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
Jun 24, 2026
Reporting period
Not applicable
Filed with the SEC
Jun 26, 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
0001225208-26-006216
Filed / recorded
Jun 26, 2026, 9:11 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
Jun 24, 2026
Transaction code
A
Shares / units
60,214
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
60,214
Ownership form
Direct
Amendment
No
Footnotes from the filing
Each Restricted Stock Unit (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 results. 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, equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which portions of awards may be cancelled by the CEO, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.
The Retention and Continuity Award cliff-vests on June 24, 2029. Vesting is subject to achievement of a Performance Condition; continuous employment with the Firm, with certain limited exceptions; and the other terms and conditions as set forth in the award agreement. Shares delivered, after applicable 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 date of grant. Shares are subject to the Firm's stock ownership guideline and retention requirements applicable to the Firm's Operating Committee members. The Firm also reported this Retention and Continuity Award in a Current Report on Form 8-K filed on June 25, 2026.
