STOCK TITAN

[Form 4] JPMORGAN CHASE & CO Insider Trading Activity

Filing Impact
(Very High)
Filing Sentiment
(Very Negative)
Form Type
4

Rhea-AI Filing Summary

JPMorgan Chase & Co. executive Mary E. Erdoes, CEO of Asset & Wealth Management, reported several equity transactions dated January 13, 2026. She acquired 26,446 and 23,692 shares of JPMorgan common stock at $0 per share through the vesting and settlement of restricted stock units (transaction code M), bringing her directly held common stock to 652,080 shares before tax withholding.

On the same date, 27,212 shares of common stock were disposed of at a price of $318.715 per share (transaction code F), leaving Erdoes with 624,868 directly owned JPMorgan shares after the reported transactions. The filing notes that each RSU represents a right to receive one common share, with RSU awards vesting in two equal installments on specified January 13 vesting dates in 2025, 2026, and 2027.

Positive

  • None.

Negative

  • None.
Insider Erdoes Mary E.
Role CEO Asset & Wealth Management
Type Security Shares Price Value
Exercise Restricted Stock Units 26,446 $0.00 --
Exercise Restricted Stock Units 23,692 $0.00 --
Exercise Common Stock 26,446 $0.00 --
Exercise Common Stock 23,692 $0.00 --
Tax Withholding Common Stock 27,212 $318.715 $8.67M
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 628,388 shares (Direct)
Footnotes (1)
  1. Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock. RSUs vest 50% on January 13, 2025 and 50% on January 13, 2026. RSUs vest 50% on January 13, 2026 and 50% on January 13, 2027.
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*
Erdoes Mary E.

(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)
CEO Asset & Wealth Management
3. Date of Earliest Transaction (Month/Day/Year)
01/13/2026
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
Common Stock 01/13/2026 M 26,446 A $0(1) 628,388 D
Common Stock 01/13/2026 M 23,692 A $0(1) 652,080 D
Common Stock 01/13/2026 F 27,212 D $318.715 624,868 D
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) 01/13/2026 M 26,446 (2) 01/13/2026 Common Stock 26,446 $0.0000 0.0000 D
Restricted Stock Units (1) 01/13/2026 M 23,692 (3) 01/13/2027 Common Stock 23,692 $0.0000 23,693 D
Explanation of Responses:
1. Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.
2. RSUs vest 50% on January 13, 2025 and 50% on January 13, 2026.
3. RSUs vest 50% on January 13, 2026 and 50% on January 13, 2027.
/s/ Holly Youngwood under POA 01/15/2026
** 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).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did JPM (JPMorgan Chase & Co) report for Mary Erdoes?

The report shows Mary E. Erdoes acquired 26,446 and 23,692 JPMorgan common shares at $0 per share through restricted stock unit settlements, and disposed of 27,212 common shares at $318.715 per share on January 13, 2026.

How many JPMorgan shares does Mary Erdoes hold after the January 13, 2026 Form 4 transactions?

After the reported January 13, 2026 transactions, Mary E. Erdoes directly owns 624,868 shares of JPMorgan Chase & Co. common stock.

What do the JPM (JPMorgan) restricted stock units reported for Mary Erdoes represent?

Each restricted stock unit reported for Mary E. Erdoes represents a contingent right to receive one share of JPMorgan Chase & Co. common stock, according to the filing footnotes.

What are the vesting schedules for Mary Erdoes’ JPMorgan restricted stock units?

One RSU award vests 50% on January 13, 2025 and 50% on January 13, 2026, and another vests 50% on January 13, 2026 and 50% on January 13, 2027.

What do transaction codes M and F mean in the JPM Form 4 for Mary Erdoes?

In this report, code M indicates the settlement of restricted stock units into JPMorgan common stock at $0 per share, and code F indicates a disposition of common stock, which is typically associated with shares withheld or sold to satisfy tax or similar obligations.

Was Mary Erdoes’ ownership in JPMorgan reported as direct or indirect in this Form 4?

All reported holdings and transactions for Mary E. Erdoes in this Form 4 are shown as directly owned, with ownership form marked as D (Direct).