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Piepszak Jennifer reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. Chief Operating Officer Jennifer Piepszak received a grant of 60,214 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock, aligning a significant portion of her compensation with the company’s future performance.
The award is a Retention and Continuity Award that cliff-vests on June 24, 2029, subject to a performance condition, continued employment (with limited exceptions), and other award terms. After vesting and tax withholding, the delivered shares must be held for an additional two years, creating a combined five-year vesting and holding period.
The RSUs are subject to the firm’s Bonus Recoupment Policy in the event of a material restatement and include recapture provisions that allow cancellation or recovery in specified circumstances. As an Operating Committee member, portions of the award are also subject to Protection-based Vesting provisions that may result in cancellation under certain conditions.
Rohrbaugh Troy L reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. reported that Co-President and CEO of Consumer & Community Banking Troy L. Rohrbaugh received a grant of 90,321 Restricted Stock Units, each representing a contingent right to one share of JPMorgan Chase common stock. This Retention and Continuity Award cliff-vests on June 24, 2029, subject to a performance condition, continued employment and other award terms.
The award is subject to the firm’s Bonus Recoupment Policy, 2026 equity recapture provisions, and additional protection-based vesting provisions for Operating Committee members. After vesting, shares delivered (net of tax withholding) must be held for an additional two years, creating a five-year combined vesting and holding period.
Petno Douglas B reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. granted Co-President and CEO of CIB Douglas B. Petno 90,321 Restricted Stock Units (RSUs) as a Retention and Continuity Award. Each RSU represents a contingent right to receive one share of JPM common stock.
The award cliff-vests on June 24, 2029, subject to a performance condition, continued employment (with limited exceptions), and other award terms. After vesting and tax withholding, delivered shares must be held for an additional two years, creating a five-year combined vesting and holding period. The RSUs are subject to the firm’s bonus recoupment, recapture, and protection-based vesting provisions applicable to Operating Committee members.
Erdoes Mary E. reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. reported that Mary E. Erdoes, CEO of Asset & Wealth Management, received a grant of 60,214 Restricted Stock Units. Each RSU represents a contingent right to one share of JPMorgan common stock. The award cliff-vests on June 24, 2029, subject to a performance condition, continued employment and other award terms. After vesting and tax withholding, delivered shares must be held for an additional two years, creating a total five-year vesting and holding period. The RSUs are subject to the firm’s bonus recoupment policy, recapture provisions and protection-based vesting applicable to Operating Committee members.
JPMorgan Chase & Co. announced significant leadership changes and new equity awards. Doug Petno and Troy Rohrbaugh, previously Co-CEOs of the Commercial & Investment Bank, have been elected Co-Presidents of the firm, effective immediately. Petno will serve as sole CEO of the Commercial & Investment Bank, while Rohrbaugh becomes CEO of Consumer & Community Banking.
Marianne Lake, current CEO of Consumer & Community Banking, will retire after more than 25 years and will assist with a transition period. To support succession planning and leadership continuity, the Compensation & Management Development Committee granted one-time retention Restricted Stock Unit awards: $30 million each to Petno and Rohrbaugh, and $20 million each to Mary Erdoes and Jennifer Piepszak.
The RSU awards cliff-vest after three years and require JPMorgan Chase to achieve a three-year average return on tangible common equity of 12% for 2026–2028. Net shares are subject to a further two-year holding period and are governed by the firm’s stock ownership guidelines, recoupment policy, and protection-based vesting provisions.
JPMorgan Chase & Co. released the results of its company-run 2026 Dodd-Frank Act Stress Test for the firm and JPMorgan Chase Bank, N.A., under the Federal Reserve’s Supervisory Severely Adverse Scenario.
Under this hypothetical nine-quarter scenario from 1Q26 to 1Q28, the firm’s common equity tier 1 capital ratio starts at 14.6% in 4Q25, with a projected minimum of 12.4% and 14.4% at 1Q28, against a regulatory capital minimum of 4.5%. Basel III Standardized risk‑weighted assets rise from $1,982 billion in 4Q25 to a projected $2,089 billion in 1Q28.
Across the projection period, JPMorgan Chase projects pre‑provision net revenue of $135.9 billion and cumulative loan losses of $70.2 billion, with net income before taxes of $11.4 billion. The scenario assumes a peak U.S. unemployment rate of 10.0% and a 58% trough in a broad stock market index, highlighting the firm’s modeled performance in a severe recession.
JPMorgan Chase & Co. is planning a higher dividend and a large new buyback program. The Board of Directors intends to raise the quarterly common stock dividend to $1.65 per share from $1.50 per share for the third quarter of 2026, subject to customary Board approval.
The Board has also authorized a new common share repurchase program of $50 billion, effective July 1, 2026, with actual repurchases at management’s discretion. The firm’s Stress Capital Buffer remains 2.5%, keeping its Standardized Common Equity Tier 1 capital ratio requirement, including regulatory buffers, at 11.5%. JPMorgan Chase reported $4.9 trillion in assets and $364 billion in stockholders’ equity as of March 31, 2026.
JPMorgan Chase & Co.’s General Counsel, Stacey Friedman, reported an open-market sale of 5,467 shares of common stock at an average price of $330.7337 per share on June 22, 2026. After this transaction, she holds 40,961 shares directly. She also reports indirect holdings of 16,196 shares held by a trust and 79,468 shares held by a GRAT, showing additional exposure through estate-planning vehicles alongside her direct position.
Stacey Friedman reported a sale of Common Stock under Rule 144. The filing shows a disposition on 05/20/2026 of 5468 shares with proceeds of $1,641,855.82.
The securities were acquired as equity awards on 01/13/2026; the record also lists 5467 shares associated with that acquisition date. This filing notifies the market of a reported Rule 144 sale by an affiliated holder.
JPMorgan Chase & Co. closed a public offering of $500,000,000 aggregate principal amount of Fixed-to-Floating Rate Notes due 2030. These Notes are an additional issuance forming a single series with an existing $2,750,000,000 Fixed-to-Floating Rate Notes issue due 2030 that was completed on April 23, 2026.
The Notes were issued under a previously filed shelf registration statement on Form S-3 under the Securities Act of 1933. A legal opinion from Simpson Thacher & Bartlett LLP regarding the validity of the Notes is filed as an exhibit, along with their consent and related Inline XBRL cover page data exhibits.