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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-375- 2.3% |
$76.9K - $93.9K
|
15.9K
$3.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-375- 5.28% |
$76.9K - $93.9K
|
6.73K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-374- 5.07% |
$76.7K - $93.6K
|
7K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-372- 1.09% |
$76.3K - $93.1K
|
33.6K
$7.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-368- 6.91% |
$75.5K - $92.1K
|
4.96K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-367- 0.74% |
$75.3K - $91.9K
|
48.9K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-367- 12.86% |
$75.3K - $91.9K
|
2.49K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-366- 8.27% |
$75.1K - $91.6K
|
4.06K
$943K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-365- 2.27% |
$74.9K - $91.4K
|
15.7K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-365- 2.04% |
$74.9K - $91.4K
|
17.5K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-364- 6.99% |
$74.7K - $91.1K
|
4.85K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-363- 1.35% |
$74.5K - $90.9K
|
26.4K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-362- 6.0% |
$74.3K - $90.6K
|
5.67K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-362- 7.73% |
$74.3K - $90.6K
|
4.32K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-362- 0.89% |
$74.3K - $90.6K
|
40.2K
$9.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-361- 0.92% |
$74.1K - $90.4K
|
38.9K
$9.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-359- 0.63% |
$73.7K - $89.9K
|
57K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-359- 2.88% |
$73.7K - $89.9K
|
12.1K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-358- 2.29% |
$73.5K - $89.6K
|
15.3K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-357- 2.51% |
$73.2K - $89.4K
|
13.9K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-356- 1.73% |
$73K - $89.1K
|
20.2K
$4.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-356- 2.18% |
$73K - $89.1K
|
16K
$3.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-355- 6.14% |
$72.8K - $88.9K
|
5.43K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-354- 3.72% |
$72.6K - $88.6K
|
9.15K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-353- 7.13% |
$72.4K - $88.4K
|
4.6K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-353- 8.75% |
$72.4K - $88.4K
|
3.68K
$855K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-351- 3.12% |
$72K - $87.9K
|
10.9K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-350- 0.57% |
$71.8K - $87.6K
|
61.6K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-349- 3.6% |
$71.6K - $87.4K
|
9.34K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-348- 1.51% |
$71.4K - $87.1K
|
22.7K
$5.27M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-346- 0.32% |
$71K - $86.6K
|
109K
$25.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-345- 3.53% |
$70.8K - $86.4K
|
9.42K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-345- 9.55% |
$70.8K - $86.4K
|
3.27K
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-344- 3.53% |
$70.6K - $86.1K
|
9.41K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-343- 14.24% |
$70.4K - $85.8K
|
2.07K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-343- 9.43% |
$70.4K - $85.8K
|
3.3K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-343- 3.88% |
$70.4K - $85.8K
|
8.49K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-341- 3.88% |
$70K - $85.3K
|
8.44K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-337- 1.05% |
$69.1K - $84.3K
|
31.8K
$7.4M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-336- 1.74% |
$68.9K - $84.1K
|
19K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-334- 6.59% |
$68.5K - $83.6K
|
4.73K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-333- 2.82% |
$68.3K - $83.3K
|
11.5K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-331- 0.34% |
$67.9K - $82.8K
|
95.6K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-330- 7.41% |
$67.7K - $82.6K
|
4.12K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-330- 13.73% |
$67.7K - $82.6K
|
2.07K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-330- 0.85% |
$67.7K - $82.6K
|
38.7K
$8.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-330- 6.18% |
$67.7K - $82.6K
|
5.01K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-329- 5.15% |
$67.5K - $82.3K
|
6.06K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-326- 7.84% |
$66.9K - $81.6K
|
3.83K
$890K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-325- 3.32% |
$66.7K - $81.3K
|
9.45K
$2.2M
|