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 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-48- 4.21% |
$10.8K - $13.4K
|
1.09K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-47- 1.64% |
$10.6K - $13.2K
|
2.82K
$835K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-46- 1.56% |
$10.4K - $12.9K
|
2.91K
$863K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-46- 2.21% |
$10.4K - $12.9K
|
2.03K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-45- 0.45% |
$10.1K - $12.6K
|
9.92K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-45- 0.16% |
$10.1K - $12.6K
|
28.3K
$8.39M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-45- 0.2% |
$10.1K - $12.6K
|
22.9K
$6.8M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-45- 0.52% |
$10.1K - $12.6K
|
8.57K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-43- 0.14% |
$9.68K - $12K
|
30.2K
$8.97M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-43- 2.06% |
$9.68K - $12K
|
2.04K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-43- 2.74% |
$9.68K - $12K
|
1.53K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-43- 1.61% |
$9.68K - $12K
|
2.63K
$780K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-43- 0.69% |
$9.68K - $12K
|
6.17K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-42- 0.95% |
$9.46K - $11.8K
|
4.39K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-42- 3.72% |
$9.46K - $11.8K
|
1.09K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-41- 0.38% |
$9.23K - $11.5K
|
10.6K
$3.15M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-41- 0.1% |
$9.23K - $11.5K
|
40.9K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-40- 3.56% |
$9.01K - $11.2K
|
1.08K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 0.66% |
$9.01K - $11.2K
|
5.99K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-40- 0.8% |
$9.01K - $11.2K
|
4.94K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-40- 0.05% |
$9.01K - $11.2K
|
80.9K
$24M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-40- 0.15% |
$9.01K - $11.2K
|
26.8K
$7.95M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-39- 0.37% |
$8.78K - $10.9K
|
10.4K
$3.07M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-39- 0.02% |
$8.78K - $10.9K
|
251K
$74.4M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-38- 0.18% |
$8.56K - $10.6K
|
20.8K
$6.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-38- 3.16% |
$8.56K - $10.6K
|
1.16K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-37- 3.0% |
$8.33K - $10.4K
|
1.2K
$355K
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-37- 0.32% |
$8.33K - $10.4K
|
11.6K
$3.43M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-37- 6.14% |
$8.33K - $10.4K
|
566
$168K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-37- 0.59% |
$8.33K - $10.4K
|
6.25K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-35- 0.25% |
$7.88K - $9.8K
|
14.2K
$4.21M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-35- 1.05% |
$7.88K - $9.8K
|
3.29K
$976K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-34- 3.26% |
$7.66K - $9.52K
|
1.01K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-33- 1.67% |
$7.43K - $9.24K
|
1.94K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-33- 0.9% |
$7.43K - $9.24K
|
3.63K
$1.08M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-32- 0.44% |
$7.21K - $8.96K
|
7.31K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-32- 0.44% |
$7.21K - $8.96K
|
7.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-32- 0.58% |
$7.21K - $8.96K
|
5.51K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-32- 3.06% |
$7.21K - $8.96K
|
1.02K
$301K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-31- 3.25% |
$6.98K - $8.68K
|
924
$274K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-31- 1.91% |
$6.98K - $8.68K
|
1.59K
$473K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-31- 0.28% |
$6.98K - $8.68K
|
11.1K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-30- 1.17% |
$6.76K - $8.4K
|
2.53K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.61% |
$6.76K - $8.4K
|
4.93K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-30- 2.65% |
$6.76K - $8.4K
|
1.1K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-29- 0.35% |
$6.53K - $8.12K
|
8.26K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-29- 1.39% |
$6.53K - $8.12K
|
2.06K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-29- 4.16% |
$6.53K - $8.12K
|
668
$198K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-28- 1.73% |
$6.31K - $7.84K
|
1.59K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-28- 1.73% |
$6.31K - $7.84K
|
1.59K
$471K
|