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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-34- 2.97% |
$6.98K - $8.51K
|
1.11K
$321K
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-31- 2.22% |
$6.36K - $7.76K
|
1.37K
$396K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-30- 0.19% |
$6.16K - $7.51K
|
15.4K
$4.47M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-29- 1.9% |
$5.95K - $7.26K
|
1.5K
$434K
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-25- 1.24% |
$5.13K - $6.26K
|
2K
$579K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 0.33% |
$5.13K - $6.26K
|
7.54K
$2.19M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-22- 2.22% |
$4.51K - $5.51K
|
967
$280K
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-20- 1.51% |
$4.1K - $5.01K
|
1.31K
$378K
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-20- 0.03% |
$4.1K - $5.01K
|
57.2K
$16.6M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-19- 0.31% |
$3.9K - $4.76K
|
6.07K
$1.76M
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-16- 0.57% |
$3.28K - $4K
|
2.79K
$808K
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-16- 0.21% |
$3.28K - $4K
|
7.6K
$2.2M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-15- 1.35% |
$3.08K - $3.75K
|
1.09K
$317K
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-13- 0.75% |
$2.67K - $3.25K
|
1.72K
$499K
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7- 0.72% |
$1.44K - $1.75K
|
960
$278K
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3- 0.06% |
$616 - $751
|
5.36K
$1.55M
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-2- 0.11% |
$410 - $501
|
1.83K
$531K
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.17K
$340K
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-725K- 67.18% |
$141M - $163M
|
354K
$103M
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Insurance CO
|
SELL
|
- |
-500K- 24.84% |
$97.4M - $112M
|
1.51M
$438M
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-349K- 91.73% |
$68.1M - $78.5M
|
31.5K
$9.13M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-179K- 4.17% |
$35M - $40.4M
|
4.13M
$1.2B
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Casualty CO
|
SELL
|
- |
-46.5K- 50.0% |
$9.06M - $10.5M
|
46.5K
$13.5M
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Specialty Underwriters Insurance CO
|
SELL
|
- |
-46.5K- 50.0% |
$9.06M - $10.5M
|
46.5K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-45.4K- 22.31% |
$8.85M - $10.2M
|
158K
$45.8M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-36.9K- 3.33% |
$7.2M - $8.3M
|
1.07M
$311M
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.7K- 83.35% |
$4.82M - $5.56M
|
4.94K
$1.43M
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.5K- 92.0% |
$4.59M - $5.29M
|
2.05K
$594K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-22.2K- 11.59% |
$4.33M - $4.99M
|
169K
$49.1M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-21.9K- 5.57% |
$4.28M - $4.93M
|
372K
$108M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-18.9K- 59.4% |
$3.69M - $4.26M
|
12.9K
$3.75M
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
PUT |
-18.5K- 83.71% |
$3.61M - $4.16M
|
3.6K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-18.2K- 6.59% |
$3.55M - $4.09M
|
258K
$74.8M
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10K- 16.67% |
$1.95M - $2.25M
|
50K
$14.5M
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.46K- 28.59% |
$1.65M - $1.9M
|
21.1K
$6.12M
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-6.98K- 33.96% |
$1.36M - $1.57M
|
13.6K
$3.93M
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.12K- 2.09% |
$997K - $1.15M
|
239K
$69.4M
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5.1K- 62.97% |
$994K - $1.15M
|
3K
$870K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.71K- 2.4% |
$917K - $1.06M
|
192K
$55.6M
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
SELL
|
- |
-4K- 21.05% |
$779K - $899K
|
15K
$4.35M
|
|
May 07, 2025
Q3 2024
|
Symmetry Investments LP
|
SELL
|
- |
-3.87K- 14.12% |
$754K - $870K
|
23.5K
$6.82M
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-3.76K- 7.88% |
$734K - $846K
|
44K
$12.8M
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-3.74K- 25.37% |
$728K - $840K
|
11K
$3.18M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.45K- 3.91% |
$672K - $776K
|
84.9K
$24.6M
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 6.67% |
$585K - $674K
|
42K
$12.2M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.69K- 1.73% |
$524K - $604K
|
152K
$44.2M
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-2.63K- 32.53% |
$512K - $590K
|
5.45K
$1.58M
|
|
Oct 02, 2024
Q3 2024
|
Greenhaven Associates Inc
|
SELL
|
- |
-2.5K- 33.33% |
$487K - $562K
|
5K
$1.45M
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.12K- 11.9% |
$413K - $476K
|
15.7K
$4.55M
|
|
Nov 13, 2024
Q3 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-1.85K- 2.99% |
$360K - $415K
|
59.9K
$17.4M
|