JPMorgan Chase & Co. filings document a bank holding company with worldwide financial services operations and multiple classes of exchange-listed securities. Periodic reports describe investment banking, consumer and small-business financial services, commercial banking, transaction processing and asset management, along with capital, assets and stockholders’ equity disclosures.
The company’s 8-K filings record material events and identify registered securities including JPM common stock, depositary shares representing fractional interests in non-cumulative preferred stock, and guarantees of notes and exchange-traded notes issued by JPMorgan Chase Financial Company LLC. Proxy materials cover board matters, executive compensation, equity awards, shareholder voting items and other governance disclosures.
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. closed several debt offerings on January 22, 2026. The bank issued $400,000,000 of Floating Rate Notes due 2032, $2,600,000,000 of Fixed-to-Floating Rate Notes due 2032, and $3,000,000,000 of Fixed-to-Floating Rate Notes due 2037. These Notes were issued under an existing shelf registration statement on Form S-3. A legal opinion from Simpson Thacher & Bartlett LLP on the validity of the Notes, along with related consents and technical Inline XBRL cover-page data, is included as exhibits.
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. reported that it held an investor presentation on January 13, 2026 to review its fourth quarter 2025 earnings. The company furnished the presentation slides as Exhibit 99, noting that this material is provided under Regulation FD and is not deemed filed for liability purposes or incorporated into other securities offerings. The filing also includes standard forward-looking statement cautions, referring readers to prior annual and quarterly reports for risk factors, and provides Inline XBRL cover page data as additional exhibits.