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 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-25- 1.72% |
$5.63K - $7K
|
1.43K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-25- 1.95% |
$5.63K - $7K
|
1.26K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.11% |
$5.63K - $7K
|
22K
$6.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-25- 0.13% |
$5.63K - $7K
|
19K
$5.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25- 1.27% |
$5.63K - $7K
|
1.94K
$563K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-25- 0.69% |
$5.63K - $7K
|
3.58K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25- 4.5% |
$5.63K - $7K
|
530
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-24- 0.22% |
$5.4K - $6.72K
|
11.1K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-24- 0.61% |
$5.4K - $6.72K
|
3.89K
$1.13M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-23- 0.17% |
$5.18K - $6.44K
|
13.9K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-23- 1.04% |
$5.18K - $6.44K
|
2.19K
$635K
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-22- 2.52% |
$4.95K - $6.16K
|
850
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 4.06% |
$4.73K - $5.88K
|
496
$144K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-20- 0.24% |
$4.5K - $5.6K
|
8.17K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-20- 1.11% |
$4.5K - $5.6K
|
1.77K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 1.25% |
$4.5K - $5.6K
|
1.57K
$456K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-20- 0.4% |
$4.5K - $5.6K
|
5K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-20- 1.19% |
$4.5K - $5.6K
|
1.66K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-20- 0.17% |
$4.5K - $5.6K
|
11.9K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-20- 13.16% |
$4.5K - $5.6K
|
132
$38.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-20- 0.38% |
$4.5K - $5.6K
|
5.3K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.1% |
$4.5K - $5.6K
|
21K
$6.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.54% |
$4.5K - $5.6K
|
3.67K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-20- 0.16% |
$4.5K - $5.6K
|
12.9K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-20- 0.05% |
$4.5K - $5.6K
|
37.9K
$11M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-20- 1.77% |
$4.5K - $5.6K
|
1.11K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-19- 0.59% |
$4.28K - $5.32K
|
3.18K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-18- -0.0% |
$4.05K - $5.04K
|
452K
$131M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-18- 0.07% |
$4.05K - $5.04K
|
24.2K
$7.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-18- 0.05% |
$4.05K - $5.04K
|
39K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-18- 0.58% |
$4.05K - $5.04K
|
3.09K
$896K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.48% |
$4.05K - $5.04K
|
3.74K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-18- 0.16% |
$4.05K - $5.04K
|
11.3K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.14% |
$3.83K - $4.76K
|
12.2K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-17- 0.21% |
$3.83K - $4.76K
|
8.01K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-17- 1.54% |
$3.83K - $4.76K
|
1.09K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 0.04% |
$3.83K - $4.76K
|
37.8K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-17- 1.32% |
$3.83K - $4.76K
|
1.28K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-16- 0.14% |
$3.6K - $4.48K
|
11.7K
$3.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16- 0.15% |
$3.6K - $4.48K
|
10.5K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 0.25% |
$3.38K - $4.2K
|
5.9K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-15- 6.47% |
$3.38K - $4.2K
|
217
$62.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-15- 0.48% |
$3.38K - $4.2K
|
3.1K
$897K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.61% |
$3.38K - $4.2K
|
919
$266K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-14- -0.0% |
$3.15K - $3.92K
|
401K
$116M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 0.1% |
$3.15K - $3.92K
|
14.7K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-14- 1.93% |
$3.15K - $3.92K
|
711
$206K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.14% |
$3.15K - $3.92K
|
10K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-14- 0.2% |
$3.15K - $3.92K
|
6.97K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-14- 0.27% |
$3.15K - $3.92K
|
5.2K
$1.51M
|