Lori Beer files Rule 144 notice for JPM common shares

Lori Beer submitted a Form 144 notice relating to proposed sales of Common Stock through J.P.

Rhea-AI Filing Summary

Lori Beer submitted a Form 144 notice relating to proposed sales of Common Stock through J.P. Morgan Securities LLC. The filing lists securities to be sold with acquisition dates 03/25/2024 and 01/13/2026, and shows recent dispositions on 02/17/2026 and 04/15/2026.

The filing enumerates specific share counts and dollar figures for transactions: examples include 2,047 shares reported sold on 02/17/2026 and 3,166 shares reported sold on 04/15/2026. The document is a routine Rule 144 notice of affiliate resale through a broker.

Insights

Securities Compliance Counsel

Routine Rule 144 resale notice listing specific share lots and recent dispositions.

The filing lists proposed resales of Common Stock held by an affiliate and reports recent sales on 02/17/2026 and 04/15/2026. It identifies acquisition dates of the reported lots, which is standard for compliance with resale notice requirements.

Cash‑flow treatment and aggregate registered amount are not stated beyond the line items shown; subsequent broker reports or Form 4/5 filings would provide further transfer and ownership updates.

Key Figures

Reported sale (02/17/2026): 2,047 shares Reported sale (04/15/2026): 3,166 shares Lot acquired (03/25/2024): 2,235 shares +3 more

6 metrics

Reported sale (02/17/2026) 2,047 shares Securities Sold During The Past 3 Months

Reported sale (04/15/2026) 3,166 shares Securities Sold During The Past 3 Months

Lot acquired (03/25/2024) 2,235 shares Securities To Be Sold; acquired as awards on <date>03/25/2024</date>

Lot acquired (01/13/2026) 930 shares Securities To Be Sold; acquired as awards on <date>01/13/2026</date>

Proceeds shown (02/17/2026) $627,207.13 Dollar figure adjacent to 2,047 shares sold on <date>02/17/2026</date>

Proceeds shown (04/15/2026) $970,659.69 Dollar figure adjacent to 3,166 shares sold on <date>04/15/2026</date>

Key Terms

Rule 144, Equity Compensation, Securities Sold During The Past 3 Months

3 terms

Rule 144 regulatory

"Form 144 notice of proposed sale (rule governing affiliate resale)"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Equity Compensation financial

"Acquired as a result of awards granted by Issuer"

Equity compensation is pay given to employees, executives or contractors in the form of company ownership—such as stock, stock options or restricted shares—rather than just cash. It matters to investors because it can align workers' incentives with shareholders (like paying someone in slices of the same pie they help grow), but it also increases the number of shares outstanding and company expenses, affecting ownership percentages and earnings per share.

Securities Sold During The Past 3 Months regulatory

"Section header listing recent dispositions with dates and amounts"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Lori Beer’s Form 144 for JPM indicate?

It indicates a Rule 144 notice of proposed resale of Common Stock by an affiliate. The filing lists specific lots with acquisition dates 03/25/2024 and 01/13/2026 and recent dispositions on 02/17/2026 and 04/15/2026.

How many shares are listed as sold in the past three months in the filing?

The filing shows examples of recent sales: 2,047 shares sold on 02/17/2026 and 3,166 shares sold on 04/15/2026. These line items appear in the "Securities Sold During The Past 3 Months" section.

Which broker is handling the transactions shown in the Form 144?

The transactions are processed through J.P. Morgan Securities LLC at 270 Park Avenue, New York. The filing lists the broker alongside the Common Stock line items and the NYSE execution context.

Do the listed acquisition dates affect resale eligibility under Rule 144?

Acquisition dates are provided (03/25/2024 and 01/13/2026) to show holding periods relevant under Rule 144. Whether resale conditions are met depends on those dates and other compliance facts not detailed in this excerpt.

Are dollar amounts shown in the Form 144 extract?

Yes, the extract includes dollar figures next to certain line items, for example 627207.13 and 970659.69, associated with reported sales on 02/17/2026 and 04/15/2026 respectively.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 06:32 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001436677
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	JPMORGAN CHASE & CO.
SEC File Number
Address of Issuer	270 Park Avenue New York NEW YORK 10017
Phone	2122702978
Name of Person for Whose Account the Securities are To Be Sold	Lori Beer
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Chief Information Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	J.P. Morgan Securities LLC 270 Park Avenue New York NY 10017-2014	3165	949658.25	2679511418	05/15/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common Stock. $1 Par Value	03/25/2024	Acquired as a result of awards granted by Issuer	Issuer			2235	03/25/2024	Equity Compensation
Common Stock. $1 Par Value	01/13/2026	Acquired as a result of awards granted by Issuer	Issuer			930	01/13/2026	Equity Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Lori Beer c/o J.P. Morgan Securities LLC 270 Park Avenue New York NY 10017-2014	Common Stock. $1 Par Value	02/17/2026	2047	627207.13
Lori Beer c/o J.P. Morgan Securities LLC 270 Park Avenue New York NY 10017-2014	Common Stock. $1 Par Value	04/15/2026	3166	970659.69

144: Remarks and Signature

Remarks
Date of Notice	05/15/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	11/13/2025
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	Denise G. Connors under POA on behalf of Lori Beer
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)