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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.05K- 36.19% |
$236K - $293K
|
1.85K
$535K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.05K- 2.58% |
$235K - $293K
|
39.5K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.04K- 8.51% |
$235K - $292K
|
11.2K
$3.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.04K- 4.42% |
$234K - $291K
|
22.5K
$6.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.04K- 1.64% |
$234K - $291K
|
62.2K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.04K- 13.15% |
$234K - $291K
|
6.86K
$1.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.04K- 1.32% |
$234K - $290K
|
77.4K
$22.4M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.04K- 4.57% |
$233K - $290K
|
21.6K
$6.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 14.67% |
$232K - $289K
|
6K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.03K- 5.37% |
$232K - $288K
|
18.1K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.03K- 4.54% |
$231K - $287K
|
21.6K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 4.62% |
$230K - $286K
|
21.1K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.01K- 18.51% |
$228K - $284K
|
4.46K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.01K- 1.69% |
$228K - $284K
|
59K
$17.1M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.01K- 1.8% |
$227K - $282K
|
54.9K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.01K- 2.87% |
$227K - $282K
|
34.1K
$9.87M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1K- 4.03% |
$226K - $281K
|
23.9K
$6.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1K- 3.68% |
$226K - $281K
|
26.3K
$7.61M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1K- 10.48% |
$225K - $280K
|
8.54K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 0.66% |
$225K - $280K
|
150K
$43.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-996- 1.31% |
$224K - $279K
|
74.8K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-990- 3.58% |
$223K - $277K
|
26.7K
$7.74M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-988- 0.9% |
$222K - $277K
|
109K
$31.7M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-988- 52.78% |
$222K - $277K
|
884
$256K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-978- 3.08% |
$220K - $274K
|
30.7K
$8.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-976- 52.19% |
$220K - $273K
|
894
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-972- 5.58% |
$219K - $272K
|
16.5K
$4.77M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-971- 2.16% |
$219K - $272K
|
44.1K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-970- 2.39% |
$218K - $272K
|
39.6K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-964- 2.95% |
$217K - $270K
|
31.7K
$9.18M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-960- 1.69% |
$216K - $269K
|
55.8K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-960- 5.3% |
$216K - $269K
|
17.1K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-958- 25.79% |
$216K - $268K
|
2.76K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-943- 3.3% |
$212K - $264K
|
27.7K
$8.02M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-941- 6.84% |
$212K - $263K
|
12.8K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-935- 19.4% |
$211K - $262K
|
3.88K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-935- 0.86% |
$211K - $262K
|
108K
$31.3M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-934- 0.96% |
$210K - $261K
|
96.3K
$27.9M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-928- 6.83% |
$209K - $260K
|
12.7K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-926- 3.57% |
$209K - $259K
|
25K
$7.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-926- 28.34% |
$209K - $259K
|
2.34K
$679K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-917- 4.25% |
$206K - $257K
|
20.7K
$5.99M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-906- 2.72% |
$204K - $254K
|
32.4K
$9.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-905- 11.77% |
$204K - $253K
|
6.78K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-893- 2.65% |
$201K - $250K
|
32.8K
$9.52M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-890- 24.57% |
$200K - $249K
|
2.73K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-886- 1.79% |
$200K - $248K
|
48.5K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-885- 16.64% |
$199K - $248K
|
4.43K
$1.29M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-879- 24.42% |
$198K - $246K
|
2.72K
$789K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-879- 9.01% |
$198K - $246K
|
8.88K
$2.57M
|