Rometty Virginia M reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. director Virginia M. Rometty received a grant of 135.9804 shares of Common Stock as a non-cash award. The shares represent a deferral of her quarterly director retainer, which is payable in common stock following the end of her board service. After this grant, she directly holds a total of 14,836.1425 shares of JPMorgan Chase & Co. common stock.
JPMorgan Chase & Co. director Phebe N. Novakovic increased her holdings through a routine equity award. On March 31, 2026, she acquired 135.9804 shares of common stock at $294.16 per share as a deferral of her quarterly director retainer, payable in stock after she leaves the board.
Following this grant, she directly holds 13,394.8914 common shares. The filing also notes an additional 45 shares held indirectly by her spouse, reflecting a small indirect ownership position alongside her direct stake.
JPMorgan Chase & Co. director Melody L. Hobson acquired 152.978 shares of common stock on a grant/award basis, valued at $294.16 per share, from a deferral of her quarterly director retainer. Following this award, she directly holds 29,704.9847 shares. An additional 124,155 shares are held indirectly through The GWL Living Trust.
JPMorgan Chase & Co. director Stephen B. Burke acquired 191.2225 shares of common stock on March 31, 2026 as a deferral of his quarterly retainer, payable in stock after his service as director ends. The award used a reference price of $294.16 per share. Following this grant, he holds 207,343.0323 shares directly and 55,245 shares indirectly through a GRAT, showing this is a routine compensation-related equity accrual rather than an open-market trade.
JPMorgan Chase & Co. Co-CEO of CIB Troy L. Rohrbaugh exercised performance share units that settled into 72,965.1126 shares of common stock on March 25, 2026. These shares were earned under a PSU award tied to a three-year performance period ended December 31, 2025.
To cover tax obligations, 40,349.1126 shares of common stock were withheld at a price of $295.04 per share. After the exercise and tax withholding, Rohrbaugh directly holds 143,895.0000 JPM common shares, plus 92.4037 shares held indirectly through a 401(k) plan. Shares delivered after tax withholding must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the PSU grant date.
JPMorgan Chase & Co.'s General Counsel Stacey Friedman exercised performance share units that settled into 48,929 shares of common stock tied to a three-year performance award. A portion of 27,058 shares was withheld to cover taxes, and she now directly holds 72,007 common shares. The award requires the delivered shares to be held for an additional two-year period, giving a total five-year vesting and holding timeline from the January 2023 grant date. She also has indirect holdings of common stock through a GRAT and a trust.
JPMorgan Chase & Co. Chief Operating Officer Jennifer Piepszak exercised Performance Share Units that settled into 57,514.7352 shares of common stock on March 25, 2026. These PSUs were granted on January 17, 2023 for a three-year performance period ended December 31, 2025.
To cover tax obligations, 29,404.7352 shares of common stock were withheld at a price of $295.04 per share, which is recorded as a tax-withholding disposition rather than an open-market sale. Following these transactions, Piepszak directly holds 99,137 shares of JPM common stock.
The footnotes state that shares delivered after tax withholding must be held for an additional two-year period, resulting in a total combined vesting and holding period of five years from the original grant date, tying these shares to JPMorgan’s long-term performance goals.
JPMorgan Chase & Co. executive Mary E. Erdoes, CEO of Asset & Wealth Management, exercised a Performance Share Unit award into 84,983.5007 shares of common stock on March 25, 2026. The PSUs were granted on January 17, 2023 for a three-year performance period ended December 31, 2025 and vested based on pre-established performance goals, including reinvested dividend equivalents.
Of the common shares delivered, 46,996.5007 were withheld at a price of $295.04 per share to cover tax obligations. Following these transactions, Erdoes directly holds 651,392.0000 shares of JPMorgan common stock. Under the award terms, the shares delivered after tax withholding must be held for an additional two years, resulting in a total five-year vesting and holding period from the grant date.
JPMorgan Chase & Co Co-CEO of Corporate & Investment Bank Douglas B. Petno exercised a performance share award into common stock and had shares withheld for taxes. On March 25, 2026, Performance Share Units converted into 50,647.5438 shares of JPM common stock as part of a long-term incentive award tied to a three-year performance period.
To cover tax obligations on this vesting, 28,008.5438 shares of common stock were withheld at $295.04 per share, a non-market disposition. After these transactions, Petno holds 387,467.0000 JPM shares directly and an additional 70,457.0000 shares indirectly through family trusts. All PSUs under this award have now settled into stock, which must be held for an additional two years under the award terms.
JPMorgan Chase & Co. Chairman & CEO James Dimon exercised performance share units on March 25, 2026, converting 320,473.2133 PSUs into the same number of common shares as part of a long‑term incentive award earned over a three‑year performance period.
To cover tax obligations, 177,222.2133 common shares were withheld at $295.04 per share. After these transactions, Dimon held 1,811,113 JPM common shares directly, with additional indirect holdings reported through a 401(k), family trusts, an LLC and his spouse. Shares delivered from this PSU award must be held for an extra two years, resulting in a combined five‑year vesting and holding period.