LAKE MARIANNE (Chief Financial Officer) exercised options at JPMORGAN CHASE & CO
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 3/27/2026ACC: 0001225208-26-004052
Officer· Chief Financial Officer
Since Jan 2019
-31.81K
Net shares
Net seller
$9.38M
Total sold
0
Open market trades
0B · 0S
3
Total transactions
57.51K acquired · 89.32K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+57.51K
Price / share
—
Trade value
—
% of position
119.8%
3/25/2026
48.02K→105.53K
Common Stock
Direct
Shares
−31.81K
Price / share
$295.04
Trade value
$9.38M
% of position
30.1%
3/25/2026
105.53K→73.73K
Total
Net shares
+25.71K
Net value
-$9.38M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/25/2026 | M · Option Exercise | +57.51K | — | — | 119.8% | 48.02K | 105.53K |
| Common Stock Direct | 3/25/2026 | F · Tax Withholding | −31.81K | $295.04 | $9.38M | 30.1% | 105.53K | 73.73K |
| Total | +25.71K | -$9.38M | ||||||
Derivative Transactions1
Performance Share Units
Direct
Converts to
Common Stock
57.51K shares
Shares
−57.51K
Strike price
Held after
0.00
Exercisable
—
3/25/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Performance Share Units Direct | Common Stock57.51K shares | 3/25/2026 | M · Option Exercise | −57.51K | — | 0.00 |
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned137.30K
Common Stock
IndirectShares owned64.27K
Total
201.57K indirect201.57K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 137.30K | Indirect |
| Common Stock | 64.27K | Indirect |
| Total | 201.57K | 201.57K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported