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 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-159- 0.39% |
$35.8K - $44.5K
|
40.9K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-158- 5.38% |
$35.6K - $44.2K
|
2.78K
$810K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-158- 3.17% |
$35.6K - $44.2K
|
4.82K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-158- 2.76% |
$35.6K - $44.2K
|
5.58K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-157- 3.39% |
$35.4K - $44K
|
4.47K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-156- 15.89% |
$35.1K - $43.7K
|
826
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-156- 0.48% |
$35.1K - $43.7K
|
32.6K
$9.5M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-155- 23.52% |
$34.9K - $43.4K
|
504
$147K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-154- 6.59% |
$34.7K - $43.1K
|
2.18K
$636K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-153- 2.37% |
$34.5K - $42.8K
|
6.3K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-153- 0.94% |
$34.5K - $42.8K
|
16K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-152- 5.03% |
$34.2K - $42.6K
|
2.87K
$836K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-151- 2.1% |
$34K - $42.3K
|
7.03K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-150- 1.68% |
$33.8K - $42K
|
8.78K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-150- 0.9% |
$33.8K - $42K
|
16.5K
$4.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-150- 0.97% |
$33.8K - $42K
|
15.3K
$4.46M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-147- 0.35% |
$33.1K - $41.2K
|
41.8K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-147- 2.53% |
$33.1K - $41.2K
|
5.67K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-146- 5.49% |
$32.9K - $40.9K
|
2.51K
$733K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-146- 1.01% |
$32.9K - $40.9K
|
14.4K
$4.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-146- 6.0% |
$32.9K - $40.9K
|
2.29K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-145- 0.84% |
$32.7K - $40.6K
|
17.2K
$5.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-144- 5.54% |
$32.4K - $40.3K
|
2.46K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-143- 0.77% |
$32.2K - $40K
|
18.5K
$5.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-143- 1.51% |
$32.2K - $40K
|
9.32K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-140- 1.6% |
$31.5K - $39.2K
|
8.62K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-140- 1.13% |
$31.5K - $39.2K
|
12.3K
$3.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-140- 7.57% |
$31.5K - $39.2K
|
1.71K
$498K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-140- 9.45% |
$31.5K - $39.2K
|
1.34K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-138- 3.4% |
$31.1K - $38.6K
|
3.92K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-138- 5.35% |
$31.1K - $38.6K
|
2.44K
$712K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-137- 4.94% |
$30.9K - $38.4K
|
2.64K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-137- 8.35% |
$30.9K - $38.4K
|
1.5K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-136- 0.07% |
$30.6K - $38.1K
|
199K
$58.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-136- 8.22% |
$30.6K - $38.1K
|
1.52K
$442K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-136- 3.36% |
$30.6K - $38.1K
|
3.91K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-136- 5.29% |
$30.6K - $38.1K
|
2.43K
$709K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-135- 7.5% |
$30.4K - $37.8K
|
1.67K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-134- 3.25% |
$30.2K - $37.5K
|
3.99K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-134- 0.23% |
$30.2K - $37.5K
|
57.2K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-133- 4.19% |
$30K - $37.2K
|
3.04K
$886K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-133- 3.22% |
$30K - $37.2K
|
4K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-132- 0.06% |
$29.7K - $37K
|
211K
$61.6M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-131- 0.23% |
$29.5K - $36.7K
|
57.2K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-131- 0.57% |
$29.5K - $36.7K
|
22.7K
$6.6M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-131- 1.53% |
$29.5K - $36.7K
|
8.44K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-131- 1.82% |
$29.5K - $36.7K
|
7.06K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-130- 1.2% |
$29.3K - $36.4K
|
10.7K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-130- 1.29% |
$29.3K - $36.4K
|
9.94K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-130- 2.43% |
$29.3K - $36.4K
|
5.22K
$1.52M
|