JPMorgan CIO (NYSE: JPM) converts RSUs and disposes 8,975 shares

Rhea-AI Filing Summary

JPMorgan Chase & Co. Chief Information Officer Lori A. Beer reported equity award activity involving restricted stock units (RSUs) and common stock on January 13, 2026.

She converted 8,816 RSUs and 8,349 RSUs into an equal number of JPMorgan common shares at an exercise price of $0 per share. On the same date, she disposed of 8,975 shares of common stock at a price of $318.715 per share. After these transactions, she directly owned 64,546 shares of JPMorgan common stock. Each RSU represents a contingent right to receive one share of common stock, with the reported RSU awards vesting in two 50% tranches on specified January 13 vesting dates.

Insider Trade Summary

17,165 shares exercised/converted

Mixed 5 txns

Insider Beer Lori A

Role Chief Information Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	8,816	$0.00	--
Exercise	Restricted Stock Units	8,349	$0.00	--
Exercise	Common Stock	8,816	$0.00	--
Exercise	Common Stock	8,349	$0.00	--
Tax Withholding	Common Stock	8,975	$318.715	$2.86M

Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 65,172 shares (Direct)

Footnotes (1)

1. Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock. RSUs vest 50% on January 13, 2025 and 50% on January 13, 2026. RSUs vest 50% on January 13, 2026 and 50% on January 13, 2027.

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

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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^*

Beer Lori A

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Information Officer

3. Date of Earliest Transaction (Month/Day/Year)
01/13/2026

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	01/13/2026		M		8,816	A	$0(1)	65,172	D
Common Stock	01/13/2026		M		8,349	A	$0(1)	73,521	D
Common Stock	01/13/2026		F		8,975	D	$318.715	64,546	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
Restricted Stock Units	(1)	01/13/2026		M			8,816	(2)	01/13/2026	Common Stock	8,816	$0.0000	0.0000	D
Restricted Stock Units	(1)	01/13/2026		M			8,349	(3)	01/13/2027	Common Stock	8,349	$0.0000	8,349	D

Explanation of Responses:

1. Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMC common stock.

2. RSUs vest 50% on January 13, 2025 and 50% on January 13, 2026.

3. RSUs vest 50% on January 13, 2026 and 50% on January 13, 2027.

	/s/ Holly Youngwood under POA	01/15/2026
	** Signature of Reporting Person	Date
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