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 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.09K- 3.38% |
$223K - $272K
|
31.1K
$7.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.08K- 5.23% |
$222K - $271K
|
19.6K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.08K- 79.41% |
$222K - $270K
|
280
$65.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.07K- 3.28% |
$220K - $269K
|
31.6K
$7.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 2.21% |
$220K - $269K
|
47.5K
$11.2M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.07K- 0.46% |
$220K - $268K
|
230K
$54M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.07K- 9.71% |
$220K - $268K
|
9.96K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.07K- 5.11% |
$220K - $268K
|
19.9K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 0.46% |
$219K - $267K
|
232K
$54.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.06K- 6.09% |
$218K - $266K
|
16.4K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.06K- 7.08% |
$218K - $266K
|
13.9K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1.06K- 0.95% |
$217K - $265K
|
110K
$25.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.06K- 25.73% |
$216K - $264K
|
3.05K
$715K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.04K- 14.22% |
$214K - $261K
|
6.29K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 10.92% |
$213K - $260K
|
8.48K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.04K- 5.12% |
$213K - $259K
|
19.2K
$4.5M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.03K- 7.54% |
$211K - $257K
|
12.6K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.03K- 4.76% |
$211K - $257K
|
20.5K
$4.82M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.03K- 1.11% |
$210K - $257K
|
90.9K
$21.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.02K- 0.22% |
$209K - $255K
|
455K
$107M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.02K- 1.43% |
$209K - $255K
|
70.3K
$16.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.01K- 18.0% |
$208K - $253K
|
4.61K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.9% |
$207K - $253K
|
52.2K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 5.17% |
$206K - $252K
|
18.4K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1K- 0.8% |
$206K - $251K
|
124K
$29.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1K- 0.98% |
$206K - $251K
|
101K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1K- 7.97% |
$205K - $251K
|
11.6K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1K- 0.89% |
$205K - $250K
|
111K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-1K- 23.81% |
$205K - $250K
|
3.2K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1K- 7.32% |
$205K - $250K
|
12.7K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-1K- 25.0% |
$205K - $250K
|
3K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1K- 0.87% |
$205K - $250K
|
114K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 3.23% |
$205K - $250K
|
30K
$7.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1K- 37.31% |
$205K - $250K
|
1.68K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-986- 3.09% |
$202K - $247K
|
30.9K
$7.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-985- 2.17% |
$202K - $247K
|
44.5K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-981- 1.78% |
$201K - $246K
|
54K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-979- 0.94% |
$201K - $245K
|
103K
$24.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-976- 5.26% |
$200K - $244K
|
17.6K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-975- 26.43% |
$200K - $244K
|
2.71K
$637K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-968- 4.04% |
$199K - $242K
|
23K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-967- 0.98% |
$198K - $242K
|
97.2K
$22.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-960- 13.69% |
$197K - $240K
|
6.05K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-960- 2.59% |
$197K - $240K
|
36K
$8.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-959- 2.13% |
$197K - $240K
|
44K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-958- 3.41% |
$197K - $240K
|
27.2K
$6.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-955- 2.87% |
$196K - $239K
|
32.3K
$7.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-955- 12.07% |
$196K - $239K
|
6.96K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-954- 1.88% |
$196K - $239K
|
49.8K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-949- 22.97% |
$195K - $238K
|
3.18K
$747K
|