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 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.96K- 8.38% |
$440K - $548K
|
21.4K
$6.2M
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-1.95K- 5.24% |
$439K - $546K
|
35.3K
$10.2M
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.95K- 10.69% |
$438K - $545K
|
16.2K
$4.71M
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.92K- 1.46% |
$433K - $539K
|
130K
$37.7M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.91K- 2.1% |
$431K - $536K
|
89K
$25.8M
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.89K- 96.72% |
$425K - $529K
|
64
$18.6K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.86K- 9.43% |
$420K - $522K
|
17.9K
$5.19M
|
|
May 15, 2025
Q1 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
SELL
|
- |
-1.86K- 2.04% |
$419K - $521K
|
89.5K
$25.9M
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.86K- 19.22% |
$418K - $520K
|
7.81K
$2.26M
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-1.84K- 15.83% |
$415K - $516K
|
9.81K
$2.84M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.83K- 2.95% |
$413K - $513K
|
60.4K
$17.5M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.82K- 1.95% |
$410K - $510K
|
91.5K
$26.5M
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.82K- 10.72% |
$410K - $509K
|
15.1K
$4.39M
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.82K- 0.9% |
$410K - $509K
|
200K
$58M
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.79K- 4.57% |
$404K - $502K
|
37.4K
$10.9M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.79K- 9.64% |
$403K - $501K
|
16.8K
$4.86M
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.78K- 31.77% |
$402K - $499K
|
3.83K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.74K- 10.43% |
$393K - $488K
|
15K
$4.34M
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.74K- 17.73% |
$392K - $487K
|
8.07K
$2.34M
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.73K- 3.3% |
$388K - $483K
|
50.6K
$14.7M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.72K- 1.14% |
$386K - $480K
|
149K
$43.2M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.71K- 4.13% |
$384K - $477K
|
39.6K
$11.5M
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.7K- 23.23% |
$383K - $477K
|
5.63K
$1.63M
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.7K- 0.82% |
$383K - $476K
|
206K
$59.6M
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.7K- 4.35% |
$382K - $475K
|
37.3K
$10.8M
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.69K- 29.09% |
$381K - $474K
|
4.13K
$1.2M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.69K- 1.73% |
$380K - $472K
|
95.9K
$27.8M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.68K- 0.99% |
$379K - $471K
|
169K
$48.9M
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.68K- 8.66% |
$377K - $469K
|
17.7K
$5.12M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.68K- 3.15% |
$377K - $469K
|
51.6K
$15M
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.67K- 2.12% |
$376K - $468K
|
77K
$22.3M
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.66K- 40.2% |
$374K - $465K
|
2.47K
$716K
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.65K- 6.77% |
$371K - $462K
|
22.7K
$6.58M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.64K- 2.3% |
$368K - $458K
|
69.6K
$20.2M
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.64K- 23.06% |
$368K - $458K
|
5.46K
$1.58M
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 6.19% |
$367K - $457K
|
24.7K
$7.17M
|
|
May 06, 2025
Q1 2025
|
Crystal Rock Capital Management
|
SELL
|
- |
-1.63K- 5.97% |
$367K - $456K
|
25.7K
$7.44M
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.62K- 1.31% |
$365K - $454K
|
123K
$35.6M
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-1.62K- 3.11% |
$364K - $453K
|
50.5K
$14.6M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.61K- 29.59% |
$361K - $449K
|
3.82K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.57K- 1.83% |
$353K - $438K
|
84.1K
$24.4M
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.56K- 2.18% |
$352K - $438K
|
70.2K
$20.3M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.56K- 2.01% |
$351K - $436K
|
76K
$22M
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.56K- 2.38% |
$350K - $436K
|
63.7K
$18.5M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 2.61% |
$350K - $435K
|
58.1K
$16.8M
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.55K- 12.49% |
$349K - $434K
|
10.9K
$3.15M
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.55K- 1.84% |
$348K - $433K
|
82.7K
$24M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.54K- 0.5% |
$348K - $432K
|
307K
$88.9M
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.54K- 6.74% |
$347K - $432K
|
21.4K
$6.19M
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 0.5% |
$345K - $429K
|
308K
$89.2M
|