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
Jan 20, 2026
Reporting period
Not applicable
Filed with the SEC
Jan 22, 2026
CEOGrant / award
Context
Classification
grant award
Code A — grant or award
Planned / mechanical clue
Footnote references vesting of compensation awards
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001225208-26-000730
Filed / recorded
Jan 22, 2026, 9:21 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
Restricted Stock Units
Table
Derivative (Table II)
Transaction date
Jan 20, 2026
Transaction code
A
Shares / units
29,364
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
29,364
Ownership form
Direct
Amendment
No
Footnotes from the filing
Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2025, with the remaining 50% awarded in the form of Performance Share Units (PSUs).
Each RSU represents a contingent right to receive one share of JPMC common stock.
Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial statements. In addition, all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to Operating Committee members are also subject to additional Protection-Based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.
RSUs vest 50% on January 13, 2028 and 50% on January 13, 2029.
