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 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-27- 0.87% |
$5.68K - $7.83K
|
3.08K
$891K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.27% |
$5.68K - $7.83K
|
9.93K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.32% |
$5.68K - $7.83K
|
8.45K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-26- 0.22% |
$5.47K - $7.54K
|
12K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-26- 0.36% |
$5.47K - $7.54K
|
7.2K
$2.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-25- 0.44% |
$5.26K - $7.25K
|
5.67K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25- 2.92% |
$5.26K - $7.25K
|
830
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-25- 1.18% |
$5.26K - $7.25K
|
2.09K
$605K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.61% |
$5.05K - $6.96K
|
3.92K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-24- 0.71% |
$5.05K - $6.96K
|
3.36K
$973K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-23- 6.65% |
$4.84K - $6.67K
|
323
$93.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.72% |
$4.84K - $6.67K
|
3.17K
$919K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 1.94% |
$4.84K - $6.67K
|
1.16K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-23- 0.11% |
$4.84K - $6.67K
|
20.8K
$6.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-22- 0.46% |
$4.63K - $6.38K
|
4.72K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22- 0.95% |
$4.63K - $6.38K
|
2.3K
$667K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-22- 0.11% |
$4.63K - $6.38K
|
20.3K
$5.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-20- 0.21% |
$4.21K - $5.8K
|
9.31K
$2.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19- 2.07% |
$4K - $5.51K
|
897
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-18- 0.18% |
$3.79K - $5.22K
|
9.76K
$2.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-17- 0.99% |
$3.57K - $4.93K
|
1.69K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$3.57K - $4.93K
|
8.67K
$2.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16- 0.98% |
$3.36K - $4.64K
|
1.61K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-15- 0.48% |
$3.15K - $4.35K
|
3.14K
$910K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 7.5% |
$3.15K - $4.35K
|
185
$53.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-14- 0.65% |
$2.94K - $4.06K
|
2.15K
$624K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-14- 1.01% |
$2.94K - $4.06K
|
1.37K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.43% |
$2.94K - $4.06K
|
3.27K
$949K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11- 0.06% |
$2.31K - $3.19K
|
17.9K
$5.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.92% |
$2.31K - $3.19K
|
1.19K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-10- 0.86% |
$2.1K - $2.9K
|
1.15K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 2.27% |
$2.1K - $2.9K
|
430
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$1.89K - $2.61K
|
10.7K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.1% |
$1.68K - $2.32K
|
8.04K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.09% |
$1.68K - $2.32K
|
8.88K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-7- 0.69% |
$1.47K - $2.03K
|
1.01K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-6- 0.35% |
$1.26K - $1.74K
|
1.69K
$491K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-6- 0.31% |
$1.26K - $1.74K
|
1.96K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-6- 0.14% |
$1.26K - $1.74K
|
4.16K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-5- 0.27% |
$1.05K - $1.45K
|
1.85K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5- 0.01% |
$1.05K - $1.45K
|
38.7K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.09% |
$841 - $1.16K
|
4.57K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1- 0.01% |
$210 - $290
|
7.93K
$2.3M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Viking Global Investors LP
|
SELL
|
- |
-5.29M- 70.91% |
$1.19B - $1.48B
|
2.17M
$630M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-4.06M- 12.35% |
$913M - $1.14B
|
28.8M
$8.34B
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-3.7M- 12.8% |
$832M - $1.03B
|
25.2M
$7.3B
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.63M- 16.65% |
$818M - $1.02B
|
18.2M
$5.28B
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.24M- 30.3% |
$729M - $906M
|
7.45M
$2.16B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.81M- 3.66% |
$407M - $506M
|
47.6M
$13.8B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-1.59M- 40.53% |
$358M - $445M
|
2.33M
$676M
|
|