JPMorganChase (JPM) Proxy filing summary

Executive summary

• The annual meeting will be held virtually on May 19, 2026, with shareholders able to vote and ask questions online.

• The firm reported record managed revenue of $185.6B, net income of $57.0B, and a 20% ROTCE for 2025.

• The board emphasizes strong governance, succession planning, and a culture of independence and diversity.

• Shareholder engagement included outreach to 338 shareholders representing 37% of outstanding stock.

Voting matters and shareholder proposals

• Shareholders will vote on the election of 11 directors, an advisory resolution on executive compensation, ratification of PwC as auditor, and four shareholder proposals.

• The board recommends voting FOR all director nominees and management proposals, and AGAINST all shareholder proposals, which include reports on security/climate congruence, independent board chair, lobbying alignment, and sustainability ROI.

Board of directors and corporate governance

• The board consists of 11 nominees, 10 of whom are independent; the board is diverse in gender, ethnicity, and experience.

• The Lead Independent Director role is robust, with annual reviews of board leadership structure and succession planning as a top priority.

• Board committees (Audit, Risk, Compensation, Governance, Public Responsibility) are fully independent and oversee key areas.

• Annual board and committee self-assessments and ongoing director education are conducted.