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 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-325- 4.52% |
$66.7K - $81.3K
|
6.86K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-324- 0.99% |
$66.5K - $81.1K
|
32.2K
$7.5M
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-324- 0.93% |
$66.5K - $81.1K
|
34.7K
$8.06M
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-322- 7.45% |
$66.1K - $80.6K
|
4K
$930K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-322- 7.92% |
$66.1K - $80.6K
|
3.75K
$870K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-322- 6.94% |
$66.1K - $80.6K
|
4.32K
$1M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-322- 5.66% |
$66.1K - $80.6K
|
5.36K
$1.25M
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-322- 0.05% |
$66.1K - $80.6K
|
702K
$163M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-321- 9.3% |
$65.9K - $80.3K
|
3.13K
$728K
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-319- 1.8% |
$65.5K - $79.8K
|
17.4K
$4.04M
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-318- 0.46% |
$65.2K - $79.6K
|
69.4K
$16.1M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-316- 1.1% |
$64.8K - $79.1K
|
28.3K
$6.58M
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-316- 17.65% |
$64.8K - $79.1K
|
1.47K
$343K
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-316- 2.6% |
$64.8K - $79.1K
|
11.8K
$2.75M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-316- 1.39% |
$64.8K - $79.1K
|
22.4K
$5.21M
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-315- 2.89% |
$64.6K - $78.8K
|
10.6K
$2.46M
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-314- 9.66% |
$64.4K - $78.6K
|
2.94K
$682K
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-310- 17.45% |
$63.6K - $77.6K
|
1.47K
$341K
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-309- 1.6% |
$63.4K - $77.3K
|
19K
$4.42M
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-308- 6.01% |
$63.2K - $77.1K
|
4.81K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-308- 0.38% |
$63.2K - $77.1K
|
80.9K
$18.8M
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-308- 2.06% |
$63.2K - $77.1K
|
14.6K
$3.4M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-308- 1.07% |
$63.2K - $77.1K
|
28.6K
$6.64M
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-306- 6.04% |
$62.8K - $76.6K
|
4.76K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-305- 1.59% |
$62.6K - $76.3K
|
18.9K
$4.39M
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-303- 2.24% |
$62.2K - $75.8K
|
13.2K
$3.08M
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-302- 2.91% |
$62K - $75.6K
|
10.1K
$2.34M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-301- 0.22% |
$61.8K - $75.3K
|
134K
$31.2M
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-300- 1.94% |
$61.6K - $75.1K
|
15.1K
$3.52M
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 5.45% |
$61.6K - $75.1K
|
5.21K
$1.21M
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-299- 1.41% |
$61.3K - $74.8K
|
20.8K
$4.85M
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-299- 2.68% |
$61.3K - $74.8K
|
10.9K
$2.52M
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-299- 1.16% |
$61.3K - $74.8K
|
25.4K
$5.9M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-298- 3.63% |
$61.1K - $74.6K
|
7.92K
$1.84M
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-298- 0.72% |
$61.1K - $74.6K
|
40.9K
$9.51M
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-296- 10.43% |
$60.7K - $74.1K
|
2.54K
$591K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-296- 16.81% |
$60.7K - $74.1K
|
1.47K
$341K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-295- 1.43% |
$60.5K - $73.8K
|
20.3K
$4.73M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-294- 5.33% |
$60.3K - $73.6K
|
5.22K
$1.21M
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-293- 16.72% |
$60.1K - $73.3K
|
1.46K
$339K
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-292- 4.26% |
$59.9K - $73.1K
|
6.57K
$1.53M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-290- 0.49% |
$59.5K - $72.6K
|
58.4K
$13.6M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-289- 7.18% |
$59.3K - $72.3K
|
3.73K
$868K
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-287- 1.74% |
$58.9K - $71.8K
|
16.2K
$3.77M
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-286- 20.11% |
$58.7K - $71.6K
|
1.14K
$264K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-285- 2.01% |
$58.5K - $71.3K
|
13.9K
$3.24M
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-284- 1.84% |
$58.3K - $71.1K
|
15.2K
$3.53M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-284- 9.55% |
$58.3K - $71.1K
|
2.69K
$625K
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-283- 8.19% |
$58.1K - $70.8K
|
3.17K
$738K
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-281- 10.64% |
$57.7K - $70.3K
|
2.36K
$549K
|