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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-10.1K- 31.61% |
$2.28M - $2.84M
|
21.9K
$6.33M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-10.1K- 5.81% |
$2.27M - $2.83M
|
164K
$47.3M
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-10.1K- 6.9% |
$2.27M - $2.83M
|
136K
$39.4M
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-10K- 64.41% |
$2.25M - $2.8M
|
5.53K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-9.98K- 5.34% |
$2.25M - $2.79M
|
177K
$51M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-9.73K- 5.79% |
$2.19M - $2.73M
|
159K
$45.8M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.73K- 21.87% |
$2.19M - $2.72M
|
34.8K
$10M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.64K- 10.81% |
$2.17M - $2.7M
|
79.5K
$22.9M
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.62K- 77.74% |
$2.17M - $2.69M
|
2.75K
$795K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.47K- 2.17% |
$2.13M - $2.65M
|
428K
$123M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.39K- 6.53% |
$2.11M - $2.63M
|
134K
$38.8M
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-9.39K- 13.64% |
$2.11M - $2.63M
|
59.4K
$17.2M
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-9.29K- 6.47% |
$2.09M - $2.6M
|
134K
$38.7M
|
|
Apr 23, 2025
Q1 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-9.18K- 22.89% |
$2.07M - $2.57M
|
30.9K
$8.92M
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-9.16K- 6.77% |
$2.06M - $2.56M
|
126K
$36.4M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.12K- 0.94% |
$2.05M - $2.55M
|
957K
$276M
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-9.02K- 8.78% |
$2.03M - $2.52M
|
93.7K
$27.1M
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-9.01K- 26.24% |
$2.03M - $2.52M
|
25.3K
$7.31M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.93K- 1.87% |
$2.01M - $2.5M
|
468K
$135M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-8.85K- 3.86% |
$1.99M - $2.48M
|
221K
$63.7M
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-8.8K- 19.44% |
$1.98M - $2.46M
|
36.5K
$10.5M
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-8.72K- 22.99% |
$1.96M - $2.44M
|
29.2K
$8.44M
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-8.64K- 65.25% |
$1.95M - $2.42M
|
4.6K
$1.33M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-8.64K- 1.24% |
$1.94M - $2.42M
|
690K
$199M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.59K- 4.47% |
$1.94M - $2.41M
|
184K
$53.1M
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-8.58K- 2.38% |
$1.93M - $2.4M
|
352K
$102M
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.56K- 16.69% |
$1.93M - $2.4M
|
42.7K
$12.3M
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.51K- 1.57% |
$1.92M - $2.38M
|
532K
$154M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.5K- 56.47% |
$1.91M - $2.38M
|
6.55K
$1.89M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.42K- 23.94% |
$1.9M - $2.36M
|
26.8K
$7.73M
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-8.36K- 83.69% |
$1.88M - $2.34M
|
1.63K
$470K
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.36K- 3.6% |
$1.88M - $2.34M
|
224K
$64.7M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8.36K- 4.58% |
$1.88M - $2.34M
|
174K
$50.3M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.32K- 0.88% |
$1.87M - $2.33M
|
941K
$272M
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-8.11K- 1.89% |
$1.83M - $2.27M
|
421K
$122M
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8.1K- 17.06% |
$1.82M - $2.27M
|
39.4K
$11.4M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.94K- 11.53% |
$1.79M - $2.22M
|
60.9K
$17.6M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-7.88K- 19.02% |
$1.78M - $2.21M
|
33.6K
$9.69M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-7.72K- 7.53% |
$1.74M - $2.16M
|
94.7K
$27.3M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.6K- 1.95% |
$1.71M - $2.13M
|
382K
$110M
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.57K- 7.0% |
$1.71M - $2.12M
|
101K
$29M
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-7.48K- 26.27% |
$1.68M - $2.09M
|
21K
$6.06M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.48K- 1.2% |
$1.68M - $2.09M
|
614K
$177M
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-7.43K- 1.93% |
$1.67M - $2.08M
|
378K
$109M
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7.38K- 52.93% |
$1.66M - $2.07M
|
6.56K
$1.89M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.36K- 18.18% |
$1.66M - $2.06M
|
33.1K
$9.56M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.33K- 1.94% |
$1.65M - $2.05M
|
370K
$107M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-7.25K- 0.88% |
$1.63M - $2.03M
|
820K
$237M
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-7.25K- 19.6% |
$1.63M - $2.03M
|
29.7K
$8.58M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.13K- 96.9% |
$1.61M - $2M
|
228
$65.8K
|