JPMorgan (NYSE: JPM) HR head settles PSUs, holds 76K shares

Rhea-AI Filing Summary

JPMorgan Chase & Co.’s Head of Human Resources, Robin Leopold, reported the settlement of a Performance Share Unit (PSU) award into 24,894.7727 shares of common stock on March 25, 2026. These shares relate to a PSU grant from January 17, 2023 for a three-year performance period ending December 31, 2025.

To cover tax obligations, 13,767.7727 shares of common stock were withheld at a price of 295.0400 per share, leaving Leopold with 76,047 shares of common stock held directly after the transactions. The delivered shares must be held for an additional two years, resulting in a total five-year vesting and holding period under the PSU terms.

Leopold also reports indirect ownership of 9,201 JPMorgan common shares through a GRAT and 9,201 shares through a spouse’s GRAT.

Insider Trade Summary

24,894.773 shares exercised/converted

Mixed 5 txns

Insider Leopold Robin

Role Head of Human Resources

Type	Security	Shares	Price	Value
Exercise	Performance Share Units	24,894.773	$0.00	--
Exercise	Common Stock	24,894.773	$0.00	--
Tax Withholding	Common Stock	13,767.773	$295.04	$4.06M
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Performance Share Units — 0 shares (Direct); Common Stock — 89,814.773 shares (Direct); Common Stock — 9,201 shares (Indirect, By GRAT)

Footnotes (1)

1. These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and 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. Each 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, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. 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.

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).

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^*

Leopold Robin

(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)
	Head of Human Resources

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/25/2026

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	03/25/2026		M		24,894.7727(1)	A	$0(2)	89,814.7727	D
Common Stock	03/25/2026		F		13,767.7727	D	$295.04	76,047	D
Common Stock								9,201	I	By GRAT
Common Stock								9,201	I	By Spouse's GRAT

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	(2)	03/25/2026		M			24,894.7727(3)	(3)	(3)	Common Stock	24,894.7727	$0.0000	0.0000	D

Explanation of Responses:

1. These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and 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.

2. Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

3. 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, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. 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.

	/s/ Holly Youngwood under POA	03/27/2026
	** 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 Robin Leopold report in the latest JPM (JPMorgan Chase) Form 4 filing?

Robin Leopold reported settlement of a Performance Share Unit award into 24,894.7727 JPM common shares. The PSUs were granted in January 2023 and vested based on performance for the period ending December 31, 2025, then settled in shares on March 25, 2026.

How many JPM shares does Robin Leopold hold directly after this Form 4?

After the reported transactions, Robin Leopold directly holds 76,047 JPM common shares. This figure reflects the PSU settlement into shares on March 25, 2026 and the subsequent share withholding for taxes, as disclosed in the Form 4 filing data.

Were any JPM shares sold by Robin Leopold in this Form 4 filing?

No open-market sales were reported; instead, 13,767.7727 shares were withheld at 295.0400 per share to satisfy tax obligations. This “F” coded transaction represents a tax-withholding disposition, not a discretionary sale of JPMorgan Chase common stock into the market.

What are the key terms of the JPM Performance Share Units reported by Robin Leopold?

Each PSU represents a contingent right to receive one share of JPM common stock if performance goals are met. The award covered a three-year performance period ending December 31, 2025, then settled in shares on March 25, 2026 with an additional two-year holding requirement.

How long must Robin Leopold hold the JPM shares received from the PSU settlement?

Shares delivered from the PSU settlement must be held for an additional two years. Combined with the original vesting schedule, this creates a total five-year vesting and holding period from the January 17, 2023 grant date, as specified in the PSU award terms.

Does Robin Leopold report any indirect JPM share ownership in this Form 4?

Yes. The Form 4 shows indirect ownership of 9,201 JPM shares held by a GRAT and another 9,201 shares held by a spouse’s GRAT. These entries reflect indirect holdings separate from Leopold’s 76,047 directly held JPMorgan Chase common shares.