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 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-41- 0.1% |
$9.23K - $11.5K
|
40.9K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-40- 3.56% |
$9.01K - $11.2K
|
1.08K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-40- 3.99% |
$9.01K - $11.2K
|
962
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 0.66% |
$9.01K - $11.2K
|
5.99K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-40- 0.8% |
$9.01K - $11.2K
|
4.94K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-40- 0.05% |
$9.01K - $11.2K
|
80.9K
$23.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-40- 0.15% |
$9.01K - $11.2K
|
26.8K
$7.77M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-39- 0.37% |
$8.78K - $10.9K
|
10.4K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-39- 0.02% |
$8.78K - $10.9K
|
251K
$72.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-39- 0.75% |
$8.78K - $10.9K
|
5.18K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-38- 0.18% |
$8.56K - $10.6K
|
20.8K
$6.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-38- 3.16% |
$8.56K - $10.6K
|
1.16K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-37- 3.0% |
$8.33K - $10.4K
|
1.2K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-37- 0.32% |
$8.33K - $10.4K
|
11.6K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-37- 6.14% |
$8.33K - $10.4K
|
566
$164K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-37- 0.59% |
$8.33K - $10.4K
|
6.25K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-35- 0.25% |
$7.88K - $9.8K
|
14.2K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-35- 0.44% |
$7.88K - $9.8K
|
7.99K
$2.32M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-35- 1.05% |
$7.88K - $9.8K
|
3.29K
$954K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-34- 3.26% |
$7.66K - $9.52K
|
1.01K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-33- 1.67% |
$7.43K - $9.24K
|
1.94K
$564K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-33- 1.49% |
$7.43K - $9.24K
|
2.18K
$633K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-33- 0.9% |
$7.43K - $9.24K
|
3.63K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-33- 2.57% |
$7.43K - $9.24K
|
1.25K
$362K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-32- 0.44% |
$7.21K - $8.96K
|
7.31K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-32- 0.44% |
$7.21K - $8.96K
|
7.3K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-32- 0.58% |
$7.21K - $8.96K
|
5.51K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-32- 3.06% |
$7.21K - $8.96K
|
1.02K
$294K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-31- 3.25% |
$6.98K - $8.68K
|
924
$268K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-31- 1.91% |
$6.98K - $8.68K
|
1.59K
$462K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-31- 0.11% |
$6.98K - $8.68K
|
28K
$8.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-31- 0.28% |
$6.98K - $8.68K
|
11.1K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-30- 1.17% |
$6.76K - $8.4K
|
2.53K
$733K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.61% |
$6.76K - $8.4K
|
4.93K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-30- 2.65% |
$6.76K - $8.4K
|
1.1K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-29- 0.35% |
$6.53K - $8.12K
|
8.26K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-29- 1.39% |
$6.53K - $8.12K
|
2.06K
$597K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-29- 4.16% |
$6.53K - $8.12K
|
668
$194K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-28- 1.73% |
$6.31K - $7.84K
|
1.59K
$461K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-28- 1.73% |
$6.31K - $7.84K
|
1.59K
$460K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-28- 2.26% |
$6.31K - $7.84K
|
1.21K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-27- 0.25% |
$6.08K - $7.56K
|
10.8K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-27- 1.35% |
$6.08K - $7.56K
|
1.98K
$573K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-27- 1.31% |
$6.08K - $7.56K
|
2.04K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-26- 0.41% |
$5.85K - $7.28K
|
6.3K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.55% |
$5.85K - $7.28K
|
4.66K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-26- 0.52% |
$5.85K - $7.28K
|
4.93K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-26- 1.21% |
$5.85K - $7.28K
|
2.12K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-25- 1.32% |
$5.63K - $7K
|
1.87K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-25- 0.25% |
$5.63K - $7K
|
9.95K
$2.89M
|