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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-17- 0.31% |
$3.49K - $4.25K
|
5.5K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-16- 0.21% |
$3.28K - $4K
|
7.6K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 0.38% |
$3.08K - $3.75K
|
3.9K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-15- 0.3% |
$3.08K - $3.75K
|
4.91K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-15- 0.08% |
$3.08K - $3.75K
|
18K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-15- 1.35% |
$3.08K - $3.75K
|
1.09K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-14- 0.88% |
$2.87K - $3.5K
|
1.57K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-14- 0.76% |
$2.87K - $3.5K
|
1.83K
$496K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-14- 0.23% |
$2.87K - $3.5K
|
6.06K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-12- 0.69% |
$2.46K - $3K
|
1.72K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-12- 0.66% |
$2.46K - $3K
|
1.8K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-12- 1.33% |
$2.46K - $3K
|
888
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-12- 0.72% |
$2.46K - $3K
|
1.66K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-11- 0.89% |
$2.26K - $2.75K
|
1.22K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-10- 0.04% |
$2.05K - $2.5K
|
25.6K
$6.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.1% |
$2.05K - $2.5K
|
10K
$2.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 0.29% |
$2.05K - $2.5K
|
3.38K
$914K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 0.74% |
$1.85K - $2.25K
|
1.21K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-9- 0.55% |
$1.85K - $2.25K
|
1.62K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-9- 0.27% |
$1.85K - $2.25K
|
3.28K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-9- 0.02% |
$1.85K - $2.25K
|
56.2K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-9- 0.13% |
$1.85K - $2.25K
|
6.83K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-9- 0.07% |
$1.85K - $2.25K
|
13.4K
$3.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9- 0.28% |
$1.85K - $2.25K
|
3.23K
$872K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8- 0.05% |
$1.64K - $2K
|
15.3K
$4.14M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.61% |
$1.64K - $2K
|
1.3K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-7- 0.19% |
$1.44K - $1.75K
|
3.69K
$997K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-7- 0.05% |
$1.44K - $1.75K
|
15.5K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7- 0.23% |
$1.44K - $1.75K
|
3.05K
$825K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6- 0.14% |
$1.23K - $1.5K
|
4.36K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-6- 0.46% |
$1.23K - $1.5K
|
1.29K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.22% |
$1.23K - $1.5K
|
2.68K
$724K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-5- 0.12% |
$1.03K - $1.25K
|
4.16K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5- 0.06% |
$1.03K - $1.25K
|
7.76K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-5- 0.1% |
$1.03K - $1.25K
|
5.09K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-5- 0.11% |
$1.03K - $1.25K
|
4.73K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- -0.0% |
$1.03K - $1.25K
|
231K
$62.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.04% |
$1.03K - $1.25K
|
12.5K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4- 0.02% |
$821 - $1K
|
18.9K
$5.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$821 - $1K
|
2.01K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-4- 0.27% |
$821 - $1K
|
1.48K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.18% |
$616 - $751
|
1.63K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2- 0.04% |
$410 - $501
|
4.84K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 3.03% |
$410 - $501
|
64
$17.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.17K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.2K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2- 0.12% |
$410 - $501
|
1.69K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 0.15% |
$205 - $250
|
675
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1- -0.0% |
$205 - $250
|
44.1K
$11.9M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.1M- 16.99% |
$1.19B - $1.37B
|
29.8M
$8.06B
|
|