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 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-400- 3.42% |
$90.1K - $112K
|
11.3K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-400- 0.71% |
$90.1K - $112K
|
55.7K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-400- 2.15% |
$90.1K - $112K
|
18.2K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 0.83% |
$90.1K - $112K
|
48K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-400- 2.17% |
$90.1K - $112K
|
18.1K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-400- 16.6% |
$90.1K - $112K
|
2.01K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-397- 2.1% |
$89.4K - $111K
|
18.5K
$5.35M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-396- 1.99% |
$89.2K - $111K
|
19.5K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-395- 0.47% |
$89K - $111K
|
83.5K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-395- 3.2% |
$89K - $111K
|
11.9K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-395- 4.61% |
$89K - $111K
|
8.17K
$2.37M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-392- 2.1% |
$88.3K - $110K
|
18.2K
$5.29M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-391- 1.86% |
$88K - $109K
|
20.6K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-390- 0.77% |
$87.8K - $109K
|
50.4K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-389- 5.14% |
$87.6K - $109K
|
7.18K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-388- 28.47% |
$87.4K - $109K
|
975
$283K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-388- 0.94% |
$87.4K - $109K
|
40.7K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-384- 0.1% |
$86.5K - $108K
|
389K
$113M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-383- 0.24% |
$86.2K - $107K
|
157K
$45.5M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-381- 4.0% |
$85.8K - $107K
|
9.15K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-378- 6.09% |
$85.1K - $106K
|
5.83K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-376- 98.95% |
$84.7K - $105K
|
4
$1.16K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-376- 0.48% |
$84.7K - $105K
|
77.9K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-374- 17.64% |
$84.2K - $105K
|
1.75K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-371- 0.91% |
$83.5K - $104K
|
40.2K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-370- 2.12% |
$83.3K - $104K
|
17.1K
$4.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-368- 3.39% |
$82.9K - $103K
|
10.5K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-365- 10.33% |
$82.2K - $102K
|
3.17K
$919K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-365- 3.64% |
$82.2K - $102K
|
9.66K
$2.8M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-362- 6.67% |
$81.5K - $101K
|
5.06K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-362- 1.94% |
$81.5K - $101K
|
18.3K
$5.32M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-359- 4.87% |
$80.8K - $101K
|
7.01K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-358- 7.01% |
$80.6K - $100K
|
4.75K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-356- 7.86% |
$80.2K - $99.7K
|
4.18K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-354- 0.64% |
$79.7K - $99.1K
|
55K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-353- 58.35% |
$79.5K - $98.8K
|
252
$73.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-352- 0.61% |
$79.3K - $98.5K
|
57.4K
$16.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-351- 2.84% |
$79K - $98.3K
|
12K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-350- 1.27% |
$78.8K - $98K
|
27.1K
$7.86M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-349- 7.2% |
$78.6K - $97.7K
|
4.5K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-349- 3.05% |
$78.6K - $97.7K
|
11.1K
$3.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-347- 4.44% |
$78.1K - $97.1K
|
7.47K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-347- 3.41% |
$78.1K - $97.1K
|
9.82K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-346- 6.68% |
$77.9K - $96.9K
|
4.83K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-342- 1.89% |
$77K - $95.7K
|
17.8K
$5.15M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-339- 1.84% |
$76.3K - $94.9K
|
18.1K
$5.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-336- 7.44% |
$75.7K - $94.1K
|
4.18K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-335- 2.89% |
$75.4K - $93.8K
|
11.2K
$3.26M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-334- 0.83% |
$75.2K - $93.5K
|
40K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-331- 14.04% |
$74.5K - $92.7K
|
2.03K
$587K
|