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 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.02K- 25.03% |
$681K - $847K
|
9.06K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3K- 6.33% |
$676K - $840K
|
44.4K
$12.9M
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-3K- 6.55% |
$676K - $840K
|
42.8K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.98K- 5.08% |
$672K - $835K
|
55.8K
$16.2M
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.97K- 2.42% |
$669K - $831K
|
120K
$34.7M
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.96K- 16.82% |
$667K - $829K
|
14.6K
$4.25M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.96K- 2.15% |
$666K - $828K
|
135K
$39.1M
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.95K- 48.95% |
$664K - $826K
|
3.08K
$892K
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.94K- 4.05% |
$662K - $822K
|
69.6K
$20.2M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.94K- 3.03% |
$661K - $822K
|
93.8K
$27.2M
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.9K- 0.48% |
$653K - $812K
|
600K
$174M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2.89K- 5.93% |
$651K - $810K
|
45.9K
$13.3M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.89K- 6.94% |
$651K - $809K
|
38.7K
$11.2M
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-2.87K- 56.13% |
$645K - $802K
|
2.24K
$649K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.86K- 2.34% |
$643K - $799K
|
119K
$34.5M
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.85K- 6.35% |
$643K - $799K
|
42.1K
$12.2M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.85K- 2.14% |
$641K - $797K
|
130K
$37.8M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.84K- 5.32% |
$640K - $796K
|
50.6K
$14.7M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.84K- 19.48% |
$640K - $796K
|
11.8K
$3.41M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.84K- 2.63% |
$640K - $795K
|
105K
$30.4M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.81K- 17.21% |
$632K - $786K
|
13.5K
$3.92M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.8K- 11.17% |
$631K - $784K
|
22.3K
$6.46M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.78K- 8.1% |
$627K - $779K
|
31.6K
$9.16M
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 15.15% |
$623K - $774K
|
15.5K
$4.49M
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.76K- 3.32% |
$621K - $772K
|
80.4K
$23.3M
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 37.86% |
$620K - $771K
|
4.52K
$1.31M
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.73K- 4.17% |
$614K - $763K
|
62.7K
$18.2M
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.73K- 5.71% |
$614K - $763K
|
45K
$13M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.72K- 15.02% |
$613K - $761K
|
15.4K
$4.46M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.72K- 1.4% |
$612K - $761K
|
192K
$55.6M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.63K- 3.17% |
$592K - $736K
|
80.4K
$23.3M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.57K- 4.39% |
$578K - $719K
|
56K
$16.2M
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-2.53K- 45.23% |
$570K - $709K
|
3.07K
$889K
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.53K- 12.84% |
$569K - $707K
|
17.2K
$4.97M
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.52K- 70.47% |
$567K - $705K
|
1.06K
$306K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.52K- 5.78% |
$567K - $704K
|
41K
$11.9M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.49K- 4.57% |
$560K - $696K
|
51.9K
$15.1M
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.44K- 0.66% |
$548K - $682K
|
368K
$107M
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.42K- 6.73% |
$545K - $678K
|
33.6K
$9.73M
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.42K- 1.17% |
$545K - $677K
|
203K
$59M
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.4K- 2.2% |
$541K - $672K
|
107K
$31M
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.4K- 3.63% |
$541K - $672K
|
63.8K
$18.5M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.4K- 0.41% |
$540K - $671K
|
587K
$170M
|
|
May 14, 2025
Q1 2025
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-2.39K- 72.25% |
$538K - $668K
|
917
$266K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.36K- 7.05% |
$532K - $662K
|
31.2K
$9.04M
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.36K- 4.74% |
$531K - $661K
|
47.4K
$13.7M
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.35K- 1.11% |
$528K - $656K
|
208K
$60.4M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.34K- 2.84% |
$526K - $654K
|
79.9K
$23.2M
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.34K- 44.67% |
$526K - $654K
|
2.89K
$838K
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-2.31K- 2.4% |
$520K - $646K
|
93.7K
$27.2M
|