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 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-491- 4.57% |
$101K - $123K
|
10.3K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 2.4% |
$101K - $123K
|
20K
$5.35M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-490- 4.65% |
$101K - $123K
|
10.1K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-487- 1.27% |
$99.9K - $122K
|
37.8K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-487- 12.14% |
$99.9K - $122K
|
3.53K
$945K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-485- 14.49% |
$99.5K - $121K
|
2.86K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-484- 3.88% |
$99.3K - $121K
|
12K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-482- 6.19% |
$98.9K - $121K
|
7.3K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-482- 2.29% |
$98.9K - $121K
|
20.6K
$5.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-479- 1.7% |
$98.3K - $120K
|
27.7K
$7.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-475- 2.6% |
$97.5K - $119K
|
17.8K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-475- 1.91% |
$97.5K - $119K
|
24.3K
$6.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-473- 2.08% |
$97.1K - $118K
|
22.2K
$5.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-472- 0.64% |
$96.8K - $118K
|
72.9K
$19.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-464- 0.85% |
$95.2K - $116K
|
53.8K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-456- 4.13% |
$93.6K - $114K
|
10.6K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-454- 31.51% |
$93.2K - $114K
|
987
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-449- 2.58% |
$92.1K - $112K
|
17K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-447- 3.7% |
$91.7K - $112K
|
11.6K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-445- 8.96% |
$91.3K - $111K
|
4.52K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-443- 24.87% |
$90.9K - $111K
|
1.34K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-442- 13.87% |
$90.7K - $111K
|
2.74K
$735K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-440- 0.66% |
$90.3K - $110K
|
66.7K
$17.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-435- 1.6% |
$89.3K - $109K
|
26.8K
$7.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-434- 3.01% |
$89K - $109K
|
14K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-433- 9.32% |
$88.8K - $108K
|
4.21K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-431- 2.56% |
$88.4K - $108K
|
16.4K
$4.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-430- 8.84% |
$88.2K - $108K
|
4.44K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-429- 4.78% |
$88K - $107K
|
8.55K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-428- 1.08% |
$87.8K - $107K
|
39.3K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-425- 0.95% |
$87.2K - $106K
|
44.5K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-425- 1.57% |
$87.2K - $106K
|
26.7K
$7.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-423- 7.6% |
$86.8K - $106K
|
5.15K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-414- 15.4% |
$84.9K - $104K
|
2.27K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-411- 1.55% |
$84.3K - $103K
|
26K
$6.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-408- 0.59% |
$83.7K - $102K
|
68.6K
$18.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-408- 6.07% |
$83.7K - $102K
|
6.32K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-407- 6.03% |
$83.5K - $102K
|
6.34K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-405- 0.37% |
$83.1K - $101K
|
110K
$29.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-401- 0.74% |
$82.3K - $100K
|
53.8K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-401- 4.55% |
$82.3K - $100K
|
8.41K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-400- 2.11% |
$82.1K - $100K
|
18.6K
$4.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.83% |
$82.1K - $100K
|
47.7K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-398- 5.76% |
$81.7K - $99.6K
|
6.51K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-396- 2.88% |
$81.3K - $99.1K
|
13.4K
$3.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-391- 1.29% |
$80.2K - $97.9K
|
30K
$8.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-389- 0.4% |
$79.8K - $97.4K
|
96K
$25.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-383- 1.67% |
$78.6K - $95.9K
|
22.6K
$6.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-377- 4.92% |
$77.4K - $94.4K
|
7.28K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-376- 10.34% |
$77.1K - $94.1K
|
3.26K
$874K
|