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 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-139- 1.48% |
$29.2K - $40.3K
|
9.28K
$2.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-137- 4.42% |
$28.8K - $39.7K
|
2.96K
$859K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-133- 0.92% |
$28K - $38.6K
|
14.3K
$4.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-131- 4.11% |
$27.5K - $38K
|
3.05K
$885K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-130- 0.83% |
$27.3K - $37.7K
|
15.5K
$4.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-128- 1.13% |
$26.9K - $37.1K
|
11.2K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-127- 0.71% |
$26.7K - $36.8K
|
17.6K
$5.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 5.76% |
$26.3K - $36.2K
|
2.05K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-124- 2.39% |
$26.1K - $35.9K
|
5.07K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-124- 6.61% |
$26.1K - $35.9K
|
1.75K
$508K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-124- 2.01% |
$26.1K - $35.9K
|
6.04K
$1.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-124- 14.61% |
$26.1K - $35.9K
|
725
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-123- 2.34% |
$25.9K - $35.7K
|
5.14K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-121- 0.5% |
$25.4K - $35.1K
|
24.3K
$7.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-120- 0.53% |
$25.2K - $34.8K
|
22.6K
$6.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-119- 8.01% |
$25K - $34.5K
|
1.37K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-118- 0.83% |
$24.8K - $34.2K
|
14K
$4.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-116- 0.69% |
$24.4K - $33.6K
|
16.6K
$4.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-115- 4.4% |
$24.2K - $33.3K
|
2.5K
$725K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-114- 0.5% |
$24K - $33K
|
22.9K
$6.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-113- 6.69% |
$23.8K - $32.8K
|
1.58K
$457K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-113- 3.94% |
$23.8K - $32.8K
|
2.76K
$799K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-109- 4.89% |
$22.9K - $31.6K
|
2.12K
$615K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-106- 0.19% |
$22.3K - $30.7K
|
56K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-104- 1.06% |
$21.9K - $30.2K
|
9.7K
$2.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-101- 3.69% |
$21.2K - $29.3K
|
2.63K
$764K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
PUT |
-100- 4.0% |
$21K - $29K
|
2.4K
$696K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 4.14% |
$20.6K - $28.4K
|
2.27K
$657K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-97- 0.84% |
$20.4K - $28.1K
|
11.4K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-97- 0.44% |
$20.4K - $28.1K
|
22.2K
$6.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-97- 14.33% |
$20.4K - $28.1K
|
580
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-95- 4.91% |
$20K - $27.5K
|
1.84K
$533K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-95- 2.27% |
$20K - $27.5K
|
4.1K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-94- 0.08% |
$19.8K - $27.3K
|
113K
$32.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-93- 0.35% |
$19.6K - $27K
|
26.2K
$7.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-93- 0.33% |
$19.6K - $27K
|
28K
$8.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-92- 3.56% |
$19.3K - $26.7K
|
2.49K
$722K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-89- 1.95% |
$18.7K - $25.8K
|
4.48K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-89- 0.48% |
$18.7K - $25.8K
|
18.3K
$5.31M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-85- 3.98% |
$17.9K - $24.6K
|
2.05K
$595K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-84- 0.88% |
$17.7K - $24.4K
|
9.49K
$2.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-84- 7.46% |
$17.7K - $24.4K
|
1.04K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-83- 0.28% |
$17.5K - $24.1K
|
29.6K
$8.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-82- 1.48% |
$17.2K - $23.8K
|
5.46K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-82- 1.47% |
$17.2K - $23.8K
|
5.51K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-80- 0.44% |
$16.8K - $23.2K
|
18.1K
$5.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-78- 1.54% |
$16.4K - $22.6K
|
4.98K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-77- 3.36% |
$16.2K - $22.3K
|
2.22K
$642K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-75- 2.74% |
$15.8K - $21.7K
|
2.67K
$773K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-75- 3.88% |
$15.8K - $21.7K
|
1.86K
$538K
|