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. Chairman and CEO James Dimon reported indirect open-market sales totaling 69,512 shares of common stock on February 19, 2026. The shares were sold by family trusts associated with Dimon at prices in the $307.19 per-share range, and he disclaims beneficial ownership except to the extent of any pecuniary interest.
After these sales, the family trusts still held 4,209,284 shares as of the transaction date. Dimon also reported 1,667,862 shares held directly, plus additional indirect holdings through a 401(k), an LLC, and his spouse, indicating a substantial continuing stake in JPMorgan stock.
JPMorgan Chase executive Douglas B. Petno, Co-CEO of the Corporate & Investment Bank, reported an open-market sale of company stock. On February 17, 2026, he sold 3,487 shares of JPMorgan Chase common stock at $306.4035 per share. After this trade, he holds 364,828 shares directly and 70,457 shares indirectly through family trusts.
JPMorgan Chase executive Mary E. Erdoes, CEO of Asset & Wealth Management, reported an open-market sale of 5,731 shares of common stock at $306.4118 per share on February 17, 2026. After this transaction, she directly holds 613,405 JPMorgan Chase shares.
JPMorgan Chase & Co.'s Chief Information Officer Lori A. Beer reported an open-market sale of company stock. On February 17, 2026, she sold 2,047 shares of common stock at a price of $306.4031 per share. After this transaction, she directly beneficially owned 60,452 shares of JPMorgan Chase common stock.
JPMorgan Chase & Co. Chief Financial Officer Jeremy Barnum reported an open-market sale of 2,892 shares of common stock on February 17, 2026 at $306.4167 per share. Following this transaction, he directly owned 23,804 shares of JPMorgan Chase common stock.
JPMorgan Chase executive Lake Marianne reported an open-market sale of 3,907 shares of common stock at $306.4137 per share. The transaction was executed on February 17, 2026 through Grantor Retained Annuity Trusts, which hold 137,299 shares indirectly after the sale.
Separately from these GRAT holdings, she is shown with 48,017 shares held directly and 64,271 shares held indirectly through a Family Trust. Footnote disclosures explain earlier February 2026 transfers among a GRAT, a Family Trust, and the Grantor that were treated as exempt under Rule 16a-13.
JPMorgan Chase & Co. General Counsel Stacey Friedman reported an indirect sale of common stock through a grantor retained annuity trust (GRAT). On February 17, 2026, the GRAT sold 3,404 shares at $306.3999 per share in an open-market transaction.
Following this sale, the GRAT held 61,949 shares of JPMorgan Chase common stock indirectly for Friedman. Separately, she held 50,136 shares directly, and an additional 13,604 shares were held indirectly in a trust.
JPMorgan Chase executive Robin Leopold, Head of Human Resources, reported exempt internal transfers of company stock involving family trusts. On February 3, 2026, Form 4 shows two transactions coded "G" for 132 shares of JPMorgan Chase common stock at $0.0000 per share, reflecting non-sale trust movements.
After these transfers, Leopold beneficially owned 65,785 shares directly and 9,201 shares indirectly through grantor retained annuity trusts, including a spouse’s GRAT. The filing notes these transfers are exempt from Section 16 under Rule 16a-13, indicating no open-market buying or selling.
JPMorgan Chase & Co. director Michele Buck reported an acquisition of common stock tied to her board compensation. On January 20, 2026, she acquired 913.5251 shares of common stock at $306.505 per share through a deferral of her annual stock grant, which will be paid in shares upon termination of her service as a director. Following this transaction, she beneficially owns 918.5251 shares of JPMorgan common stock in direct ownership.
JPMorgan Chase director Mark A. Weinberger reported the deferral of his annual stock grant into JPM common stock. On January 20, 2026, he acquired 913.5251 shares at a reference price of $306.505 per share under a deferred compensation arrangement. Following this transaction, he beneficially owns 4,111.4062 shares of JPM common stock in direct form.
According to the filing, this grant is a deferred annual stock award that will be paid in JPM shares upon his termination of service as a director, rather than being received immediately in cash or stock.
JPMorgan Chase director Phebe N. Novakovic reported receiving 913.5251 shares of common stock on January 20, 2026, as an acquisition coded "A". The filing explains this was a deferral of her annual stock grant, which will be paid in JPMorgan Chase shares when her service as a director ends. After this transaction, she beneficially owned 13,258.911 shares directly. The filing also notes an additional 45 shares of common stock held indirectly through her spouse.
Virginia M. Rometty, a director of JPMorgan Chase & Co., reported acquiring 913.5251 shares of JPM common stock on 01/20/2026 at $306.505 per share.
The transaction reflects a deferral of her annual stock grant, which is payable in JPM shares when her service as a director ends. Following this grant, she beneficially owns 14,700.1621 shares of JPM common stock in direct form.
