity-based incentive compensation for performance year 2025, with the remaining 50% granted as performance share units.
The 18,108 RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. The equity incentives are subject to the firm's bonus recoupment policy, recapture provisions that allow cancellation or recovery of value in specified circumstances, and additional protection-based vesting provisions for Operating Committee members that may lead to cancellation subject to board committee ratification.
JPMorgan Chase Co-CEO of CIB Douglas B. Petno reported new equity awards and small share movements. On January 20, 2026, he received 25,938 Restricted Stock Units (RSUs), each representing one share of JPMorgan Chase common stock, at a price of $0.0000. These RSUs represent 50% of his equity-based incentive compensation for performance year 2025, with the other 50% awarded as Performance Share Units.
The RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. They are subject to the firm’s bonus recoupment policy, recapture provisions, and additional protection-based vesting conditions for Operating Committee members. On January 21, 2026, a code "G" transaction moved 811 common shares at $0.0000, leaving 368,315 shares held directly. In addition, 70,457 common shares are held indirectly through family trusts.
JPMorgan Chase Co-CEO of CIB Douglas B. Petno reported new equity awards and small share movements. On January 20, 2026, he received 25,938 Restricted Stock Units (RSUs), each representing one share of JPMorgan Chase common stock, at a price of $0.0000. These RSUs represent 50% of his equity-based incentive compensation for performance year 2025, with the other 50% awarded as Performance Share Units.
The RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. They are subject to the firm’s bonus recoupment policy, recapture provisions, and additional protection-based vesting conditions for Operating Committee members. On January 21, 2026, a code "G" transaction moved 811 common shares at $0.0000, leaving 368,315 shares held directly. In addition, 70,457 common shares are held indirectly through family trusts.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable buffered return enhanced notes linked to Eli Lilly common stock. Each note has a $1,000 denomination, a strike price of $1,078.52 and a term of about two years.
The notes may be automatically called on February 3, 2027 if Eli Lilly’s share price is at or above the strike; in that case investors receive $1,000 plus a call premium of at least 24.48%. If not called, and the final stock price is above the strike, maturity payments provide uncapped leveraged upside at no less than 1.25x the stock gain.
If the notes are not called and Eli Lilly falls up to 30% below the strike, principal is returned at maturity. Below that buffer, losses match the full negative stock return, so investors can lose most or all of principal. The preliminary estimated value is about $975.90 per $1,000 note and will not be less than $960 when finalized, reflecting embedded costs, credit risk of both JPMorgan entities, lack of interest and dividend payments, potential illiquidity, conflicts of interest and complex U.S. tax treatment.
JPMorgan Chase & Co. closed several debt offerings on January 22, 2026. The bank issued $400,000,000 of Floating Rate Notes due 2032, $2,600,000,000 of Fixed-to-Floating Rate Notes due 2032, and $3,000,000,000 of Fixed-to-Floating Rate Notes due 2037. These Notes were issued under an existing shelf registration statement on Form S-3. A legal opinion from Simpson Thacher & Bartlett LLP on the validity of the Notes, along with related consents and technical Inline XBRL cover-page data, is included as exhibits.
JPMorgan Chase & Co. closed several debt offerings on January 22, 2026. The bank issued $400,000,000 of Floating Rate Notes due 2032, $2,600,000,000 of Fixed-to-Floating Rate Notes due 2032, and $3,000,000,000 of Fixed-to-Floating Rate Notes due 2037. These Notes were issued under an existing shelf registration statement on Form S-3. A legal opinion from Simpson Thacher & Bartlett LLP on the validity of the Notes, along with related consents and technical Inline XBRL cover-page data, is included as exhibits.
JPMorgan Chase Financial Company LLC is issuing $250,000 of Auto Callable Accelerated Barrier Notes linked to the common stock of NVIDIA Corporation, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a minimum denomination of $1,000, priced at 100% of principal with selling commissions of $8 per $1,000 and net proceeds of $248,000 to the issuer.
The notes may be automatically called on January 22, 2027 if NVIDIA’s share price is at or above the call value, paying $1,150 per $1,000 note (a 15% call premium). If not called and held to the January 25, 2029 maturity, investors receive leveraged upside of 2.46x any stock gain, return of principal if the final stock price is at or above 70% of the initial value, and one-for-one downside below that barrier, which can result in a total loss of principal.
The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not FDIC insured, and may have limited or no secondary market liquidity. The estimated value at pricing was $980.60 per $1,000 note, below the issue price due to selling, structuring and hedging costs.