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 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.37M- 82.33% |
$1.51B - $1.85B
|
1.58M
$419M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-470K- 96.64% |
$96.4M - $118M
|
16.4K
$4.33M
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-273K- 16.45% |
$56M - $68.3M
|
1.38M
$367M
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-182K- 8.25% |
$37.3M - $45.6M
|
2.03M
$536M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-48.5K- 11.34% |
$9.94M - $12.1M
|
379K
$100M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44K- 99.91% |
$9.02M - $11M
|
41
$10.9K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-41.7K- 97.18% |
$8.55M - $10.4M
|
1.21K
$320K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-41.5K- 11.08% |
$8.52M - $10.4M
|
333K
$88.2M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-41.5K- 1.85% |
$8.51M - $10.4M
|
2.2M
$583M
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-40.4K- 27.88% |
$8.29M - $10.1M
|
105K
$27.7M
|
|
Jan 21, 2025
Q4 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-28.9K- 20.62% |
$5.93M - $7.23M
|
111K
$29.5M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-28.8K- 15.21% |
$5.92M - $7.22M
|
161K
$42.6M
|
|
Jan 14, 2025
Q4 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-28K- 43.08% |
$5.75M - $7.01M
|
37K
$9.8M
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-27.9K- 3.53% |
$5.73M - $6.99M
|
764K
$202M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-27.3K- 45.97% |
$5.6M - $6.83M
|
32.1K
$8.49M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-26.1K- 94.84% |
$5.36M - $6.54M
|
1.42K
$376K
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-25.7K- 4.34% |
$5.27M - $6.43M
|
567K
$150M
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-24.9K- 10.39% |
$5.12M - $6.24M
|
215K
$57M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-24.5K- 17.2% |
$5.02M - $6.12M
|
118K
$31.2M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22.4K- 13.82% |
$4.59M - $5.6M
|
140K
$37M
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-22.1K- 36.72% |
$4.52M - $5.52M
|
38K
$10.1M
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-21.2K- 10.31% |
$4.34M - $5.29M
|
184K
$48.7M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19.1K- 8.96% |
$3.93M - $4.79M
|
195K
$51.5M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-16.1K- 2.21% |
$3.31M - $4.04M
|
714K
$189M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.2K- 1.58% |
$3.12M - $3.81M
|
949K
$251M
|
|
Jan 21, 2025
Q4 2024
|
Courant Investment Management LLC
|
SELL
|
- |
-14.7K- 13.41% |
$3.02M - $3.68M
|
94.9K
$25.1M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.5K- 21.19% |
$2.97M - $3.62M
|
53.8K
$14.2M
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-14.4K- 6.74% |
$2.95M - $3.6M
|
199K
$52.7M
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-13.4K- 1.29% |
$2.75M - $3.35M
|
1.03M
$272M
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-12.8K- 1.71% |
$2.62M - $3.2M
|
733K
$194M
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-12.7K- 93.29% |
$2.61M - $3.19M
|
915
$242K
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 32.54% |
$2.53M - $3.08M
|
25.6K
$6.77M
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-12K- 14.38% |
$2.47M - $3.01M
|
71.7K
$19M
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.7K- 13.43% |
$2.19M - $2.67M
|
68.8K
$18.2M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-10.5K- 2.69% |
$2.15M - $2.62M
|
379K
$100M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.4K- 13.88% |
$2.14M - $2.61M
|
64.8K
$17.2M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.48K- 16.34% |
$1.94M - $2.37M
|
48.5K
$12.8M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9.45K- 90.19% |
$1.94M - $2.36M
|
1.03K
$272K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.24K- 55.18% |
$1.89M - $2.31M
|
7.5K
$1.99M
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9.14K- 2.5% |
$1.88M - $2.29M
|
357K
$94.6M
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.71K- 9.48% |
$1.79M - $2.18M
|
83.1K
$22M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.31K- 7.85% |
$1.71M - $2.08M
|
97.6K
$25.9M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.03K- 1.04% |
$1.65M - $2.01M
|
761K
$202M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.98K- 16.46% |
$1.64M - $2M
|
40.5K
$10.7M
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.85K- 5.87% |
$1.61M - $1.96M
|
126K
$33.3M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.82K- 1.61% |
$1.6M - $1.96M
|
477K
$126M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.62K- 8.13% |
$1.56M - $1.91M
|
86.1K
$22.8M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.51K- 5.47% |
$1.54M - $1.88M
|
130K
$34.4M
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.01K- 3.88% |
$1.44M - $1.75M
|
174K
$46.1M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.01K- 7.65% |
$1.44M - $1.75M
|
84.6K
$22.4M
|