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
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-331- 7.45% |
$74.5K - $92.7K
|
4.11K
$1.19M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-330- 0.98% |
$74.3K - $92.4K
|
33.3K
$9.65M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-330- 4.4% |
$74.3K - $92.4K
|
7.17K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-328- 8.68% |
$73.9K - $91.8K
|
3.45K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-324- 21.98% |
$73K - $90.7K
|
1.15K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-321- 8.0% |
$72.3K - $89.9K
|
3.69K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-320- 4.47% |
$72.1K - $89.6K
|
6.83K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-320- 3.34% |
$72.1K - $89.6K
|
9.26K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-319- 2.69% |
$71.8K - $89.3K
|
11.5K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-318- 17.39% |
$71.6K - $89K
|
1.51K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-317- 2.33% |
$71.4K - $88.7K
|
13.3K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-315- 4.98% |
$70.9K - $88.2K
|
6.01K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-315- 1.77% |
$70.9K - $88.2K
|
17.5K
$5.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-315- 9.56% |
$70.9K - $88.2K
|
2.98K
$864K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-314- 2.39% |
$70.7K - $87.9K
|
12.8K
$3.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-310- 0.73% |
$69.8K - $86.8K
|
42.1K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-309- 10.85% |
$69.6K - $86.5K
|
2.54K
$736K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-302- 2.69% |
$68K - $84.5K
|
10.9K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 3.41% |
$67.6K - $84K
|
8.49K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-300- 18.96% |
$67.6K - $84K
|
1.28K
$372K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-300- 1.21% |
$67.6K - $84K
|
24.4K
$7.08M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-300- 0.33% |
$67.6K - $84K
|
89.4K
$25.9M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-300- 3.3% |
$67.6K - $84K
|
8.8K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-300- 2.36% |
$67.6K - $84K
|
12.4K
$3.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-300- 1.99% |
$67.6K - $84K
|
14.8K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-298- 1.97% |
$67.1K - $83.4K
|
14.9K
$4.31M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-298- 2.0% |
$67.1K - $83.4K
|
14.6K
$4.24M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-298- 2.36% |
$67.1K - $83.4K
|
12.4K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-297- 4.38% |
$66.9K - $83.1K
|
6.48K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-296- 0.47% |
$66.7K - $82.9K
|
62.3K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-295- 12.81% |
$66.4K - $82.6K
|
2.01K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-294- 2.86% |
$66.2K - $82.3K
|
9.99K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-293- 10.18% |
$66K - $82K
|
2.58K
$749K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-291- 1.5% |
$65.5K - $81.5K
|
19.1K
$5.53M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-290- 1.91% |
$65.3K - $81.2K
|
14.9K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-290- 1.29% |
$65.3K - $81.2K
|
22.2K
$6.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-290- 2.07% |
$65.3K - $81.2K
|
13.7K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-286- 15.62% |
$64.4K - $80.1K
|
1.55K
$448K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-285- 0.14% |
$64.2K - $79.8K
|
199K
$57.6M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-283- 0.84% |
$63.7K - $79.2K
|
33.3K
$9.66M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-277- 3.51% |
$62.4K - $77.5K
|
7.61K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-277- 1.34% |
$62.4K - $77.5K
|
20.3K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-276- 2.27% |
$62.2K - $77.3K
|
11.9K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-273- 0.9% |
$61.5K - $76.4K
|
30.1K
$8.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-273- 9.22% |
$61.5K - $76.4K
|
2.69K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-273- 2.78% |
$61.5K - $76.4K
|
9.56K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-273- 0.32% |
$61.5K - $76.4K
|
85.1K
$24.7M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-272- 1.82% |
$61.3K - $76.1K
|
14.7K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-271- 3.34% |
$61K - $75.9K
|
7.85K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-271- 5.52% |
$61K - $75.9K
|
4.64K
$1.34M
|