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 14, 2025
Q4 2024
|
Humankind Investments LLC
|
SELL
|
- |
-439- 8.99% |
$90.1K - $110K
|
4.45K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-438- 4.54% |
$89.9K - $110K
|
9.22K
$2.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-435- 1.6% |
$89.3K - $109K
|
26.8K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-434- 3.01% |
$89K - $109K
|
14K
$3.25M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-433- 7.35% |
$88.8K - $108K
|
5.46K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-433- 4.04% |
$88.8K - $108K
|
10.3K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-433- 9.32% |
$88.8K - $108K
|
4.21K
$979K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-431- 2.56% |
$88.4K - $108K
|
16.4K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-430- 8.84% |
$88.2K - $108K
|
4.44K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-429- 4.78% |
$88K - $107K
|
8.55K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-428- 1.08% |
$87.8K - $107K
|
39.3K
$9.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-425- 0.95% |
$87.2K - $106K
|
44.5K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-425- 1.57% |
$87.2K - $106K
|
26.7K
$6.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-423- 7.6% |
$86.8K - $106K
|
5.15K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-422- 1.03% |
$86.6K - $106K
|
40.7K
$9.45M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-421- 22.96% |
$86.4K - $105K
|
1.41K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
SELL
|
- |
-419- 32.97% |
$86K - $105K
|
852
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-418- 8.84% |
$85.8K - $105K
|
4.31K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-417- 1.79% |
$85.6K - $104K
|
22.9K
$5.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-417- 0.18% |
$85.6K - $104K
|
233K
$54.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-413- 8.83% |
$84.7K - $103K
|
4.26K
$991K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-411- 1.55% |
$84.3K - $103K
|
26K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-409- 1.87% |
$83.9K - $102K
|
21.5K
$4.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-408- 0.59% |
$83.7K - $102K
|
68.6K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-408- 6.07% |
$83.7K - $102K
|
6.32K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-407- 6.03% |
$83.5K - $102K
|
6.34K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-405- 0.37% |
$83.1K - $101K
|
110K
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-404- 9.63% |
$82.9K - $101K
|
3.79K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-404- 1.32% |
$82.9K - $101K
|
30.3K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-403- 5.11% |
$82.7K - $101K
|
7.48K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-402- 0.78% |
$82.5K - $101K
|
51.4K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-401- 0.74% |
$82.3K - $100K
|
53.8K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-401- 4.55% |
$82.3K - $100K
|
8.41K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-400- 2.11% |
$82.1K - $100K
|
18.6K
$4.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.83% |
$82.1K - $100K
|
47.7K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-398- 7.04% |
$81.7K - $99.6K
|
5.26K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-398- 5.76% |
$81.7K - $99.6K
|
6.51K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-397- 0.81% |
$81.5K - $99.4K
|
48.8K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-396- 2.88% |
$81.3K - $99.1K
|
13.4K
$3.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-394- 1.64% |
$80.8K - $98.6K
|
23.6K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-392- 0.68% |
$80.4K - $98.1K
|
57.3K
$13.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-391- 1.29% |
$80.2K - $97.9K
|
30K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-389- 0.4% |
$79.8K - $97.4K
|
96K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-385- 1.59% |
$79K - $96.4K
|
23.8K
$5.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-385- 3.42% |
$79K - $96.4K
|
10.9K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-383- 1.67% |
$78.6K - $95.9K
|
22.6K
$5.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-382- 11.8% |
$78.4K - $95.6K
|
2.85K
$663K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-377- 1.31% |
$77.4K - $94.4K
|
28.4K
$6.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-377- 4.92% |
$77.4K - $94.4K
|
7.28K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-376- 10.34% |
$77.1K - $94.1K
|
3.26K
$758K
|