Early Access — free while we kick the tires
EdgarHawk

Lake Marianne

CEO CCB

Officer

Latest: CEO CCB selling · April 2026

7 filings analyzed · 1 company · Latest 2026-05-15

Companies

Company Buys Sells Direction
JPMORGAN CHASE & CO JPM 0 7 Net selling

Activity

May 2026
2026-05-15 JPMORGAN CHASE & CO JPM
low
Sell
6,427 shares
$1,917,531
Significance 3/10

CEO Lake Marianne of JPMorgan Chase sold 6,427 shares at $298.36 for $1.9M on 2026-05-15 under 10b5-1 plan

Lake Marianne, CEO of JPMorgan Chase, executed a scheduled sale of 6,427 shares for $1.9M under a pre-arranged 10b5-1 trading plan, reducing her holdings from 82,829 shares to 76,402 shares. The sale occurred while JPM traded at $297.81, down 11.7% from its 52-week high of $337.25 and down 2.6% over the prior 30 days. Because this transaction is part of a 10b5-1 plan, it reflects a predetermined schedule rather than a discretionary trading decision, limiting what can be inferred about her current market view. JPMorgan Chase reported $49.8B in quarterly revenue, $16.5B in net income, and trades at a P/E of 13.55 with a $798.0B market cap, indicating the company remains operationally sound despite recent price weakness.

April 2026
2026-04-15 JPMORGAN CHASE & CO JPM
low
Sell
6,427 shares
$1,970,304
Significance 4/10

Lake Marianne (CEO CCB) sold 6,427 shares of JPM at $306.57 on 2026-04-15 for $1.97M; holds 130.9K shares post-sale.

Lake Marianne sold 6,427 shares at $306.57, representing a 4.7% reduction from pre-transaction holdings of 137.3K shares. The sale occurred near the 52-week high of $334.61, within 8.6% of peak valuation. At the same ticker, his prior five sales have shown mixed timing outcomes: two of three measurable 90-day periods were well-timed (stock declined after sale), while one sale yielded a 10.1% 90-day gain. His cross-ticker track record shows a 50% well-timed rate on sells with an average 90-day return of -0.3%, suggesting modest historical consistency in exit timing. JPM fundamentals remain stable with a P/E of 14.58, $46.4B quarterly revenue, and $14.4B net income, indicating the sale occurs in a company with solid near-term operational performance rather than distress conditions.

February 2026
2026-02-17 JPMORGAN CHASE & CO JPM
low
Sell
3,907 shares
$1,197,158
Significance 4/10

JPMorgan CEO Lake Marianne sold 3,907 shares at $306.41 for $1.2M on Feb 17; holds 137.3K shares post-sale.

Lake Marianne sold 3,907 shares, representing a -2.8% reduction in holdings on this single trade. JPM stock closed at $307.13 on the filing date, 8.2% below its 52-week high of $334.61, and has declined 1.7% over the prior 30 days. Across Lake Marianne's cross-ticker track record, 8 prior open-market sales averaged a 90-day return of -0.3%, with 50.00% well-timed (sells where the stock subsequently fell). At JPM specifically, prior sales show mixed 90-day outcomes: 2 of 4 measurable prior sales were well-timed with negative 90-day returns, while the other 2 saw stock gains afterward. This modest reduction in an already-large $828.3B market-cap position falls within the range of typical insider portfolio activity and does not signal material concern given the company's solid fundamentals (P/E 14.63, $14.4B net income in latest quarter).

January 2026
2026-01-16 JPMORGAN CHASE & CO JPM
low
Sell
3,908 shares
$1,222,353
Significance 4/10

CEO Marianne Lake sells 3,908 JPM shares at $312.78; holds 121,035 post-sale

Lake Marianne, CEO of JPMorgan Chase, sold 3,908 shares (3.9K shares) at $312.78 on 2026-01-16 for $1,222,353.23 ($1.2M), leaving her with 121,035 shares (121.0K shares). The sale represents a -3.1% reduction in her pre-transaction holdings. At his prior trades at JPM, Lake has shown mixed timing: of 4 prior measurable sales at this ticker, 2 were well-timed at the 90-day mark (stock fell after the sale) and 2 were not (stock rose). The current stock price of $312.47 is -6.6% from the 52-week high and modestly down -0.8% over 30 days, while JPM remains a large-cap name with robust fundamentals (annual revenue growth +12.3%, P/E 14.66). A modest reduction from a substantial holdings base does not signal a material change in insider positioning, and the historical pattern at this ticker is too mixed to suggest conviction either way.

