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 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-56- 4.59% |
$12.6K - $15.7K
|
1.17K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-56- 0.96% |
$12.6K - $15.7K
|
5.8K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-56- 0.36% |
$12.6K - $15.7K
|
15.5K
$4.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-56- 3.27% |
$12.6K - $15.7K
|
1.66K
$483K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-56- 3.4% |
$12.6K - $15.7K
|
1.59K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-55- 0.75% |
$12.4K - $15.4K
|
7.3K
$2.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-54- 5.88% |
$12.2K - $15.1K
|
864
$252K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-53- 1.49% |
$11.9K - $14.8K
|
3.51K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-53- 5.36% |
$11.9K - $14.8K
|
936
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-53- 0.94% |
$11.9K - $14.8K
|
5.56K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-52- 1.36% |
$11.7K - $14.6K
|
3.76K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-52- 0.27% |
$11.7K - $14.6K
|
18.9K
$5.5M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-52- 4.91% |
$11.7K - $14.6K
|
1.01K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-51- 0.04% |
$11.5K - $14.3K
|
114K
$33.2M
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-51- 0.49% |
$11.5K - $14.3K
|
10.3K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-51- 1.9% |
$11.5K - $14.3K
|
2.64K
$769K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-51- 1.58% |
$11.5K - $14.3K
|
3.17K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-50- 1.09% |
$11.3K - $14K
|
4.55K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.88% |
$11.3K - $14K
|
5.6K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-50- 1.74% |
$11.3K - $14K
|
2.82K
$822K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.22% |
$11.3K - $14K
|
22.2K
$6.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-50- 0.5% |
$11.3K - $14K
|
9.98K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-50- 0.69% |
$11.3K - $14K
|
7.23K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-50- 4.5% |
$11.3K - $14K
|
1.06K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-50- 1.34% |
$11.3K - $14K
|
3.67K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-49- 4.67% |
$11K - $13.7K
|
1K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-49- 0.63% |
$11K - $13.7K
|
7.75K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-49- 4.87% |
$11K - $13.7K
|
957
$279K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 0.3% |
$11K - $13.7K
|
16.5K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-49- 4.56% |
$11K - $13.7K
|
1.03K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.14% |
$11K - $13.7K
|
33.9K
$9.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-49- 2.52% |
$11K - $13.7K
|
1.9K
$552K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-49- 0.55% |
$11K - $13.7K
|
8.92K
$2.6M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-48- 4.21% |
$10.8K - $13.4K
|
1.09K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-48- 4.18% |
$10.8K - $13.4K
|
1.1K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-47- 1.64% |
$10.6K - $13.2K
|
2.82K
$821K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-46- 1.56% |
$10.4K - $12.9K
|
2.91K
$848K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-46- 2.21% |
$10.4K - $12.9K
|
2.03K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-45- 0.45% |
$10.1K - $12.6K
|
9.92K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-45- 0.16% |
$10.1K - $12.6K
|
28.3K
$8.24M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-45- 0.2% |
$10.1K - $12.6K
|
22.9K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-45- 3.08% |
$10.1K - $12.6K
|
1.41K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-45- 0.52% |
$10.1K - $12.6K
|
8.57K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-43- 0.14% |
$9.68K - $12K
|
30.2K
$8.81M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-43- 2.06% |
$9.68K - $12K
|
2.04K
$595K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-43- 2.74% |
$9.68K - $12K
|
1.53K
$445K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-43- 1.61% |
$9.68K - $12K
|
2.63K
$766K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-43- 0.69% |
$9.68K - $12K
|
6.17K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-42- 0.95% |
$9.46K - $11.8K
|
4.39K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-42- 3.72% |
$9.46K - $11.8K
|
1.09K
$317K
|