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 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.44K- 4.58% |
$501K - $611K
|
50.9K
$13.5M
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.44K- 2.93% |
$501K - $611K
|
80.9K
$21.4M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.44K- 11.67% |
$500K - $610K
|
18.4K
$4.88M
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.44K- 1.96% |
$500K - $609K
|
122K
$32.3M
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.43K- 1.16% |
$498K - $607K
|
206K
$54.5M
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-2.41K- 5.99% |
$494K - $602K
|
37.8K
$9.99M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 3.74% |
$492K - $600K
|
61.7K
$16.3M
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.4K- 0.77% |
$491K - $599K
|
309K
$81.8M
|
|
Feb 07, 2025
Q4 2024
|
Ns Partners LTD
|
SELL
|
- |
-2.39K- 1.35% |
$491K - $598K
|
174K
$46.1M
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.39K- 2.13% |
$490K - $597K
|
110K
$29.1M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.38K- 1.66% |
$488K - $595K
|
141K
$37.2M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.37K- 13.33% |
$487K - $594K
|
15.4K
$4.08M
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.37K- 2.69% |
$486K - $593K
|
85.7K
$22.7M
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-2.36K- 5.14% |
$484K - $590K
|
43.5K
$11.5M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.35K- 7.92% |
$482K - $588K
|
27.3K
$7.23M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.34K- 3.13% |
$479K - $584K
|
72.3K
$19.1M
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.33K- 23.34% |
$477K - $582K
|
7.64K
$2.02M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.31K- 34.93% |
$475K - $579K
|
4.31K
$1.14M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.31K- 2.78% |
$473K - $577K
|
80.6K
$21.3M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.3K- 0.98% |
$473K - $576K
|
233K
$61.8M
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.26K- 2.58% |
$463K - $565K
|
85.3K
$22.6M
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-2.26K- 10.23% |
$463K - $564K
|
19.8K
$5.24M
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.23K- 6.09% |
$457K - $558K
|
34.3K
$9.09M
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.23K- 8.7% |
$457K - $557K
|
23.4K
$6.18M
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-2.22K- 5.65% |
$455K - $555K
|
37K
$9.8M
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.21K- 10.24% |
$453K - $553K
|
19.4K
$5.12M
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.21K- 2.59% |
$453K - $553K
|
83K
$22M
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-2.21K- 7.83% |
$453K - $552K
|
26K
$6.87M
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.2K- 4.35% |
$451K - $551K
|
48.4K
$12.8M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 4.58% |
$451K - $551K
|
45.8K
$12.1M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.16K- 4.86% |
$444K - $542K
|
42.4K
$11.2M
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.15K- 18.72% |
$442K - $539K
|
9.35K
$2.47M
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.14K- 1.01% |
$440K - $536K
|
211K
$55.7M
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.14K- 38.36% |
$439K - $535K
|
3.44K
$910K
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.13K- 16.78% |
$438K - $534K
|
10.6K
$2.8M
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.13K- 1.67% |
$437K - $533K
|
126K
$33.2M
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.12K- 1.34% |
$434K - $530K
|
155K
$41.1M
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.11K- 0.87% |
$434K - $529K
|
241K
$63.9M
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.11K- 19.67% |
$433K - $528K
|
8.62K
$2.28M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.09K- 87.06% |
$429K - $524K
|
311
$82.3K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.09K- 14.32% |
$428K - $522K
|
12.5K
$3.31M
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.08K- 0.83% |
$426K - $520K
|
249K
$66M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.08K- 36.74% |
$426K - $519K
|
3.57K
$946K
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.07K- 8.0% |
$425K - $518K
|
23.8K
$6.3M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.07K- 0.69% |
$424K - $517K
|
295K
$78.2M
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.03K- 5.4% |
$416K - $507K
|
35.5K
$9.38M
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-2.02K- 37.94% |
$414K - $506K
|
3.3K
$874K
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-2K- 3.45% |
$410K - $501K
|
56K
$14.8M
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.98K- 4.51% |
$406K - $496K
|
42K
$11.1M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.95K- 6.86% |
$401K - $489K
|
26.5K
$7.01M
|