Mary E. ErdoesFiled
CEO Asset & Wealth ManagementExecutiveCIK 1473446
- JPMJPMORGAN CHASE & COCEO Asset & Wealth Managementfiled Jun 26, 2026
Net · 12 months
-$9.3M
Open-market buys − sales
Sold · 12 months
$9.3M
$0 in 90d · 10 sales on record
Bought · 12 months
$0
$0 in 90d · 0 buys on record
Under 10b5-1
100%
Share of sale value under a trading plan
Last trade
Jun 24, 2026
Filed Jun 26, 2026 · 44 rows
Monthly open-market value · 24 months Filed
- Bought (open market)
- Sold (open market)
Unusual activity Estimated
Whale score 81Whale watch
- 50Insider overlapPublic Jul 6, 2026 · traded Jun 5, 2026
Rep. Ro Khanna's dependent child partially sold JPM 21 days after its CEO sold $2M
Details
- Politician
- Ro Khanna
- Ticker
- JPM
- Asset
- JPMORGAN CHASE &CO CMN
- Tx type
- partial_sale
- Traded
- Jun 5, 2026
- Filed
- Jul 6, 2026
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 31
- Owner type
- dependent
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2026-05-15","shares":6648,"price":298.3644,"value":1983526.53,"is_10b5_1":true,"filing_date":"2026-05-15"}
- Days between
- 21
- Opposite side
- No
- Public from
- Jul 6, 2026
- Method version
- 2026-11-03
- 65Insider overlapPublic Sep 12, 2025 · traded Jan 24, 2025
Rep. Val T. Hoyle's spouse bought JPM 8 days after its CEO sold $1.3M
Details
- Politician
- Val T. Hoyle
- Ticker
- JPM
- Asset
- JP Morgan Chase & Co. Common Stock (JPM)
- Tx type
- buy
- Traded
- Jan 24, 2025
- Filed
- Sep 12, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 231
- Owner type
- spouse
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-01-16","shares":5277,"price":253.973,"value":1340215.52,"is_10b5_1":true,"filing_date":"2025-01-16"}
- Days between
- 8
- Opposite side
- Yes
- Public from
- Sep 12, 2025
- Method version
- 2026-11-03
- 50Insider overlapPublic Apr 3, 2025 · traded Jan 30, 2025
Rep. David J. Taylor sold JPM 14 days after its CEO sold $1.3M
Details
- Politician
- David J. Taylor
- Ticker
- JPM
- Asset
- JP Morgan Chase & Co. Common Stock (JPM)
- Tx type
- sell
- Traded
- Jan 30, 2025
- Filed
- Apr 3, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 63
- Owner type
- self
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-01-16","shares":5277,"price":253.973,"value":1340215.52,"is_10b5_1":true,"filing_date":"2025-01-16"}
- Days between
- 14
- Opposite side
- No
- Public from
- Apr 3, 2025
- Method version
- 2026-11-03
- 50Insider overlapPublic Mar 6, 2025 · traded Feb 5, 2025
Sen. John Boozman (joint account) partially sold JPM 13 days before its CEO sold $1.5M
Details
- Politician
- John Boozman
- Ticker
- JPM
- Asset
- JP Morgan Chase & Company
- Tx type
- partial_sale
- Traded
- Feb 5, 2025
- Filed
- Mar 6, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 29
- Owner type
- joint
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-02-18","shares":5277,"price":278.3724,"value":1468971.15,"is_10b5_1":true,"filing_date":"2025-02-19"}
- Days between
- -13
- Opposite side
- No
- Public from
- Mar 6, 2025
- Method version
- 2026-11-03
- 50Insider overlapPublic Feb 13, 2025 · traded Jan 17, 2025
Sen. Shelley Moore Capito's spouse partially sold JPM 1 day after its CEO sold $1.3M
Details
- Politician
- Shelley Moore Capito
- Ticker
- JPM
- Asset
- JP Morgan Chase & Company
- Tx type
- partial_sale
- Traded
- Jan 17, 2025
- Filed
- Feb 13, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 27
- Owner type
- spouse
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-01-16","shares":5277,"price":253.973,"value":1340215.52,"is_10b5_1":true,"filing_date":"2025-01-16"}
- Days between
- 1
- Opposite side
- No
- Public from
- Feb 13, 2025
- Method version
- 2026-11-03
- 65Insider overlapPublic Jan 27, 2025 · traded Jan 8, 2025
Rep. Marjorie Taylor Greene bought JPM 8 days before its CEO sold $1.3M
