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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-56- 0.07% |
$11.5K - $14K
|
80.1K
$22.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-56- 2.86% |
$11.5K - $14K
|
1.91K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-56- 0.86% |
$11.5K - $14K
|
6.42K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-56- 0.53% |
$11.5K - $14K
|
10.6K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-55- 0.43% |
$11.3K - $13.8K
|
12.6K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-55- 11.25% |
$11.3K - $13.8K
|
434
$120K
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-55- 2.19% |
$11.3K - $13.8K
|
2.46K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-55- 4.57% |
$11.3K - $13.8K
|
1.15K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-54- 1.8% |
$11.1K - $13.5K
|
2.94K
$814K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-54- 0.14% |
$11.1K - $13.5K
|
38.2K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-53- 4.83% |
$10.9K - $13.3K
|
1.05K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-53- 0.26% |
$10.9K - $13.3K
|
20.4K
$5.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-53- 1.11% |
$10.9K - $13.3K
|
4.71K
$1.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-53- 19.06% |
$10.9K - $13.3K
|
225
$62.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-52- 0.64% |
$10.7K - $13K
|
8.09K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-51- 0.21% |
$10.5K - $12.8K
|
24K
$6.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-51- 0.56% |
$10.5K - $12.8K
|
8.98K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-50- 0.26% |
$10.3K - $12.5K
|
18.8K
$5.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
SELL
|
- |
-50- 0.17% |
$10.3K - $12.5K
|
28.7K
$7.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.56% |
$10.3K - $12.5K
|
8.89K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-50- 0.35% |
$10.3K - $12.5K
|
14.3K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.88% |
$10.3K - $12.5K
|
5.65K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-50- 1.52% |
$10.3K - $12.5K
|
3.25K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-50- 2.44% |
$10.3K - $12.5K
|
2K
$554K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-50- 1.34% |
$10.3K - $12.5K
|
3.68K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-49- 5.89% |
$10.1K - $12.3K
|
783
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-49- 0.14% |
$10.1K - $12.3K
|
35.4K
$9.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-48- 3.63% |
$9.85K - $12K
|
1.28K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-48- 3.17% |
$9.85K - $12K
|
1.47K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-46- 0.45% |
$9.44K - $11.5K
|
10.1K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-46- 0.87% |
$9.44K - $11.5K
|
5.21K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-46- 0.05% |
$9.44K - $11.5K
|
89.5K
$24.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-46- 1.59% |
$9.44K - $11.5K
|
2.85K
$790K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-45- 2.35% |
$9.23K - $11.3K
|
1.87K
$517K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-45- 0.11% |
$9.23K - $11.3K
|
42.5K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-43- 0.75% |
$8.82K - $10.8K
|
5.72K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-43- 6.69% |
$8.82K - $10.8K
|
600
$166K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-43- 1.29% |
$8.82K - $10.8K
|
3.29K
$910K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-43- 1.01% |
$8.82K - $10.8K
|
4.2K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-41- 0.23% |
$8.41K - $10.3K
|
17.6K
$4.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-41- 0.61% |
$8.41K - $10.3K
|
6.69K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40- 0.29% |
$8.21K - $10K
|
13.6K
$3.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-40- 0.73% |
$8.21K - $10K
|
5.46K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-40- 0.38% |
$8.21K - $10K
|
10.4K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-40- 0.12% |
$8.21K - $10K
|
32.1K
$8.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-40- 0.2% |
$8.21K - $10K
|
20.2K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-40- 21.16% |
$8.21K - $10K
|
149
$41.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 0.21% |
$8K - $9.76K
|
18.8K
$5.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-39- 2.42% |
$8K - $9.76K
|
1.57K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-39- 0.53% |
$8K - $9.76K
|
7.3K
$2.02M
|