MarketPeel
Insider Trading Intelligence
LB

Lori A. Beer

JPM
CHIEF INFORMATION OFFICER · JPMORGAN CHASE & CO · CIK 0001436677
FILING MIX · LIFETIME41%/59%
BUYS
34
SELLS
49
TOTAL VALUE
$42.40M
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
66,783
AVG SELL PX
$192.03
TRADE KIND
SHOWING 83 / 83
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
13 backtested trades · 8 horizons · 13 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Lori A. Beer, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d13+53.85%-0.34%-0.21%-0.13%+0.71%
14d13+46.15%-0.87%-0.59%-0.28%-0.52%
30d13+53.85%-0.24%+0.54%-0.78%-1.74%
60d13+30.77%+0.72%+1.70%-0.97%+1.29%
90d13(1 pending)+33.33%+3.55%+4.36%-0.80%-0.43%
180d13(3 pending)+20.00%+8.15%+7.40%+0.75%+4.28%
1y13(3 pending)+30.00%+13.39%+10.01%+3.37%+3.65%
2y13(6 pending)+42.86%+34.77%+21.61%+13.16%+10.45%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
JPM · 66,783 shares · as of May 15, 2026
022,19544,39066,58588,780202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 34 buys / 49 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
3,165$300.05$949.7K66,783May 15, 2026May 15, 2026View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
3,166$306.59$970.7K69,948Apr 15, 2026Apr 15, 2026View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
28,327.86988,779.869Mar 25, 2026Mar 27, 2026View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
28,327.8690Mar 25, 2026Mar 27, 2026View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
15,665.869$295.04$4.62M73,114Mar 25, 2026Mar 27, 2026View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
28,327.86928,327.869Mar 17, 2026Mar 19, 2026View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
2,047$306.40$627.2K60,452Feb 17, 2026Feb 17, 2026View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
12,72512,725Jan 20, 2026Jan 22, 2026View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
2,047$312.80$640.3K62,499Jan 16, 2026Jan 16, 2026View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
8,34973,521Jan 13, 2026Jan 15, 2026View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,3498,349Jan 13, 2026Jan 15, 2026View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,975$318.72$2.86M64,546Jan 13, 2026Jan 15, 2026View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,8160Jan 13, 2026Jan 15, 2026View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
8,81665,172Jan 13, 2026Jan 15, 2026View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
5,873$267.09$1.57M56,356May 16, 2025May 16, 2025View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
14,522.725$249.72$3.63M62,229Mar 25, 2025Mar 27, 2025View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
26,269.72576,751.725Mar 25, 2025Mar 27, 2025View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
26,269.7250Mar 25, 2025Mar 27, 2025View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
2,052$246.93$506.7K50,482Mar 24, 2025Mar 24, 2025View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
26,269.72526,269.725Mar 18, 2025Mar 20, 2025View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
2,053$269.88$554.1K52,534Feb 20, 2025Feb 20, 2025View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
12,02912,029Jan 21, 2025Jan 23, 2025View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,0800Jan 13, 2025Jan 15, 2025View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
8,81555,190Jan 13, 2025Jan 15, 2025View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,683$241.77$2.10M54,587Jan 13, 2025Jan 15, 2025View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
8,08063,270Jan 13, 2025Jan 15, 2025View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,8158,816Jan 13, 2025Jan 15, 2025View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
5,298$200.64$1.06M46,375May 20, 2024May 20, 2024View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
3,920$195.36$765.8K64,783.358Mar 25, 2024Mar 27, 2024View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
23,707.3580Mar 25, 2024Mar 27, 2024View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
13,110.358$195.65$2.57M51,673Mar 25, 2024Mar 27, 2024View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
23,707.35868,703.358Mar 25, 2024Mar 27, 2024View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
23,707.35823,707.358Mar 19, 2024Mar 21, 2024View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
3,920$182.74$716.4K44,996Feb 22, 2024Feb 22, 2024View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
16,69816,698Jan 16, 2024Jan 18, 2024View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
7,2710Jan 13, 2024Jan 16, 2024View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
8,08049,276Jan 13, 2024Jan 16, 2024View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
