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 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7.38K- 52.93% |
$1.66M - $2.07M
|
6.56K
$1.9M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.36K- 18.18% |
$1.66M - $2.06M
|
33.1K
$9.6M
|
|
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
$238M
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-7.25K- 19.6% |
$1.63M - $2.03M
|
29.7K
$8.62M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.13K- 96.9% |
$1.61M - $2M
|
228
$66.1K
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.13K- 17.36% |
$1.61M - $2M
|
33.9K
$9.84M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-7.13K- 3.69% |
$1.61M - $2M
|
186K
$53.9M
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-7.03K- 23.66% |
$1.58M - $1.97M
|
22.7K
$6.58M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.95K- 5.45% |
$1.57M - $1.95M
|
120K
$34.9M
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.89K- 0.38% |
$1.55M - $1.93M
|
1.82M
$529M
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-6.88K- 1.51% |
$1.55M - $1.93M
|
449K
$130M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-6.86K- 10.24% |
$1.55M - $1.92M
|
60.2K
$17.4M
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.81K- 2.39% |
$1.53M - $1.91M
|
278K
$80.6M
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-6.77K- 2.54% |
$1.53M - $1.9M
|
260K
$75.2M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.67K- 2.88% |
$1.5M - $1.87M
|
225K
$65.3M
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-6.66K- 0.44% |
$1.5M - $1.86M
|
1.52M
$439M
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-6.57K- 6.94% |
$1.48M - $1.84M
|
88.1K
$25.5M
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-6.48K- 54.43% |
$1.46M - $1.81M
|
5.43K
$1.57M
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-6.41K- 1.18% |
$1.44M - $1.8M
|
538K
$156M
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-6.41K- 6.14% |
$1.44M - $1.79M
|
97.9K
$28.4M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.34K- 19.14% |
$1.43M - $1.77M
|
26.8K
$7.76M
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-6.32K- 82.95% |
$1.42M - $1.77M
|
1.3K
$377K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-6.27K- 8.56% |
$1.41M - $1.76M
|
67K
$19.4M
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-6.2K- 32.98% |
$1.4M - $1.74M
|
12.6K
$3.65M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.17K- 14.57% |
$1.39M - $1.73M
|
36.2K
$10.5M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.17K- 4.94% |
$1.39M - $1.73M
|
119K
$34.4M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-6.17K- 8.99% |
$1.39M - $1.73M
|
62.4K
$18.1M
|
|
May 14, 2025
Q1 2025
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-6.12K- 4.18% |
$1.38M - $1.71M
|
140K
$40.6M
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-6.05K- 24.8% |
$1.36M - $1.69M
|
18.3K
$5.32M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.05K- 4.52% |
$1.36M - $1.69M
|
128K
$37M
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-6.01K- 2.27% |
$1.35M - $1.68M
|
258K
$74.9M
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.94K- 65.47% |
$1.34M - $1.66M
|
3.13K
$908K
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.91K- 3.02% |
$1.33M - $1.66M
|
190K
$55M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.88K- 3.35% |
$1.32M - $1.64M
|
170K
$49.2M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.74K- 3.55% |
$1.29M - $1.61M
|
156K
$45.3M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.74K- 0.21% |
$1.29M - $1.61M
|
2.67M
$775M
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.72K- 5.13% |
$1.29M - $1.6M
|
106K
$30.6M
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.66K- 5.09% |
$1.28M - $1.59M
|
106K
$30.6M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.66K- 0.08% |
$1.27M - $1.58M
|
7.08M
$2.05B
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.58K- 2.3% |
$1.26M - $1.56M
|
237K
$68.8M
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-5.45K- 13.56% |
$1.23M - $1.52M
|
34.7K
$10.1M
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.41K- 29.76% |
$1.22M - $1.51M
|
12.8K
$3.7M
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-5.36K- 2.68% |
$1.21M - $1.5M
|
194K
$56.3M
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.35K- 3.37% |
$1.21M - $1.5M
|
154K
$44.5M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-5.31K- 27.09% |
$1.2M - $1.49M
|
14.3K
$4.15M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.31K- 3.81% |
$1.2M - $1.49M
|
134K
$38.9M
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-5.31K- 23.4% |
$1.19M - $1.49M
|
17.4K
$5.04M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.28K- 1.26% |
$1.19M - $1.48M
|
412K
$119M
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-5.27K- 2.01% |
$1.19M - $1.47M
|
257K
$74.5M
|