JPMorgan Chase director Brad D. Smith reported a deferred stock award under the company’s director compensation program. On 01/20/2026, he was credited with 913.5251 shares of common stock at a price of $306.505 per share, described as a deferral of his annual stock grant payable in shares upon termination of his service as a director. Following this transaction, he directly beneficially owned 2,946.5824 shares. The filing also lists additional indirect holdings in JPMorgan Chase common stock through family trusts, his spouse, a spouse’s GRAT, and a spouse’s IRA.
JPMorgan Chase director Alex Gorsky reported a deferred stock grant from his board service. On 01/20/2026, he acquired 913.5251 shares of JPMorgan Chase common stock at a reported price of $306.505 per share. According to the filing, this was a deferral of his annual stock grant, which will be payable in shares of stock upon termination of his service as a director.
Following this transaction, Gorsky beneficially owned 7,293.5825 shares of JPMorgan Chase common stock in direct form. The transaction reflects routine director compensation rather than an open-market purchase or sale.
JPMorgan Chase director Melody L. Hobson reported receipt of 913.5251 shares of common stock on January 20, 2026, coded as an acquisition. The footnote explains this is a deferral of her annual stock grant, which will be paid in JPM shares when her service as a director ends.
After this transaction, Hobson beneficially owned 29,552.0067 shares directly and 124,155 shares indirectly through The GWL Living Trust. This filing reflects routine director equity compensation and updated ownership levels.
JPMorgan Chase director Alicia Boler Davis reported receiving a deferred annual stock grant tied to her board service. On 01/20/2026, she acquired 913.5251 shares of common stock at $306.505 per share through a transaction coded as an acquisition. After this grant, she held 3,611.4062 shares of JPMorgan Chase common stock directly, and an additional 285 shares held indirectly by a trust. The filing explains that this represents a deferral of her annual stock grant, which will be payable in JPMorgan Chase shares upon the termination of her service as a director.
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.
JPMorgan Chase director Linda Bammann reported an acquisition of JPM common stock tied to her board compensation. On January 20, 2026, she acquired 913.5251 shares of common stock at $306.505 per share, described as a deferral of her annual stock grant that will be paid in JPM shares when her service as a director ends. After this transaction, she directly beneficially owns 83,455.079 shares of JPMorgan Chase common stock. The filing does not list any derivative securities transactions.
JPMorgan Chase reported an equity award to Corporate Controller Elena A. Korablina in the form of 8,157 Restricted Stock Units (RSUs) on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock and was recorded at an exercise price of $0.0000 per unit.
The RSUs vest in two equal tranches, with 50% scheduled to vest on January 13, 2028 and the remaining 50% on January 13, 2029. These equity incentives are subject to the firm’s Bonus Recoupment Policy, 2026 award recapture provisions, and additional protection-based vesting terms that allow the firm to cancel or recover awards in specified circumstances.
JPMorgan Chase Co-CEO of CIB Troy L. Rohrbaugh reported an award of 25,938 Restricted Stock Units (RSUs) on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock, and all 25,938 derivative securities are shown as directly owned after the transaction.
The RSUs relate to performance year 2025, where RSUs make up 50% of his equity-based incentive compensation and the remaining 50% is in Performance Share Units. The RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029.
The award is subject to the firm’s Bonus Recoupment Policy in the event of a material restatement of financial statements, as well as recapture provisions that allow cancellation or recovery of value in specified circumstances. Portions of equity awards to Operating Committee members are also subject to Protection-based Vesting, which can lead to cancellation, subject to ratification by the Board’s Compensation & Management Development Committee.
JPMorgan Chase & Co. (JPM) Chief Operating Officer Jennifer Piepszak reported an equity award of 21,289 Restricted Stock Units (RSUs) dated January 20, 2026. Each RSU represents a contingent right to receive one share of JPMC common stock. For performance year 2025, RSUs represent 50% of her equity-based incentive compensation, with the remaining 50% awarded as Performance Share Units.
The RSUs vest in two equal installments, with 50% vesting on January 13, 2028 and 50% on January 13, 2029. These equity incentives are subject to JPMorgan Chase’s Bonus Recoupment Policy in the event of a material restatement of financial statements, as well as recapture provisions that allow the firm to cancel outstanding awards or recover stock value in specified circumstances. Portions of equity awards granted to Operating Committee members are also subject to additional Protection-Based Vesting provisions that may result in cancellation, subject to Compensation & Management Development Committee ratification.
JPMorgan Chase reported an equity award to senior executive Leopold Robin, Head of Human Resources. On January 20, 2026, Robin received 8,565 Restricted Stock Units (RSUs) at a price of $0.0000 per unit, reflecting part of his equity-based incentive compensation for performance year 2025.
