Every Form 4 that JPMorgan Chase & Co. (JPM) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow JPM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JPM filings page.
JPMORGAN CHASE & CO (JPM) reported that Robin Leopold, Head of Human Resources, sold 2,500 shares of common stock on September 10, 2026 at $352.8106 per share in an open-market or private transaction under a Rule 10b5-1 trading plan, leaving 71,047 shares held directly plus 9,201 shares held indirectly through GRAT structures.
JPMorgan Chase & Co. executive Robin Leopold, Head of Human Resources, reported selling 2,500 shares of common stock on August 11, 2026 at $361.41 per share under a Rule 10b5-1 trading plan. After this sale, she holds 73,547 shares directly, plus indirect holdings of 9,201 shares in a GRAT and 9,201 shares in a spouse’s GRAT.
JPMorgan Chase & Co. General Counsel Stacey Friedman reported a bona fide gift of 166 shares of common stock on 2026-07-27. The transaction carried no sale price. After the gift, she directly holds 40,795 shares and reports indirect holdings of 79,468 shares through a GRAT and 16,196 shares through a trust.
JPMorgan Chase & Co. reports that executive Douglas B. Petno, Co-President and CEO of CIB, made a bona fide gift of 864 shares of common stock on July 24, 2026. After this gift he directly holds 223,755 shares, plus indirect holdings via family trusts, a GRAT, and his spouse.
JPMorgan Chase & Co. executive Marianne Lake, CEO of Consumer & Community Banking, is listed as the reporting person on a Form 4 insider filing. In this excerpt, the filing shows no reported share purchases, sales, option exercises, gifts, or other equity transactions by her.
JPMorgan Chase & Co. director Virginia M. Rometty reported a routine equity compensation transaction. On June 30, 2026, she acquired 122.2008 shares of Common Stock at a reference price of $327.33 per share, characterized as a grant or award rather than an open-market purchase.
A footnote explains this is a deferral of her quarterly director retainer, which is payable in common stock following the end of her board service. After this award, her direct holdings increased to 15,032.2448 shares of JPMorgan Chase & Co. Common Stock, showing this is a small, compensation-related addition to an existing position.
JPMorgan Chase & Co. director Phebe N. Novakovic reported a stock-based compensation transaction. On June 30, 2026, she received 122.2008 shares of common stock as a grant, award, or other acquisition at $327.33 per share, described as a deferral of her quarterly director retainer payable in stock after her board service ends.
Following this grant, she directly holds 13,582.5596 shares of JPMorgan Chase common stock and has an additional 45 shares held indirectly through her spouse. The filing reflects routine director compensation rather than an open-market purchase or sale.
HOBSON MELLODY L reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. director Melody L. Hobson reported routine equity compensation and updated holdings in company stock. On June 30, 2026, she received a grant/award of 137.4759 shares of Common Stock at $327.33 per share, described as a deferral of her quarterly retainer, which will be paid in stock following termination of her service as a director.
After this award, Hobson directly holds 29,965.7605 shares of JPMorgan Chase & Co. common stock. She also has indirect ownership of 124,155 shares through The GWL Living Trust. These transactions reflect compensation and holding disclosures rather than open-market buying or selling.
JPMorgan Chase & Co. director Stephen B. Burke reported a routine equity compensation transaction. He received 171.8449 shares of common stock on June 30, 2026 at $327.3300 per share as a grant or other acquisition, reflecting deferral of his quarterly director retainer into stock.
Following this award, he directly holds 208,303.1020 shares of common stock and indirectly holds 55,245 shares through a GRAT. The filing shows no open-market purchases or sales, only compensation-related and holding entries.
Piepszak Jennifer reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. Chief Operating Officer Jennifer Piepszak received a grant of 60,214 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock, aligning a significant portion of her compensation with the company’s future performance.
The award is a Retention and Continuity Award that cliff-vests on June 24, 2029, subject to a performance condition, continued employment (with limited exceptions), and other award terms. After vesting and tax withholding, the delivered shares must be held for an additional two years, creating a combined five-year vesting and holding period.
The RSUs are subject to the firm’s Bonus Recoupment Policy in the event of a material restatement and include recapture provisions that allow cancellation or recovery in specified circumstances. As an Operating Committee member, portions of the award are also subject to Protection-based Vesting provisions that may result in cancellation under certain conditions.
