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 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.31K- 53.73% |
$276K - $380K
|
1.13K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.27K- 3.34% |
$266K - $367K
|
36.6K
$10.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 2.98% |
$261K - $360K
|
40.4K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.7% |
$254K - $350K
|
170K
$49.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 15.21% |
$252K - $347K
|
6.67K
$1.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.19K- 46.1% |
$250K - $345K
|
1.39K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-1.17K- 22.44% |
$245K - $338K
|
4.03K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.16K- 1.46% |
$244K - $337K
|
78.3K
$22.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-1.15K- 2.05% |
$242K - $334K
|
55K
$15.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-1.14K- 8.59% |
$240K - $331K
|
12.2K
$3.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.13K- 12.31% |
$238K - $328K
|
8.05K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.13K- 7.09% |
$237K - $327K
|
14.8K
$4.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-1.12K- 1.77% |
$234K - $323K
|
62K
$18M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.11K- 7.65% |
$233K - $321K
|
13.3K
$3.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.1K- 5.4% |
$231K - $319K
|
19.3K
$5.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.09K- 16.86% |
$228K - $315K
|
5.36K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.08K- 7.4% |
$228K - $314K
|
13.6K
$3.93M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.04K- 7.21% |
$218K - $301K
|
13.4K
$3.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.03K- 2.24% |
$216K - $297K
|
44.7K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.01K- 4.4% |
$213K - $294K
|
22K
$6.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-981- 2.02% |
$206K - $284K
|
47.7K
$13.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-977- 1.43% |
$205K - $283K
|
67.6K
$19.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-972- 2.65% |
$204K - $282K
|
35.7K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-961- 9.01% |
$202K - $279K
|
9.7K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-959- 2.44% |
$202K - $278K
|
38.3K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-955- 2.69% |
$201K - $277K
|
34.6K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-950- 5.45% |
$200K - $275K
|
16.5K
$4.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-940- 0.73% |
$198K - $273K
|
129K
$37.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-931- 21.27% |
$196K - $270K
|
3.45K
$999K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-922- 4.08% |
$194K - $267K
|
21.7K
$6.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-920- 3.25% |
$193K - $267K
|
27.4K
$7.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-885- 1.66% |
$186K - $257K
|
52.4K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-884- 8.51% |
$186K - $256K
|
9.51K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-872- 18.47% |
$183K - $253K
|
3.85K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-867- 0.86% |
$182K - $251K
|
99.6K
$28.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-864- 2.08% |
$182K - $250K
|
40.7K
$11.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-815- 11.85% |
$171K - $236K
|
6.06K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-807- 3.53% |
$170K - $234K
|
22.1K
$6.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-804- 0.63% |
$169K - $233K
|
126K
$36.5M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-802- 1.84% |
$169K - $233K
|
42.7K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-797- 2.51% |
$168K - $231K
|
31K
$8.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-784- 6.77% |
$165K - $227K
|
10.8K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-761- 5.77% |
$160K - $221K
|
12.4K
$3.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-761- 2.15% |
$160K - $221K
|
34.6K
$10M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-752- 26.76% |
$158K - $218K
|
2.06K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-750- 3.28% |
$158K - $217K
|
22.1K
$6.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-733- 1.63% |
$154K - $213K
|
44.4K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-727- 1.1% |
$153K - $211K
|
65.5K
$19M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-725- 1.63% |
$152K - $210K
|
43.7K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-721- 1.25% |
$152K - $209K
|
57.1K
$16.6M
|