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 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-12- 0.72% |
$2.46K - $3K
|
1.66K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-11- 0.89% |
$2.26K - $2.75K
|
1.22K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-10- 0.08% |
$2.05K - $2.5K
|
12.8K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-10- 0.04% |
$2.05K - $2.5K
|
24.7K
$6.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-10- 0.04% |
$2.05K - $2.5K
|
25.6K
$6.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.1% |
$2.05K - $2.5K
|
10K
$2.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 0.29% |
$2.05K - $2.5K
|
3.38K
$916K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 0.74% |
$1.85K - $2.25K
|
1.21K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-9- 0.55% |
$1.85K - $2.25K
|
1.62K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-9- 0.27% |
$1.85K - $2.25K
|
3.28K
$888K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-9- 0.02% |
$1.85K - $2.25K
|
56.2K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-9- 0.13% |
$1.85K - $2.25K
|
6.83K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-9- 0.07% |
$1.85K - $2.25K
|
13.4K
$3.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9- 0.28% |
$1.85K - $2.25K
|
3.23K
$874K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8- 0.1% |
$1.64K - $2K
|
7.69K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8- 0.05% |
$1.64K - $2K
|
15.3K
$4.15M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.61% |
$1.64K - $2K
|
1.3K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-7- 0.19% |
$1.44K - $1.75K
|
3.69K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-7- 0.05% |
$1.44K - $1.75K
|
15.5K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7- 0.23% |
$1.44K - $1.75K
|
3.05K
$827K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6- 0.14% |
$1.23K - $1.5K
|
4.36K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-6- 0.46% |
$1.23K - $1.5K
|
1.29K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.22% |
$1.23K - $1.5K
|
2.68K
$725K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.14% |
$1.03K - $1.25K
|
3.64K
$987K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-5- 0.12% |
$1.03K - $1.25K
|
4.16K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5- 0.06% |
$1.03K - $1.25K
|
7.76K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-5- 0.1% |
$1.03K - $1.25K
|
5.09K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-5- 0.11% |
$1.03K - $1.25K
|
4.73K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- -0.0% |
$1.03K - $1.25K
|
231K
$62.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.04% |
$1.03K - $1.25K
|
12.5K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4- 0.02% |
$821 - $1K
|
18.9K
$5.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$821 - $1K
|
2.01K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-4- 0.27% |
$821 - $1K
|
1.48K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3- 0.06% |
$616 - $751
|
5.36K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.18% |
$616 - $751
|
1.63K
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2- 0.07% |
$410 - $501
|
3.05K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-2- 0.13% |
$410 - $501
|
1.51K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2- 0.04% |
$410 - $501
|
4.84K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 3.03% |
$410 - $501
|
64
$17.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.17K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.2K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2- 0.12% |
$410 - $501
|
1.69K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 0.15% |
$205 - $250
|
675
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1- -0.0% |
$205 - $250
|
44.1K
$11.9M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.1M- 16.99% |
$1.19B - $1.37B
|
29.8M
$8.08B
|
|
|
Nov 14, 2024
Q3 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.61M- 88.07% |
$703M - $811M
|
489K
$132M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.02M- 10.79% |
$588M - $678M
|
24.9M
$6.76B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.36M- 6.42% |
$460M - $530M
|
34.4M
$9.31B
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.03M- 29.56% |
$396M - $457M
|
4.84M
$1.31B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.91M- 5.35% |
$372M - $429M
|
33.8M
$9.15B
|
|