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 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-107- 3.85% |
$22K - $26.8K
|
2.68K
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.41% |
$21.5K - $26.3K
|
7.35K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-104- 0.64% |
$21.3K - $26K
|
16.2K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 0.46% |
$21.3K - $26K
|
22.7K
$6.02M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-104- 0.61% |
$21.3K - $26K
|
16.8K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-103- 0.36% |
$21.1K - $25.8K
|
28.7K
$7.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-103- 0.4% |
$21.1K - $25.8K
|
25.7K
$6.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-100- 10.0% |
$20.5K - $25K
|
900
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-99- 2.43% |
$20.3K - $24.8K
|
3.98K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-99- 9.14% |
$20.3K - $24.8K
|
984
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-98- 1.77% |
$20.1K - $24.5K
|
5.43K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-98- 3.93% |
$20.1K - $24.5K
|
2.4K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-98- 0.26% |
$20.1K - $24.5K
|
38K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-97- 2.27% |
$19.9K - $24.3K
|
4.18K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-97- 0.38% |
$19.9K - $24.3K
|
25.3K
$6.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-95- 11.28% |
$19.5K - $23.8K
|
747
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-93- 0.49% |
$19.1K - $23.3K
|
18.8K
$4.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-91- 6.54% |
$18.7K - $22.8K
|
1.3K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-91- 6.01% |
$18.7K - $22.8K
|
1.42K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-90- 1.25% |
$18.5K - $22.5K
|
7.14K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-87- 1.71% |
$17.9K - $21.8K
|
5K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-87- 1.92% |
$17.9K - $21.8K
|
4.44K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-85- 8.5% |
$17.4K - $21.3K
|
915
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-85- 40.09% |
$17.4K - $21.3K
|
127
$33.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-85- 2.48% |
$17.4K - $21.3K
|
3.35K
$887K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-84- 2.05% |
$17.2K - $21K
|
4.02K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-83- 1.04% |
$17K - $20.8K
|
7.89K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-80- 0.61% |
$16.4K - $20K
|
12.9K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-80- 0.52% |
$16.4K - $20K
|
15.2K
$4.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-80- 2.78% |
$16.4K - $20K
|
2.8K
$741K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-78- 0.63% |
$16K - $19.5K
|
12.3K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-75- 0.86% |
$15.4K - $18.8K
|
8.63K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.67% |
$14.4K - $17.5K
|
10.4K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-68- 7.0% |
$14K - $17K
|
904
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.11% |
$13.7K - $16.8K
|
2.09K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66- 0.33% |
$13.5K - $16.5K
|
19.7K
$5.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 2.18% |
$13.5K - $16.5K
|
2.96K
$784K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-64- 1.19% |
$13.1K - $16K
|
5.3K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-64- 8.24% |
$13.1K - $16K
|
713
$189K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-64- 2.09% |
$13.1K - $16K
|
3K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-64- 1.66% |
$13.1K - $16K
|
3.78K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-62- 4.6% |
$12.7K - $15.5K
|
1.29K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-61- 0.43% |
$12.5K - $15.3K
|
14.2K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-60- 0.42% |
$12.3K - $15K
|
14.1K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-60- 1.2% |
$12.3K - $15K
|
4.92K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-59- 0.1% |
$12.1K - $14.8K
|
60.3K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-59- 1.29% |
$12.1K - $14.8K
|
4.5K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-57- 1.04% |
$11.7K - $14.3K
|
5.41K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-57- 0.75% |
$11.7K - $14.3K
|
7.58K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-56- 0.86% |
$11.5K - $14K
|
6.42K
$1.7M
|