JPMorgan (NYSE: JPM) CIB co-CEO earns 72,965 performance share units

Rhea-AI Filing Summary

Rohrbaugh Troy L reported acquisition or exercise transactions in this Form 4 filing.

JPMorgan Chase & Co. Co-CEO of the Corporate & Investment Bank, Troy L. Rohrbaugh, reported an award of 72,965.1126 Performance Share Units (PSUs). Each PSU represents a contingent right to receive one share of common stock if performance conditions are met.

The PSUs were earned, including reinvested dividend equivalents, based on the firm’s performance over a three-year period ended December 31, 2025. They are expected to vest and settle in common stock on March 25, 2026, and any shares delivered, after tax withholding, must then be held for an additional two years, giving a total vesting and holding period of five years from the original January 17, 2023 grant date.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Rohrbaugh Troy L

Role Co-CEO CIB

Type	Security	Shares	Price	Value
Grant/Award	Performance Share Units	72,965.113	$0.00	--

Holdings After Transaction: Performance Share Units — 72,965.113 shares (Direct)

Footnotes (1)

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. 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. 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.

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
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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^*

Rohrbaugh Troy L

(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)
	Co-CEO CIB

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		72,965.1126(2)		(3)	(3)	Common Stock	72,965.1126	$0.0000	72,965.1126	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 insider transaction did JPM (JPMorgan Chase & Co.) report for Troy Rohrbaugh?

JPM reported that Troy L. Rohrbaugh received an award of 72,965.1126 Performance Share Units. These units are part of his long-term incentive pay and convert into JPM common stock if performance and vesting conditions are satisfied.

How many Performance Share Units did Troy Rohrbaugh receive at JPM (JPMorgan Chase & Co.)?

Troy Rohrbaugh was awarded 72,965.1126 Performance Share Units. Each PSU represents a contingent right to one share of JPM common stock, subject to meeting performance goals and future vesting and holding requirements described in the award terms.

What performance period applies to Troy Rohrbaugh’s JPM (JPMorgan Chase & Co.) PSUs?

The PSUs were earned based on JPM’s performance over a three-year period ending December 31, 2025. The Compensation & Management Development Committee certified results against pre-established goals and determined that the maximum amount of the previously granted PSUs was earned.

When will Troy Rohrbaugh’s JPM (JPMorgan Chase & Co.) Performance Share Units vest and settle?

The Performance Share Units are expected to vest and settle in JPM common stock on March 25, 2026. At that time, shares will be delivered subject to tax withholding and must then be held for a further two-year holding period under the award terms.

What are the holding requirements for Troy Rohrbaugh’s JPM (JPMorgan Chase & Co.) PSUs?

After the PSUs vest and settle into JPM common shares, the delivered shares, net of tax withholding, must be held for two additional years. This creates a combined vesting and holding period of five years from the original PSU grant date of January 17, 2023.

Does Troy Rohrbaugh’s JPM (JPMorgan Chase & Co.) Form 4 show an open-market stock trade?

No, the Form 4 shows a grant or award acquisition of Performance Share Units rather than an open-market trade. The transaction reflects compensation earned under JPM’s performance-based equity program, not a purchase or sale of existing JPM shares in the market.