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 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-98- 0.81% |
$22.1K - $27.4K
|
11.9K
$3.46M
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-97- 4.61% |
$21.8K - $27.2K
|
2.01K
$582K
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-97- 7.54% |
$21.8K - $27.2K
|
1.19K
$345K
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-97- 2.21% |
$21.8K - $27.2K
|
4.29K
$1.24M
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-96- 2.2% |
$21.6K - $26.9K
|
4.27K
$1.24M
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-96- 5.47% |
$21.6K - $26.9K
|
1.66K
$481K
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-96- 3.3% |
$21.6K - $26.9K
|
2.81K
$814K
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-95- 1.9% |
$21.4K - $26.6K
|
4.91K
$1.42M
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-95- 1.47% |
$21.4K - $26.6K
|
6.38K
$1.85M
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-94- 4.37% |
$21.2K - $26.3K
|
2.06K
$596K
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-93- 3.11% |
$20.9K - $26K
|
2.9K
$840K
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-93- 4.7% |
$20.9K - $26K
|
1.89K
$547K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-92- 0.24% |
$20.7K - $25.8K
|
38.6K
$11.2M
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-91- 6.34% |
$20.5K - $25.5K
|
1.35K
$390K
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-90- 11.24% |
$20.3K - $25.2K
|
711
$206K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.35% |
$20.3K - $25.2K
|
6.6K
$1.91M
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-90- 5.05% |
$20.3K - $25.2K
|
1.69K
$491K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-89- 3.0% |
$20K - $24.9K
|
2.87K
$833K
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-87- 2.92% |
$19.6K - $24.4K
|
2.9K
$840K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-86- 3.74% |
$19.4K - $24.1K
|
2.21K
$642K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-85- 0.7% |
$19.1K - $23.8K
|
12K
$3.48M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-85- 2.77% |
$19.1K - $23.8K
|
2.98K
$864K
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-84- 1.48% |
$18.9K - $23.5K
|
5.59K
$1.62M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-84- 0.37% |
$18.9K - $23.5K
|
22.8K
$6.62M
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-83- 3.21% |
$18.7K - $23.2K
|
2.5K
$725K
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-83- 5.49% |
$18.7K - $23.2K
|
1.43K
$414K
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-82- 8.35% |
$18.5K - $23K
|
900
$261K
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-82- 3.64% |
$18.5K - $23K
|
2.17K
$629K
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-80- 0.18% |
$18K - $22.4K
|
43.9K
$12.7M
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-80- 0.33% |
$18K - $22.4K
|
23.9K
$6.94M
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-79- 1.22% |
$17.8K - $22.1K
|
6.41K
$1.86M
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-79- 0.32% |
$17.8K - $22.1K
|
24.9K
$7.2M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-79- 1.08% |
$17.8K - $22.1K
|
7.25K
$2.1M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-79- 0.39% |
$17.8K - $22.1K
|
20.3K
$5.87M
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-79- 3.31% |
$17.8K - $22.1K
|
2.31K
$669K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-79- 1.18% |
$17.8K - $22.1K
|
6.62K
$1.92M
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-79- 0.44% |
$17.8K - $22.1K
|
17.7K
$5.13M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-78- 0.05% |
$17.6K - $21.8K
|
147K
$42.6M
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-78- 0.46% |
$17.6K - $21.8K
|
16.7K
$4.84M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-78- 0.78% |
$17.6K - $21.8K
|
9.88K
$2.86M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-78- 0.25% |
$17.6K - $21.8K
|
31.6K
$9.17M
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-78- 1.83% |
$17.6K - $21.8K
|
4.18K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-77- 0.89% |
$17.3K - $21.6K
|
8.54K
$2.48M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-77- 0.98% |
$17.3K - $21.6K
|
7.8K
$2.26M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-77- 0.89% |
$17.3K - $21.6K
|
8.57K
$2.49M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-77- 3.8% |
$17.3K - $21.6K
|
1.95K
$565K
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-76- 3.9% |
$17.1K - $21.3K
|
1.87K
$543K
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-76- 0.62% |
$17.1K - $21.3K
|
12.1K
$3.51M
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-75- 2.58% |
$16.9K - $21K
|
2.84K
$822K
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-75- 2.26% |
$16.9K - $21K
|
3.25K
$942K
|