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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.53K- 2.38% |
$344K - $428K
|
62.7K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.53K- 4.25% |
$344K - $427K
|
34.4K
$9.98M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 6.1% |
$343K - $426K
|
23.5K
$6.8M
|
|
|
May 09, 2025
Q1 2025
|
Ruffer LLP
|
SELL
|
- |
-1.52K- 17.84% |
$342K - $426K
|
7K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.5K- 28.52% |
$338K - $420K
|
3.76K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.48K- 4.58% |
$332K - $413K
|
30.7K
$8.91M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.46K- 9.94% |
$328K - $408K
|
13.2K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.45K- 3.15% |
$327K - $406K
|
44.6K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.45K- 2.6% |
$327K - $406K
|
54.4K
$15.8M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.44K- 2.46% |
$325K - $404K
|
57.2K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.44K- 4.51% |
$324K - $403K
|
30.5K
$8.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.44K- 13.76% |
$324K - $403K
|
9.02K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.43K- 34.0% |
$323K - $401K
|
2.78K
$807K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.43K- 2.99% |
$323K - $401K
|
46.5K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.43K- 3.03% |
$322K - $400K
|
45.8K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.43K- 8.15% |
$321K - $399K
|
16.1K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.43K- 2.09% |
$321K - $399K
|
66.7K
$19.3M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.42K- 50.93% |
$319K - $397K
|
1.37K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.4K- 8.13% |
$315K - $392K
|
15.8K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.4K- 6.12% |
$315K - $392K
|
21.5K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.4K- 3.83% |
$315K - $391K
|
35.1K
$10.2M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 11.09% |
$315K - $391K
|
11.2K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.39K- 0.95% |
$313K - $389K
|
145K
$42M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.39K- 0.94% |
$313K - $389K
|
147K
$42.7M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.39K- 4.01% |
$312K - $388K
|
33.2K
$9.63M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.39K- 13.1% |
$312K - $388K
|
9.19K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.38K- 14.95% |
$311K - $387K
|
7.86K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.37K- 4.51% |
$309K - $385K
|
29.1K
$8.43M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.37K- 1.3% |
$309K - $384K
|
105K
$30.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.37K- 47.52% |
$308K - $383K
|
1.51K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-1.36K- 29.81% |
$307K - $382K
|
3.21K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.36K- 0.54% |
$306K - $381K
|
252K
$73.2M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.35K- 4.31% |
$305K - $379K
|
30.1K
$8.72M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.35KClosed |
$304K - $378K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.35K- 1.96% |
$303K - $377K
|
67.5K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.34K- 0.53% |
$303K - $376K
|
253K
$73.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.34K- 4.2% |
$301K - $375K
|
30.6K
$8.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 32.84% |
$300K - $373K
|
2.72K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.32K- 6.83% |
$298K - $370K
|
18K
$5.23M
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.32K- 37.57% |
$296K - $368K
|
2.19K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.31K- 3.73% |
$295K - $367K
|
33.9K
$9.82M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.31K- 4.61% |
$295K - $366K
|
27.1K
$7.84M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1.3K- 72.22% |
$293K - $364K
|
500
$145K
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.29K- 9.18% |
$290K - $361K
|
12.8K
$3.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.28K- 3.81% |
$289K - $359K
|
32.5K
$9.41M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.28K- 3.47% |
$288K - $358K
|
35.6K
$10.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.28K- 5.36% |
$288K - $358K
|
22.5K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.28K- 4.38% |
$287K - $357K
|
27.8K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.27K- 2.38% |
$287K - $356K
|
52.2K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.27K- 11.86% |
$287K - $356K
|
9.46K
$2.74M
|