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.
JPMorgan Chase & Co. and JPMorgan Chase Financial Company LLC are registering up to $80,000,000,000 of securities under a shelf prospectus dated February 24, 2026. The shelf permits multiple series of debt securities, warrants, units, purchase contracts and related guarantees, to be offered from time to time in one or more series.
The prospectus states that JPMorgan Chase will fully and unconditionally guarantee payments on securities issued by its finance subsidiary. Net proceeds from offerings are expected to be contributed to the registrant’s intermediate holding company (IHC) or lent between affiliates for general corporate purposes, hedging or other uses described in supplements.
JPMorgan Chase & Co. filed an 8-K to furnish its 2026 Company Update presentation, outlining recent performance, strategy, and outlook. The firm reported 2025 revenue of $186B, net income of $57B, return on tangible common equity (ROTCE) of 20% and a 10% compound annual growth rate in tangible book value per share since 2006.
The presentation reiterates a 2026 outlook for net interest income excluding Markets of roughly $95B, firmwide net interest income of about $104.5B, and adjusted expense of roughly $105B. Management targets through-the-cycle ROTCE of 17% and forecasts a 2026 Card Services net charge-off rate of around 3.4% while maintaining a “fortress” balance sheet with substantial liquidity and capital.
JPMorgan emphasizes diversified global franchises across Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management, highlighting leading market shares in U.S. retail deposits, credit card sales, investment banking fees, Markets revenue, and Treasury and Securities Services. The firm also details significant technology and AI investment, with 2026 technology expense expected at roughly $19.8B, aimed at revenue growth, efficiency gains and risk reduction.