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sellWeak cluster of 1010b5-1 plan

Lori A Beer sold $1.6M of JPM

Chief Information Officer at JPMORGAN CHASE & CO. 5,873 shares at an average of $267.09, traded May 16, 2025, filed May 16, 2025.

Warning score
35
Value
$1.6M
5,873 shares
Holdings after
56,356
-9% from before
From 52-week low
+33%
low $195.11, close $259.98
From 52-week high
-4%
high $270.36, as of May 16, 2025

Score components

  • Role
    Officer
    +15
  • Trade size
    $1.6M at market
    +25
  • Share of holdings sold
    Sold 9.4% of holdings
    0
  • Cluster
    10 insiders selling within 14 days
    +15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -1.0%, 3m +9.1%, 6m +14.6%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

JPMOct 9, 2026 · close 332.99
Since filing May 16, 2025: +28.1%SPY +33.1% · excess -5.0%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001225208-25-005221, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 16, 2025SOpen-market sale
Common Stock10b5-1
-5,873$267.09$1.6M56,356May 16, 2025

Related signals

Other insiders at JPMORGAN CHASE & CO and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
18Weak
JPMsell10b5-1
JPMORGAN CHASE & CO
Robin Leopold
Head of Human Resources
$882k
2,500 shares
-3%
19Weak
JPMsell10b5-1
JPMORGAN CHASE & CO
Robin Leopold
Head of Human Resources
$904k
2,500 shares
-3%
25Weak
JPMsell10b5-1
JPMORGAN CHASE & CO
Stacey Friedman
General Counsel
$1.8M
5,467 shares
-12%
40Moderate
JPMsell 510b5-1
JPMORGAN CHASE & CO
Stacey Friedman
General Counsel
$1.6M
5,468 shares
-11%
34Weak
JPMsell 810b5-1
JPMORGAN CHASE & CO
Lori A Beer
Chief Information Officer
$950k
3,165 shares
-5%
45Moderate
JPMsell 810b5-1
JPMORGAN CHASE & CO
Mary E. Erdoes
CEO Asset & Wealth Management
$2.0M
6,648 shares
-1%
45Moderate
JPMsell 810b5-1
JPMORGAN CHASE & CO
Douglas B Petno
Co-CEO CIB
$1.7M
5,659 shares
-2%
45Moderate
JPMsell 810b5-1
JPMORGAN CHASE & CO
Marianne Lake
CEO CCB
$1.9M
6,427 shares
-8%
35Weak
JPMsell 710b5-1
JPMORGAN CHASE & CO
Ashley Bacon
Chief Risk Officer
$1.3M
4,070 shares
-2%
41Moderate
JPMsell 710b5-1
JPMORGAN CHASE & CO
Jeremy Barnum
Chief Financial Officer
$935k
3,022 shares
-9%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Lori A Beer sold $1.6M of JPM | InsiderTell