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 tax withholding
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001225208-26-004052
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
Marianne Lake
Relationship
Officer
Officer title
CEO CCB
Security
Performance Share Units
Table
Derivative (Table II)
Transaction date
Mar 25, 2026
Transaction code
M
Shares / units
57,514.7352
Price per share
$0.00
Acquired / disposed
Disposed (D)
Shares owned after
0
Ownership form
Direct
Amendment
No
Footnotes from the filing
Each 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, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. 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.
