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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.95K- 6.86% |
$401K - $489K
|
26.5K
$6.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.95K- 15.71% |
$399K - $487K
|
10.4K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.94K- 5.49% |
$397K - $485K
|
33.4K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.94K- 0.54% |
$397K - $484K
|
359K
$85.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.93K- 55.76% |
$395K - $482K
|
1.53K
$365K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-1.92K- 10.44% |
$394K - $480K
|
16.5K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.92K- 2.03% |
$394K - $480K
|
92.7K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.91K- 4.48% |
$392K - $478K
|
40.8K
$9.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 5.71% |
$392K - $478K
|
31.5K
$7.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.94% |
$390K - $476K
|
199K
$47.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.9K- 11.47% |
$390K - $476K
|
14.7K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-1.89K- 9.89% |
$388K - $474K
|
17.2K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.88K- 3.47% |
$385K - $470K
|
52.2K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.88K- 1.57% |
$385K - $469K
|
118K
$28.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.87K- 2.88% |
$384K - $469K
|
63.2K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-1.86K- 5.66% |
$382K - $466K
|
31K
$7.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.85K- 4.97% |
$380K - $464K
|
35.5K
$8.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.85K- 4.9% |
$380K - $464K
|
36K
$8.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 6.75% |
$378K - $462K
|
25.5K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.83K- 1.47% |
$376K - $459K
|
123K
$29.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.83K- 4.11% |
$376K - $458K
|
42.7K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.82K- 2.27% |
$374K - $457K
|
78.4K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.82K- 2.37% |
$372K - $454K
|
74.6K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.8K- 0.88% |
$370K - $451K
|
202K
$48.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.8K- 30.41% |
$369K - $451K
|
4.12K
$985K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.8K- 0.24% |
$369K - $451K
|
740K
$177M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.8K- 35.32% |
$369K - $450K
|
3.29K
$787K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.79K- 9.72% |
$368K - $449K
|
16.7K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.79K- 14.25% |
$367K - $447K
|
10.8K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.78K- 3.51% |
$365K - $446K
|
48.9K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 6.64% |
$365K - $445K
|
25K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.77K- 4.24% |
$364K - $444K
|
40.1K
$9.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.77K- 4.88% |
$363K - $443K
|
34.5K
$8.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.76K- 1.3% |
$361K - $440K
|
133K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.75K- 3.56% |
$360K - $439K
|
47.5K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.75K- 3.73% |
$359K - $439K
|
45.3K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.75K- 2.9% |
$359K - $438K
|
58.5K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.73K- 39.27% |
$356K - $434K
|
2.68K
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.73K- 1.32% |
$355K - $434K
|
130K
$31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.72K- 5.95% |
$353K - $431K
|
27.2K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.72K- 3.03% |
$352K - $430K
|
54.9K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.71K- 23.28% |
$351K - $428K
|
5.64K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.71K- 1.98% |
$351K - $428K
|
84.8K
$20.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.71K- 3.62% |
$351K - $428K
|
45.5K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.71K- 2.13% |
$350K - $427K
|
78.7K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.7K- 1.19% |
$350K - $426K
|
141K
$33.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.7K- 4.95% |
$349K - $426K
|
32.7K
$7.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 18.77% |
$349K - $425K
|
7.36K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.7K- 3.13% |
$348K - $425K
|
52.5K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.69K- 2.03% |
$347K - $423K
|
81.4K
$19.5M
|