{"schema_version":"secwatch.filing_event.v1","accession":"0000019617-26-000241","form_type":"8-K","ticker":"JPM","cik":"0000019617","company_name":"JPMORGAN CHASE & CO","filed_at":"2026-06-25T11:59:33+00:00","discovered_at":"2026-06-25T12:05:00.304963+00:00","generated_at":"2026-06-25T12:06:02.947128+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"JPMorgan names Petno & Rohrbaugh Co-Presidents; Lake retires; awards $30M retention equity each","bullets":["Doug Petno and Troy Rohrbaugh elected Co-Presidents effective June 25, 2026; Petno sole CEO of CIB, Rohrbaugh CEO of CCB.","Marianne Lake retires after 25+ years; will assist transition over coming weeks.","One-time RSU awards: $30M each to Petno and Rohrbaugh; $20M each to Mary Erdoes and Jennifer Piepszak.","Awards cliff-vest after 3 years with 12% average ROTCE performance condition (2026-2028); two-year post-vest hold.","Permanent role changes and targeted retention awards aim to preserve succession candidates and leadership continuity."],"urls":{"canonical":"https://secwatch.observer/filing/0000019617-26-000241","json":"https://secwatch.observer/filing/0000019617-26-000241.json","markdown":"https://secwatch.observer/filing/0000019617-26-000241.md","text":"https://secwatch.observer/filing/0000019617-26-000241.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/19617/000001961726000241/0000019617-26-000241-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/19617/000001961726000241/jpm-20260624.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-25T12:06:02.947128+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1cfb4ef462","claim":"Troy Rohrbaugh was elected as Co-President at JPMORGAN CHASE & CO.","evidence_excerpt":"Doug Petno, 61, and Troy Rohrbaugh, 56, Co-CEOs of the Commercial & Investment Bank (\"CIB\"), have been elected Co-Presidents of the Firm, effective immediately.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/19617/000001961726000241/0000019617-26-000241-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"elected"},{"label":"Role","value":"Co-President"}],"fact_type":"executive_change"},{"claim_id":"2277816f3c","claim":"Doug Petno was elected as Co-President at JPMORGAN CHASE & CO.","evidence_excerpt":"Doug Petno, 61, and Troy Rohrbaugh, 56, Co-CEOs of the Commercial & Investment Bank (\"CIB\"), have been elected Co-Presidents of the Firm, effective immediately.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/19617/000001961726000241/0000019617-26-000241-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"elected"},{"label":"Role","value":"Co-President"}],"fact_type":"executive_change"},{"claim_id":"88d9c5350b","claim":"Marianne Lake retired as CEO of Consumer & Community Banking at JPMORGAN CHASE & CO.","evidence_excerpt":"Marianne Lake, current CEO of CCB, has decided to retire from the Firm after more than 25 years of outstanding leadership and service.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/19617/000001961726000241/0000019617-26-000241-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retired"},{"label":"Role","value":"CEO of Consumer & Community Banking"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}