JPMorgan (NYSE: JPM) CFO gets 38.6K PSUs after three-year performance goals

Rhea-AI Filing Summary

Barnum Jeremy reported acquisition or exercise transactions in this Form 4 filing.

JPMorgan Chase & Co.’s Chief Financial Officer Jeremy Barnum received a grant of 38,629.1557 Performance Share Units (PSUs), each tied to one share of common stock. These PSUs were earned based on the firm’s performance over a three-year period ended December 31, 2025.

The compensation committee certified that the maximum amount of the previously granted PSUs was earned. The PSUs are expected to vest and settle in shares on March 25, 2026, and any shares delivered, after tax withholding, must be held for an additional two years, creating a total five-year vesting and holding period from the original grant date.

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

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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^*

Barnum Jeremy

(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)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/17/2026

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

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
Performance Share Units	(1)	03/17/2026		A		38,629.1557(2)		(3)	(3)	Common Stock	38,629.1557	$0.0000	38,629.1557	D

Explanation of Responses:

1. Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

2. Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

3. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

	/s/ Holly Youngwood under POA	03/19/2026
	** 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 did JPM (JPMorgan Chase & Co.) CFO Jeremy Barnum report on this Form 4?

Jeremy Barnum reported an acquisition of 38,629.1557 Performance Share Units as compensation. These units were earned based on JPMorgan’s performance over a three-year period and represent a contingent right to receive common stock upon vesting.

How many Performance Share Units did JPM CFO Jeremy Barnum receive?

Jeremy Barnum received 38,629.1557 Performance Share Units. Each PSU represents a contingent right to one share of JPMorgan common stock, subject to meeting performance conditions and future vesting and holding requirements.

What performance period determines the PSUs reported by JPM CFO Barnum?

The PSUs were earned based on JPMorgan’s attainment of pre-established goals for the three-year performance period ended December 31, 2025. The board’s compensation committee certified both absolute and relative performance against those goals.

When will Jeremy Barnum’s JPMorgan PSUs vest and settle into common stock?

The PSUs are expected to vest and settle in JPMorgan common stock on March 25, 2026. The actual share delivery will occur then and will be reported in a later Form 4 filing, according to the disclosure.

Are there any post-vesting holding requirements for the JPMorgan PSUs granted to the CFO?

Yes. Shares delivered after tax withholding must be held for an additional two-year period. Combined with the vesting schedule, this creates a total five-year vesting and holding period from the original PSU grant date of January 17, 2023.

Did JPMorgan’s board certify the maximum PSU payout for Jeremy Barnum?

Yes. The compensation committee certified the firm’s performance against pre-established goals and determined that the maximum amount of previously granted PSUs was earned. This certification triggered the PSU amount reported in the Form 4.