Details
- Politician
- Marjorie Taylor Greene
- Ticker
- JPM
- Asset
- JP Morgan Chase & Co. Common Stock (JPM)
- Tx type
- buy
- Traded
- Jan 8, 2025
- Filed
- Jan 27, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 19
- Owner type
- self
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-01-16","shares":5277,"price":253.973,"value":1340215.52,"is_10b5_1":true,"filing_date":"2025-01-16"}
- Days between
- -8
- Opposite side
- Yes
- Public from
- Jan 27, 2025
- Method version
- 2026-11-03
- 65Insider overlapPublic Jan 27, 2025 · traded Jan 8, 2025
Rep. Marjorie Taylor Greene bought JPM 8 days before its CEO sold $1.3M
Details
- Politician
- Marjorie Taylor Greene
- Ticker
- JPM
- Asset
- JP Morgan Chase & Co. Common Stock (JPM)
- Tx type
- buy
- Traded
- Jan 8, 2025
- Filed
- Jan 27, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 19
- Owner type
- self
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-01-16","shares":5277,"price":253.973,"value":1340215.52,"is_10b5_1":true,"filing_date":"2025-01-16"}
- Days between
- -8
- Opposite side
- Yes
- Public from
- Jan 27, 2025
- Method version
- 2026-11-03
- 65Insider overlapPublic Jan 27, 2025 · traded Jan 8, 2025
Rep. Marjorie Taylor Greene bought JPM 8 days before its CEO sold $1.3M
Details
- Politician
- Marjorie Taylor Greene
- Ticker
- JPM
- Asset
- JP Morgan Chase & Co. Common Stock (JPM)
- Tx type
- buy
- Traded
- Jan 8, 2025
- Filed
- Jan 27, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 19
- Owner type
- self
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-01-16","shares":5277,"price":253.973,"value":1340215.52,"is_10b5_1":true,"filing_date":"2025-01-16"}
- Days between
- -8
- Opposite side
- Yes
- Public from
- Jan 27, 2025
- Method version
- 2026-11-03
- 65Insider overlapPublic Jan 27, 2025 · traded Jan 8, 2025
Rep. Marjorie Taylor Greene bought JPM 8 days before its CEO sold $1.3M
Details
- Politician
- Marjorie Taylor Greene
- Ticker
- JPM
- Asset
- JP Morgan Chase & Co. Common Stock (JPM)
- Tx type
- buy
- Traded
- Jan 8, 2025
- Filed
- Jan 27, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 19
- Owner type
- self
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-01-16","shares":5277,"price":253.973,"value":1340215.52,"is_10b5_1":true,"filing_date":"2025-01-16"}
- Days between
- -8
- Opposite side
- Yes
- Public from
- Jan 27, 2025
- Method version
- 2026-11-03
- 50Insider overlapPublic Jan 16, 2025 · traded Dec 18, 2024
Rep. Ro Khanna (owner unclear) partially sold JPM 29 days before its CEO sold $1.3M
Details
- Politician
- Ro Khanna
- Ticker
- JPM
- Asset
- JPMORGAN CHASE & CO CMN
- Tx type
- partial_sale
- Traded
- Dec 18, 2024
- Filed
- Jan 8, 2025
- Amount low
- $1,001
- Amount high
- $15,000
- Range midpoint (estimate)
- $8,001
- Disclosed range
- $1,001 - $15,000
- Reporting lag days
- 21
- Owner type
- unknown
- Is whale
- No
- Insider trade
- {"insider":{"slug":"mary-e-erdoes","name":"Mary E. Erdoes","title":"CEO Asset & Wealth Management","short_title":"CEO"},"company":"JPMORGAN CHASE & CO","ticker":"JPM","tx_kind":"open_market_sale","tx_date":"2025-01-16","shares":5277,"price":253.973,"value":1340215.52,"is_10b5_1":true,"filing_date":"2025-01-16"}
- Days between
- -29
- Opposite side
- No
- Public from
- Jan 16, 2025
- Method version
- 2026-11-03
Transactions
Independent third-party platform; not affiliated with or endorsed by any member of Congress. Data sourced from publicly available filings and records. Portfolio, holdings, returns, and allocations are estimates and may differ from actual values. Informational and educational only; not investment advice. Shares, prices and post-transaction holdings are exactly as reported on SEC Form 4; the whale score is a model ranking of that filed activity.