Marianne Lake retired as CEO of Consumer & Community Banking at JPMORGAN CHASE & CO.
“Marianne Lake, current CEO of CCB, has decided to retire from the Firm after more than 25 years of outstanding leadership and service.”
JPMORGAN CHASE & CO — fact timeline
Source-grounded facts extracted from JPMORGAN CHASE & CO's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Troy Rohrbaugh was elected as Co-President at JPMORGAN CHASE & CO.
“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.”
Doug Petno was elected as Co-President at JPMORGAN CHASE & CO.
“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.”
JPMORGAN CHASE & CO shareholders rejected Proposal on sustainability ROI report at the 2026-05-19 meeting.
“Shareholders did not approve the proposal on sustainability ROI report.”
JPMORGAN CHASE & CO shareholders rejected Proposal on lobbying alignment at the 2026-05-19 meeting.
“Shareholders did not approve the proposal on lobbying alignment.”
JPMORGAN CHASE & CO shareholders rejected Proposal on independent board chairman at the 2026-05-19 meeting.
“Shareholders did not approve the proposal on independent board chairman.”
JPMORGAN CHASE & CO shareholders rejected Proposal for a report on congruence of security, resiliency, and climate initiatives at the 2026-05-19 meeting.
“Shareholders did not approve the proposal for a report on congruence of security, resiliency, and climate initiatives.”
JPMORGAN CHASE & CO shareholders approved Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026 at the 2026-05-19 meeting.
“Shareholders ratified the appointment of PricewaterhouseCoopers LLP as Registrant's independent registered public accounting firm for 2026.”
JPMORGAN CHASE & CO shareholders approved Advisory resolution to approve executive compensation at the 2026-05-19 meeting.
“Shareholders approved the advisory resolution to approve executive compensation.”
JPMORGAN CHASE & CO shareholders approved Election of 11 director nominees named in the Proxy Statement at the 2026-05-19 meeting.
“Shareholders elected the 11 director nominees named in the Proxy Statement. All director nominees received at least 92.37% of the votes cast.”
JPMORGAN CHASE & CO issued 300,000 shares of preferred stock.
“On May 7, 2026, JPMorgan Chase & Co. (the “Company”) issued 300,000 shares (the “Shares”) of the Company’s 6.100% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series PP, par value of $1.00 per share and with a liquidation preference of $10,000 per share (the “Series PP Preferred Stock”), which Shares were deposited against delivery of depositary receipts (the “Depositary Receipts”) evidencing 3,000,000 depositary shares (the “Depositary Shares”), each representing a one-tenth interest in a Share, issued by Computershare Inc., as depositary.”
JPMORGAN CHASE & CO: Filed Certificate of Designations establishing Series PP Preferred Stock (effective 2026-05-06).
“On May 6, 2026, the Company filed a Certificate of Designations, Powers, Preferences and Rights with the Secretary of State of the State of Delaware, establishing the rights, preferences, privileges, qualifications, restrictions and limitations relating to the Series PP Preferred Stock”
JPMORGAN CHASE & CO: Amended advancement provisions in Article IX of Bylaws to require compliance with terms and conditions established by the Corporation (effective 2026-04-21).
“The Board of Directors (the “Board”) of JPMorgan Chase & Co. (the “Corporation”) has adopted amendments to the Corporation’s By-laws, effective April 21, 2026 (as so amended, the "By-laws"), to update the advancement provisions in Article IX, including by requiring that any advancement of fees or expenses comply with terms and conditions established by the Corporation, which the Corporation may amend or modify.”
JPMORGAN CHASE & CO reported first quarter of 2026 results: revenue $49.8 billion, net income $16.5 billion, EPS $5.94 per share.
“Std. 14.3% | Adv. 14.1% Total Loss-Absorbing Capacity 3 $572B Std. RWA 3 $2.0T Cash and marketable securities 4 $1.5T Average loans $1.5T Firmwide Metrics n Reported revenue of $49.8 billion and managed revenue of $50.5 billion 2 n Expense of $26.9 billion; reported overhead ratio of 54% and managed overhead ratio 2 of 53% n Credit costs of $2.5 billion with $2.3”
JPMORGAN CHASE & CO: Updated officer title from 'General Auditor' to 'Chief Audit Executive' in Sections 4.01 and 4.12 (effective 2025-09-12).
“JPMorgan Chase & Co.'s By-laws were amended, effective September 12, 2025 (as so amended, the "By-laws"), to update the officer title "General Auditor" to "Chief Audit Executive" in Sections 4.01 and 4.12.”
