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 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-688- 1.39% |
$155K - $193K
|
48.8K
$14.2M
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-684- 3.77% |
$154K - $191K
|
17.5K
$5.08M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-683- 0.98% |
$154K - $191K
|
68.7K
$20M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-680- 7.55% |
$153K - $190K
|
8.33K
$2.42M
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-680- 1.47% |
$153K - $190K
|
45.5K
$13.3M
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-679- 2.96% |
$153K - $190K
|
22.2K
$6.47M
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-678- 4.98% |
$153K - $190K
|
12.9K
$3.76M
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-676- 2.78% |
$152K - $189K
|
23.6K
$6.87M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-676- 6.2% |
$152K - $189K
|
10.2K
$2.97M
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-675- 1.18% |
$152K - $189K
|
56.6K
$16.5M
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-672- 16.48% |
$151K - $188K
|
3.41K
$991K
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-671- 2.7% |
$151K - $188K
|
24.2K
$7.05M
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-671- 24.09% |
$151K - $188K
|
2.11K
$615K
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-670- 2.81% |
$151K - $188K
|
23.2K
$6.74M
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-670- 3.12% |
$151K - $188K
|
20.8K
$6.06M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-669- 2.37% |
$151K - $187K
|
27.6K
$8.02M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-663- 73.83% |
$149K - $186K
|
235
$68.4K
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-661- 43.43% |
$149K - $185K
|
861
$251K
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-661- 3.62% |
$149K - $185K
|
17.6K
$5.12M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-660- 2.4% |
$149K - $185K
|
26.9K
$7.82M
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-658- 7.81% |
$148K - $184K
|
7.76K
$2.26M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-658- 2.87% |
$148K - $184K
|
22.3K
$6.48M
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-657- 8.75% |
$148K - $184K
|
6.85K
$1.99M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-651- 14.73% |
$147K - $182K
|
3.77K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-650- 7.56% |
$146K - $182K
|
7.95K
$2.31M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-650- 2.7% |
$146K - $182K
|
23.4K
$6.81M
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-640- 2.03% |
$144K - $179K
|
30.9K
$8.98M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-633- 0.68% |
$143K - $177K
|
92.1K
$26.8M
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-631- 3.0% |
$142K - $177K
|
20.4K
$5.94M
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-630- 4.72% |
$142K - $176K
|
12.7K
$3.7M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-624- 0.15% |
$141K - $175K
|
417K
$121M
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-622- 1.48% |
$140K - $174K
|
41.5K
$12.1M
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-621- 1.6% |
$140K - $174K
|
38.3K
$11.1M
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-621- 6.16% |
$140K - $174K
|
9.46K
$2.75M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-616- 2.02% |
$139K - $172K
|
29.8K
$8.67M
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-615- 4.57% |
$138K - $172K
|
12.8K
$3.74M
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-612- 1.29% |
$138K - $171K
|
46.7K
$13.6M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
PUT |
-600- 60.0% |
$135K - $168K
|
400
$116K
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
CALL |
-600- 33.33% |
$135K - $168K
|
1.2K
$349K
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-591- 37.5% |
$133K - $165K
|
985
$287K
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-589- 6.96% |
$133K - $165K
|
7.88K
$2.29M
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-588- 4.23% |
$132K - $165K
|
13.3K
$3.87M
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-584- 19.47% |
$132K - $163K
|
2.42K
$703K
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-582- 16.46% |
$131K - $163K
|
2.95K
$859K
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-581- 15.29% |
$131K - $163K
|
3.22K
$936K
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-579- 10.96% |
$130K - $162K
|
4.7K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-578- 18.65% |
$130K - $162K
|
2.52K
$734K
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-575- 1.78% |
$129K - $161K
|
31.6K
$9.21M
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-575- 3.47% |
$129K - $161K
|
16K
$4.65M
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-574- 6.16% |
$129K - $161K
|
8.75K
$2.55M
|