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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.04K- 79.83% |
$1.24M - $1.51M
|
1.53K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-6.04K- 0.85% |
$1.24M - $1.51M
|
702K
$187M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-6K- 59.52% |
$1.23M - $1.5M
|
4.08K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.9K- 75.1% |
$1.21M - $1.48M
|
1.96K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.89K- 16.43% |
$1.21M - $1.47M
|
29.9K
$7.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-5.83K- 7.16% |
$1.2M - $1.46M
|
75.6K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.72K- 0.91% |
$1.17M - $1.43M
|
621K
$166M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.6K- 11.55% |
$1.15M - $1.4M
|
42.9K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 3.15% |
$1.13M - $1.38M
|
169K
$45.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.45K- 73.71% |
$1.12M - $1.36M
|
1.94K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.44K- 3.44% |
$1.12M - $1.36M
|
153K
$40.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-5.34K- 4.35% |
$1.1M - $1.34M
|
117K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.27K- 6.71% |
$1.08M - $1.32M
|
73.3K
$19.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.24K- 6.74% |
$1.08M - $1.31M
|
72.5K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-5.23K- 5.85% |
$1.07M - $1.31M
|
84.2K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.78% |
$1.07M - $1.3M
|
182K
$48.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.15K- 2.64% |
$1.06M - $1.29M
|
190K
$50.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-5.11K- 2.85% |
$1.05M - $1.28M
|
174K
$46.4M
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-5.08K- 57.94% |
$1.04M - $1.27M
|
3.69K
$984K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.99K- 2.99% |
$1.02M - $1.25M
|
162K
$43.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.92K- 1.35% |
$1.01M - $1.23M
|
359K
$95.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-4.87K- 1.59% |
$998K - $1.22M
|
301K
$80.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.86K- 15.59% |
$996K - $1.22M
|
26.3K
$7.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.81K- 47.86% |
$986K - $1.2M
|
5.24K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.8K- 3.42% |
$985K - $1.2M
|
136K
$36.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-4.76K- 1.96% |
$977K - $1.19M
|
238K
$63.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.68K- 2.01% |
$961K - $1.17M
|
229K
$61M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.64K- 14.74% |
$952K - $1.16M
|
26.8K
$7.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4.61K- 9.3% |
$946K - $1.15M
|
45K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-4.59K- 63.21% |
$941K - $1.15M
|
2.67K
$712K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-4.57K- 5.1% |
$937K - $1.14M
|
85.1K
$22.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.51K- 2.25% |
$925K - $1.13M
|
196K
$52.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.51K- 7.65% |
$925K - $1.13M
|
54.4K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.43K- 4.44% |
$910K - $1.11M
|
95.5K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.29K- 7.1% |
$880K - $1.07M
|
56.1K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.12K- 3.59% |
$845K - $1.03M
|
110K
$29.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-4.08K- 21.62% |
$838K - $1.02M
|
14.8K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.03K- 3.72% |
$827K - $1.01M
|
104K
$27.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.98K- 2.27% |
$817K - $996K
|
171K
$45.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.96K- 0.96% |
$811K - $990K
|
406K
$108M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$809K - $987K
|
85.4K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.94K- 11.04% |
$807K - $985K
|
31.7K
$8.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-3.89K- 6.08% |
$797K - $972K
|
60K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3.85K- 7.21% |
$791K - $965K
|
49.6K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.84K- 3.98% |
$787K - $961K
|
92.7K
$24.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-3.84K- 12.96% |
$787K - $960K
|
25.8K
$6.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.81K- 7.12% |
$783K - $955K
|
49.8K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-3.81K- 6.39% |
$781K - $953K
|
55.7K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.77K- 32.65% |
$773K - $943K
|
7.77K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.76K- 5.6% |
$771K - $941K
|
63.4K
$16.9M
|