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 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-120- 13.75% |
$24.6K - $30K
|
753
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-115- 4.68% |
$23.6K - $28.8K
|
2.34K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-110- 3.7% |
$22.6K - $27.5K
|
2.87K
$850K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-104- 5.78% |
$21.3K - $26K
|
1.7K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-100- 4.43% |
$20.5K - $25K
|
2.16K
$640K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-100- 1.53% |
$20.5K - $25K
|
6.43K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-100- 10.0% |
$20.5K - $25K
|
900
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-99- 9.14% |
$20.3K - $24.8K
|
984
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-95- 0.74% |
$19.5K - $23.8K
|
12.8K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-85- 8.5% |
$17.4K - $21.3K
|
915
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-85- 40.09% |
$17.4K - $21.3K
|
127
$37.7K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-81- 0.26% |
$16.6K - $20.3K
|
30.6K
$9.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-75- 4.16% |
$15.4K - $18.8K
|
1.73K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-73- 6.96% |
$15K - $18.3K
|
976
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-70- 1.06% |
$14.4K - $17.5K
|
6.54K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-68- 7.0% |
$14K - $17K
|
904
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-64- 8.24% |
$13.1K - $16K
|
713
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-62- 0.19% |
$12.7K - $15.5K
|
32.6K
$9.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-53- 1.79% |
$10.9K - $13.3K
|
2.9K
$860K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-50- 0.26% |
$10.3K - $12.5K
|
18.8K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.56% |
$10.3K - $12.5K
|
8.89K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-43- 6.69% |
$8.82K - $10.8K
|
600
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-42- 1.63% |
$8.62K - $10.5K
|
2.54K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-40- 21.16% |
$8.21K - $10K
|
149
$44.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-39- 2.42% |
$8K - $9.76K
|
1.57K
$466K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-38- 0.25% |
$7.8K - $9.51K
|
15K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-35- 3.61% |
$7.18K - $8.76K
|
934
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-34- 2.97% |
$6.98K - $8.51K
|
1.11K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-31- 2.22% |
$6.36K - $7.76K
|
1.37K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-30- 0.19% |
$6.16K - $7.51K
|
15.4K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-29- 1.9% |
$5.95K - $7.26K
|
1.5K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-25- 1.24% |
$5.13K - $6.26K
|
2K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 0.33% |
$5.13K - $6.26K
|
7.54K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-22- 2.22% |
$4.51K - $5.51K
|
967
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-20- 1.51% |
$4.1K - $5.01K
|
1.31K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-20- 0.03% |
$4.1K - $5.01K
|
57.2K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-19- 0.31% |
$3.9K - $4.76K
|
6.07K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-16- 0.57% |
$3.28K - $4K
|
2.79K
$826K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-16- 0.21% |
$3.28K - $4K
|
7.6K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-15- 1.35% |
$3.08K - $3.75K
|
1.09K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-13- 0.75% |
$2.67K - $3.25K
|
1.72K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7- 0.72% |
$1.44K - $1.75K
|
960
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3- 0.06% |
$616 - $751
|
5.36K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-2- 0.11% |
$410 - $501
|
1.83K
$544K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-725K- 67.18% |
$141M - $163M
|
354K
$105M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Insurance CO
|
SELL
|
- |
-500K- 24.84% |
$97.4M - $112M
|
1.51M
$448M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-349K- 91.73% |
$68.1M - $78.5M
|
31.5K
$9.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-179K- 4.17% |
$35M - $40.4M
|
4.13M
$1.22B
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Casualty CO
|
SELL
|
- |
-46.5K- 50.0% |
$9.06M - $10.5M
|
46.5K
$13.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Specialty Underwriters Insurance CO
|
SELL
|
- |
-46.5K- 50.0% |
$9.06M - $10.5M
|
46.5K
$13.8M
|
|