MarketPeel
Insider Trading Intelligence
Pricing
…
ME

Mary E. Erdoes

JPM
CEO ASSET & WEALTH MANAGEMENT · JPMORGAN CHASE & CO · CIK 0001473446
FILING MIX · LIFETIME38%/62%
BUYS
38
SELLS
62
TOTAL VALUE
$152.00M
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
60,214
AVG SELL PX
$164.65
TRADE KIND
SHOWING 100 / 100
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
19 backtested trades · 8 horizons · 13 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Mary E. Erdoes, 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
7d19+52.63%-0.43%+0.91%-1.34%-1.07%—
14d19+42.11%+0.27%+0.95%-0.69%-1.07%—
30d19+26.32%+2.47%+2.41%+0.06%-1.05%—
60d19+26.32%-1.65%-0.78%-0.87%-2.41%—
90d19(1 pending)+33.33%+1.07%+2.28%-1.22%+1.09%—
180d19(3 pending)+6.25%+9.66%+9.06%+0.60%+3.05%—
1y19(3 pending)+18.75%+22.10%+18.67%+3.43%+1.88%—
2y19(6 pending)+15.38%+48.13%+35.53%+12.60%+9.97%—
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 · 60,214 shares · as of Jun 24, 2026
0174,597349,194523,791698,389202120222023202420252026SHARES 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 · 38 buys / 62 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
60,214——60,214Jun 24, 2026Jun 26, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
6,648$298.36$1.98M632,399May 15, 2026May 15, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
12,345$306.57$3.78M639,047Apr 15, 2026Apr 15, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
84,983.501——0Mar 25, 2026Mar 27, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
46,996.501$295.04$13.87M651,392Mar 25, 2026Mar 27, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
84,983.501——698,388.501Mar 25, 2026Mar 27, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
84,983.501——84,983.501Mar 17, 2026Mar 19, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
5,731$306.41$1.76M613,405Feb 17, 2026Feb 17, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
29,364——29,364Jan 20, 2026Jan 22, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
5,732$312.78$1.79M619,136Jan 16, 2026Jan 16, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
23,692——652,080Jan 13, 2026Jan 15, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
27,212$318.72$8.67M624,868Jan 13, 2026Jan 15, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
26,446——0Jan 13, 2026Jan 15, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
26,446——628,388Jan 13, 2026Jan 15, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
23,692——23,693Jan 13, 2026Jan 15, 2026 ↗View →
JPM
JPMORGAN CHASE & CO
SALEGRANT
Gift
6,468——601,942Nov 5, 2025Nov 6, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
14,055$262.54$3.69M608,410May 13, 2025May 13, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
34,777.031$249.72$8.68M622,465Mar 25, 2025Mar 27, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
62,888.031——657,242.031Mar 25, 2025Mar 27, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
62,888.031——0Mar 25, 2025Mar 27, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
62,888.031——62,888.031Mar 18, 2025Mar 20, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
5,277$278.37$1.47M594,354Feb 18, 2025Feb 19, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
51,000$1.00$51.0K0Feb 1, 2025Mar 20, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
31,504——31,504Jan 21, 2025Jan 23, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
5,277$253.97$1.34M599,631Jan 16, 2025Jan 16, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
24,679$241.77$5.97M604,908Jan 13, 2025Jan 15, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
26,446——26,446Jan 13, 2025Jan 15, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
26,446——610,244Jan 13, 2025Jan 15, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
19,343——0Jan 13, 2025Jan 15, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
19,343——629,587Jan 13, 2025Jan 15, 2025 ↗View →
JPM
JPMORGAN CHASE & CO
SALEGRANT
Gift
2,100——583,798Nov 14, 2024Nov 15, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
15,895$193.66$3.08M585,898May 8, 2024May 8, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
71,118.815——641,121.815Mar 25, 2024Mar 27, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
39,328.815$195.65$7.69M601,793Mar 25, 2024Mar 27, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
71,118.815——0Mar 25, 2024Mar 27, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
71,118.815——71,118.815Mar 19, 2024Mar 21, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
4,814$178.99$861.7K570,003Feb 16, 2024Feb 16, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
4,814$166.73$802.6K574,817Jan 16, 2024Jan 16, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
47,385——47,385Jan 16, 2024Jan 18, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
19,343——19,343Jan 13, 2024Jan 16, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
19,343——601,528Jan 13, 2024Jan 16, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
21,812——582,185Jan 13, 2024Jan 16, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
21,897$172.61$3.78M579,631Jan 13, 2024Jan 16, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
21,812——0Jan 13, 2024Jan 16, 2024 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
8,118$142.15$1.15M560,373Jun 15, 2023Jun 15, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
SALE10b5-1
10b5-1 plan
