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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-394- 1.35% |
$82.9K - $114K
|
28.8K
$8.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-391- 1.29% |
$82.2K - $113K
|
30K
$8.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-390- 3.43% |
$82K - $113K
|
11K
$3.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-378- 4.75% |
$79.5K - $110K
|
7.58K
$2.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-378- 0.55% |
$79.5K - $110K
|
69K
$20M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-375- 1.67% |
$78.9K - $109K
|
22.1K
$6.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-373- 0.84% |
$78.4K - $108K
|
43.9K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-371- 5.56% |
$78K - $108K
|
6.3K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-370- 20.64% |
$77.8K - $107K
|
1.42K
$413K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-369- 1.06% |
$77.6K - $107K
|
34.3K
$9.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-369- 0.66% |
$77.6K - $107K
|
55.2K
$16M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-365- 7.98% |
$76.8K - $106K
|
4.21K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-361- 1.87% |
$75.9K - $105K
|
19K
$5.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-361- 4.2% |
$75.9K - $105K
|
8.24K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-360- 5.28% |
$75.7K - $104K
|
6.46K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-359- 9.42% |
$75.5K - $104K
|
3.45K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-343- 1.11% |
$72.1K - $99.4K
|
30.4K
$8.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-342- 0.76% |
$71.9K - $99.1K
|
44.9K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-340- 1.66% |
$71.5K - $98.6K
|
20.1K
$5.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-336- 4.35% |
$70.7K - $97.4K
|
7.39K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-335- 4.79% |
$70.4K - $97.1K
|
6.67K
$1.93M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-334- 1.43% |
$70.2K - $96.8K
|
23K
$6.66M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-333- 2.88% |
$70K - $96.5K
|
11.2K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-329- 1.52% |
$69.2K - $95.4K
|
21.3K
$6.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-320- 0.81% |
$67.3K - $92.8K
|
39.1K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-318- 0.86% |
$66.9K - $92.2K
|
36.6K
$10.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-315- 1.06% |
$66.2K - $91.3K
|
29.5K
$8.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-313- 12.67% |
$65.8K - $90.7K
|
2.16K
$626K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-310- 8.23% |
$65.2K - $89.9K
|
3.46K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-307- 2.92% |
$64.6K - $89K
|
10.2K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-306- 1.47% |
$64.3K - $88.7K
|
20.5K
$5.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-297- 1.11% |
$62.5K - $86.1K
|
26.6K
$7.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-288- 3.23% |
$60.6K - $83.5K
|
8.64K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-288- 16.17% |
$60.6K - $83.5K
|
1.49K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-285- 0.51% |
$59.9K - $82.6K
|
55.4K
$16.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-284- 1.0% |
$59.7K - $82.3K
|
28.1K
$8.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-283- 4.96% |
$59.5K - $82K
|
5.43K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-282- 1.39% |
$59.3K - $81.8K
|
20K
$5.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-275- 1.3% |
$57.8K - $79.7K
|
20.9K
$6.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-274- 1.05% |
$57.6K - $79.4K
|
25.8K
$7.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-274- 8.17% |
$57.6K - $79.4K
|
3.08K
$893K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-273- 4.48% |
$57.4K - $79.1K
|
5.82K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-269- 0.6% |
$56.6K - $78K
|
44.2K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-267- 3.6% |
$56.1K - $77.4K
|
7.16K
$2.07M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-267- 8.23% |
$56.1K - $77.4K
|
2.98K
$863K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-260- 2.9% |
$54.7K - $75.4K
|
8.72K
$2.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-259- 3.14% |
$54.5K - $75.1K
|
7.99K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-258- 1.17% |
$54.3K - $74.8K
|
21.7K
$6.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-256- 1.19% |
$53.8K - $74.2K
|
21.2K
$6.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-254- 2.26% |
$53.4K - $73.6K
|
11K
$3.19M
|