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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-240- 20.8% |
$54K - $67.2K
|
914
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-238- 0.73% |
$53.6K - $66.6K
|
32.6K
$9.47M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-237- 1.26% |
$53.4K - $66.3K
|
18.5K
$5.39M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-237- 0.36% |
$53.4K - $66.3K
|
65.1K
$18.9M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-236- 1.05% |
$53.1K - $66.1K
|
22.3K
$6.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 0.43% |
$52.9K - $65.8K
|
54.1K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-234- 7.54% |
$52.7K - $65.5K
|
2.87K
$835K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-230- 0.9% |
$51.8K - $64.4K
|
25.2K
$7.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-230- 0.1% |
$51.8K - $64.4K
|
238K
$69.2M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-229- 1.18% |
$51.6K - $64.1K
|
19.2K
$5.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-229- 6.13% |
$51.6K - $64.1K
|
3.51K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-226- 1.87% |
$50.9K - $63.3K
|
11.9K
$3.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-226- 5.42% |
$50.9K - $63.3K
|
3.95K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-225- 0.59% |
$50.7K - $63K
|
38K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-225- 2.36% |
$50.7K - $63K
|
9.32K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-225- 3.65% |
$50.7K - $63K
|
5.94K
$1.73M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-222- 2.1% |
$50K - $62.1K
|
10.4K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-221- 3.04% |
$49.8K - $61.9K
|
7.05K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-220- 2.38% |
$49.5K - $61.6K
|
9.03K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-220- 1.58% |
$49.5K - $61.6K
|
13.7K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-220- 2.33% |
$49.5K - $61.6K
|
9.23K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-219- 8.71% |
$49.3K - $61.3K
|
2.3K
$668K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-218- 3.89% |
$49.1K - $61K
|
5.39K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-218- 3.15% |
$49.1K - $61K
|
6.71K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-215- 69.81% |
$48.4K - $60.2K
|
93
$27.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-214- 0.55% |
$48.2K - $59.9K
|
38.8K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-214- 1.22% |
$48.2K - $59.9K
|
17.4K
$5.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-213- 13.56% |
$48K - $59.6K
|
1.36K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-213- 7.8% |
$48K - $59.6K
|
2.52K
$733K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-212- 0.28% |
$47.7K - $59.3K
|
74.5K
$21.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-212- 1.68% |
$47.7K - $59.3K
|
12.4K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-211- 3.02% |
$47.5K - $59.1K
|
6.79K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-209- 18.45% |
$47.1K - $58.5K
|
924
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-209- 24.25% |
$47.1K - $58.5K
|
653
$190K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-208- 4.52% |
$46.8K - $58.2K
|
4.39K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-207- 3.14% |
$46.6K - $57.9K
|
6.39K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-206- 2.83% |
$46.4K - $57.7K
|
7.08K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-205- 15.9% |
$46.2K - $57.4K
|
1.08K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-205- 0.64% |
$46.2K - $57.4K
|
31.6K
$9.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-203- 4.92% |
$45.7K - $56.8K
|
3.92K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-202- 2.94% |
$45.5K - $56.5K
|
6.66K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-202- 2.16% |
$45.5K - $56.5K
|
9.13K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-202- 0.6% |
$45.5K - $56.5K
|
33.5K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-200- 11.07% |
$45K - $56K
|
1.61K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-200- 1.5% |
$45K - $56K
|
13.2K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.21% |
$45K - $56K
|
16.4K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-199- 0.39% |
$44.8K - $55.7K
|
50.9K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-199- 6.45% |
$44.8K - $55.7K
|
2.89K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-197- 1.81% |
$44.4K - $55.2K
|
10.7K
$3.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-196- 1.38% |
$44.1K - $54.9K
|
14K
$4.07M
|