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 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-14- 0.32% |
$3.15K - $3.92K
|
4.33K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-14- 0.47% |
$3.15K - $3.92K
|
2.96K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-13- 1.38% |
$2.93K - $3.64K
|
931
$270K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-13- 1.37% |
$2.93K - $3.64K
|
936
$271K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-13- 0.82% |
$2.93K - $3.64K
|
1.57K
$454K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-13- 1.21% |
$2.93K - $3.64K
|
1.07K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-13- 0.78% |
$2.93K - $3.64K
|
1.64K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-12- 0.48% |
$2.7K - $3.36K
|
2.48K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12- 0.93% |
$2.7K - $3.36K
|
1.27K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.18% |
$2.48K - $3.08K
|
6.07K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-11- 0.58% |
$2.48K - $3.08K
|
1.88K
$545K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-11- 0.24% |
$2.48K - $3.08K
|
4.62K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-10- 0.83% |
$2.25K - $2.8K
|
1.19K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-10- 0.2% |
$2.25K - $2.8K
|
5.03K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-10- 0.47% |
$2.25K - $2.8K
|
2.13K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-10- 0.54% |
$2.25K - $2.8K
|
1.86K
$539K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.03% |
$2.25K - $2.8K
|
39.3K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-9- 0.38% |
$2.03K - $2.52K
|
2.39K
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-9- 0.57% |
$2.03K - $2.52K
|
1.58K
$459K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-9- 0.29% |
$2.03K - $2.52K
|
3.09K
$895K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 14.06% |
$2.03K - $2.52K
|
55
$15.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-8- 0.21% |
$1.8K - $2.24K
|
3.89K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-8- 0.9% |
$1.8K - $2.24K
|
883
$256K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-8- 0.62% |
$1.8K - $2.24K
|
1.29K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-8- 0.06% |
$1.8K - $2.24K
|
13.9K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-8- 0.26% |
$1.8K - $2.24K
|
3.05K
$884K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-8- 0.06% |
$1.8K - $2.24K
|
14.4K
$4.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-8- 0.39% |
$1.8K - $2.24K
|
2.07K
$600K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-8- 0.62% |
$1.8K - $2.24K
|
1.29K
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-8- 0.34% |
$1.8K - $2.24K
|
2.35K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
SELL
|
- |
-7- 0.3% |
$1.58K - $1.96K
|
2.31K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-7- 5.69% |
$1.58K - $1.96K
|
116
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-7- 0.76% |
$1.58K - $1.96K
|
920
$267K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-7- 0.16% |
$1.58K - $1.96K
|
4.26K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7- 0.58% |
$1.58K - $1.96K
|
1.2K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7- 0.31% |
$1.58K - $1.96K
|
2.27K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.15% |
$1.58K - $1.96K
|
4.71K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-7- 0.22% |
$1.58K - $1.96K
|
3.2K
$927K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-7- 0.06% |
$1.58K - $1.96K
|
11.1K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-6- 0.4% |
$1.35K - $1.68K
|
1.51K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-6- 0.91% |
$1.35K - $1.68K
|
651
$189K
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.34% |
$1.35K - $1.68K
|
1.78K
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6- 0.31% |
$1.35K - $1.68K
|
1.9K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-6- 1.04% |
$1.35K - $1.68K
|
570
$165K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5- 0.08% |
$1.13K - $1.4K
|
6.06K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-5- 0.16% |
$1.13K - $1.4K
|
3.12K
$903K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-5- 0.28% |
$1.13K - $1.4K
|
1.79K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5- 0.03% |
$1.13K - $1.4K
|
17.9K
$5.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-5- 0.18% |
$1.13K - $1.4K
|
2.74K
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-5- 0.25% |
$1.13K - $1.4K
|
1.96K
$568K
|