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The RSUs vest in two equal installments, with 50% vesting on January 13, 2028 and 50% on January 13, 2029. These equity incentives are subject to the firm’s bonus recoupment and recapture provisions, and, for Operating Committee members, additional protection-based vesting conditions that can lead to cancellation or recovery of awards in specified circumstances.
JPMorgan Chase executive Marianne Lake, CEO of Consumer & Community Banking, received 21,534 Restricted Stock Units on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMC common stock at an exercise price of $0.0000.
The RSUs represent 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% awarded as Performance Share Units. The award vests in two equal installments, 50% on January 13, 2028 and 50% on January 13, 2029.
These equity incentives are subject to JPMorgan Chase’s bonus recoupment policy, recapture provisions that allow the firm to cancel or recover awards in specified circumstances, and additional protection-based vesting provisions for Operating Committee members.
JPMorgan Chase & Co. granted 18,108 Restricted Stock Units (RSUs) to its General Counsel, Stacey Friedman, effective January 20, 2026. These RSUs represent 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% awarded as Performance Share Units (PSUs).
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The RSUs vest in two equal installments, with 50% vesting on January 13, 2028 and 50% on January 13, 2029, and are held directly in her name.
The equity incentives are subject to the firm’s Bonus Recoupment Policy in the event of a material restatement of financial statements. All equity awards granted in 2026 also contain recapture provisions and, for Operating Committee members, additional Protection-Based Vesting terms under which awards may be cancelled, subject to ratification by the Board’s Compensation & Management Development Committee.
JPMorgan Chase executive Mary Erdoes received a new equity grant of 29,364 restricted stock units (RSUs) on January 20, 2026. The award reflects 50% of her equity-based incentive compensation for performance year 2025, with the remaining 50% in performance share units. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock at no purchase price.
The RSUs vest in two equal installments, with 50% vesting on January 13, 2028 and 50% on January 13, 2029. These equity incentives are subject to the firm’s bonus recoupment policy, 2026 recapture provisions that allow cancellation or recovery of certain stock, and additional protection-based vesting provisions for Operating Committee members that can also lead to cancellation, subject to board committee ratification.
JPMorgan Chase & Co. reported an equity grant to Chief Information Officer Lori A. Beer. On January 20, 2026, she was awarded 12,725 Restricted Stock Units (RSUs) as part of her equity-based incentive compensation for performance year 2025, all held directly.
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The grant vests in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. The RSUs are subject to the firm’s Bonus Recoupment Policy, recapture provisions that allow cancellation or recovery of awards in specified circumstances, and protection-based vesting provisions applicable to Operating Committee members.
JPMorgan Chase & Co. Chief Financial Officer Jeremy Barnum reported a grant of 18,108 Restricted Stock Units (RSUs) on January 20, 2026. The RSUs were granted at a price of $0.0000 per unit as part of his equity-based incentive compensation for performance year 2025, representing 50% of his equity award, with the remaining 50% in Performance Share Units.
Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock, giving Barnum a potential future claim on 18,108 shares if conditions are met. The RSUs are scheduled to vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. These equity incentives are subject to the firm’s bonus recoupment policy, recapture provisions, and additional protection-based vesting provisions that can lead to cancellation or recovery of awards in specified circumstances.
JPMorgan Chase & Co. granted Chief Risk Officer Ashley Bacon 18,108 restricted stock units (RSUs) on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The award reflects 50% of Bacon's equity-based incentive compensation for performance year 2025, with the remaining 50% granted as performance share units.
The 18,108 RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. The equity incentives are subject to the firm's bonus recoupment policy, recapture provisions that allow cancellation or recovery of value in specified circumstances, and additional protection-based vesting provisions for Operating Committee members that may lead to cancellation subject to board committee ratification.
JPMorgan Chase Co-CEO of CIB Douglas B. Petno reported new equity awards and small share movements. On January 20, 2026, he received 25,938 Restricted Stock Units (RSUs), each representing one share of JPMorgan Chase common stock, at a price of $0.0000. These RSUs represent 50% of his equity-based incentive compensation for performance year 2025, with the other 50% awarded as Performance Share Units.
The RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. They are subject to the firm’s bonus recoupment policy, recapture provisions, and additional protection-based vesting conditions for Operating Committee members. On January 21, 2026, a code "G" transaction moved 811 common shares at $0.0000, leaving 368,315 shares held directly. In addition, 70,457 common shares are held indirectly through family trusts.
JPMorgan Chase & Co. Chairman & CEO James Dimon reported a charitable stock gift. On 01/20/2026, he transferred 90,000 shares of JPMorgan Chase & Co. common stock as a disposition coded “G,” which is described as a contribution to a non profit organization at a price of $0.0000 per share. After this gift, he directly holds 1,667,862 JPMorgan common shares.
