Latest Institutional Sells of Jpmorgan Chase & CO (JPM)
This list provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.81K- 0.8% |
$801K - $1.1M
|
472K
$137M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-3.75K- 50.86% |
$788K - $1.09M
|
3.62K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.71K- 14.08% |
$780K - $1.08M
|
22.6K
$6.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.51K- 1.59% |
$739K - $1.02M
|
217K
$63M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.49K- 9.98% |
$734K - $1.01M
|
31.5K
$9.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.32K- 12.51% |
$697K - $961K
|
23.2K
$6.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.23K- 15.47% |
$680K - $937K
|
17.7K
$5.12M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.19K- 2.37% |
$671K - $926K
|
132K
$38.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-2.91K- 35.52% |
$613K - $845K
|
5.29K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-2.89K- 1.69% |
$607K - $838K
|
168K
$48.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.88K- 17.23% |
$606K - $835K
|
13.8K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.85K- 8.58% |
$599K - $825K
|
30.3K
$8.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.81K- 5.7% |
$590K - $813K
|
46.4K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.76K- 13.34% |
$579K - $799K
|
17.9K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-2.55K- 1.51% |
$535K - $738K
|
166K
$48.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.45K- 1.17% |
$514K - $709K
|
206K
$59.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.43K- 7.67% |
$510K - $704K
|
29.2K
$8.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.36K- 2.49% |
$495K - $683K
|
92.2K
$26.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.35K- 3.5% |
$495K - $682K
|
64.8K
$18.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.3K- 13.03% |
$483K - $666K
|
15.3K
$4.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.26K- 2.01% |
$476K - $656K
|
110K
$32M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.2K- 5.39% |
$462K - $638K
|
38.6K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.19K- 2.1% |
$461K - $636K
|
102K
$29.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.19K- 26.52% |
$460K - $635K
|
6.06K
$1.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.16K- 6.22% |
$454K - $626K
|
32.6K
$9.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.08K- 1.18% |
$436K - $602K
|
173K
$50.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 9.52% |
$421K - $580K
|
19K
$5.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2K- 15.43% |
$420K - $579K
|
10.9K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.97K- 0.66% |
$415K - $572K
|
298K
$86.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.97K- 2.64% |
$414K - $571K
|
72.5K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.95K- 2.0% |
$411K - $566K
|
96K
$27.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.94K- 1.76% |
$407K - $561K
|
108K
$31.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 1.5% |
$395K - $544K
|
124K
$35.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.87K- 2.64% |
$394K - $543K
|
68.9K
$20M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.86K- 5.6% |
$391K - $540K
|
31.3K
$9.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.76K- 4.76% |
$370K - $511K
|
35.2K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.75K- 15.27% |
$368K - $507K
|
9.71K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.7K- 10.42% |
$358K - $494K
|
14.6K
$4.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.68K- 2.27% |
$352K - $486K
|
72.3K
$21M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.66K- 4.72% |
$350K - $482K
|
33.6K
$9.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.66K- 38.61% |
$348K - $480K
|
2.64K
$764K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.65K- 1.45% |
$348K - $479K
|
112K
$32.5M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.61K- 4.72% |
$339K - $467K
|
32.5K
$9.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.59K- 52.68% |
$335K - $462K
|
1.43K
$415K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.59K- 7.23% |
$334K - $461K
|
20.4K
$5.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.5K- 1.66% |
$315K - $434K
|
88.8K
$25.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.45K- 7.0% |
$304K - $419K
|
19.2K
$5.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.44K- 11.94% |
$302K - $417K
|
10.6K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.58% |
$299K - $413K
|
88.8K
$25.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.42K- 3.18% |
$299K - $412K
|
43.2K
$12.5M
|