Rohrbaugh Troy L reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. reported that Co-President and CEO of Consumer & Community Banking Troy L. Rohrbaugh received a grant of 90,321 Restricted Stock Units, each representing a contingent right to one share of JPMorgan Chase common stock. This Retention and Continuity Award cliff-vests on June 24, 2029, subject to a performance condition, continued employment and other award terms.
The award is subject to the firm’s Bonus Recoupment Policy, 2026 equity recapture provisions, and additional protection-based vesting provisions for Operating Committee members. After vesting, shares delivered (net of tax withholding) must be held for an additional two years, creating a five-year combined vesting and holding period.
Petno Douglas B reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. granted Co-President and CEO of CIB Douglas B. Petno 90,321 Restricted Stock Units (RSUs) as a Retention and Continuity Award. Each RSU represents a contingent right to receive one share of JPM common stock.
The award cliff-vests on June 24, 2029, subject to a performance condition, continued employment (with limited exceptions), and other award terms. After vesting and tax withholding, delivered shares must be held for an additional two years, creating a five-year combined vesting and holding period. The RSUs are subject to the firm’s bonus recoupment, recapture, and protection-based vesting provisions applicable to Operating Committee members.
Erdoes Mary E. reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. reported that Mary E. Erdoes, CEO of Asset & Wealth Management, received a grant of 60,214 Restricted Stock Units. Each RSU represents a contingent right to one share of JPMorgan common stock. The award cliff-vests on June 24, 2029, subject to a performance condition, continued employment and other award terms. After vesting and tax withholding, delivered shares must be held for an additional two years, creating a total five-year vesting and holding period. The RSUs are subject to the firm’s bonus recoupment policy, recapture provisions and protection-based vesting applicable to Operating Committee members.
JPMorgan Chase & Co.’s General Counsel, Stacey Friedman, reported an open-market sale of 5,467 shares of common stock at an average price of $330.7337 per share on June 22, 2026. After this transaction, she holds 40,961 shares directly. She also reports indirect holdings of 16,196 shares held by a trust and 79,468 shares held by a GRAT, showing additional exposure through estate-planning vehicles alongside her direct position.
JPMorgan Chase & Co. General Counsel Stacey Friedman reported an open-market sale of 5,468 shares of common stock at $300.2662 per share. The transaction was a direct sale, leaving her with 46,428 directly held shares.
She also reports indirect holdings of 16,196 shares held by a trust and 79,468 shares held by a Grantor Retained Annuity Trust. A footnote explains prior transfers among a GRAT, the grantor, and a family trust that were exempt under Rule 16a-13, which are reflected in the reported balances.
JPMorgan Chase & Co. executive Mary E. Erdoes reported an open-market sale of 6,648 shares of Common Stock. The CEO of Asset & Wealth Management sold these shares at a price of $298.3644 per share. Following the sale, she directly holds 632,399 shares of JPMorgan Chase & Co. common stock, indicating she retains a substantial equity position in the company.
JPMorgan Chase & Co. executive Marianne Lake, CEO of Consumer & Community Banking, reported an indirect open-market sale of 6,427 shares of common stock at $298.3555 per share by Grantor Retained Annuity Trusts (GRATs).
After the sale, the GRATs held 76,402 shares indirectly. Separate holdings shown include 75,011 shares held indirectly by a Family Trust and 111,029 shares held directly. Footnotes explain that recent transfers between GRATs, the grantor, and a Family Trust are exempt from Section 16(b) under Rule 16a-13.
JPMorgan Chase & Co. Co-CEO of CIB Douglas B. Petno reported several common stock transactions. He sold 5,659 shares in an open-market trade at $300.05 per share, and after this sale he directly holds 224,619 shares of JPM stock.
He also reported two bona fide gifts totaling 270,054 shares, split between direct ownership and shares held by his spouse, as well as indirect holdings through a Grantor Retained Annuity Trust and family trusts.
JPMorgan Chase & Co. Chief Information Officer Lori A. Beer reported an open-market sale of 3,165 shares of the company’s common stock at a price of $300.05 per share. After this transaction, she continues to directly hold 66,783 shares of JPMorgan Chase common stock.
JPMorgan Chase & Co. Chief Financial Officer Jeremy Barnum completed an open-market sale of company stock. On May 5, 2026, he sold 3,022 shares of Common Stock at an average price of $309.4082 per share. After this transaction, he directly holds 32,438 shares of JPMorgan Chase & Co. common stock.
