| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Common Stock | +Options Exercise | $0 | +19,374 | +53.27% | $0.00 | 55,743 | Mar 25, 2023 | Direct | F1, F2 |
| transaction | JPM | Common Stock | -Tax liability | -$1,175,192 | -9,447 | -16.95% | $124.40 | 46,296 | Mar 25, 2023 | Direct |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | JPM | Performance Share Units | -Options Exercise | $0 | -19,374 | -100% | $0.00 | 0 | Mar 25, 2023 | Common Stock | 19,374 | Direct | F2, F3 |
| Id | Content |
|---|---|
| F1 | These shares represent JPMC common stock acquired on March 25, 2023 upon settlement of a Performance Share Unit (PSU) award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), 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. |
| F2 | Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. |
| F3 | 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, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. 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. |