Erdoes Mary E.

CEO Mary E. Erdoes sells 6,648 JPM shares at $298.36 for $1,983,526.53 under 10b5-1 plan.

Mary E. Erdoes, CEO of Asset & Wealth Management, executed a sale of 6,648 shares for $1,983,526.53 on 2026-05-15, reducing her JPM holdings from 639,047 to 632,399 shares. This transaction is part of a pre-arranged 10b5-1 trading plan, indicating it was scheduled rather than a discretionary decision made in response to current market conditions. JPM trades at $297.81 currently, 11.7% below its 52-week high of $337.25 and down 2.6% over 30 days, while the company shows solid fundamentals with $49.8B quarterly revenue, $16.5B in net income, and a P/E of 13.55. The sale is routine executive portfolio management of a substantial position held by a top-tier executive.

JPM CEO Erdoes sells 12,345 shares at $306.57; stock now -8.6% from 52-week high of $334.61

Mary E. Erdoes, CEO of Asset & Wealth Management, sold 12,345 shares of JPM at $306.57 on 2026-04-15, reducing her holdings by 1.9% to 639,047 shares (639.0K shares). This sale occurs as JPM trades 8.6% below its 52-week high of $334.61, though the stock has gained 6.9% over the prior 30 days. Her timing on same-ticker JPM sales shows a split record: 2 of 3 prior sells where 90-day outcomes are measurable produced negative 90-day returns (well-timed), while 1 produced a +10.3% return (poorly timed). Most recently, her February 2026 JPM sale triggered a -6.0% 30-day return, suggesting recent transactions have tracked lower. The cross-ticker track record shows a 25.00% well-timed rate on sells (lower than the typical benchmark for strong insider trading acumen), indicating her timing accuracy across all holdings has not been exceptional.

JPM CEO Asset & Wealth Management Erdoes sells 5,731 shares at $306.41; holds 613.4K shares post-sale

Mary E. Erdoes, CEO of Asset & Wealth Management, sold 5,731 shares of JPM at $306.41 on 2026-02-17, representing a -0.9% reduction in her holdings to 613.4K shares. The sale occurred at a price -8.2% below the 52-week high of $334.61 and modestly below the current price of $307.13. Across her cross-ticker trade history, Erdoes has a 25.00% well-timed rate on prior sells (9 prior open-market sales), suggesting timing discipline, though at JPM specifically, only 2 of 4 measurable prior sales achieved positive 90-day outcomes. The scale of this transaction—$1.8M against a $828.3B market cap and her 613.4K share position—indicates modest portfolio activity rather than a significant signal about the underlying business or her confidence.

JPM CEO Asset & Wealth Mgmt Erdoes sells 5,732 shares at $312.78; retains 619.1K shares post-sale.

Erdoes sold 5,732 shares of JPM at $312.78 on 2026-01-16, reducing her holdings by 0.9% to 619.1K shares and generating $1.8M in proceeds. This is a modest transaction in absolute terms, representing a minimal trim of her JPM position. At JPM specifically, her prior 5 open-market sales show mixed timing outcomes: 2 of the 5 prior sells were well-timed at the 90-day mark, suggesting she has captured some pullbacks at this ticker but with limited consistency. The current price of $312.47 sits 6.6% below the 52-week high and matches the transaction timing (Jan 16); however, without forward-looking price data post-transaction or an explicit trading plan flag, the timing context for this specific sale remains unclear. Fundamentals remain solid: JPM's latest quarter shows $46.4B in revenue, $14.4B in net income, and 12.3% annual revenue growth, with a moderate P/E of 14.66.

CEO Erdoes sells 14.1K JPM shares at $262.54 (May 2025); retains 608.4K shares, 2.3% of holdings.

Mary E. Erdoes, CEO of Asset & Wealth Management, sold 14,055 shares of JPM at $262.54 for $3,689,940.67, representing a modest 2.3% reduction in her holdings. At the same-ticker level, her prior four measurable JPM sales showed mixed outcomes: three exhibited positive 30-day returns (+8.9%, +3.2%, +6.3%), but only 1 of 4 achieved negative 90-day returns (well-timed for a seller). Her cross-ticker track record shows 7 prior open-market sales with an average 90-day return of +5.7% and a 16.67% well-timed rate, meaning most of her prior sells occurred before subsequent price appreciation. The current price of $263.01 sits 6.0% below the 52-week high of $279.95, but the stock has risen 11.4% over the past 30 days, suggesting recent momentum. This sale reflects a modest position reduction by a senior leader at a company with strong fundamentals—$45.3B quarterly revenue, +12.3% annual growth, and a P/E of 12.24—without clear evidence of underperformance or conviction-driven repositioning.

CEO Erdoes sold 5,277 shares of JPM at $278.37; stock up 7.8% (30d), 14.1% (90d)

Mary E. Erdoes, CEO of Asset & Wealth Management at JPMorgan Chase, sold 5,277 shares for $1,468,971.15 on 2025-02-18, reducing her holdings by -0.9% to 594,354 shares. The sale occurred near the 52-week high of $279.95 (-0.2%), with JPM trading at $279.25 currently. However, her prior sales at JPM show a pattern of poor timing: 4 prior measurable sells all resulted in positive 90-day returns (ranging from +3.0% to +13.1%), indicating the stock rose after each sale—she did not anticipate declines. Across all tickers, her track record shows a 0.00% well-timed rate on sells (6 prior sales with average 90-day return +8.8%), further indicating her open-market sales have not consistently preceded price weakness. The current 30-day and 90-day context (+7.8% and +14.1% respectively) shows sustained momentum since the transaction, consistent with her historical pattern of selling into strength rather than ahead of declines.

CEO Asset & Wealth Management Mary E. Erdoes sold 5,277 shares of JPM at $253.97 on 2025-01-16 for $1,340,215.52

Mary E. Erdoes, CEO of Asset & Wealth Management, sold 5,277 shares on 2025-01-16 at $253.97, reducing her holdings by 0.9% to 599,631 shares post-transaction. The sale timing relative to price action shows the stock subsequently rose +0.0% from 52-week high and +6.7% over 30 days post-transaction. At JPM specifically, her prior 5 sales were followed by positive 90-day returns averaging +8.8% (ranging from +3.0% to +14.6%), with zero of those five sales well-timed against subsequent declines. Fundamentally, JPM reported quarterly revenue of $42,654,000,000.00 and net income of $12,898,000,000.00, with a P/E of 13.31 and market cap of $715,856,609,101.94. The transaction appears routine in scale and aligns with a consistent sale pattern that has historically preceded stock appreciation rather than decline.