JPMorgan (NYSE: JPM) Co-CEO reports RSU vesting and tax sale of shares

Rhea-AI Filing Summary

JPMorgan Chase & Co. executive Troy L. Rohrbaugh, Co-CEO of the Corporate & Investment Bank, reported multiple equity transactions dated January 13, 2026. He converted 22,706 and 20,082 Restricted Stock Units (RSUs) into an equal number of shares of JPMorgan common stock at an exercise price of $0 per share, reflecting the vesting of previously granted RSUs. Following these transactions, his directly held common stock position shown in the table includes 161,279 shares, plus 91.8346 shares held indirectly through a 401(k) plan.

The filing also reports a disposition of 23,135 shares of common stock at a price of $318.715 per share under transaction code “F”, indicating shares withheld to cover tax obligations. Footnotes explain that each RSU represents a contingent right to one share of common stock and that the RSU grants vest in two equal annual installments on January 13, 2025 and 2026, and on January 13, 2026 and 2027, respectively.

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

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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^*

Rohrbaugh Troy L

(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)
	Co-CEO CIB

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		22,706	A	$0(1)	164,332	D
Common Stock	01/13/2026		M		20,082	A	$0(1)	184,414	D
Common Stock	01/13/2026		F		23,135	D	$318.715	161,279	D
Common Stock								91.8346	I	By 401(k)

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			22,706	(2)	01/13/2026	Common Stock	22,706	$0.0000	0.0000	D
Restricted Stock Units	(1)	01/13/2026		M			20,082	(3)	01/13/2027	Common Stock	20,082	$0.0000	20,082	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
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What insider activity did JPM (JPMorgan Chase & Co.) report for Troy Rohrbaugh on January 13, 2026?

The Form 4 reports that Troy L. Rohrbaugh, Co-CEO of JPMorgan’s Corporate & Investment Bank, converted 22,706 and 20,082 RSUs into the same number of JPMorgan common shares at an exercise price of $0 per share on January 13, 2026.

How many JPMorgan (JPM) shares did Troy Rohrbaugh dispose of for taxes in this Form 4?

The filing shows a disposition of 23,135 shares of JPMorgan common stock at $318.715 per share, coded “F”, indicating shares withheld to satisfy tax obligations related to the equity award.

What are the RSU vesting schedules disclosed for Troy Rohrbaugh in this JPM Form 4?

Footnotes state that each RSU represents a right to one JPMorgan share. One RSU grant vests 50% on January 13, 2025 and 50% on January 13, 2026, while another vests 50% on January 13, 2026 and 50% on January 13, 2027.

How many JPMorgan (JPM) shares does Troy Rohrbaugh hold directly and indirectly after the reported transactions?

After the reported transactions, the table shows 161,279 shares of JPMorgan common stock held directly and 91.8346 shares held indirectly through a 401(k) plan.

What position does Troy Rohrbaugh hold at JPMorgan according to this Form 4 filing?

The filing identifies Troy L. Rohrbaugh as an officer of JPMorgan Chase & Co., with the title Co-CEO CIB (Co-Chief Executive Officer of the Corporate & Investment Bank).

What do the Restricted Stock Units represent in Troy Rohrbaugh’s JPMorgan Form 4?

The footnotes explain that each Restricted Stock Unit (RSU) represents a contingent right to receive one share of JPMorgan Chase & Co. common stock upon vesting.