JPMorgan Chase & Co. Chief Risk Officer Ashley Bacon completed an open-market sale of 4,070 shares of JPM common stock on May 5, 2026 at $309.4242 per share. Following this transaction, she directly owns 248,785 shares of JPMorgan Chase & Co. common stock.
JPMorgan Chase & Co.'s Chief Operating Officer Jennifer Piepszak reported an open-market sale of 4,919 shares of common stock. The shares were sold at a price of $309.4201 per share. After this transaction, she directly holds 85,082 shares of JPMorgan Chase & Co. common stock.
JPMorgan Chase & Co. Chief Operating Officer Jennifer Piepszak reported an open-market sale of 9,136 shares of Common Stock on April 15, 2026 at an average price of $306.5579 per share. After this transaction, she directly owns 90,001 shares of JPMorgan common stock.
JPMorgan Chase & Co. Co-CEO of CIB Douglas B. Petno reported an open-market sale of 5,660 shares of JPMorgan Chase & Co. common stock on April 15, 2026 at an average price of $306.5758 per share.
After this transaction, he holds 381,807 shares directly, and an additional 70,457 shares indirectly through family trusts. The sale represents a small portion of his overall reported holdings and does not involve any derivative exercises or option activity in this filing.
JPMorgan Chase & Co executive Marianne Lake, CEO of Consumer & Community Banking, reported an indirect open-market sale of 6,427 shares of common stock on April 15, 2026 at 306.5666 per share through GRATs. Following this transaction, she indirectly holds 130,872 shares via GRATs, in addition to 73,726 shares held directly and 64,271 shares held indirectly through a family trust.
JPMorgan Chase & Co. reported an insider stock sale by Mary E. Erdoes, CEO of Asset & Wealth Management. She completed an open-market sale of 12,345 shares of common stock at about $306.57 per share, and now directly holds 639,047 JPMorgan shares after this transaction.
JPMorgan Chase & Co.'s Chief Information Officer Lori A. Beer reported an open-market sale of 3,166 shares of JPM common stock. The transaction was executed at a price of $306.5887 per share. Following this sale, she directly holds 69,948 shares of JPM common stock.
JPMorgan Chase & Co.'s Chief Financial Officer Jeremy Barnum sold shares in the company. On April 15, 2026, he completed an open-market sale of 5,611 shares of JPMorgan Chase & Co. common stock at a price of $306.5522 per share. After this transaction, he continued to hold 35,460 shares of the company’s common stock directly.
JPMorgan Chase & Co. Chief Risk Officer Ashley Bacon executed an open-market sale of 7,558 shares of Common Stock at an average price of $306.5535 per share. Following this transaction, Bacon directly holds 252,855 shares of JPMorgan Chase & Co. Common Stock.
JPMorgan Chase & Co. Chairman & CEO James Dimon reported an open-market sale of 130,488 shares of JPM common stock on April 15, 2026 at an average price of $306.557 per share. After this transaction, he directly holds 1,680,625 shares.
The filing also lists additional indirect holdings, including 9,005.4963 shares through a 401(k), 4,209,284 shares held by family trusts, 116,466 shares held by an LLC, and 273,035 shares held by his spouse. A footnote states he disclaims beneficial ownership of these indirect shares except to the extent of any pecuniary interest.
Rometty Virginia M reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. director Virginia M. Rometty received a grant of 135.9804 shares of Common Stock as a non-cash award. The shares represent a deferral of her quarterly director retainer, which is payable in common stock following the end of her board service. After this grant, she directly holds a total of 14,836.1425 shares of JPMorgan Chase & Co. common stock.
JPMorgan Chase & Co. director Phebe N. Novakovic increased her holdings through a routine equity award. On March 31, 2026, she acquired 135.9804 shares of common stock at $294.16 per share as a deferral of her quarterly director retainer, payable in stock after she leaves the board.
Following this grant, she directly holds 13,394.8914 common shares. The filing also notes an additional 45 shares held indirectly by her spouse, reflecting a small indirect ownership position alongside her direct stake.
JPMorgan Chase & Co. director Melody L. Hobson acquired 152.978 shares of common stock on a grant/award basis, valued at $294.16 per share, from a deferral of her quarterly director retainer. Following this award, she directly holds 29,704.9847 shares. An additional 124,155 shares are held indirectly through The GWL Living Trust.
