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 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-190- 3.41% |
$42.8K - $53.2K
|
5.39K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-190- 12.75% |
$42.8K - $53.2K
|
1.3K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-188- 0.78% |
$42.3K - $52.6K
|
23.8K
$6.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-184- 0.57% |
$41.4K - $51.5K
|
32.2K
$9.34M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-183- 0.17% |
$41.2K - $51.2K
|
110K
$31.9M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-183- 1.18% |
$41.2K - $51.2K
|
15.3K
$4.45M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-181- 0.39% |
$40.8K - $50.7K
|
46K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-181- 8.94% |
$40.8K - $50.7K
|
1.84K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-180- 1.57% |
$40.5K - $50.4K
|
11.3K
$3.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-180- 6.54% |
$40.5K - $50.4K
|
2.57K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-175- 3.77% |
$39.4K - $49K
|
4.47K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-175- 5.06% |
$39.4K - $49K
|
3.28K
$952K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-172- 1.11% |
$38.7K - $48.2K
|
15.3K
$4.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-171- 4.54% |
$38.5K - $47.9K
|
3.6K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-170- 1.66% |
$38.3K - $47.6K
|
10.1K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-170- 1.84% |
$38.3K - $47.6K
|
9.09K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-170- 2.97% |
$38.3K - $47.6K
|
5.55K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-168- 0.5% |
$37.8K - $47K
|
33.7K
$9.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-167- 1.64% |
$37.6K - $46.8K
|
10K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-165- 1.87% |
$37.2K - $46.2K
|
8.64K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-165- 73.33% |
$37.2K - $46.2K
|
60
$17.4K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-165- 0.21% |
$37.2K - $46.2K
|
80K
$23.2M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-164- 3.64% |
$36.9K - $45.9K
|
4.34K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-164- 1.55% |
$36.9K - $45.9K
|
10.4K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-163- 1.01% |
$36.7K - $45.6K
|
16K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-160- 1.09% |
$36K - $44.8K
|
14.5K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-160- 0.96% |
$36K - $44.8K
|
16.5K
$4.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-160- 1.42% |
$36K - $44.8K
|
11.1K
$3.23M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-159- 13.66% |
$35.8K - $44.5K
|
1.01K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-159- 0.39% |
$35.8K - $44.5K
|
40.9K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-158- 5.38% |
$35.6K - $44.2K
|
2.78K
$805K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-158- 3.17% |
$35.6K - $44.2K
|
4.82K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-158- 2.76% |
$35.6K - $44.2K
|
5.58K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-157- 3.39% |
$35.4K - $44K
|
4.47K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-156- 15.89% |
$35.1K - $43.7K
|
826
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-156- 0.48% |
$35.1K - $43.7K
|
32.6K
$9.45M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-155- 23.52% |
$34.9K - $43.4K
|
504
$146K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-154- 6.59% |
$34.7K - $43.1K
|
2.18K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-153- 2.37% |
$34.5K - $42.8K
|
6.3K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-153- 5.88% |
$34.5K - $42.8K
|
2.45K
$710K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-153- 0.94% |
$34.5K - $42.8K
|
16K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-152- 5.03% |
$34.2K - $42.6K
|
2.87K
$831K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-151- 2.1% |
$34K - $42.3K
|
7.03K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-150- 1.68% |
$33.8K - $42K
|
8.78K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-150- 0.9% |
$33.8K - $42K
|
16.5K
$4.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-150- 0.97% |
$33.8K - $42K
|
15.3K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-147- 0.35% |
$33.1K - $41.2K
|
41.8K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-147- 2.53% |
$33.1K - $41.2K
|
5.67K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-146- 5.49% |
$32.9K - $40.9K
|
2.51K
$729K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-146- 1.01% |
$32.9K - $40.9K
|
14.4K
$4.17M
|