JPMORGAN CHASE & CO: Filed Certificate of Designations establishing Series OO Preferred Stock (effective 2025-02-03).
“On February 3, 2025, the Company filed a Certificate of Designations, Powers, Preferences and Rights with the Secretary of State of the State of Delaware, establishing the rights, preferences, privileges, qualifications, restrictions and limitations relating to the Series OO Preferred Stock”
Jennifer A. Piepszak was named as Chief Operating Officer at JPMORGAN CHASE & CO.
“Jennifer A. Piepszak, 54, Co-Chief Executive Officer of the Commercial & Investment Bank, has been named as a Chief Operating Officer of the Firm, effective immediately.”
Daniel Pinto departed as President and Chief Operating Officer at JPMORGAN CHASE & CO.
“Daniel Pinto, 62, President and Chief Operating Officer of the Firm, will retire at the end of 2026.”
Brad Smith was elected as director at JPMORGAN CHASE & CO.
“JPMorgan Chase & Co. elected Brad Smith as a director, effective January 21, 2025.”
Michael A. Neal retired as Director at JPMORGAN CHASE & CO.
“Timothy P. Flynn and Michael A. Neal, who served as directors of the Firm since 2012 and 2014, respectively, retired from the Board.”
Timothy P. Flynn retired as Director at JPMORGAN CHASE & CO.
“Timothy P. Flynn and Michael A. Neal, who served as directors of the Firm since 2012 and 2014, respectively, retired from the Board.”
JPMORGAN CHASE & CO reported first quarter of 2024 results: net income $13.4 billion, EPS $4.44 per share.
“JPMorgan Chase & Co. (“JPMorgan Chase” or the “Firm”) reported 2024 first quarter net income of $13.4 billion, or $4.44 per share, compared with net income of $12.6 billion, or $4.10 per share, in the first quarter of 2023.”
Michael A. Neal departed as Director at JPMORGAN CHASE & CO.
“JPMorgan Chase & Co. (the "Firm") announced today that two of its directors, Timothy P. Flynn and Michael A. Neal, have decided to retire from the Board of Directors of the Firm (the "Board") when their terms expire on the eve of the 2024 Annual Meeting of Shareholders.”
Timothy P. Flynn departed as Director at JPMORGAN CHASE & CO.
“JPMorgan Chase & Co. (the "Firm") announced today that two of its directors, Timothy P. Flynn and Michael A. Neal, have decided to retire from the Board of Directors of the Firm (the "Board") when their terms expire on the eve of the 2024 Annual Meeting of Shareholders.”
JPMORGAN CHASE & CO: Filed Certificate of Designations establishing Series NN Preferred Stock rights and preferences (effective 2024-03-11).
“On March 11, 2024, the Company filed a Certificate of Designations, Powers, Preferences and Rights with the Secretary of State of the State of Delaware, establishing the rights, preferences, privileges, qualifications, restrictions and limitations relating to the Series NN Preferred Stock”
Mark Weinberger was elected as director at JPMORGAN CHASE & CO.
“JPMorgan Chase & Co. elected Mark Weinberger as a director, effective January 16, 2024, and the Board of Directors appointed him as a member of the Audit Committee.”
JPMORGAN CHASE & CO reported full-year 2023 results: net income $49.6 billion, EPS $16.23 per share.
“FULL-YEAR 2023 NET INCOME OF $49.6 BILLION ($16.23 PER SHARE)”
JPMORGAN CHASE & CO reported fourth quarter of 2023 results: revenue $38.6 billion, net income $9.3 billion, EPS $3.04 per share.
“$1.3T Firmwide Metrics 4Q23 ROTCE 15% 2023 ROTCE 21% n Excluding significant items 2 , 4Q23 net income of $12.1 billion, EPS 5 of $3.97 and ROTCE of 19% n Reported revenue of $38.6 billion and managed revenue of $39.9 billion 2 n Expense of $24.5 billion; reported overhead ratio of 63%; managed overhead ratio 2 of 61%; expense included the $2.9 billion FDIC special”
JPMORGAN CHASE & CO reported third quarter of 2023 results: revenue $39.9 billion, net income $13.2 billion, EPS $4.33 per share.
