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 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-75- 0.68% |
$15.8K - $21.7K
|
10.9K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-75- 0.34% |
$15.8K - $21.7K
|
22.3K
$6.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-74- 6.24% |
$15.6K - $21.5K
|
1.11K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-73- 0.49% |
$15.4K - $21.2K
|
14.8K
$4.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-73- 0.73% |
$15.4K - $21.2K
|
9.95K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-71- 0.85% |
$14.9K - $20.6K
|
8.29K
$2.4M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-70- 0.84% |
$14.7K - $20.3K
|
8.29K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-69- 5.09% |
$14.5K - $20K
|
1.29K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-69- 4.4% |
$14.5K - $20K
|
1.5K
$435K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-67- 0.24% |
$14.1K - $19.4K
|
27.9K
$8.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-67- 3.69% |
$14.1K - $19.4K
|
1.75K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-66- 1.56% |
$13.9K - $19.1K
|
4.15K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.59% |
$13.9K - $19.1K
|
11.1K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-65- 3.35% |
$13.7K - $18.8K
|
1.88K
$544K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-65- 1.36% |
$13.7K - $18.8K
|
4.7K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-64- 3.1% |
$13.5K - $18.6K
|
2K
$580K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-64- 0.87% |
$13.5K - $18.6K
|
7.26K
$2.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-61- 0.97% |
$12.8K - $17.7K
|
6.23K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-60- 1.94% |
$12.6K - $17.4K
|
3.03K
$878K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-56- 0.06% |
$11.8K - $16.2K
|
101K
$29.4M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-56- 0.93% |
$11.8K - $16.2K
|
5.95K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-55- 1.0% |
$11.6K - $15.9K
|
5.44K
$1.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-52- 1.35% |
$10.9K - $15.1K
|
3.8K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-51- 0.5% |
$10.7K - $14.8K
|
10.1K
$2.93M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.04% |
$10.7K - $14.8K
|
4.87K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-50- 5.49% |
$10.5K - $14.5K
|
861
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-50- 5.35% |
$10.5K - $14.5K
|
884
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-50- 2.2% |
$10.5K - $14.5K
|
2.22K
$645K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46- 2.39% |
$9.67K - $13.3K
|
1.88K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45- 1.28% |
$9.46K - $13K
|
3.48K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-43- 0.43% |
$9.04K - $12.5K
|
9.99K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-42- 0.76% |
$8.83K - $12.2K
|
5.51K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-42- 0.98% |
$8.83K - $12.2K
|
4.25K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-42- 0.17% |
$8.83K - $12.2K
|
24.8K
$7.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-41- 1.6% |
$8.62K - $11.9K
|
2.52K
$729K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-40- 0.8% |
$8.41K - $11.6K
|
4.94K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-40- 8.53% |
$8.41K - $11.6K
|
429
$124K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-37- 1.9% |
$7.78K - $10.7K
|
1.91K
$554K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-36- 0.2% |
$7.57K - $10.4K
|
17.9K
$5.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-35- 0.7% |
$7.36K - $10.1K
|
4.99K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-33- 1.0% |
$6.94K - $9.57K
|
3.27K
$949K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-33- 1.59% |
$6.94K - $9.57K
|
2.04K
$592K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-33- 1.04% |
$6.94K - $9.57K
|
3.14K
$909K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-30- 0.15% |
$6.31K - $8.7K
|
19.8K
$5.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 0.23% |
$6.31K - $8.7K
|
13.2K
$3.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-30- 0.57% |
$6.31K - $8.7K
|
5.26K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-29- 0.06% |
$6.1K - $8.41K
|
52.1K
$15.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-28- 2.51% |
$5.89K - $8.12K
|
1.09K
$315K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-28- 0.63% |
$5.89K - $8.12K
|
4.41K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-28- 0.04% |
$5.89K - $8.12K
|
77.3K
$22.4M
|