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 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-230- 0.9% |
$51.8K - $64.4K
|
25.2K
$7.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-230- 0.1% |
$51.8K - $64.4K
|
238K
$69.3M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-229- 1.18% |
$51.6K - $64.1K
|
19.2K
$5.59M
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-225- 0.59% |
$50.7K - $63K
|
38K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-225- 2.36% |
$50.7K - $63K
|
9.32K
$2.72M
|
|
|
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
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-220- 2.33% |
$49.5K - $61.6K
|
9.23K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-219- 8.71% |
$49.3K - $61.3K
|
2.3K
$669K
|
|
|
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
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-213- 7.8% |
$48K - $59.6K
|
2.52K
$734K
|
|
|
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
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-211- 3.02% |
$47.5K - $59.1K
|
6.79K
$1.98M
|
|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-205- 15.9% |
$46.2K - $57.4K
|
1.08K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-205- 0.64% |
$46.2K - $57.4K
|
31.6K
$9.21M
|
|
|
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
$9.77M
|
|
|
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
$3.84M
|
|
|
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
$842K
|
|
|
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
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-195- 6.27% |
$43.9K - $54.6K
|
2.91K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-194- 4.72% |
$43.7K - $54.3K
|
3.92K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-194- 5.74% |
$43.7K - $54.3K
|
3.19K
$929K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-194- 5.0% |
$43.7K - $54.3K
|
3.68K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-192- 4.74% |
$43.2K - $53.8K
|
3.86K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-191- 2.52% |
$43K - $53.5K
|
7.38K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-190- 11.9% |
$42.8K - $53.2K
|
1.41K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-190- 18.63% |
$42.8K - $53.2K
|
830
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-190- 12.75% |
$42.8K - $53.2K
|
1.3K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-188- 0.78% |
$42.3K - $52.6K
|
23.8K
$6.93M
|