Derivative exercise or conversion — not an open-market buy.
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 25, 2026
Reporting period
Not applicable
Filed with the SEC
Mar 27, 2026
CEOOption exercise
Context
Classification
option exercise
Code M — exercise or conversion of a derivative security
Planned / mechanical clue
Footnote references vesting of compensation awards
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001225208-26-004050
Filed / recorded
Mar 27, 2026, 8:16 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
Common Stock
Table
Non-derivative (Table I)
Transaction date
Mar 25, 2026
Transaction code
M
Shares / units
84,983.5007
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
698,388.5007
Ownership form
Direct
Amendment
No
Footnotes from the filing
These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and 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.
Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.
