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, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.01K- 4.14% |
$590K - $643K
|
46.5K
$14M
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.96K- 22.9% |
$576K - $628K
|
6.6K
$1.98M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.93K- 1.45% |
$569K - $620K
|
131K
$39.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.88K- 6.18% |
$552K - $602K
|
28.5K
$8.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.85K- 3.44% |
$545K - $594K
|
51.9K
$15.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.83K- 1.32% |
$539K - $588K
|
137K
$41.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-1.81K- 1.32% |
$531K - $579K
|
135K
$40.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.75K- 4.27% |
$515K - $561K
|
39.2K
$11.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.71K- 2.39% |
$504K - $549K
|
69.9K
$21M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.66K- 3.16% |
$489K - $533K
|
51K
$15.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.63K- 42.29% |
$480K - $523K
|
2.23K
$669K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 25.17% |
$471K - $513K
|
4.76K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.59K- 14.08% |
$469K - $510K
|
9.72K
$2.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 5.66% |
$407K - $444K
|
23.1K
$6.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.34K- 1.5% |
$394K - $429K
|
87.9K
$26.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.26K- 1.61% |
$371K - $404K
|
77.2K
$23.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.24K- 0.97% |
$365K - $398K
|
127K
$38.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.22K- 1.38% |
$359K - $392K
|
87.5K
$26.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.21K- 3.73% |
$356K - $388K
|
31.2K
$9.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-1.21K- 2.24% |
$355K - $387K
|
52.6K
$15.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.19K- 8.17% |
$349K - $380K
|
13.3K
$4.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1.17K- 5.22% |
$345K - $376K
|
21.3K
$6.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.13K- 21.43% |
$332K - $362K
|
4.14K
$1.24M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-1.13K- 4.14% |
$332K - $362K
|
26.2K
$7.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.12K- 5.17% |
$330K - $360K
|
20.6K
$6.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.12K- 9.94% |
$329K - $358K
|
10.1K
$3.04M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.07K- 1.11% |
$315K - $343K
|
95.9K
$28.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-1.04K- 4.1% |
$305K - $332K
|
24.2K
$7.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.03K- 2.38% |
$303K - $330K
|
42.2K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.02K- 3.64% |
$300K - $327K
|
27K
$8.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1K- 2.13% |
$294K - $320K
|
46K
$13.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-993- 3.05% |
$292K - $318K
|
31.5K
$9.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-981- 6.74% |
$289K - $314K
|
13.6K
$4.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-973- 8.93% |
$286K - $312K
|
9.92K
$2.98M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-968- 10.74% |
$285K - $310K
|
8.04K
$2.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-966- 14.7% |
$284K - $310K
|
5.61K
$1.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-951- 1.63% |
$280K - $305K
|
57.4K
$17.2M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-945- 8.73% |
$278K - $303K
|
9.88K
$2.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-912- 3.53% |
$268K - $292K
|
24.9K
$7.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-881- 3.89% |
$259K - $282K
|
21.8K
$6.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-876- 3.51% |
$258K - $281K
|
24.1K
$7.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-875- 1.02% |
$257K - $280K
|
84.9K
$25.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-870- 0.41% |
$256K - $279K
|
210K
$63.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-863- 3.98% |
$254K - $277K
|
20.8K
$6.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-814- 6.2% |
$239K - $261K
|
12.3K
$3.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-759- 4.57% |
$223K - $243K
|
15.8K
$4.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-754- 3.52% |
$222K - $242K
|
20.7K
$6.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-745- 8.87% |
$219K - $239K
|
7.66K
$2.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-744- 1.15% |
$219K - $238K
|
63.8K
$19.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
SELL
|
- |
-711- 2.08% |
$209K - $228K
|
33.5K
$10.1M
|
|