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 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-270- 2.1% |
$60.8K - $75.6K
|
12.6K
$3.65M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-269- 4.2% |
$60.6K - $75.3K
|
6.13K
$1.78M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 5.9% |
$60.6K - $75.3K
|
4.29K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-268- 0.92% |
$60.4K - $75K
|
29K
$8.4M
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-268- 7.28% |
$60.4K - $75K
|
3.41K
$989K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-268- 0.08% |
$60.4K - $75K
|
352K
$102M
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-267- 63.88% |
$60.1K - $74.7K
|
151
$43.8K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-266- 0.84% |
$59.9K - $74.5K
|
31.3K
$9.06M
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-265- 0.53% |
$59.7K - $74.2K
|
49.5K
$14.4M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-265- 1.57% |
$59.7K - $74.2K
|
16.7K
$4.83M
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-264- 5.94% |
$59.5K - $73.9K
|
4.18K
$1.21M
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-264- 0.74% |
$59.5K - $73.9K
|
35.4K
$10.3M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-264- 9.16% |
$59.5K - $73.9K
|
2.62K
$759K
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-262- 3.4% |
$59K - $73.3K
|
7.45K
$2.16M
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-262- 2.57% |
$59K - $73.3K
|
9.94K
$2.88M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-262- 10.63% |
$59K - $73.3K
|
2.2K
$639K
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-261- 0.71% |
$58.8K - $73.1K
|
36.3K
$10.5M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-261- 9.45% |
$58.8K - $73.1K
|
2.5K
$725K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-261- 1.32% |
$58.8K - $73.1K
|
19.5K
$5.66M
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-260- 2.02% |
$58.5K - $72.8K
|
12.6K
$3.65M
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-258- 4.49% |
$58.1K - $72.2K
|
5.49K
$1.59M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-257- 1.14% |
$57.9K - $71.9K
|
22.2K
$6.44M
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-256- 2.42% |
$57.6K - $71.7K
|
10.3K
$2.99M
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-253- 15.76% |
$57K - $70.8K
|
1.35K
$392K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-253- 16.48% |
$57K - $70.8K
|
1.28K
$372K
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-252- 1.14% |
$56.7K - $70.5K
|
21.8K
$6.31M
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-252- 7.15% |
$56.7K - $70.5K
|
3.27K
$949K
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-251- 4.0% |
$56.5K - $70.3K
|
6.02K
$1.75M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-250- 63.45% |
$56.3K - $70K
|
144
$41.7K
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-250- 1.69% |
$56.3K - $70K
|
14.6K
$4.22M
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-245- 5.11% |
$55.2K - $68.6K
|
4.55K
$1.32M
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-244- 0.47% |
$54.9K - $68.3K
|
52K
$15.1M
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-243- 0.06% |
$54.7K - $68K
|
401K
$116M
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-243- 0.47% |
$54.7K - $68K
|
51.8K
$15M
|
|
May 14, 2025
Q1 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-242- 1.2% |
$54.5K - $67.7K
|
19.9K
$5.77M
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-240- 0.58% |
$54K - $67.2K
|
41.1K
$11.9M
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-240- 20.8% |
$54K - $67.2K
|
914
$265K
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-238- 0.73% |
$53.6K - $66.6K
|
32.6K
$9.44M
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-237- 1.26% |
$53.4K - $66.3K
|
18.5K
$5.37M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-237- 0.36% |
$53.4K - $66.3K
|
65.1K
$18.9M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-237- 1.44% |
$53.4K - $66.3K
|
16.2K
$4.69M
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-236- 1.05% |
$53.1K - $66.1K
|
22.3K
$6.46M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 0.43% |
$52.9K - $65.8K
|
54.1K
$15.7M
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-234- 7.54% |
$52.7K - $65.5K
|
2.87K
$831K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-230- 0.9% |
$51.8K - $64.4K
|
25.2K
$7.32M
|
|
Apr 30, 2025
Q1 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-230- 0.1% |
$51.8K - $64.4K
|
238K
$69M
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-229- 1.18% |
$51.6K - $64.1K
|
19.2K
$5.56M
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-229- 6.13% |
$51.6K - $64.1K
|
3.51K
$1.02M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-229- 0.66% |
$51.6K - $64.1K
|
34.6K
$10M
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-226- 1.87% |
$50.9K - $63.3K
|
11.9K
$3.44M
|