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 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-146- 6.0% |
$32.9K - $40.9K
|
2.29K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-145- 0.84% |
$32.7K - $40.6K
|
17.2K
$4.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-144- 5.54% |
$32.4K - $40.3K
|
2.46K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-143- 0.77% |
$32.2K - $40K
|
18.5K
$5.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-143- 1.51% |
$32.2K - $40K
|
9.32K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-143- 1.68% |
$32.2K - $40K
|
8.35K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-140- 1.6% |
$31.5K - $39.2K
|
8.62K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-140- 1.13% |
$31.5K - $39.2K
|
12.3K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-140- 7.57% |
$31.5K - $39.2K
|
1.71K
$495K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-140- 9.45% |
$31.5K - $39.2K
|
1.34K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-138- 3.4% |
$31.1K - $38.6K
|
3.92K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-138- 5.35% |
$31.1K - $38.6K
|
2.44K
$708K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-137- 4.94% |
$30.9K - $38.4K
|
2.64K
$764K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-137- 8.35% |
$30.9K - $38.4K
|
1.5K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-136- 0.07% |
$30.6K - $38.1K
|
199K
$57.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-136- 8.22% |
$30.6K - $38.1K
|
1.52K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-136- 3.36% |
$30.6K - $38.1K
|
3.91K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-136- 5.29% |
$30.6K - $38.1K
|
2.43K
$705K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-135- 7.5% |
$30.4K - $37.8K
|
1.67K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-134- 3.25% |
$30.2K - $37.5K
|
3.99K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-134- 0.23% |
$30.2K - $37.5K
|
57.2K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-133- 4.19% |
$30K - $37.2K
|
3.04K
$881K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-133- 3.22% |
$30K - $37.2K
|
4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-132- 0.06% |
$29.7K - $37K
|
211K
$61.2M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-131- 0.23% |
$29.5K - $36.7K
|
57.2K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-131- 0.57% |
$29.5K - $36.7K
|
22.7K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-131- 1.53% |
$29.5K - $36.7K
|
8.44K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-131- 1.82% |
$29.5K - $36.7K
|
7.06K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-130- 1.2% |
$29.3K - $36.4K
|
10.7K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-130- 1.29% |
$29.3K - $36.4K
|
9.94K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-130- 2.43% |
$29.3K - $36.4K
|
5.22K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-129- 2.79% |
$29K - $36.1K
|
4.49K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-128- 1.62% |
$28.8K - $35.8K
|
7.79K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-127- 0.53% |
$28.6K - $35.6K
|
23.9K
$6.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-127- 3.53% |
$28.6K - $35.6K
|
3.47K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-126- 0.8% |
$28.4K - $35.3K
|
15.7K
$4.55M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-126- 4.5% |
$28.4K - $35.3K
|
2.68K
$775K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-125- 10.43% |
$28.1K - $35K
|
1.07K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-124- 6.67% |
$27.9K - $34.7K
|
1.74K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-122- 3.83% |
$27.5K - $34.2K
|
3.06K
$887K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-121- 0.49% |
$27.2K - $33.9K
|
24.4K
$7.09M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-120- 1.87% |
$27K - $33.6K
|
6.31K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-120- 2.15% |
$27K - $33.6K
|
5.45K
$1.58M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-119- 0.66% |
$26.8K - $33.3K
|
17.9K
$5.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-119- 8.54% |
$26.8K - $33.3K
|
1.28K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-119- 9.82% |
$26.8K - $33.3K
|
1.09K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-118- 0.68% |
$26.6K - $33K
|
17.3K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-118- 5.37% |
$26.6K - $33K
|
2.08K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-117- 5.62% |
$26.3K - $32.8K
|
1.97K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-117- 5.47% |
$26.3K - $32.8K
|
2.02K
$586K
|