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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25- 2.92% |
$5.26K - $7.25K
|
830
$240K
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-25- 1.18% |
$5.26K - $7.25K
|
2.09K
$603K
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-24- 0.71% |
$5.05K - $6.96K
|
3.36K
$969K
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 1.94% |
$4.84K - $6.67K
|
1.16K
$335K
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-23- 0.11% |
$4.84K - $6.67K
|
20.8K
$5.99M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22- 0.95% |
$4.63K - $6.38K
|
2.3K
$664K
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-22- 0.11% |
$4.63K - $6.38K
|
20.3K
$5.85M
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-20- 0.21% |
$4.21K - $5.8K
|
9.31K
$2.69M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19- 2.07% |
$4K - $5.51K
|
897
$259K
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-17- 0.99% |
$3.57K - $4.93K
|
1.69K
$489K
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$3.57K - $4.93K
|
8.67K
$2.5M
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16- 0.98% |
$3.36K - $4.64K
|
1.61K
$465K
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-15- 0.48% |
$3.15K - $4.35K
|
3.14K
$906K
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 7.5% |
$3.15K - $4.35K
|
185
$53.4K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-14- 1.01% |
$2.94K - $4.06K
|
1.37K
$394K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.43% |
$2.94K - $4.06K
|
3.27K
$945K
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11- 0.06% |
$2.31K - $3.19K
|
17.9K
$5.16M
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.92% |
$2.31K - $3.19K
|
1.19K
$342K
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-10- 0.86% |
$2.1K - $2.9K
|
1.15K
$333K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 2.27% |
$2.1K - $2.9K
|
430
$124K
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$1.89K - $2.61K
|
10.7K
$3.08M
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.09% |
$1.68K - $2.32K
|
8.88K
$2.56M
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-7- 0.69% |
$1.47K - $2.03K
|
1.01K
$291K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-6- 0.14% |
$1.26K - $1.74K
|
4.16K
$1.2M
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-5- 0.27% |
$1.05K - $1.45K
|
1.85K
$534K
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5- 0.01% |
$1.05K - $1.45K
|
38.7K
$11.2M
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1- 0.01% |
$210 - $290
|
7.93K
$2.29M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Viking Global Investors LP
|
SELL
|
- |
-5.29M- 70.91% |
$1.19B - $1.48B
|
2.17M
$627M
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-4.06M- 12.35% |
$913M - $1.14B
|
28.8M
$8.31B
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-3.7M- 12.8% |
$832M - $1.03B
|
25.2M
$7.27B
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.63M- 16.65% |
$818M - $1.02B
|
18.2M
$5.25B
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.24M- 30.3% |
$729M - $906M
|
7.45M
$2.15B
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.81M- 3.66% |
$407M - $506M
|
47.6M
$13.7B
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-1.59M- 40.53% |
$358M - $445M
|
2.33M
$673M
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.45M- 6.33% |
$326M - $405M
|
21.4M
$6.18B
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.31M- 77.92% |
$294M - $365M
|
370K
$107M
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.19M- 5.61% |
$269M - $334M
|
20.1M
$5.8B
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-1.16M- 61.94% |
$262M - $326M
|
715K
$207M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.04M- 66.17% |
$235M - $292M
|
532K
$154M
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.01M- 12.08% |
$227M - $283M
|
7.35M
$2.12B
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-894K- 38.05% |
$201M - $250M
|
1.46M
$420M
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-884K- 56.22% |
$199M - $247M
|
688K
$199M
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-787K- 2.65% |
$177M - $220M
|
28.9M
$8.35B
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-779K- 11.33% |
$175M - $218M
|
6.1M
$1.76B
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-776K- 32.79% |
$175M - $217M
|
1.59M
$459M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-728K- 2.15% |
$164M - $204M
|
33.1M
$9.56B
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-656K- 3.19% |
$148M - $184M
|
19.9M
$5.74B
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-628K- 55.49% |
$141M - $176M
|
504K
$145M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-614K- 10.05% |
$138M - $172M
|
5.5M
$1.59B
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-611K- 45.94% |
$138M - $171M
|
720K
$208M
|