Mary Erdoes of JPMorgan (NYSE: JPM) records open-market sale and holds 639,047 shares

Rhea-AI Filing Summary

JPMorgan Chase & Co. reported an insider stock sale by Mary E. Erdoes, CEO of Asset & Wealth Management. She completed an open-market sale of 12,345 shares of common stock at about $306.57 per share, and now directly holds 639,047 JPMorgan shares after this transaction.

Insights

Equity compensation & insider trading analyst

Routine open-market sale; executive retains a large remaining stake.

Mary E. Erdoes, CEO of Asset & Wealth Management at JPMorgan Chase & Co., executed an open-market sale of 12,345 common shares. The transaction used code S, which denotes a standard sale in the market rather than a grant, gift, or tax withholding event.

After the sale, she directly holds 639,047 shares, indicating she maintains a substantial equity position in the company. The filing shows no derivative transactions or remaining option positions, and there are no footnote indications of special structures or pre-planned trading arrangements in the excerpt provided.

Given the scale of her remaining holdings, this sale appears to represent only a portion of her stake rather than a full or near-full exit. Without additional context such as trading plans or prior guidance, the event is best viewed as a routine liquidity transaction with limited impact on the broader investment thesis.

Insider Trade Summary 10b5-1

Net Seller: 12,345 shares ($3,784,554)

Net Sell 1 txn

Insider Erdoes Mary E.

Role CEO Asset & Wealth Management

Sold 12,345 shs ($3.78M)

Type	Security	Shares	Price	Value
Sale	Common Stock	12,345	$306.5657	$3.78M

Holdings After Transaction: Common Stock — 639,047 shares (Direct)

Footnotes (1)

Key Figures

Shares sold: 12,345 shares Sale price per share: $306.5657 per share Shares held after sale: 639,047 shares

3 metrics

Shares sold 12,345 shares Open-market sale of common stock

Sale price per share $306.5657 per share Reported transaction price for the sale

Shares held after sale 639,047 shares Direct common stock ownership following transaction

Key Terms

open-market sale, Common Stock, Form 4, non-derivative

4 terms

open-market sale financial

"transaction_action": "open-market sale""

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

Common Stock financial

"security_title": "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Form 4 regulatory

"INSIDER FILING DATA (Form 4)"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

non-derivative financial

"transaction_type": "non-derivative""

Form 4 Insider Transactions: What Each Field Means →

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).

X

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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CEO Asset & Wealth Management

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/15/2026

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

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	04/15/2026		S		12,345	D	$306.5657	639,047	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

Explanation of Responses:

	/s/ Irene E. Han under POA	04/15/2026
	** 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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did JPM (JPMorgan Chase & Co.) disclose for Mary E. Erdoes?

JPMorgan Chase & Co. disclosed that Mary E. Erdoes executed an open-market sale of 12,345 shares of common stock. This Form 4 filing classifies the transaction under code S, indicating a standard market sale rather than a grant, gift, or tax-related disposition.

How many JPM shares did Mary E. Erdoes sell and at what price?

Mary E. Erdoes sold 12,345 shares of JPMorgan Chase & Co. common stock at a reported price of about $306.57 per share. The transaction was recorded as a non-derivative, open-market sale and is categorized as a straightforward disposal of common stock holdings.

How many JPMorgan shares does Mary E. Erdoes hold after this Form 4 transaction?

After the reported sale, Mary E. Erdoes directly holds 639,047 shares of JPMorgan Chase & Co. common stock. This post-transaction figure in the Form 4 shows she retains a significant remaining equity position in the company despite the recent open-market sale.

What does transaction code S mean in Mary E. Erdoes’s JPM Form 4 filing?

Transaction code S in the filing indicates a sale in the open market or a private transaction of common stock. In this case, it confirms that Mary E. Erdoes disposed of JPMorgan shares through a standard sale rather than via option exercise, gift, or tax withholding mechanism.

Did Mary E. Erdoes report any derivative securities in this JPM Form 4?

The Form 4 excerpt shows no derivative transactions or remaining derivative positions for Mary E. Erdoes. All reported activity relates to non-derivative common stock, reinforcing that this specific filing focuses solely on an open-market sale of existing JPMorgan shares.