JPMorgan Chase & Co. director Stephen B. Burke acquired 191.2225 shares of common stock on March 31, 2026 as a deferral of his quarterly retainer, payable in stock after his service as director ends. The award used a reference price of $294.16 per share. Following this grant, he holds 207,343.0323 shares directly and 55,245 shares indirectly through a GRAT, showing this is a routine compensation-related equity accrual rather than an open-market trade.
JPMorgan Chase & Co. Co-CEO of CIB Troy L. Rohrbaugh exercised performance share units that settled into 72,965.1126 shares of common stock on March 25, 2026. These shares were earned under a PSU award tied to a three-year performance period ended December 31, 2025.
To cover tax obligations, 40,349.1126 shares of common stock were withheld at a price of $295.04 per share. After the exercise and tax withholding, Rohrbaugh directly holds 143,895.0000 JPM common shares, plus 92.4037 shares held indirectly through a 401(k) plan. Shares delivered after tax withholding must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the PSU grant date.
JPMorgan Chase & Co. executive Mary E. Erdoes, CEO of Asset & Wealth Management, exercised a Performance Share Unit award into 84,983.5007 shares of common stock on March 25, 2026. The PSUs were granted on January 17, 2023 for a three-year performance period ended December 31, 2025 and vested based on pre-established performance goals, including reinvested dividend equivalents.
Of the common shares delivered, 46,996.5007 were withheld at a price of $295.04 per share to cover tax obligations. Following these transactions, Erdoes directly holds 651,392.0000 shares of JPMorgan common stock. Under the award terms, the shares delivered after tax withholding must be held for an additional two years, resulting in a total five-year vesting and holding period from the grant date.
JPMorgan Chase & Co. executive Marianne Lake, CEO of Consumer & Community Banking, exercised performance share units that settled into 57,514.7352 shares of common stock on March 25, 2026. These shares relate to a PSU award granted in January 2023 for a three-year performance period ended December 31, 2025.
To cover tax obligations, 31,805.7352 shares of common stock were withheld at $295.04 per share. After these transactions, Lake directly held 73,726 shares of JPM common stock. She also had indirect holdings of 64,271 shares by a family trust and 137,299 shares by GRATs. Under the award terms, shares delivered after tax withholding must be held for an additional two-year period, creating a total five-year vesting and holding period from the grant date.
JPMorgan Chase & Co. Head of Human Resources Leopold Robin sold 433 shares of common stock at $295.06 per share in an open-market transaction. After this sale, Robin directly held 64,920 shares. Additional indirect holdings totaled 9,201 shares held by a GRAT and 9,201 shares held by a spouse's GRAT.
Lake Marianne reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. reported that Marianne Lake, CEO of Consumer & Community Banking, received a grant of 57,514.7352 Performance Share Units (PSUs). Each PSU represents a contingent right to one share of JPM common stock if performance and vesting conditions are met.
The PSUs were earned, including reinvested dividend equivalents, based on the firm’s attainment of pre‑established performance goals over a three-year period that ended on December 31, 2025. They are expected to vest and settle in common shares on March 25, 2026, at which time the share delivery will be reported in a later Form 4.
After shares are delivered (net of tax withholding), they must be held for an additional two years, creating a total combined performance, vesting and holding period of five years from the original PSU grant date of January 17, 2023. Following this transaction, 57,514.7352 PSUs are reported as held directly.
JPMorgan Chase & Co. reported that Douglas B. Petno, Co-CEO of its Corporate & Investment Bank, acquired 50,647.5438 Performance Share Units as a grant. Each PSU represents a contingent right to one share of common stock, earned for a three-year performance period ended December 31, 2025.
The PSUs are expected to vest and settle in common shares on March 25, 2026, after which the delivered shares, net of tax withholding, must be held for an additional two years, creating a total five-year vesting and holding period from the original grant date.
JPMorgan Chase & Co. reported that Mary E. Erdoes, CEO of Asset & Wealth Management, acquired 84,983.5007 Performance Share Units (PSUs) tied to common stock. Each PSU represents a contingent right to one share, earned for the three-year performance period ended December 31, 2025.
The Compensation & Management Development Committee certified that the maximum amount of the previously granted PSUs was earned based on pre-established performance goals. The PSUs are expected to vest and settle in shares on March 25, 2026, after which the delivered shares, net of tax withholding, must be held for an additional two years, creating a total five-year vesting and holding period from the original January 17, 2023 grant.
Piepszak Jennifer reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co.'s Chief Operating Officer Jennifer Piepszak reported a compensation-related equity award. She was granted 57,514.7352 Performance Share Units, each representing a contingent right to receive one share of JPM common stock if performance and vesting conditions are met.
