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.
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.