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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-326- 7.84% |
$66.9K - $81.6K
|
3.83K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-300- 1.94% |
$61.6K - $75.1K
|
15.1K
$4.39M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-279- 0.47% |
$57.2K - $69.8K
|
59.5K
$17.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-275- 6.78% |
$56.4K - $68.8K
|
3.78K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-266- 3.86% |
$54.6K - $66.6K
|
6.63K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-204- 14.38% |
$41.9K - $51.1K
|
1.22K
$352K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-200- 2.93% |
$41K - $50.1K
|
6.62K
$1.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-194- 1.77% |
$39.8K - $48.6K
|
10.8K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-185- 15.77% |
$38K - $46.3K
|
988
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 1.91% |
$37.8K - $46.1K
|
9.46K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-180- 11.5% |
$36.9K - $45.1K
|
1.39K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-175- 3.64% |
$35.9K - $43.8K
|
4.63K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-171- 9.14% |
$35.1K - $42.8K
|
1.7K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-170- 14.9% |
$34.9K - $42.5K
|
971
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-157- 9.38% |
$32.2K - $39.3K
|
1.52K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-157- 8.31% |
$32.2K - $39.3K
|
1.73K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-139- 2.13% |
$28.5K - $34.8K
|
6.4K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-138- 8.24% |
$28.3K - $34.5K
|
1.54K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-136- 12.81% |
$27.9K - $34K
|
926
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-127- 0.26% |
$26.1K - $31.8K
|
48.2K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-120- 20.73% |
$24.6K - $30K
|
459
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-120- 13.75% |
$24.6K - $30K
|
753
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-115- 4.68% |
$23.6K - $28.8K
|
2.34K
$679K
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-110- 3.7% |
$22.6K - $27.5K
|
2.87K
$831K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-104- 5.78% |
$21.3K - $26K
|
1.7K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-100- 4.43% |
$20.5K - $25K
|
2.16K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-100- 1.53% |
$20.5K - $25K
|
6.43K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-100- 10.0% |
$20.5K - $25K
|
900
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-99- 9.14% |
$20.3K - $24.8K
|
984
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-95- 0.74% |
$19.5K - $23.8K
|
12.8K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-85- 8.5% |
$17.4K - $21.3K
|
915
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-85- 40.09% |
$17.4K - $21.3K
|
127
$36.8K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-81- 0.26% |
$16.6K - $20.3K
|
30.6K
$8.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-75- 4.16% |
$15.4K - $18.8K
|
1.73K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-73- 6.96% |
$15K - $18.3K
|
976
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-70- 1.06% |
$14.4K - $17.5K
|
6.54K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-68- 7.0% |
$14K - $17K
|
904
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-64- 8.24% |
$13.1K - $16K
|
713
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-62- 0.19% |
$12.7K - $15.5K
|
32.6K
$9.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-60- 1.2% |
$12.3K - $15K
|
4.92K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-53- 1.79% |
$10.9K - $13.3K
|
2.9K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-50- 0.26% |
$10.3K - $12.5K
|
18.8K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.56% |
$10.3K - $12.5K
|
8.89K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-47- 3.35% |
$9.64K - $11.8K
|
1.35K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-43- 6.69% |
$8.82K - $10.8K
|
600
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-42- 1.63% |
$8.62K - $10.5K
|
2.54K
$736K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-40- 21.16% |
$8.21K - $10K
|
149
$43.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-39- 2.42% |
$8K - $9.76K
|
1.57K
$456K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-38- 0.25% |
$7.8K - $9.51K
|
15K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-35- 3.61% |
$7.18K - $8.76K
|
934
$271K
|