Welcome to our dedicated page for Jpmorgan Chase SEC filings (Ticker: JPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The JPMorgan Chase & Co. (NYSE: JPM) SEC filings page on Stock Titan provides access to the firm’s regulatory disclosures as a leading financial services company based in the United States with operations worldwide. Through these filings, investors can review how the firm reports on its commercial banking, consumer and small business services, corporate and investment banking, financial transaction processing and asset and wealth management activities.
Current and periodic reports such as Form 8-K detail material events, earnings announcements, capital markets transactions and governance changes. Recent 8-K filings include information on quarterly financial results, investor presentations reviewing earnings, public offerings of fixed-to-floating rate notes and the resignation of a member of the Board of Directors. These documents help investors track developments affecting JPMorgan Chase’s capital structure, funding and leadership.
Filings also list the securities registered under Section 12(b) of the Securities Exchange Act. JPMorgan Chase’s common stock trades on the New York Stock Exchange under the symbol JPM. The firm has multiple series of non-cumulative preferred stock represented by depositary shares, each trading under its own symbol, and it guarantees certain notes and exchange-traded notes issued by JPMorgan Chase Financial Company LLC that are listed on the New York Stock Exchange and NYSE Arca.
On Stock Titan, these SEC filings are updated from the EDGAR system and paired with AI-powered summaries that explain key points in clear language. Investors can use this page to quickly understand the implications of earnings releases (Form 8-K items on results of operations), capital markets activity, preferred stock and note offerings, and other corporate events disclosed in JPMorgan Chase’s regulatory reports, without reading every line of the underlying documents.
JPMorgan Chase & Co. Co-CEO of CIB Troy L. Rohrbaugh exercised performance share units that settled into 72,965.1126 shares of common stock on March 25, 2026. These shares were earned under a PSU award tied to a three-year performance period ended December 31, 2025.
To cover tax obligations, 40,349.1126 shares of common stock were withheld at a price of $295.04 per share. After the exercise and tax withholding, Rohrbaugh directly holds 143,895.0000 JPM common shares, plus 92.4037 shares held indirectly through a 401(k) plan. Shares delivered after tax withholding must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the PSU grant date.
JPMorgan Chase & Co. Chief Operating Officer Jennifer Piepszak exercised Performance Share Units that settled into 57,514.7352 shares of common stock on March 25, 2026. These PSUs were granted on January 17, 2023 for a three-year performance period ended December 31, 2025.
To cover tax obligations, 29,404.7352 shares of common stock were withheld at a price of $295.04 per share, which is recorded as a tax-withholding disposition rather than an open-market sale. Following these transactions, Piepszak directly holds 99,137 shares of JPM common stock.
The footnotes state that shares delivered after tax withholding must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the original grant date, tying these shares to JPMorgan’s long-term performance goals.
JPMorgan Chase & Co.'s General Counsel Stacey Friedman exercised performance share units that settled into 48,929 shares of common stock tied to a three-year performance award. A portion of 27,058 shares was withheld to cover taxes, and she now directly holds 72,007 common shares. The award requires the delivered shares to be held for an additional two-year period, giving a total five-year vesting and holding timeline from the January 2023 grant date. She also has indirect holdings of common stock through a GRAT and a trust.
JPMorgan Chase & Co Co-CEO of Corporate & Investment Bank Douglas B. Petno exercised a performance share award into common stock and had shares withheld for taxes. On March 25, 2026, Performance Share Units converted into 50,647.5438 shares of JPM common stock as part of a long-term incentive award tied to a three-year performance period.
To cover tax obligations on this vesting, 28,008.5438 shares of common stock were withheld at $295.04 per share, a non-market disposition. After these transactions, Petno holds 387,467.0000 JPM shares directly and an additional 70,457.0000 shares indirectly through family trusts. All PSUs under this award have now settled into stock, which must be held for an additional two years under the award terms.
JPMorgan Chase & Co. executive Mary E. Erdoes, CEO of Asset & Wealth Management, exercised a Performance Share Unit award into 84,983.5007 shares of common stock on March 25, 2026. The PSUs were granted on January 17, 2023 for a three-year performance period ended December 31, 2025 and vested based on pre-established performance goals, including reinvested dividend equivalents.
Of the common shares delivered, 46,996.5007 were withheld at a price of $295.04 per share to cover tax obligations. Following these transactions, Erdoes directly holds 651,392.0000 shares of JPMorgan common stock. Under the award terms, the shares delivered after tax withholding must be held for an additional two years, resulting in a total five-year vesting and holding period from the grant date.
JPMorgan Chase & Co.’s Head of Human Resources, Robin Leopold, reported the settlement of a Performance Share Unit (PSU) award into 24,894.7727 shares of common stock on March 25, 2026. These shares relate to a PSU grant from January 17, 2023 for a three-year performance period ending December 31, 2025.
To cover tax obligations, 13,767.7727 shares of common stock were withheld at a price of 295.0400 per share, leaving Leopold with 76,047 shares of common stock held directly after the transactions. The delivered shares must be held for an additional two years, resulting in a total five-year vesting and holding period under the PSU terms.
Leopold also reports indirect ownership of 9,201 JPMorgan common shares through a GRAT and 9,201 shares through a spouse’s GRAT.
JPMorgan Chase & Co. Chairman & CEO James Dimon exercised performance share units on March 25, 2026, converting 320,473.2133 PSUs into the same number of common shares as part of a long‑term incentive award earned over a three‑year performance period.
To cover tax obligations, 177,222.2133 common shares were withheld at $295.04 per share. After these transactions, Dimon held 1,811,113 JPM common shares directly, with additional indirect holdings reported through a 401(k), family trusts, an LLC and his spouse. Shares delivered from this PSU award must be held for an extra two years, resulting in a combined five‑year vesting and holding period.
JPMorgan Chase & Co. executive Marianne Lake, CEO of Consumer & Community Banking, exercised performance share units that settled into 57,514.7352 shares of common stock on March 25, 2026. These shares relate to a PSU award granted in January 2023 for a three-year performance period ended December 31, 2025.
To cover tax obligations, 31,805.7352 shares of common stock were withheld at $295.04 per share. After these transactions, Lake directly held 73,726 shares of JPM common stock. She also had indirect holdings of 64,271 shares by a family trust and 137,299 shares by GRATs. Under the award terms, shares delivered after tax withholding must be held for an additional two-year period, creating a total five-year vesting and holding period from the grant date.
JPMorgan Chase & Co.’s Chief Information Officer Lori A. Beer exercised performance share units into common stock and had shares withheld to cover taxes. On March 25, 2026, 28,327.8685 performance share units settled into an equal number of JPM common shares granted under a PSU award dated January 17, 2023 for the three-year performance period ended December 31, 2025.
A portion of the resulting shares, 15,665.8685, was disposed of at $295.04 per share to satisfy tax liabilities, which is not an open-market sale. After these transactions, Beer directly holds 73,114 JPM common shares. Shares delivered after tax withholding must be held for an additional two-year period, creating a combined five-year vesting and holding period for this PSU grant.
JPMorgan Chase & Co.’s Chief Financial Officer Jeremy Barnum exercised a Performance Share Unit (PSU) award and received JPM common stock. On March 25, 2026, PSUs covering 38,629 shares of common stock settled following a three-year performance period that ended on December 31, 2025.
A portion of the shares, 21,362 shares, was withheld at $295.04 per share to satisfy tax obligations. After these transactions, Barnum directly holds 41,071 shares of JPM common stock. The PSUs were originally granted on January 17, 2023, and the delivered shares must be held for an additional two years, resulting in a five-year combined vesting and holding period.