May 2025
2025-05-16 JPMORGAN CHASE & CO JPM
low
Sell
12,274 shares
$3,278,087
Significance 4/10

Lake Marianne (JPM CEO) sold 12,274 shares ($3.3M) at $267.08; retains 63,404 post-transaction.

Lake Marianne sold 12,274 shares (12.3K shares) of JPM at $267.08, reducing holdings by 16.2% from 75,678 to 63,404 shares. At the time of the sale, JPM was trading near its 52-week high of $279.95 (transaction price was 4.4% below that peak). His same-ticker history at JPM shows mixed timing outcomes: one of two measurable 90-day post-sale periods registered a decline (-9.6% after the 2025-01-16 sale), but the other showed a gain (+3.1% after the 2024-05-14 sale), suggesting no consistent pattern of selling before drops. JPM trades at a P/E of 12.46 with $45.3B in latest quarterly revenue and 12.3% annual revenue growth, indicating a large-cap financial with solid fundamentals. This sale is discretionary open-market activity; the significance is moderate—it reflects a material reduction in his personal stake but does not constitute a conviction signal either way given the mixed historical context and the strong current valuation backdrop.

February 2025
2025-02-19 JPMORGAN CHASE & CO JPM
low
Sell
4,232 shares
$1,178,009
Significance 3/10

JPM CEO Lake Marianne sold 4,232 shares at $278.36 on 2025-02-18 for $1,178,009.36, reducing holdings by -3.6% to 114,275 shares.

Lake Marianne sold 4,232 shares of JPM at $278.36, a price near the 52-week high of $279.95 (-0.2% from peak) and ahead of recent momentum (+7.8% over 30 days, +14.1% over 90 days). The sale reduces her position by -3.6% to 114,275 shares. Her cross-ticker track record across all open-market trades shows 5 prior sells with an average 90-day return of +3.1%, and a well-timed rate of 0.00% — meaning none of her prior sales occurred before subsequent declines. At JPM specifically, her prior measurable outcome (May 2024 sell) returned +3.1% over 90 days, indicating she sold before the stock rose, not before a decline. The current transaction occurs in a context of strong recent price momentum and near all-time highs, with no pattern of well-timed sell exits in her history.

January 2025
2025-01-16 JPMORGAN CHASE & CO JPM
low
Sell
4,233 shares
$1,075,203
Significance 4/10

JPM CEO Lake Marianne sold 4,233 shares at $254.00 on 2025-01-16; stock now at $254.27, 52-week high.

Lake Marianne, CEO of JPMorgan Chase, sold 4,233 shares for $1,075,202.74 on 2025-01-16 at $254.00, reducing holdings from 122,740 to 118,507 shares (-3.4%). The sale executed near JPM's 52-week peak of $254.27, with the stock currently at that high after a 30-day gain of 6.7% and 90-day gain of 12.8%. Across his cross-ticker track record, his prior 4 sells averaged a 90-day return of +3.1% (poorly timed; stocks rose after the sales), with a 0.00% well-timed rate. At JPM specifically, his prior four trades show limited measurable outcomes: the 2024-05-14 sale resulted in +3.1% over 90 days, but three earlier trades lack outcome data. The fundamentals remain strong: $42.7B quarterly revenue, $12.9B net income, +22.8% annual revenue growth, and a 13.31 P/E ratio on a $715.9B market cap. The timing near a 52-week high is contextually notable, though the insider's historical execution pattern offers no evidence of reliable anticipation of downside.

Related insiders

Create a free account

Build watchlists, get email alerts on the tickers you follow, and read the full AI analysis on every insider filing.

Sign up — free during early access