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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-740- 2.56% |
$167K - $207K
|
28.2K
$8.17M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-739- 5.01% |
$166K - $207K
|
14K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-737- 1.69% |
$166K - $206K
|
42.8K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-736- 16.66% |
$166K - $206K
|
3.68K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-735- 1.2% |
$166K - $206K
|
60.6K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-732- 0.16% |
$165K - $205K
|
465K
$135M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-732- 36.18% |
$165K - $205K
|
1.29K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-730- 9.93% |
$164K - $204K
|
6.62K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-727- 19.92% |
$164K - $204K
|
2.92K
$847K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-717- 1.61% |
$161K - $201K
|
43.7K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-714- 3.21% |
$161K - $200K
|
21.5K
$6.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-711- 28.05% |
$160K - $199K
|
1.82K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-704- 1.24% |
$159K - $197K
|
56.3K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-702- 8.56% |
$158K - $197K
|
7.5K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-700- 9.21% |
$158K - $196K
|
6.9K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-700- 15.68% |
$158K - $196K
|
3.76K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-697- 5.39% |
$157K - $195K
|
12.2K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-693- 1.45% |
$156K - $194K
|
47.1K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-691- 2.7% |
$156K - $193K
|
24.9K
$7.21M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-688- 1.39% |
$155K - $193K
|
48.8K
$14.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-684- 3.77% |
$154K - $191K
|
17.5K
$5.06M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-683- 0.98% |
$154K - $191K
|
68.7K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-680- 7.55% |
$153K - $190K
|
8.33K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-680- 1.47% |
$153K - $190K
|
45.5K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-679- 2.96% |
$153K - $190K
|
22.2K
$6.45M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-678- 4.98% |
$153K - $190K
|
12.9K
$3.75M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-676- 2.78% |
$152K - $189K
|
23.6K
$6.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-676- 6.2% |
$152K - $189K
|
10.2K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-675- 1.18% |
$152K - $189K
|
56.6K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-672- 16.48% |
$151K - $188K
|
3.41K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-671- 2.7% |
$151K - $188K
|
24.2K
$7.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-671- 24.09% |
$151K - $188K
|
2.11K
$613K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-670- 2.81% |
$151K - $188K
|
23.2K
$6.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-670- 3.12% |
$151K - $188K
|
20.8K
$6.04M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-669- 2.37% |
$151K - $187K
|
27.6K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-663- 73.83% |
$149K - $186K
|
235
$68.1K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-661- 43.43% |
$149K - $185K
|
861
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-661- 3.62% |
$149K - $185K
|
17.6K
$5.1M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-660- 2.4% |
$149K - $185K
|
26.9K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-658- 7.81% |
$148K - $184K
|
7.76K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-658- 2.87% |
$148K - $184K
|
22.3K
$6.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-657- 8.75% |
$148K - $184K
|
6.85K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-651- 14.73% |
$147K - $182K
|
3.77K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-650- 7.56% |
$146K - $182K
|
7.95K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-650- 2.7% |
$146K - $182K
|
23.4K
$6.79M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-640- 2.03% |
$144K - $179K
|
30.9K
$8.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-635- 0.6% |
$143K - $178K
|
105K
$30.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-633- 0.68% |
$143K - $177K
|
92.1K
$26.7M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-631- 3.0% |
$142K - $177K
|
20.4K
$5.92M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-630- 4.72% |
$142K - $176K
|
12.7K
$3.69M
|