In addition to his direct holdings, Dimon reports indirect ownership of 8,945.4943 shares through a 401(k), 4,278,796 shares through family trusts, 116,466 shares through an LLC, and 273,035 shares held by his spouse, with a disclaimer of beneficial ownership for certain indirect shares except to the extent of any pecuniary interest. He continues to serve as both Director and Chairman & CEO of JPMorgan Chase & Co.
JPMorgan Chase & Co director reports deferred stock award
A director of JPMorgan Chase & Co deferred a portion of their quarterly board retainer into company equity. On 12/31/2025, the director acquired 112.6694 shares of JPMorgan Chase common stock at a price of $322.22 per share, recorded as an acquisition rather than an open-market purchase.
After this transaction, the director beneficially owned a total of 13,726.3592 shares of JPMorgan Chase common stock, held directly. The filing explains that the award represents a deferral of the quarterly retainer that will be payable in common stock following the director’s termination of service.
JPMorgan Chase & Co. director reports deferred stock retainer
A director of JPMorgan Chase & Co. reported a Form 4 transaction dated 12/31/2025 involving company common stock. The filing shows an acquisition coded as “A(1),” with the footnote explaining this represents a deferral of the director’s quarterly cash retainer, which will be paid in common stock after the director’s service ends.
Following this transaction, the director beneficially owns 12,292.522 shares of JPMorgan Chase common stock held directly and 45 shares held indirectly through a spouse. The transaction reflects compensation taken in equity rather than cash, increasing the director’s reported ownership stake in the company.
JPMorgan Chase & Co. director activity shows a routine change in stock-based compensation. On 12/31/2025, a director acquired 139.6561 shares of common stock at $322.22 per share, identified as an "A (1)" transaction. After this, the director beneficially owned 28,534.8572 shares directly. The filing also reports 124,155 shares of common stock held indirectly through The GWL Living Trust. A footnote explains the transaction as a deferral of a quarterly retainer, which will be paid in common stock after the director’s service ends.
JPMorgan Chase & Co. director reports deferred stock compensation. A company director filed a report of a transaction dated 12/31/2025 showing acquisition of 174.5702 shares of JPMorgan Chase & Co. common stock at a price of $322.22 per share. The filing explains this represents a deferral of the director’s quarterly retainer, which will be paid in common stock following termination of service as a director.
After this transaction, the director beneficially owns 205,550.3435 shares directly and 55,245 shares indirectly through a Grantor Retained Annuity Trust. The filing notes that 19,755 shares were previously transferred from the trust to the grantor on 10/15/2025 under the trust’s terms, in a transaction described as exempt from Section 16 pursuant to Rule 16a-13.
JPMorgan Chase & Co. filed a Form 4 insider report for director Todd A. Combs. The filing indicates it is being submitted by one reporting person in his capacity as a director of JPMorgan Chase & Co. The document lists an earliest transaction date of 12/07/2025, but the provided tables do not show specific non-derivative or derivative security transaction details or holdings in this excerpt.
JPMorgan Chase & Co. (JPM) reported an insider transaction by a senior officer. On 11/12/2025, the Co‑CEO of CIB filed a Form 4 showing a bona fide gift of 9,500 shares of common stock (Transaction Code G) at $0.0000. After the transaction, the reporting person beneficially owned 141,626 shares directly, plus 91.4063 shares held indirectly via a 401(k).
JPMorgan Chase & Co. (JPM) insider transaction: The company’s Head of Human Resources reported a sale of common stock on 11/07/2025. The filing shows a sale (code S) of 966 shares at a price of $311.9162 per share.
Following this transaction, the reporting person holds 58,479 JPM shares directly. The filing also lists indirect holdings of 9,333 shares by a GRAT and 9,333 shares by the spouse’s GRAT. This is a personal share transaction and does not involve the company receiving proceeds.
JPMorgan Chase & Co. (JPM) reported an insider transaction by its Officer, CEO Asset & Wealth Management. On 11/05/2025, the executive reported a Code G disposition of 6,468 shares of common stock at $0.0000. Following the transaction, the executive beneficially owns 601,942 shares, held directly.
JPMorgan Chase & Co. (JPM) reported an insider transaction by a company officer (Co‑CEO of CIB). On 11/04/2025, the officer reported a Code G transfer of 809 shares of common stock at $0.0000 per share. Following the transaction, beneficial ownership stood at 358,664 shares held directly and 70,457 shares held indirectly by Family Trusts.
The footnote states balances reflect prior movements on August 15, 2025, including transfers of 7,500 shares from a GRAT to the Grantor and 18,030 shares from a GRAT to a Family Trust, which are noted as exempt under Rule 16a‑13.