7,27156,547Jan 13, 2024Jan 16, 2024View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,0808,080Jan 13, 2024Jan 16, 2024View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
7,631$172.61$1.32M48,916Jan 13, 2024Jan 16, 2024View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
15,926$135.00$2.15M41,196May 15, 2023May 16, 2023View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
24,217.5380Mar 25, 2023Mar 28, 2023View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
13,392.538$124.40$1.67M57,122Mar 25, 2023Mar 28, 2023View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
24,217.53870,514.538Mar 25, 2023Mar 28, 2023View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
24,217.53824,217.538Mar 21, 2023Mar 23, 2023View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
17,63117,631Jan 17, 2023Jan 19, 2023View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
7,27153,345Jan 13, 2023Jan 17, 2023View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
7,3710Jan 13, 2023Jan 17, 2023View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
7,048$139.15$980.7K46,297Jan 13, 2023Jan 17, 2023View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
7,2717,271Jan 13, 2023Jan 17, 2023View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
7,37146,074Jan 13, 2023Jan 17, 2023View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
30,514.0860Mar 25, 2022Mar 29, 2022View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
16,875.086$141.99$2.40M38,703Mar 25, 2022Mar 29, 2022View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
30,514.08655,578.086Mar 25, 2022Mar 29, 2022View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
30,514.08630,514.086Mar 15, 2022Mar 17, 2022View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
16,16016,160Jan 18, 2022Jan 20, 2022View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
9,3260Jan 13, 2022Jan 14, 2022View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,380$168.85$1.41M25,064Jan 13, 2022Jan 14, 2022View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
9,32626,074Jan 13, 2022Jan 14, 2022View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
7,3707,371Jan 13, 2022Jan 14, 2022View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
7,37033,444Jan 13, 2022Jan 14, 2022View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
5,210$171.22$892.1K16,748Oct 25, 2021Oct 25, 2021View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
7,829$162.46$1.27M21,958Oct 14, 2021Oct 15, 2021View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
15,000$150.90$2.26M29,787Apr 15, 2021Apr 15, 2021View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
16,407.5750Mar 25, 2021Mar 26, 2021View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
16,407.57553,519.575Mar 25, 2021Mar 26, 2021View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
8,732.575$151.15$1.32M44,787Mar 25, 2021Mar 26, 2021View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
16,407.57516,407.575Mar 16, 2021Mar 18, 2021View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
14,54214,542Jan 19, 2021Jan 21, 2021View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
5,0120Jan 13, 2021Jan 15, 2021View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
5,01243,706Jan 13, 2021Jan 15, 2021View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
6,594$139.45$919.5K37,112Jan 13, 2021Jan 15, 2021View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
9,3259,326Jan 13, 2021Jan 15, 2021View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
9,32538,694Jan 13, 2021Jan 15, 2021View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
11,13835,297Oct 25, 2020Oct 26, 2020View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
5,928$103.69$614.7K29,369Oct 25, 2020Oct 26, 2020View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
11,1380Oct 25, 2020Oct 26, 2020View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
14,74114,741Jan 21, 2020Jan 23, 2020View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
11,5730Jan 13, 2020Jan 15, 2020View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
7,765$136.48$1.06M24,159Jan 13, 2020Jan 15, 2020View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
5,01131,924Jan 13, 2020Jan 15, 2020View →
JPM
JPMORGAN CHASE & CO
SALE
Chief Information Officer
5,0115,012Jan 13, 2020Jan 15, 2020View →
JPM
JPMORGAN CHASE & CO
PURCHASE
Chief Information Officer
11,57326,913Jan 13, 2020Jan 15, 2020View →
Other insiders · JPM
Loading peer insiders…
About this filer
CIK 0001436677
ROLE
Chief Information Officer
PRIMARY
JPM
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001436677DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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