Compensation award — excluded from discretionary-purchase analysis.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Mar 17, 2026
Reporting period
Not applicable
Filed with the SEC
Mar 19, 2026
CEOGrant / award
Context
Classification
grant award
Code A — grant or award
Planned / mechanical clue
Footnote references tax withholding
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001225208-26-003870
Filed / recorded
Mar 19, 2026, 8:19 PM UTC
Added to OQRO
Oct 1, 2026, 11:17 PM UTC
Parser
form4-xml-v1
Data quality
Verified: identifiers matched exactly
Issuer
JPMORGAN CHASE & CO
Issuer CIK
19617
Ticker
JPM
Reporting person
Mary E. Erdoes
Relationship
Officer
Officer title
CEO Asset & Wealth Management
Security
Performance Share Units
Table
Derivative (Table II)
Transaction date
Mar 17, 2026
Transaction code
A
Shares / units
84,983.5007
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
84,983.5007
Ownership form
Direct
Amendment
No
Footnotes from the filing
Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.
Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.
Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.
