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 & Co. executive Leopold Robin, Head of Human Resources, reported RSU exercises and related share withholding on January 13, 2026. He converted 7,747 and 6,995 Restricted Stock Units into the same number of common shares at an exercise price of $0 per share. To cover tax obligations, 7,700 common shares were disposed of at $318.715 per share. Following these transactions, he held 65,521 common shares directly. In addition, 9,333 common shares were held indirectly by a GRAT and 9,333 common shares were held indirectly by his spouse's GRAT. Each RSU represents a right to receive one share of common stock, with the awards vesting in two equal installments on specified January 13 vesting dates in 2025, 2026, and 2027.
JPMorgan Chase & Co. executive Marianne Lake, CEO of Consumer & Community Banking, reported several equity award transactions. On January 13, 2026, she converted 17,898 Restricted Stock Units and 16,020 Restricted Stock Units into the same number of JPMorgan common shares at an exercise price of $0 per share.
On the same date, 18,287 common shares were disposed of at $318.715 per share under code F, indicating shares withheld to cover tax obligations. After these transactions, she directly owned 79,035 shares of common stock and 16,021 Restricted Stock Units, and held indirect ownership of 53,424 common shares through a family trust and 124,943 common shares through GRATs.
JPMorgan Chase & Co. General Counsel Stacey Friedman reported multiple equity transactions on January 13, 2026. Two blocks of Restricted Stock Units (RSUs) covering 15,227 and 14,215 units were converted into the same number of JPMorgan common shares at an exercise price of $0.0000 per unit.
On the same date, 15,826 common shares were disposed of at a price of $318.715 per share, leaving 50,136 common shares held directly. Additional indirect holdings total 68,757 common shares held by a GRAT and 13,604 common shares held by a trust. The RSUs referenced vest in two equal installments on January 13, 2025 and January 13, 2026 for one grant, and on January 13, 2026 and January 13, 2027 for the other.
JPMorgan Chase & Co. executive Mary E. Erdoes, CEO of Asset & Wealth Management, reported several equity transactions dated January 13, 2026. She acquired 26,446 and 23,692 shares of JPMorgan common stock at $0 per share through the vesting and settlement of restricted stock units (transaction code M), bringing her directly held common stock to 652,080 shares before tax withholding.
On the same date, 27,212 shares of common stock were disposed of at a price of $318.715 per share (transaction code F), leaving Erdoes with 624,868 directly owned JPMorgan shares after the reported transactions. The filing notes that each RSU represents a right to receive one common share, with RSU awards vesting in two equal installments on specified January 13 vesting dates in 2025, 2026, and 2027.
JPMorgan Chase & Co. Chief Information Officer Lori A. Beer reported equity award activity involving restricted stock units (RSUs) and common stock on January 13, 2026.
She converted 8,816 RSUs and 8,349 RSUs into an equal number of JPMorgan common shares at an exercise price of $0 per share. On the same date, she disposed of 8,975 shares of common stock at a price of $318.715 per share. After these transactions, she directly owned 64,546 shares of JPMorgan common stock. Each RSU represents a contingent right to receive one share of common stock, with the reported RSU awards vesting in two 50% tranches on specified January 13 vesting dates.
JPMorgan Chase & Co.'s Chief Financial Officer Jeremy Barnum reported multiple equity transactions on January 13, 2026. He acquired 12,861 shares of common stock and 12,021 shares of common stock through the exercise of Restricted Stock Units (RSUs) at a price of $0 per share. On the same date, he disposed of 13,310 shares of common stock at $318.715 per share. Following these transactions, he beneficially owned 29,589 shares of JPMorgan Chase common stock directly. Each RSU represents a contingent right to receive one share of common stock, with the reported RSU grants vesting in two equal installments across January 13, 2025, January 13, 2026, and January 13, 2027.
JPMorgan Chase & Co. executive Ashley Bacon, the Chief Risk Officer, reported equity award activity and a share sale. On January 13, 2026, Bacon converted 14,693 and 14,215 restricted stock units into common shares at a stated price of $0 per share, reflecting the settlement of previously granted RSUs.
On the same date, Bacon disposed of 14,178 shares of common stock at $318.715 per share. After these transactions, Bacon directly owned 244,521 shares of JPMorgan Chase common stock and held 14,216 restricted stock units, each representing a contingent right to receive one share, with vesting schedules extending to January 13, 2027.
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.
JPMorgan Chase & Co. reported 2025 fourth quarter net income of $13.0 billion, or $4.63 per share. This compares with net income of $14.0 billion, or $4.81 per share, in the fourth quarter of 2024, indicating slightly lower profit and earnings per share versus the prior year period.
The company also provided a detailed earnings release and a financial supplement as exhibits, giving more information on its business performance and financial condition for the quarter.
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.