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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.02K- 24.21% |
$619K - $755K
|
9.44K
$2.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.96K- 13.54% |
$607K - $740K
|
18.9K
$5.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.85K- 4.89% |
$585K - $713K
|
55.4K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-2.85K- 0.36% |
$585K - $713K
|
792K
$230M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.8K- 4.98% |
$575K - $701K
|
53.4K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 53.16% |
$560K - $683K
|
2.41K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-2.21K- 7.83% |
$453K - $552K
|
26K
$7.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.09K- 87.06% |
$429K - $524K
|
311
$90.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-2K- 3.45% |
$410K - $501K
|
56K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.93K- 55.76% |
$395K - $482K
|
1.53K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.78K- 3.51% |
$365K - $446K
|
48.9K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.56K- 31.79% |
$319K - $390K
|
3.34K
$972K
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
SELL
|
- |
-1.55K- 23.1% |
$318K - $388K
|
5.17K
$1.5M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.35K- 4.88% |
$277K - $338K
|
26.3K
$7.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.21K- 2.63% |
$248K - $302K
|
44.7K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.18K- 4.81% |
$243K - $296K
|
23.4K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.17K- 5.78% |
$240K - $293K
|
19.1K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.15K- 2.76% |
$236K - $288K
|
40.5K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.15K- 4.53% |
$236K - $288K
|
24.2K
$7.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.08K- 79.41% |
$222K - $270K
|
280
$81.5K
|
|
|
Feb 13, 2025
Q4 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 3.23% |
$205K - $250K
|
30K
$8.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1K- 37.31% |
$205K - $250K
|
1.68K
$489K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-774- 5.99% |
$159K - $194K
|
12.1K
$3.53M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-617- 5.19% |
$127K - $154K
|
11.3K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-610- 11.58% |
$125K - $153K
|
4.66K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-564- 53.26% |
$116K - $141K
|
495
$144K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-560- 0.94% |
$115K - $140K
|
58.7K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-537- 27.68% |
$110K - $134K
|
1.4K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-513- 95.53% |
$105K - $128K
|
24
$6.98K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-510- 2.49% |
$105K - $128K
|
20K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-500- 32.43% |
$103K - $125K
|
1.04K
$303K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-433- 7.35% |
$88.8K - $108K
|
5.46K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-433- 9.32% |
$88.8K - $108K
|
4.21K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-423- 7.6% |
$86.8K - $106K
|
5.15K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
SELL
|
- |
-419- 32.97% |
$86K - $105K
|
852
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-409- 1.87% |
$83.9K - $102K
|
21.5K
$6.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-382- 11.8% |
$78.4K - $95.6K
|
2.85K
$830K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-362- 7.73% |
$74.3K - $90.6K
|
4.32K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-353- 7.13% |
$72.4K - $88.4K
|
4.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-331- 0.34% |
$67.9K - $82.8K
|
95.6K
$27.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-330- 7.41% |
$67.7K - $82.6K
|
4.12K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-326- 7.84% |
$66.9K - $81.6K
|
3.83K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-300- 1.94% |
$61.6K - $75.1K
|
15.1K
$4.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-279- 0.47% |
$57.2K - $69.8K
|
59.5K
$17.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-275- 6.78% |
$56.4K - $68.8K
|
3.78K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-266- 3.86% |
$54.6K - $66.6K
|
6.63K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-204- 14.38% |
$41.9K - $51.1K
|
1.22K
$354K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-200- 2.93% |
$41K - $50.1K
|
6.62K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-185- 15.77% |
$38K - $46.3K
|
988
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 1.91% |
$37.8K - $46.1K
|
9.46K
$2.75M
|