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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-1.27K- 4.0% |
$286K - $355K
|
30.4K
$8.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.27K- 8.53% |
$285K - $355K
|
13.6K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-1.26K- 4.76% |
$283K - $352K
|
25.2K
$7.3M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.26K- 10.88% |
$283K - $352K
|
10.3K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.25K- 3.38% |
$281K - $350K
|
35.7K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.24K- 12.61% |
$280K - $348K
|
8.61K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-1.24K- 94.94% |
$279K - $347K
|
66
$19.1K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.23K- 3.66% |
$277K - $345K
|
32.4K
$9.4M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.22K- 3.79% |
$276K - $343K
|
31.1K
$9.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 2.62% |
$275K - $341K
|
45.3K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.21K- 49.79% |
$273K - $339K
|
1.22K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 11.72% |
$273K - $339K
|
9.13K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.21K- 3.61% |
$273K - $339K
|
32.3K
$9.37M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.19K- 10.54% |
$269K - $334K
|
10.1K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.19K- 0.96% |
$267K - $332K
|
122K
$35.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.19K- 3.35% |
$267K - $332K
|
34.3K
$9.94M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.19K- 7.23% |
$267K - $332K
|
15.2K
$4.41M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.18K- 1.5% |
$266K - $330K
|
77.3K
$22.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 1.68% |
$264K - $328K
|
68.5K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.17K- 3.01% |
$263K - $328K
|
37.6K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.16K- 5.02% |
$262K - $325K
|
22K
$6.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.16K- 0.48% |
$261K - $325K
|
240K
$69.6M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.16K- 36.31% |
$261K - $324K
|
2.03K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.15K- 1.1% |
$260K - $323K
|
104K
$30.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.15K- 5.96% |
$259K - $323K
|
18.2K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-1.15K- 13.13% |
$259K - $322K
|
7.61K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.15K- 3.51% |
$258K - $321K
|
31.4K
$9.11M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.14K- 37.08% |
$258K - $320K
|
1.94K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.14K- 7.3% |
$256K - $318K
|
14.4K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.06% |
$255K - $317K
|
105K
$30.6M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 0.41% |
$255K - $317K
|
278K
$80.6M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.13K- 13.89% |
$254K - $316K
|
7.01K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.13K- 1.52% |
$254K - $316K
|
73.4K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.13K- 5.65% |
$254K - $316K
|
18.8K
$5.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.12K- 10.55% |
$252K - $314K
|
9.51K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 7.35% |
$252K - $314K
|
14.1K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.12K- 6.1% |
$252K - $313K
|
17.2K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.11K- 17.56% |
$251K - $312K
|
5.23K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1.1K- 8.89% |
$248K - $308K
|
11.3K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.1K- 2.69% |
$247K - $307K
|
39.7K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 5.92% |
$246K - $306K
|
17.3K
$5.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 5.34% |
$245K - $305K
|
19.3K
$5.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 33.08% |
$244K - $303K
|
2.19K
$636K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.08K- 2.21% |
$243K - $302K
|
47.8K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.08K- 5.7% |
$243K - $302K
|
17.8K
$5.16M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.07K- 0.85% |
$241K - $300K
|
125K
$36.2M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.07K- 1.82% |
$241K - $300K
|
57.7K
$16.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.07K- 1.03% |
$241K - $299K
|
103K
$29.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-1.07K- 3.77% |
$240K - $298K
|
27.2K
$7.88M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.06K- 20.88% |
$239K - $297K
|
4.03K
$1.17M
|