Beer Lori A

CIO Beer sells 3,165 JPM shares at $300.05; 10b5-1 plan. Holdings: 66.8K post-transaction.

Beer Lori A, Chief Information Officer, sold 3,165 shares of JPMORGAN CHASE & CO (JPM) at $300.05 on 2026-05-15 under a pre-arranged 10b5-1 trading plan, reducing her holdings to 66,783 shares. The sale was scheduled, not discretionary. JPM trades at a P/E of 13.55 with latest quarterly revenue of $49,836,000,000.00 and net income of $16,494,000,000.00, representing annual revenue growth of +2.8%. The total transaction value was $949,658.25.

JPM CIO Lori A Beer sold 3,166 shares at $306.59; holds 69,948 shares post-sale

Beer sold 3,166 shares (3.2K shares) of JPM at $306.59 on 2026-04-15 for $970,659.82, reducing her holdings to 69,948 shares, a 4.3% reduction from her pre-transaction 73,114 shares. At her same-ticker history, 4 of 5 prior JPM sales had measurable 90-day outcomes: one was well-timed (showing price decline afterward) and three were poorly timed (showing price gains after the sale). Her cross-ticker track record across 9 prior sales shows an average 90-day return of +6.9%, with only 14.29% of those sells considered well-timed, suggesting a pattern of selling before rallies rather than before declines. The current price of $305.93 is -8.6% from the 52-week high of $334.61 and just 0.2% below the transaction price, offering limited post-transaction signal. JPM's fundamentals remain solid with $46.4B quarterly revenue, $14.4B net income, +2.8% annual growth, and a 14.58 P/E ratio, showing no material operational deterioration that would warrant an urgent rebalancing signal.

JPM CIO Lori A Beer sold 2,047 shares at $306.40 on 2026-02-17; post-sale holding 60,452 shares.

Beer, CIO of JPMorgan Chase, sold 2,047 shares (60.5K post-sale holdings remain substantial and concentrated). The sale represents a -3.3% reduction in holdings and occurred at $306.40, only 0.24% below the current price of $307.13 and 8.2% below the 52-week high of $334.61. Her prior five JPM trades show mixed timing outcomes: only 1 of 4 prior sells with measurable 90-day data were well-timed (negative 90d return), while two prior sells saw gains of +10.1% and +11.4% in the 90-day window post-sale, indicating the insider has previously sold ahead of material rallies at this ticker. Her cross-ticker track record (8 prior sells, avg 90d return +6.9%, well-timed rate 14.29%) suggests generally poor sale timing across all securities she has traded. For JPMorgan specifically, Beer retains a dominant position (60.5K shares) at a company with strong fundamentals (P/E 14.63, net income $14.4B last quarter).

JPM CIO Beer sells 2,047 shares at $312.80; holds 62,499 post-sale, stock -6.6% from 52-week high

Lori Beer, Chief Information Officer of JPMorgan Chase, sold 2,047 shares at $312.80 on 2026-01-16 for $640,295.05, reducing holdings from 64,546 to 62,499 shares. At a sale price of $312.80, the stock now trades at $312.47—nearly identical to the transaction price—and remains 6.6% below its 52-week high of $334.61. Her cross-ticker track record shows 7 prior sells with a 90-day well-timed rate of 14.29%, well below typical insider accuracy, while her prior five trades at JPM itself achieved only 1 well-timed outcome at the 90-day mark (20% accuracy). The sale is routine in scale relative to her 62.5K-share post-transaction position and does not indicate a material reduction in conviction, but her historically inconsistent timing—particularly at this specific ticker—warrants attention to whether this signals a broader portfolio adjustment or disciplined rebalancing by a technology executive navigating uncertain macro conditions.

CIO Beer sells 5,873 JPM shares for $1.6M; stock +16.5% in 30d, holdings remain substantial at 56.4K

Beer Lori A, Chief Information Officer, sold 5,873 shares of JPM at $267.09 on 2025-05-16, reducing holdings by 9.4% to 56.4K shares and realizing $1,568,605.47. The transaction is modest in scale relative to her position and comes amid strong near-term momentum—the stock has risen 16.5% over the past 30 days and trades only 4.4% below its 52-week high of $279.95. Notably, across her same-ticker history at JPM, none of her prior three measurable sales (2024-05-20, 2024-03-25, 2024-02-22) demonstrated well-timed selling, with outcomes ranging from -1.8% to +8.5% at the 90-day mark. The most recent JPM sales (2025-03-24 and 2025-02-20) showed 30-day declines of -2.4% and -10.5% respectively, but neither outcome window has closed at the 90-day mark yet. JPM's fundamentals remain solid with $45.3B in latest-quarter revenue, $14.6B in net income, and a P/E of 12.46, providing no obvious distress signal that would motivate the sale.

JPM CIO Beer sells 2,052 shares at $246.93; stock down 6.1% in 30 days; 0 of 4 prior same-ticker sales were well-timed

Lori Beer, Chief Information Officer of JPMorgan Chase, sold 2,052 shares for $506,697.69 on 2025-03-24. The sale reduced her holdings from 52,534 shares to 50,482 shares, a -3.9% reduction. The stock has declined 6.1% over the 30 days since the transaction and 11.4% from its 52-week high of $279.95, now trading at $248.06. Notably, Beer's same-ticker history at JPM shows a 0 of 4 well-timed rate at the 90-day mark—none of her four prior sales at this ticker preceded a decline; all subsequent 90-day returns were positive (+0.5%, +6.6%, +8.5%, +14.4%), indicating consistent underperformance relative to optimal exit timing. This pattern suggests her sales have historically aligned poorly with downward inflection points in JPM's stock trajectory.

JPM Chief Information Officer Beer sells 2.1K shares at $269.88 on 2025-02-20; retains 52.5K post-transaction

Beer Lori A, JPM's Chief Information Officer, sold 2,053 shares at $269.88, reducing holdings from 54.6K to 52.5K shares. The $554.1K transaction occurred near the high end of the 52-week range ($279.95), with the stock currently at $266.80 and down 4.7% from its 52-week peak. Her prior four sales at JPM showed mixed outcomes: 0 of 4 prior sells were well-timed at the 90-day mark, with returns ranging from -1.8% to +14.4%, and her cross-ticker track record shows 0.00% well-timed rate across 4 prior sells. The sale represents a routine 3.8% reduction in position and does not indicate a material conviction shift given the insider remains substantially invested.