The units were earned based on the firm’s attainment of pre-established performance goals for the three-year period ended December 31, 2025, with the Board’s Compensation & Management Development Committee certifying that the maximum amount of the previously granted PSUs was earned. The PSUs are expected to vest and settle in shares on March 25, 2026, and any delivered shares, after tax withholding, must then be held for an additional two years, creating a total five-year vesting and holding period from the original January 17, 2023 grant.
BACON ASHLEY reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co.’s Chief Risk Officer Ashley Bacon reported an award of 47,213.4479 Performance Share Units (PSUs). Each PSU represents a contingent right to receive one share of JPM common stock, earned based on the firm’s performance over a three‑year period ended December 31, 2025.
The PSUs are expected to vest and settle in common stock on March 25, 2026, and the resulting share delivery will be reported in a later filing. After shares are delivered and taxes withheld, they must be held for an additional two years, creating a total five‑year vesting and holding period from the original January 17, 2023 grant date.
Barnum Jeremy reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co.’s Chief Financial Officer Jeremy Barnum received a grant of 38,629.1557 Performance Share Units (PSUs), each tied to one share of common stock. These PSUs were earned based on the firm’s performance over a three-year period ended December 31, 2025.
The compensation committee certified that the maximum amount of the previously granted PSUs was earned. The PSUs are expected to vest and settle in shares on March 25, 2026, and any shares delivered, after tax withholding, must be held for an additional two years, creating a total five-year vesting and holding period from the original grant date.
Beer Lori A reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co.'s Chief Information Officer Lori A. Beer reported an award of 28,327.8685 Performance Share Units (PSUs), each linked to one share of JPM common stock. These PSUs were earned based on the firm’s performance over a three-year period ended December 31, 2025.
The Compensation & Management Development Committee certified that the maximum amount of the previously granted PSUs was earned. The PSUs are expected to vest and settle in JPM common stock on March 25, 2026, after which the delivered shares must be held for an additional two years, resulting in a total five-year vesting and holding period from the original grant date of January 17, 2023.
Rohrbaugh Troy L reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. Co-CEO of the Corporate & Investment Bank, Troy L. Rohrbaugh, reported an award of 72,965.1126 Performance Share Units (PSUs). Each PSU represents a contingent right to receive one share of common stock if performance conditions are met.
The PSUs were earned, including reinvested dividend equivalents, based on the firm’s performance over a three-year period ended December 31, 2025. They are expected to vest and settle in common stock on March 25, 2026, and any shares delivered, after tax withholding, must then be held for an additional two years, giving a total vesting and holding period of five years from the original January 17, 2023 grant date.
JPMorgan Chase & Co. General Counsel Stacey Friedman reported a compensation-related equity award. She acquired 48,929.4426 Performance Share Units (PSUs), each tied to one share of JPM common stock, based on the firm’s performance over the three-year period ended December 31, 2025.
The PSUs are expected to vest and settle into shares of common stock on March 25, 2026. After shares are delivered and taxes withheld, they must be held for an additional two years, creating a total five-year vesting and holding period from the original PSU grant date of January 17, 2023.
Leopold Robin reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. reported that Head of Human Resources Leopold Robin was credited with 24,894.7727 Performance Share Units (PSUs). Each PSU represents a contingent right to receive one share of common stock, earned for the three-year performance period ended December 31, 2025.
The firm’s Compensation & Management Development Committee certified that the maximum amount of the previously granted PSUs was earned. These PSUs are expected to vest and settle in common shares on March 25, 2026, after which the delivered shares, net of tax withholding, must be held for an additional two years under the January 17, 2023 award terms.
JPMorgan Chase & Co. executive Robin Leopold, Head of Human Resources, reported an open-market sale of 432 shares of common stock at $307.1394 per share. After this sale, she directly holds 65,353 shares. Indirectly, 9,201 shares are held by a GRAT and another 9,201 shares by her spouse's GRAT.
JPMorgan Chase & Co. executive Troy L. Rohrbaugh, Co-CEO of the Corporate & Investment Bank, reported an open-market sale of company stock. On February 19, 2026, he sold 50,000 shares of JPM common stock at an average price of $307.1134 per share.
After this transaction, Rohrbaugh directly owned 111,279 shares of JPM common stock. The filing also notes an indirect holding of 92.3743 shares through a 401(k) plan.