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Mary Erdoes (NYSE: JPM) granted 60,214 JPMorgan RSUs in retention award

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Erdoes Mary E. reported acquisition or exercise transactions in this Form 4 filing.

JPMorgan Chase & Co. reported that Mary E. Erdoes, CEO of Asset & Wealth Management, received a grant of 60,214 Restricted Stock Units. Each RSU represents a contingent right to one share of JPMorgan common stock. The award cliff-vests on June 24, 2029, subject to a performance condition, continued employment and other award terms. After vesting and tax withholding, delivered shares must be held for an additional two years, creating a total five-year vesting and holding period. The RSUs are subject to the firm’s bonus recoupment policy, recapture provisions and protection-based vesting applicable to Operating Committee members.

Positive

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Negative

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Insider Erdoes Mary E.
Role CEO Asset & Wealth Management
Type Security Shares Price Value
Grant/Award Restricted Stock Units 60,214 $0.00 $0.00
Holdings After Transaction: Restricted Stock Units — 60,214 shares (Direct)
Footnotes (3)
  1. F1. Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.
  2. F2. 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 results. 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, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.
  3. F3. The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable 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 date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026.
RSUs granted 60,214 RSUs Retention and Continuity Award granted June 24, 2026
Underlying common shares 60,214 shares Each RSU equals one share of common stock
Shares following transaction 60,214 RSUs Total RSUs held directly after the award
Exercise/Conversion price $0.00 per unit RSU award granted at no cash exercise price
Award expiration date June 24, 2029 Expiration date listed for RSU award
Cliff vest date June 24, 2029 Retention and Continuity Award cliff-vests on this date
Post-vesting holding period Two years Required holding after delivery of net shares
Total vesting and holding period Five years From grant date to end of required holding period
Restricted Stock Units financial
"Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Bonus Recoupment Policy financial
"Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement..."
recapture provisions financial
"all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards..."
Protection-based Vesting financial
"equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions..."
cliff-vests financial
"The Retention and Continuity Award cliff-vests on June 24, 2029."

FAQ

What did Mary Erdoes acquire in this JPM (JPMorgan Chase) Form 4 filing?
Mary Erdoes received a grant of 60,214 Restricted Stock Units. Each RSU gives a contingent right to one share of JPMorgan common stock, subject to vesting, holding requirements, and various recoupment and protection-based conditions set by the firm’s compensation policies.

When do Mary Erdoes’ new JPM 60,214 RSUs vest?
The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting depends on achieving a performance condition, maintaining continuous employment with limited exceptions, and complying with other terms detailed in the applicable award agreement for this equity grant.

What holding period applies to Mary Erdoes’ JPM RSU award?
After vesting and share delivery, net of tax withholding, shares must be held for two additional years. This creates a combined five-year vesting and holding period from the June 24, 2026 grant date for the Retention and Continuity Award.

How many JPMorgan shares could Mary Erdoes ultimately receive from this award?
The grant covers 60,214 Restricted Stock Units, each tied to one common share. Actual shares delivered will depend on satisfaction of performance and employment conditions and will be reduced by any shares withheld to satisfy applicable tax obligations at settlement.

What recoupment and protection terms govern Mary Erdoes’ 2026 JPM RSU grant?
The award is subject to JPMorgan’s Bonus Recoupment Policy for material financial restatements and 2026 equity recapture provisions. It also includes protection-based vesting, allowing potential award cancellation by the CEO, subject to ratification by the board’s compensation committee.

How was this JPM Retention and Continuity Award to Mary Erdoes additionally disclosed?
JPMorgan reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026. That separate disclosure provides further context for the grant as part of the firm’s broader executive compensation and retention framework.

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

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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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 NEW YORK 10017-2014
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
JPMORGAN CHASE & CO [ JPM ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
CEO Asset & Wealth Management
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/24/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)06/24/2026A(2)60,214 (3)06/24/2029Common Stock60,214$0.000060,214D
Explanation of Responses:
1. Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.
2. 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 results. 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, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.
3. The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable 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 date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026.
Remarks:
poaerdoes.txt
/s/ Denise G. Connors under POA06/26/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR