JPMorgan Chase & Co.’s Head of Human Resources, Robin Leopold, reported the settlement of a Performance Share Unit (PSU) award into 24,894.7727 shares of common stock on March 25, 2026. These shares relate to a PSU grant from January 17, 2023 for a three-year performance period ending December 31, 2025.
To cover tax obligations, 13,767.7727 shares of common stock were withheld at a price of 295.0400 per share, leaving Leopold with 76,047 shares of common stock held directly after the transactions. The delivered shares must be held for an additional two years, resulting in a total five-year vesting and holding period under the PSU terms.
Leopold also reports indirect ownership of 9,201 JPMorgan common shares through a GRAT and 9,201 shares through a spouse’s GRAT.
JPMorgan Chase & Co.’s Chief Information Officer Lori A. Beer exercised performance share units into common stock and had shares withheld to cover taxes. On March 25, 2026, 28,327.8685 performance share units settled into an equal number of JPM common shares granted under a PSU award dated January 17, 2023 for the three-year performance period ended December 31, 2025.
A portion of the resulting shares, 15,665.8685, was disposed of at $295.04 per share to satisfy tax liabilities, which is not an open-market sale. After these transactions, Beer directly holds 73,114 JPM common shares. Shares delivered after tax withholding must be held for an additional two-year period, creating a combined five-year vesting and holding period for this PSU grant.
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.’s Chief Financial Officer Jeremy Barnum exercised a Performance Share Unit (PSU) award and received JPM common stock. On March 25, 2026, PSUs covering 38,629 shares of common stock settled following a three-year performance period that ended on December 31, 2025.
A portion of the shares, 21,362 shares, was withheld at $295.04 per share to satisfy tax obligations. After these transactions, Barnum directly holds 41,071 shares of JPM common stock. The PSUs were originally granted on January 17, 2023, and the delivered shares must be held for an additional two years, resulting in a five-year combined vesting and holding period.
JPMorgan Chase & Co.'s Chief Risk Officer Ashley Bacon exercised performance share units that settled into 47,213.4479 shares of common stock on March 25, 2026. These shares came from a PSU award granted on January 17, 2023 for a three-year performance period ended December 31, 2025. To cover tax obligations, 23,957.4479 shares were withheld at a price of 295.0400 per share, leaving Bacon with 260,413.0000 shares of JPM common stock held directly. The delivered shares must be held for an additional two years, giving the award a total five-year vesting and holding period.
The Vanguard Group filed Amendment No. 10 to Schedule 13G/A reporting 0 shares of common stock of JPMorgan Chase & Co. and 0% ownership after an internal realignment. The filing states that certain subsidiaries now report beneficial ownership separately "in accordance with SEC Release No. 34-39538 (January 12, 1998)".
The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026. It lists Vanguard's Malvern address and clarifies that no single other person's interest exceeds 5%.
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.
JPMorgan Chase & Co. submitted a Form 144 notifying the proposed sale of Common Stock that was acquired as awards on 01/13/2026. The filing identifies J.P. Morgan Securities LLC as the broker and lists a prior sale by Robin Leopold on 02/19/2026.
The notice documents an equity‑compensation origin for the shares and records recent activity by an affiliated holder; specific offer quantities and proceeds are shown in the filing tables.
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.