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 |
---|---|---|---|---|---|---|---|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.56K- 49.63% |
$319K - $389K
|
1.58K
$370K
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
SELL
|
- |
-1.55K- 23.1% |
$318K - $388K
|
5.17K
$1.21M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.55K- 3.53% |
$318K - $388K
|
42.3K
$9.93M
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.54K- 5.92% |
$315K - $384K
|
24.4K
$5.72M
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.53K- 6.35% |
$314K - $383K
|
22.6K
$5.3M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.53KClosed |
$314K - $383K
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-1.53K- 7.17% |
$314K - $383K
|
19.8K
$4.65M
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.52K- 37.93% |
$313K - $381K
|
2.49K
$585K
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.51K- 3.99% |
$311K - $379K
|
36.5K
$8.56M
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-1.51K- 0.33% |
$311K - $379K
|
452K
$106M
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-1.5K- 11.87% |
$308K - $375K
|
11.1K
$2.61M
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.48K- 1.06% |
$304K - $371K
|
138K
$32.5M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.48K- 6.27% |
$304K - $371K
|
22.1K
$5.19M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.48K- 2.94% |
$303K - $369K
|
48.7K
$11.4M
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.46K- 4.41% |
$300K - $366K
|
31.7K
$7.44M
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.45K- 3.17% |
$298K - $363K
|
44.3K
$10.4M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.44K- 1.65% |
$296K - $361K
|
85.9K
$20.2M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.44K- 15.3% |
$295K - $360K
|
7.96K
$1.87M
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.43K- 1.41% |
$294K - $358K
|
99.8K
$23.4M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.42K- 0.37% |
$290K - $354K
|
378K
$88.7M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.41K- 4.44% |
$290K - $354K
|
30.4K
$7.14M
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.41K- 35.19% |
$290K - $353K
|
2.6K
$610K
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.4K- 1.64% |
$288K - $351K
|
84.1K
$19.7M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.4K- 4.22% |
$287K - $350K
|
31.7K
$7.44M
|
|
Feb 05, 2025
Q4 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-1.39K- 3.01% |
$285K - $348K
|
44.8K
$10.5M
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.39K- 36.36% |
$285K - $348K
|
2.43K
$571K
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 20.59% |
$283K - $345K
|
5.32K
$1.25M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 2.15% |
$283K - $345K
|
62.8K
$14.7M
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.37K- 3.63% |
$280K - $342K
|
36.3K
$8.52M
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.36K- 8.58% |
$279K - $340K
|
14.5K
$3.4M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.36K- 1.92% |
$279K - $340K
|
69.4K
$16.3M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.36K- 18.32% |
$279K - $340K
|
6.05K
$1.42M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.36K- 3.06% |
$278K - $339K
|
43K
$10.1M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.35K- 3.74% |
$278K - $339K
|
34.8K
$8.16M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 1.45% |
$278K - $339K
|
92.2K
$21.6M
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.35K- 4.88% |
$277K - $338K
|
26.3K
$6.18M
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.29% |
$277K - $338K
|
104K
$24.3M
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.35K- 9.41% |
$277K - $337K
|
13K
$3.05M
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.34K- 4.28% |
$275K - $336K
|
30K
$7.04M
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.34K- 5.53% |
$275K - $336K
|
22.9K
$5.38M
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.33K- 6.13% |
$273K - $333K
|
20.4K
$4.79M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.33K- 0.62% |
$273K - $333K
|
213K
$50M
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 0.92% |
$273K - $333K
|
144K
$33.7M
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
SELL
|
- |
-1.33K- 13.5% |
$273K - $333K
|
8.52K
$2M
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.33K- 8.72% |
$272K - $332K
|
13.9K
$3.26M
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.33K- 2.36% |
$272K - $332K
|
54.9K
$12.9M
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.32K- 1.9% |
$271K - $330K
|
68K
$16M
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 2.35% |
$269K - $329K
|
54.6K
$12.8M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.31K- 51.62% |
$268K - $327K
|
1.22K
$287K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.3K- 2.3% |
$268K - $326K
|
55.4K
$13M
|