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. Chief Operating Officer Jennifer Piepszak reported a sale of JPMorgan common stock. On January 16, 2026, she sold 8,571 shares of common stock at a price of $312.7859 per share.
After this transaction, Piepszak beneficially owns 71,027 shares of JPMorgan common stock in direct ownership form. The filing covers only non-derivative common stock, with no derivative security transactions reported in this instance.
JPMorgan Chase & Co. insider transaction: Douglas B. Petno, Co-CEO of the Corporate & Investment Bank, reported selling 3,487 shares of JPMorgan Chase & Co. common stock on January 16, 2026. The shares were sold at a price of $312.7983 per share.
After this sale, he directly beneficially owned 369,126 shares of JPMorgan Chase & Co. common stock. In addition, 70,457 shares of common stock were reported as indirectly beneficially owned through family trusts.
JPMorgan Chase & Co. insider filing: CEO of Consumer & Community Banking Marianne Lake reported an indirect sale of 3,908 shares of JPMorgan common stock on January 16, 2026, coded as an open market sale. The shares were sold at a price of $312.7823 per share through grantor retained annuity trusts (GRATs).
Following this transaction, 121,035 shares of JPMorgan common stock are reported as indirectly held by GRATs associated with her. The filing also reports 79,035 shares held directly and 53,424 shares held indirectly through a family trust.
JPMorgan Chase & Co. General Counsel Stacey Friedman reported an indirect sale of JPM common stock on 01/16/2026. A grantor retained annuity trust associated with her disposed of 3,404 shares at a price of $312.7961 per share. Following this transaction, the trust held 65,353 JPM shares indirectly for her benefit. Separately, she reported 50,136 JPM shares held directly and 13,604 JPM shares held indirectly through a trust. This filing reflects changes in her reported beneficial ownership rather than any change to JPMorgan Chase & Co.’s operations or financial results.