“Std. 14.3% | Adv. 14.5% Total Loss-Absorbing Capacity 3 $496B Std. RWA 3 $1.7T Cash and marketable securities 4 $1.4T Average loans $1.3T Firmwide Metrics n Reported revenue of $39.9 billion and managed revenue of $40.7 billion 2 , including $669 million of net investment securities losses n Credit costs of $1.4 billion included $1.5 billion of net charge-offs and a”
JPMORGAN CHASE & CO reported 2023 second quarter results: revenue $41.3 billion, net income $14.5 billion, EPS $4.75 per share.
“JPMORGAN CHASE REPORTS SECOND-QUARTER 2023 NET INCOME OF $14.5 BILLION ( $4.75 PER SHARE) EXCLUDING SIGNIFICANT ITEMS 2 , NET INCOME WAS $13.3 B ILLION ($ 4.37 PER SHARE) SECOND-QUARTER 2023 RESULTS 1 ROE 20% ROTCE 2 25% CET1 Capital Ratios 3 Std. 13.8% | Adv. 13.9% Total Loss-Absorbing Capacity 3 $494B Std. RWA 3 $1.7T Cash and marketable securities 4 $1.4T Average loans $1.2T Firmwide Metrics n Reported revenue of $41.3 billion and managed revenue of $42.4 billion 2”
JPMORGAN CHASE & CO shareholders rejected Shareholders did not approve the proposal on absolute GHG reduction goals at the 2023-05-16 meeting.
“Proposal 12 - Shareholders did not approve the proposal on absolute GHG reduction goals For Against Abstain Broker Non-Votes 265,984,008 1,838,914,550 33,322,299 355,261,162 12.44 % 86.00 % 1.56 %”
JPMORGAN CHASE & CO shareholders rejected Shareholders did not approve the proposal on report analyzing the congruence of the company's political and electioneering expenditures at the 2023-05-16 meeting.
“Proposal 11 - Shareholders did not approve the proposal on report analyzing the congruence of the company's political and electioneering expenditures For Against Abstain Broker Non-Votes 675,911,606 1,427,049,440 35,259,811 355,261,162 31.61 % 66.74 % 1.65 %”
JPMORGAN CHASE & CO shareholders rejected Shareholders did not approve the proposal on report on ensuring respect for civil liberties at the 2023-05-16 meeting.
“Proposal 10 - Shareholders did not approve the proposal on report on ensuring respect for civil liberties For Against Abstain Broker Non-Votes 48,974,422 2,051,936,795 37,309,640 355,261,162 2.29 % 95.96 % 1.75 %”
JPMORGAN CHASE & CO shareholders rejected Shareholders did not approve the proposal on report on climate transition planning at the 2023-05-16 meeting.
“Proposal 9 - Shareholders did not approve the proposal on report on climate transition planning For Against Abstain Broker Non-Votes 743,973,656 1,358,997,410 35,249,791 355,261,162 34.79 % 63.56 % 1.65 %”
JPMORGAN CHASE & CO shareholders rejected Shareholders did not approve the proposal on special shareholder meeting improvement at the 2023-05-16 meeting.
“Proposal 8 - Shareholders did not approve the proposal on special shareholder meeting improvement For Against Abstain Broker Non-Votes 745,185,526 1,372,896,131 20,139,200 355,261,162 34.85 % 64.21 % 0.94 %”
JPMORGAN CHASE & CO shareholders rejected Shareholders did not approve the proposal on amending public responsibility committee charter to include mandate to oversee animal welfare impact and risk at the 2023-05-16 meeting.
“Proposal 7 - Shareholders did not approve the proposal on amending public responsibility committee charter to include mandate to oversee animal welfare impact and risk For Against Abstain Broker Non-Votes 71,763,341 2,021,436,829 45,020,687 355,261,162 3.36 % 94.54 % 2.10 %”
JPMORGAN CHASE & CO shareholders rejected Shareholders did not approve the proposal on fossil fuel phase out at the 2023-05-16 meeting.
“Proposal 6 - Shareholders did not approve the proposal on fossil fuel phase out For Against Abstain Broker Non-Votes 173,198,629 1,920,622,810 44,399,418 355,261,162 8.10 % 89.82 % 2.08 %”
JPMORGAN CHASE & CO shareholders rejected Shareholders did not approve the proposal on independent board chairman at the 2023-05-16 meeting.
