Lori Beer

Track

Insider profile

Currently holds a position at JPMorgan Chase & Co

Performance

Overall performance
2.6
Performance over holding periods
2.6
30 days 90 days 120 days
Average return -1% 8.2% 15.1%
Success rate 49% 68% 82%
Transactions
11 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Chief Information Officer JPMorgan Chase & Co Sept. 1, 2017 -
Independent Director Worldpay Inc Oct. 19, 2012 - Jan. 27, 2014
Executive Vice President - Specialty Business and Information Technology Elevance Health Inc Oct. 1, 2012 - May 20, 2013
Executive Vice President - Enterprise Business Services Elevance Health Inc Oct. 8, 2010 - Oct. 1, 2012
Lori Beer's trades of JPMorgan Chase & Co's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
22.22
Quantity 86,485 -31.4%
Value US$3,360,267
Transaction date
Proposed sale
Price
318.53
Quantity 42,730
Value US$2,526,601
Transaction date
Sale
Price
153.20
Quantity 26,526 +25.7%
Value US$2,202,337
Transaction date
Proposed sale
Price
306.59
Quantity 3,166
Value US$970,660
Transaction date
Sale
Price
306.40
Quantity 2,047 -3.3%
Value US$627,207
Transaction date
Proposed sale
Price
306.40
Quantity 2,047
Value US$627,207
Transaction date
Proposed sale
Price
312.80
Quantity 2,047
Value US$640,295
Transaction date
Sale
Price
312.80
Quantity 2,047 -3.2%
Value US$640,295
Transaction date
Proposed sale
Price
267.09
Quantity 5,873
Value US$1,568,606
Transaction date
Sale
Price
267.09
Quantity 5,873 -9.4%
Value US$1,568,605
Transaction date
Proposed sale
Price
246.93
Quantity 2,052
Value US$506,698
Transaction date
Sale
Price
246.93
Quantity 2,052 -3.9%
Value US$506,698
Transaction date
Proposed sale
Price
269.88
Quantity 2,053
Value US$554,054
Transaction date
Sale
Price
269.88
Quantity 2,053 -3.8%
Value US$554,054
Transaction date
Proposed sale
Price
200.64
Quantity 5,298
Value US$1,062,988
Transaction date
Sale
Price
200.64
Quantity 5,298 -10.3%
Value US$1,062,989
Transaction date
Sale
Price
195.36
Quantity 3,920 -5.7%
Value US$765,805
Transaction date
Proposed sale
Price
195.36
Quantity 3,920
Value US$765,804
Transaction date
Proposed sale
Price
182.74
Quantity 3,920
Value US$716,356
Transaction date
Sale
Price
182.74
Quantity 3,920 -8.0%
Value US$716,356
Transaction date
Sale
Price
135.00
Quantity 15,926 -27.9%
Value US$2,150,066
Transaction date
Proposed sale
Price
135.00
Quantity 15,926
Value US$2,150,065
Transaction date
Planned sale
Price
171.22
Quantity 5,210 -23.7%
Value US$892,058
Transaction date
Planned sale
Price
162.46
Quantity 7,829 -26.3%
Value US$1,271,876
Transaction date
Planned sale
Price
150.90
Quantity 15,000 -33.5%
Value US$2,263,458
Transaction date
Planned sale
Price
114.28
Quantity 13,341 -56.8%
Value US$1,524,601
Transaction date
Planned sale
Price
105.00
Quantity 13,341 -36.2%
Value US$1,400,806
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-05-15 2026-05-15
S Sale
86,485 -31.4%
22.22
US$3,360,267 		86,485 -31.4% 22.22 US$3,360,267
2026-05-15 2026-05-15
PrS Proposed sale
42,730
318.53
US$2,526,601 		42,730 318.53 US$2,526,601
2026-04-15 2026-04-15
S Sale
26,526 +25.7%
153.20
US$2,202,337 		26,526 +25.7% 153.20 US$2,202,337
2026-04-15 2026-04-15
PrS Proposed sale
3,166
306.59
US$970,660 		3,166 306.59 US$970,660
2026-02-17 2026-02-17
S Sale
2,047 -3.3%
306.40
US$627,207 		2,047 -3.3% 306.40 US$627,207
2026-02-17 2026-02-17
PrS Proposed sale
2,047
306.40
US$627,207 		2,047 306.40 US$627,207
2026-01-16 2026-01-16
PrS Proposed sale
2,047
312.80
US$640,295 		2,047 312.80 US$640,295
2026-01-16 2026-01-16
S Sale
2,047 -3.2%
312.80
US$640,295 		2,047 -3.2% 312.80 US$640,295
2025-05-16 2025-05-16
PrS Proposed sale
5,873
267.09
US$1,568,606 		5,873 267.09 US$1,568,606
2025-05-16 2025-05-16
S Sale
5,873 -9.4%
267.09
US$1,568,605 		5,873 -9.4% 267.09 US$1,568,605
2025-03-24 2025-03-24
PrS Proposed sale
2,052
246.93
US$506,698 		2,052 246.93 US$506,698
2025-03-24 2025-03-24
S Sale
2,052 -3.9%
246.93
US$506,698 		2,052 -3.9% 246.93 US$506,698
2025-02-20 2025-02-20
PrS Proposed sale
2,053
269.88
US$554,054 		2,053 269.88 US$554,054
2025-02-20 2025-02-20
S Sale
2,053 -3.8%
269.88
US$554,054 		2,053 -3.8% 269.88 US$554,054
2024-05-20 2024-05-20
PrS Proposed sale
5,298
200.64
US$1,062,988 		5,298 200.64 US$1,062,988
2024-05-20 2024-05-20
S Sale
5,298 -10.3%
200.64
US$1,062,989 		5,298 -10.3% 200.64 US$1,062,989
2024-03-27 2024-03-25
S Sale
3,920 -5.7%
195.36
US$765,805 		3,920 -5.7% 195.36 US$765,805
2024-03-25 2024-03-25
PrS Proposed sale
3,920
195.36
US$765,804 		3,920 195.36 US$765,804
2024-02-22 2024-02-22
PrS Proposed sale
3,920
182.74
US$716,356 		3,920 182.74 US$716,356
2024-02-22 2024-02-22
S Sale
3,920 -8.0%
182.74
US$716,356 		3,920 -8.0% 182.74 US$716,356
2023-05-16 2023-05-15
S Sale
15,926 -27.9%
135.00
US$2,150,066 		15,926 -27.9% 135.00 US$2,150,066
2023-05-15 2023-05-15
PrS Proposed sale
15,926
135.00
US$2,150,065 		15,926 135.00 US$2,150,065
2021-10-25 2021-10-25
PlS Planned sale
5,210 -23.7%
171.22
US$892,058 		5,210 -23.7% 171.22 US$892,058
2021-10-15 2021-10-14
PlS Planned sale
7,829 -26.3%
162.46
US$1,271,876 		7,829 -26.3% 162.46 US$1,271,876
2021-04-15 2021-04-15
PlS Planned sale
15,000 -33.5%
150.90
US$2,263,458 		15,000 -33.5% 150.90 US$2,263,458
2019-07-18 2019-07-17
PlS Planned sale
13,341 -56.8%
114.28
US$1,524,601 		13,341 -56.8% 114.28 US$1,524,601
2019-01-29 2019-01-29
PlS Planned sale
13,341 -36.2%
105.00
US$1,400,806 		13,341 -36.2% 105.00 US$1,400,806