Form 4: JPMorgan Executive Sells Shares Under 10b5-1 Plan

Mary E. Erdoes, CEO of Asset & Wealth Management at JPMorgan Chase & Co., sold 5,732 shares of common stock for $312.7841 per share under a pre-arranged 10b5-1 plan.

Summary

• Mary E. Erdoes, the CEO of Asset & Wealth Management at JPMorgan Chase & Co. (JPM), reported a transaction.
• The transaction involved the sale of 5,732 shares of JPM common stock.
• The shares were sold at a price of $312.7841 per share.
• The total value of the shares sold was approximately $1,793,400.09.
• The transaction occurred on January 16, 2026.
• This sale was executed pursuant to a Rule 10b5-1(c) contract, instruction, or written plan, which allows insiders to pre-arrange sales to avoid accusations of trading on material non-public information.
• Following this transaction, Mary E. Erdoes directly beneficially owns 619,136 shares of JPM common stock.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of an insider stock sale under a pre-arranged 10b5-1 plan, which is generally considered neutral in terms of company sentiment.

Future Outlook

NA

Industry Context

This Form 4 filing is a routine disclosure of an insider transaction, specifically a sale of company stock by a senior executive. The indication that the transaction was made pursuant to a Rule 10b5-1(c) plan suggests a pre-scheduled sale, which is a common practice for corporate insiders to manage their equity holdings and diversify their portfolios without concerns of trading on material non-public information. Such planned sales are generally not indicative of management's sentiment about the company's future performance but rather a personal financial planning decision.

Stakeholder Impact

• Shareholders: A routine insider sale under a 10b5-1 plan typically has minimal direct impact on shareholders, as it's a pre-scheduled event and not usually a signal of changing company fundamentals or management's confidence.

Key Dates

Keywords

JPMorgan Chase, JPM, Insider Trading, Form 4, Stock Sale, Mary Erdoes, 10b5-1 Plan, Executive Compensation