“Proposal 5 - Shareholders did not approve the proposal on independent board chairman For Against Abstain Broker Non-Votes 802,776,468 1,324,647,200 10,797,189 355,261,162 37.54 % 61.95 % 0.51 %”
JPMORGAN CHASE & CO shareholders approved Shareholders ratified the appointment of PricewaterhouseCoopers LLP as Registrant's independent registered public accounting firm for 2023 at the 2023-05-16 meeting.
“Proposal 4 - Shareholders ratified the appointment of PricewaterhouseCoopers LLP as Registrant's independent registered public accounting firm for 2023 For Against Abstain Broker Non-Votes 2,351,494,435 134,516,295 7,471,289 0 94.31 % 5.39 % 0.30 %”
JPMORGAN CHASE & CO shareholders approved Shareholders approved 1 Year for the advisory vote on frequency of advisory resolution to approve executive compensation. at the 2023-05-16 meeting.
“Proposal 3 - Shareholders approved 1 Year for the advisory vote on frequency of advisory resolution to approve executive compensation. In light of the results, our Board determined that we will continue to hold an advisory Say on Pay vote annually. Our Board will reevaluate this determination after the next shareholder advisory vote on the frequency of Say on Pay votes. 1 Year 2 Years 3 Years Abstaining Broker Non-Votes 2,071,705,160 5,725,450 52,928,911 7,861,336 355,261,162 96.89 % 0.27 % 2.47 % 0.37 %”
JPMORGAN CHASE & CO shareholders approved Shareholders approved the advisory resolution to approve executive compensation at the 2023-05-16 meeting.
“Proposal 2 - Shareholders approved the advisory resolution to approve executive compensation For Against Abstain Broker Non-Votes 1,912,509,318 209,997,874 15,713,665 355,261,162 89.44 % 9.82 % 0.74 %”
JPMORGAN CHASE & CO shareholders approved Shareholders elected the 12 director nominees named in the Proxy Statement. at the 2023-05-16 meeting.
“Proposal 1 - Shareholders elected the 12 director nominees named in the Proxy Statement. All director nominees received at least 91.32% of the votes cast.”
JPMORGAN CHASE & CO reported first quarter 2023 results: revenue $38.3 billion, net income $12.6 billion, EPS $4.10 per share.
“We reported strong results in the first quarter, delivering net income of $12.6 billion, record revenue of $38.3 billion, and an ROTCE of 23%.”
JPMORGAN CHASE & CO: Amended By-laws to revise and clarify procedural and disclosure requirements for stockholder nominations and proposals, including updates for universal proxy card rules (effective 2023-01-17).
“On January 17, 2023, the Board of Directors of JPMorgan Chase & Co. (the “Firm”) adopted amendments to the Firm’s By-laws, effective January 17, 2023 (as so amended, the “By-laws”), to revise and clarify procedural and disclosure requirements for the Firm’s stockholders proposing business for consideration or nominating directors for election at meetings of stockholders, including in order to provide an orderly process in consideration of the U.S. Securities and Exchange Commission’s recently adopted “universal proxy card” rules”
JPMORGAN CHASE & CO reported full-year 2022 results: net income $37.7 billion, EPS $12.09 per share.
“JPMORGAN CHASE REPORTS FOURTH-QUARTER 2022 NET INCOME OF $11.0 BILLION ($3.57 PER SHARE) FULL-YEAR 2022 NET INCOME OF $37.7 BILLION ($12.09 PER SHARE)”
JPMORGAN CHASE & CO reported fourth quarter of 2022 results: net income $11.0 billion, EPS $3.57 per share.
“On January 13, 2023, JPMorgan Chase & Co. (“JPMorgan Chase” or the “Firm”) reported 2022 fourth quarter net income of $11.0 billion, or $3.57 per share, compared with net income of $10.4 billion, or $3.33 per share, in the fourth quarter of 2021.”
Alex Gorsky was elected as director at JPMORGAN CHASE & CO.
“JPMorgan Chase & Co. elected Alex Gorsky as a director, effective July 19, 2022.”
Daniel Pinto changed role as President and Chief Operating Officer at JPMORGAN CHASE & CO.
“The CMDC made this special award for prospective purposes, with respect to Mr. Pinto’s promotion to the Firm’s sole President and Chief Operating Officer, which will become effective January 1, 2022, and as part of the Board’s retention planning.”
Daniel Pinto changed role as President and Chief Operating Officer at JPMORGAN CHASE & CO.
“The CMDC made this special award for prospective purposes, with respect to Mr. Pinto’s promotion to the Firm’s sole President and Chief Operating Officer, effective January 1, 2022”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.