JPM CIO awarded 12,725 RSUs in equity grant

JPMorgan Chase & Co. reported an equity grant to Chief Information Officer Lori A. Beer.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Grant/Award: 12,725 shares

Grant/Award 1 txn

Insider Beer Lori A

Role Chief Information Officer

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	12,725	$0.00	$0.00

Holdings After Transaction: Restricted Stock Units — 12,725 contracts (Direct)

Footnotes (4)

1. F1. Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2025, with the remaining 50% awarded in the form of Performance Share Units (PSUs).
2. F2. Each RSU represents a contingent right to receive one share of JPMC common stock.
3. F3. Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial statements. In addition, all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to Operating Committee members are also subject to additional Protection-Based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.
4. F4. RSUs vest 50% on January 13, 2028 and 50% on January 13, 2029.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did JPM (JPMorgan Chase & Co.) disclose in this Form 4?

The filing shows that Chief Information Officer Lori A. Beer received an award of 12,725 Restricted Stock Units (RSUs) on January 20, 2026, held directly.

How many RSUs did JPM CIO Lori Beer receive and what do they represent?

Lori Beer received 12,725 RSUs. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock.

When do Lori Beer’s JPM RSUs vest?

The RSUs vest in two equal tranches: 50% on January 13, 2028 and 50% on January 13, 2029.

What performance period is tied to Lori Beer’s 12,725 JPM RSUs?

The RSU grant is part of Lori Beer’s equity-based incentive compensation for performance year 2025.

Are Lori Beer’s JPM RSUs subject to clawback or recoupment policies?

Yes. The equity incentives are subject to JPMorgan Chase’s Bonus Recoupment Policy, as well as recapture provisions that allow the firm to cancel awards or recover value in specified circumstances.

What additional conditions apply to equity awards for JPM Operating Committee members?

Portions of equity awards granted to Operating Committee members, including this grant, are subject to Protection-Based Vesting provisions, under which awards may be cancelled, with determinations subject to ratification by the Compensation & Management Development Committee of the Board.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 01/22/2026 - 04:20 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Beer Lori A

(Last) (First) (Middle)

270 PARK AVENUE

(Street)

NEW YORK NY 10017-2014

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
JPMORGAN CHASE & CO [ JPM ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Information Officer

3. Date of Earliest Transaction (Month/Day/Year)
01/20/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units(1)	(2)	01/20/2026		A(3)		12,725		(4)	01/13/2029	Common Stock	12,725	$0.0000	12,725	D

Explanation of Responses:

1. Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2025, with the remaining 50% awarded in the form of Performance Share Units (PSUs).

2. Each RSU represents a contingent right to receive one share of JPMC common stock.

3. Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial statements. In addition, all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to Operating Committee members are also subject to additional Protection-Based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.

4. RSUs vest 50% on January 13, 2028 and 50% on January 13, 2029.

	/s/ Holly Youngwood under POA	01/22/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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