Lori A Beer

Name: SmartMoneyDB 13F Holdings Database
License: https://www.sec.gov/privacy.htm#foia

Chief Information Officer

Total Bought

Total Sold

$1.27M

Net Position

-$1.27M

Companies

Not enough clean open-market history yet

Timing stats are shown once we have at least 2 open-market buys or 5 total P/S trades.

Current sample: 0 buys, 2 sells, 2 open-market trades.

Active in:JPM

JPM

BuySell

Transaction History

Date	Company	Code	Type	Shares	Price	Value	30d	90d	180d
Feb 17, 2026	JPM JPMORGAN CHASE & CO	S	Sale	2,047	$306.40	$627.21K	+6.02%	+1.85%	—
Jan 16, 2026	JPM JPMORGAN CHASE & CO	S	Sale	2,047	$312.80	$640.29K	+1.81%	+0.91%	—