Insider Cluster (4 insiders) ·Filed May 15, 2026
Insider cluster: 2 insiders, $3.9M total
Actionable Insight • Neutral
The insider sales are too small to drive a bearish thesis. Monitor Q2 2026 earnings for fundamental changes, but this cluster alone does not warrant adjustment.
Final — all horizons settled through T+60d
JPM ▲ +21.44% at T+60d
NEUTRAL call ✓ call won +21.44% · α vs SPY +16.86% · entry $300.70 → $365.16
T+1d
-1.63%
call -1.63% · α -0.98%
$295.81
settled 5mo ago
T+5d
+1.99%
call +1.99% · α +0.37%
$306.69
settled 4mo ago
T+20d
+6.22%
call +6.22% · α +4.03%
$319.40
settled 4mo ago
T+60d
+21.44%
call +21.44% · α +16.86%
$365.16
settled 7w ago
Price Chart
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Executive Summary
Four top JPM executives sold a combined $6.55M of stock on May 14-15, with one additional gift of 135K shares. Relative to JPM's $803.6B market cap, the sales are negligible (0.0008%) and likely reflect routine portfolio rebalancing or tax planning rather than bearish conviction.
Key Financial Metrics
Direction
selling
Total Value
$6.5M
Insiders
4
Key Facts
- 4 insiders sold open-market: CIO (Lori Beer, $950K), Co-CEO CIB (Douglas Petno, $1.70M), CEO CCB (Marianne Lake, $1.92M), CEO AWM (Mary Erdoes, $1.98M).
- Total open-market sales: $6.55M; gift of 135K shares by Petno at $0.
- Sales represent 0.0008% of market cap — well below the 0.1% threshold for materiality.
- No 10b5-1 plans disclosed; cluster timing may reflect a common window opening after earnings.
Financial Impact
Minimal — $6.55M is trivial relative to $803.6B market cap.
insider holdings
Risk Factors
- Additional insider sales could accumulate to a more material level.
- Potential unreported 10b5-1 plans may explain the cluster.
Market Snapshot
Price
$297.81
Change
-0.7%
Volume
8.6M
Exchange
NYSE
Sector
National Commercial Banks
Analyst Consensus
58% bullish (31 analysts)
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-JPM-1778884544920 |
68 reports for JPM
89% Hit rate best @ T+60▲ +19.06%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Court Ruling | $356.23 $349.67 | ▼ −1.84% | ▼ −1.50% | $333.32 (−6.43%) |
Sep 10, 2026 22d ago | Court Ruling | $353.56 $349.31 | ▼ −1.20% | ▼ −1.83% | $333.32 (−5.72%) |
Sep 9, 2026 23d ago | Court Ruling | $354.71 $348.92 | ▼ −1.63% | ▼ −0.54% | $333.32 (−6.03%) |
Sep 3, 2026 29d ago | Court Ruling | $362.06 $356.23 | ▼ −1.61% | ▼ −0.46% | $333.32 (−7.94%) |
Sep 1, 2026 4w ago | Court Ruling | $354.95 $354.71 | ▼ −0.07% | ▼ −0.15% | $333.32 (−6.09%) |
Aug 31, 2026 4w ago | Court Ruling | $356.02 $353.51 | ▼ −0.70% | ▼ −0.56% | $333.32 (−6.38%) |
Aug 31, 2026 4w ago | Court Ruling | $356.02 $353.51 | ▼ −0.70% | ▼ −0.56% | $333.32 (−6.38%) |
Aug 27, 2026 5w ago | Court Ruling | $354.22 $362.06 | ▲ +2.21% | ▲ +1.94% | $333.32 (−5.90%) |
Aug 26, 2026 5w ago | Court Ruling | $356.50 $356.22 | ▼ −0.08% | ▲ +0.04% | $333.32 (−6.50%) |
Aug 19, 2026 6w ago | Court Ruling | $357.26 $356.54 | ▼ −0.20% | ▲ +0.18% | $333.32 (−6.70%) |
Showing 10 of 68
US Market Status
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