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 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-835- 8.56% |
$188K - $234K
|
8.91K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-830- 22.16% |
$187K - $232K
|
2.92K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-830- 1.16% |
$187K - $232K
|
70.5K
$20.5M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-825- 1.23% |
$186K - $231K
|
66.3K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-821- 1.36% |
$185K - $230K
|
59.5K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-820- 0.87% |
$185K - $230K
|
93.1K
$27.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-815- 20.55% |
$184K - $228K
|
3.15K
$918K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-811- 91.33% |
$183K - $227K
|
77
$22.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-809- 43.35% |
$182K - $226K
|
1.06K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-800- 20.23% |
$180K - $224K
|
3.15K
$919K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-800- 45.98% |
$180K - $224K
|
940
$274K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 10.45% |
$180K - $224K
|
6.85K
$2M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-800- 0.03% |
$180K - $224K
|
2.73M
$795M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-798- 13.77% |
$180K - $223K
|
5K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-785- 1.77% |
$177K - $220K
|
43.7K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-784- 13.84% |
$177K - $219K
|
4.88K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-783- 2.86% |
$176K - $219K
|
26.6K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-780- 1.92% |
$176K - $218K
|
39.9K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-779- 3.09% |
$175K - $218K
|
24.4K
$7.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-775- 2.88% |
$175K - $217K
|
26.1K
$7.61M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-768- 2.33% |
$173K - $215K
|
32.3K
$9.4M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-764- 1.14% |
$172K - $214K
|
66.2K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-760- 20.71% |
$171K - $213K
|
2.91K
$848K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-754- 19.55% |
$170K - $211K
|
3.1K
$904K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-754- 1.4% |
$170K - $211K
|
53K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-750- 2.37% |
$169K - $210K
|
30.9K
$9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-750- 14.41% |
$169K - $210K
|
4.46K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-750- 23.88% |
$169K - $210K
|
2.39K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-749- 12.02% |
$169K - $210K
|
5.48K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-749- 3.67% |
$169K - $210K
|
19.6K
$5.73M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-745- 2.23% |
$168K - $209K
|
32.7K
$9.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-744- 1.8% |
$168K - $208K
|
40.5K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-744- 35.43% |
$168K - $208K
|
1.36K
$395K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-740- 5.15% |
$167K - $207K
|
13.6K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-740- 2.56% |
$167K - $207K
|
28.2K
$8.21M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-739- 5.01% |
$166K - $207K
|
14K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-737- 1.69% |
$166K - $206K
|
42.8K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-736- 16.66% |
$166K - $206K
|
3.68K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-735- 1.2% |
$166K - $206K
|
60.6K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-732- 0.16% |
$165K - $205K
|
465K
$136M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-732- 36.18% |
$165K - $205K
|
1.29K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-730- 9.93% |
$164K - $204K
|
6.62K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-727- 19.92% |
$164K - $204K
|
2.92K
$852K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-717- 1.61% |
$161K - $201K
|
43.7K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-714- 3.21% |
$161K - $200K
|
21.5K
$6.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-711- 28.05% |
$160K - $199K
|
1.82K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-704- 1.24% |
$159K - $197K
|
56.3K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-702- 8.56% |
$158K - $197K
|
7.5K
$2.19M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-700- 9.21% |
$158K - $196K
|
6.9K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-700- 15.68% |
$158K - $196K
|
3.76K
$1.1M
|