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Alicia Boler Davis (JPM) reports deferred stock grant in Form 4

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

Rhea-AI Filing Summary

JPMorgan Chase director Alicia Boler Davis reported receiving a deferred annual stock grant tied to her board service. On 01/20/2026, she acquired 913.5251 shares of common stock at $306.505 per share through a transaction coded as an acquisition. After this grant, she held 3,611.4062 shares of JPMorgan Chase common stock directly, and an additional 285 shares held indirectly by a trust. The filing explains that this represents a deferral of her annual stock grant, which will be payable in JPMorgan Chase shares upon the termination of her service as a director.

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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*
Davis Alicia Boler

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/20/2026
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 01/20/2026 A(1) 913.5251 A $306.505 3,611.4062 D
Common Stock 285 I By Trust
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:
1. Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.
/s/ Holly Youngwood under POA 01/22/2026
** 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 transaction did JPM (JPMorgan Chase) report for Alicia Boler Davis?

The filing shows that director Alicia Boler Davis acquired 913.5251 shares of JPMorgan Chase common stock on 01/20/2026 through a deferred annual stock grant.

What was the price of the JPMorgan Chase shares in Alicia Boler Davis’s Form 4 transaction?

The deferred stock grant to Alicia Boler Davis was reported at a price of $306.505 per share for the 913.5251 shares acquired.

How many JPMorgan Chase shares does Alicia Boler Davis own after this transaction?

Following the transaction, Alicia Boler Davis beneficially owned 3,611.4062 shares of JPMorgan Chase common stock directly and 285 shares indirectly through a trust.

What does the footnote about Alicia Boler Davis’s JPM stock grant mean?

The footnote explains that the transaction is a deferral of her annual stock grant, which will be payable in JPMorgan Chase shares upon termination of her service as a director.

Is Alicia Boler Davis a 10% owner of JPMorgan Chase?

No. The Form 4 identifies Alicia Boler Davis as a director of JPMorgan Chase, and does not mark her as a 10% owner.

How are some of Alicia Boler Davis’s JPM shares held according to the Form 4?

In addition to her direct holdings, the Form 4 states that 285 shares of JPMorgan Chase common stock are held indirectly "By Trust".

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