JPMorgan director reports deferred stock award

JPMorgan Chase director Stephen B. Burke reported a deferred stock award related to his board service.

Rhea-AI Filing Summary

JPMorgan Chase director Stephen B. Burke reported a deferred stock award related to his board service. On 01/20/2026, he accrued 913.5251 shares of common stock at $306.505 per share as a deferral of his annual stock grant, which will be paid in JPM shares when his service as a director ends. Following this transaction, he beneficially owns 207,151.8098 shares of JPM common stock directly. He also reports indirect beneficial ownership of 55,245 shares held by a GRAT.

Insider Trade Summary

Grant/Award: 913.5251 shares

Grant/Award 2 txns

Insider BURKE STEPHEN B

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	913.5251	$306.505	$280K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 207,151.8098 shares (Direct); Common Stock — 55,245 shares (Indirect, By GRAT)

Footnotes (1)

1. F1. Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did JPM (JPMorgan Chase) director Stephen B. Burke report?

Stephen B. Burke reported a deferral of his annual stock grant as a director, covering 913.5251 shares of JPMorgan Chase common stock on 01/20/2026, to be paid in stock when his board service ends.

At what price was the deferred JPM common stock grant recorded for Stephen B. Burke?

The deferred annual stock grant for Stephen B. Burke was recorded at a price of $306.505 per share for the 913.5251 shares of JPMorgan Chase common stock.

How many JPM shares does Stephen B. Burke own after this Form 4 transaction?

After the reported deferral, Stephen B. Burke beneficially owns 207,151.8098 shares of JPMorgan Chase common stock directly.

Does Stephen B. Burke report any indirect ownership of JPM stock?

Yes. In addition to his direct holdings, Stephen B. Burke reports indirect beneficial ownership of 55,245 shares of JPMorgan Chase common stock by GRAT.

What does the footnote say about Stephen B. Burkes JPM stock grant?

The footnote explains that the transaction is a deferral of an annual stock grant, which is payable in shares of JPM stock upon termination of service as a director.

Is this JPM Form 4 transaction a routine director compensation event?

The description identifies the transaction as a deferral of an annual stock grant tied to Stephen B. Burkes role as a director, indicating it is part of his regular board compensation structure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 01/22/2026 - 04:21 PM Learn about SEC filing dates

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^*

BURKE STEPHEN B

(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	207,151.8098	D
Common Stock								55,245	I	By 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

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.