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 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.86K- 5.6% |
$391K - $540K
|
31.3K
$9.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.76K- 4.76% |
$370K - $511K
|
35.2K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.75K- 15.27% |
$368K - $507K
|
9.71K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.68K- 2.27% |
$352K - $486K
|
72.3K
$20.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.66K- 4.72% |
$350K - $482K
|
33.6K
$9.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.66K- 38.61% |
$348K - $480K
|
2.64K
$761K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.59K- 52.68% |
$335K - $462K
|
1.43K
$413K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.5K- 1.66% |
$315K - $434K
|
88.8K
$25.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.45K- 7.0% |
$304K - $419K
|
19.2K
$5.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.44K- 11.94% |
$302K - $417K
|
10.6K
$3.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.58% |
$299K - $413K
|
88.8K
$25.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.41K- 2.31% |
$296K - $409K
|
59.7K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.4K- 3.29% |
$293K - $404K
|
41K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.36K- 4.7% |
$287K - $395K
|
27.6K
$7.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.27K- 3.34% |
$266K - $367K
|
36.6K
$10.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 2.98% |
$261K - $360K
|
40.4K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.7% |
$254K - $350K
|
170K
$49.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 15.21% |
$252K - $347K
|
6.67K
$1.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.19K- 46.1% |
$250K - $345K
|
1.39K
$401K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.16K- 1.46% |
$244K - $337K
|
78.3K
$22.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-1.15K- 2.05% |
$242K - $334K
|
55K
$15.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.13K- 7.09% |
$237K - $327K
|
14.8K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-1.12K- 1.77% |
$234K - $323K
|
62K
$17.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.11K- 7.65% |
$233K - $321K
|
13.3K
$3.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.1K- 5.4% |
$231K - $319K
|
19.3K
$5.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.03K- 2.24% |
$216K - $297K
|
44.7K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.01K- 4.4% |
$213K - $294K
|
22K
$6.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-972- 2.65% |
$204K - $282K
|
35.7K
$10.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-961- 9.01% |
$202K - $279K
|
9.7K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-931- 21.27% |
$196K - $270K
|
3.45K
$995K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-922- 4.08% |
$194K - $267K
|
21.7K
$6.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-920- 3.25% |
$193K - $267K
|
27.4K
$7.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-885- 1.66% |
$186K - $257K
|
52.4K
$15.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-884- 8.51% |
$186K - $256K
|
9.51K
$2.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-872- 18.47% |
$183K - $253K
|
3.85K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-864- 2.08% |
$182K - $250K
|
40.7K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-804- 0.63% |
$169K - $233K
|
126K
$36.4M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-797- 2.51% |
$168K - $231K
|
31K
$8.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-784- 6.77% |
$165K - $227K
|
10.8K
$3.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-761- 2.15% |
$160K - $221K
|
34.6K
$9.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-752- 26.76% |
$158K - $218K
|
2.06K
$594K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-721- 1.25% |
$152K - $209K
|
57.1K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-715- 5.35% |
$150K - $207K
|
12.7K
$3.65M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-703- 2.31% |
$148K - $204K
|
29.7K
$8.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-614- 2.41% |
$129K - $178K
|
24.9K
$7.19M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-595- 4.56% |
$125K - $172K
|
12.4K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-582- 8.04% |
$122K - $169K
|
6.66K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-576- 1.51% |
$121K - $167K
|
37.7K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-573- 1.98% |
$120K - $166K
|
28.4K
$8.2M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-569- 4.85% |
$120K - $165K
|
11.2K
$3.23M
|