8,119$134.81$1.09M568,491May 15, 2023May 16, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
40,176.328$124.40$5.00M576,610Mar 25, 2023Mar 28, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
72,650.328——0Mar 25, 2023Mar 28, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
72,650.328——616,786.328Mar 25, 2023Mar 28, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
72,650.328——72,650.328Mar 21, 2023Mar 23, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
52,892——52,892Jan 17, 2023Jan 19, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
10,340$140.29$1.45M544,136Jan 17, 2023Jan 17, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
21,812——577,718Jan 13, 2023Jan 17, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
21,812——21,812Jan 13, 2023Jan 17, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
22,111——0Jan 13, 2023Jan 17, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
22,111——555,906Jan 13, 2023Jan 17, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
23,242$139.15$3.23M554,476Jan 13, 2023Jan 17, 2023 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
33,515$115.77$3.88M533,795Oct 17, 2022Oct 18, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
53,322.06$141.99$7.57M567,310Mar 25, 2022Mar 29, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
96,422.06——620,632.06Mar 25, 2022Mar 29, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
96,422.06——0Mar 25, 2022Mar 29, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
96,422.06——96,422.06Mar 15, 2022Mar 17, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
38,686——38,686Jan 18, 2022Jan 20, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
27,647$168.85$4.67M524,210Jan 13, 2022Jan 14, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
29,468——529,747Jan 13, 2022Jan 14, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
22,110——22,111Jan 13, 2022Jan 14, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
22,110——551,857Jan 13, 2022Jan 14, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
29,468——0Jan 13, 2022Jan 14, 2022 ↗View →
JPM
JPMORGAN CHASE & CO
SALEGRANT
Gift
11,910——500,279Nov 15, 2021Nov 18, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
17,387$154.78$2.69M512,189Jul 14, 2021Jul 14, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
70,368$158.99$11.19M535,946May 6, 2021May 7, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALEGRANT
Gift
6,370——529,576May 6, 2021May 7, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
105,143$46.58$4.90M606,314May 6, 2021May 7, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
105,143——0May 6, 2021May 7, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
19,188$150.90$2.90M501,171Apr 15, 2021Apr 15, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
43,659.466$151.15$6.60M520,359Mar 25, 2021Mar 26, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
82,035.466——564,018.466Mar 25, 2021Mar 26, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
82,035.466——0Mar 25, 2021Mar 26, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
82,035.466——82,035.466Mar 16, 2021Mar 18, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
43,624——43,624Jan 19, 2021Jan 21, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
13,270$138.77$1.84M481,983Jan 19, 2021Jan 21, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
29,467——498,179Jan 13, 2021Jan 15, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
27,982$139.45$3.90M495,253Jan 13, 2021Jan 15, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
29,467——29,468Jan 13, 2021Jan 15, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
25,056——0Jan 13, 2021Jan 15, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
25,056——523,235Jan 13, 2021Jan 15, 2021 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
24,554$99.52$2.44M468,712Jul 15, 2020Jul 15, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
55,869.211$89.85$5.02M493,266Mar 25, 2020Mar 27, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
104,977.211——549,135.211Mar 25, 2020Mar 27, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
104,977.211——0Mar 25, 2020Mar 27, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
104,977.211——104,977.211Mar 17, 2020Mar 19, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
SALEGRANT
Gift
14,500——444,158Feb 12, 2020Feb 13, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASEGRANT
Stock grant
44,221——44,221Jan 21, 2020Jan 23, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
29,597$137.11$4.06M458,658Jan 15, 2020Jan 15, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
51,000$100.00$5.10M51,000Jan 15, 2020Jan 17, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
25,056——25,056Jan 13, 2020Jan 15, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
32,493——492,766Jan 13, 2020Jan 15, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
PURCHASE
CEO Asset & Wealth Management
25,056——517,822Jan 13, 2020Jan 15, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
32,493——0Jan 13, 2020Jan 15, 2020 ↗View →
JPM
JPMORGAN CHASE & CO
SALE
CEO Asset & Wealth Management
29,567$136.48$4.04M488,255Jan 13, 2020Jan 15, 2020 ↗View →
Other insiders · JPM
Loading peer insiders…
About this filer
CIK 0001473446
ROLE
CEO Asset & Wealth Management
PRIMARY
JPM
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001473446DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback