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 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.45K- 3.17% |
$298K - $363K
|
44.3K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.43K- 8.82% |
$294K - $358K
|
14.8K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.4K- 4.22% |
$287K - $350K
|
31.7K
$8.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.39K- 36.36% |
$285K - $348K
|
2.43K
$644K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.39K- 1.61% |
$285K - $347K
|
84.7K
$22.4M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 21.24% |
$282K - $344K
|
5.09K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.37K- 3.63% |
$280K - $342K
|
36.3K
$9.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.36K- 18.32% |
$279K - $340K
|
6.05K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.36K- 3.06% |
$278K - $339K
|
43K
$11.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 1.45% |
$278K - $339K
|
92.2K
$24.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.34K- 5.53% |
$275K - $336K
|
22.9K
$6.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.32K- 1.9% |
$271K - $330K
|
68K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.31K- 51.62% |
$268K - $327K
|
1.22K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.28K- 4.88% |
$262K - $320K
|
25K
$6.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.27K- 4.69% |
$261K - $318K
|
25.8K
$6.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.27K- 2.36% |
$260K - $317K
|
52.3K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.25K- 23.01% |
$257K - $314K
|
4.2K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.24K- 1.37% |
$254K - $310K
|
89.4K
$23.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.24K- 3.28% |
$254K - $310K
|
36.5K
$9.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.22K- 9.95% |
$249K - $304K
|
11K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-1.22K- 2.69% |
$249K - $304K
|
44K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 3.24% |
$246K - $300K
|
35.8K
$9.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.2K- 13.59% |
$246K - $300K
|
7.61K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.19K- 0.69% |
$244K - $298K
|
171K
$45.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 48.11% |
$238K - $290K
|
1.25K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-1.15K- 1.92% |
$237K - $289K
|
58.8K
$15.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.15K- 3.13% |
$235K - $287K
|
35.5K
$9.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.15K- 6.37% |
$235K - $287K
|
16.8K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 2.21% |
$220K - $269K
|
47.5K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 8.64% |
$219K - $267K
|
11.3K
$2.99M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.06K- 6.09% |
$218K - $266K
|
16.4K
$4.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 12.4% |
$216K - $263K
|
7.43K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.04K- 14.22% |
$214K - $261K
|
6.29K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.03K- 4.76% |
$211K - $257K
|
20.5K
$5.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.02K- 0.22% |
$209K - $255K
|
455K
$120M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1K- 7.97% |
$205K - $251K
|
11.6K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-960- 2.59% |
$197K - $240K
|
36K
$9.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-955- 2.87% |
$196K - $239K
|
32.3K
$8.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-955- 12.07% |
$196K - $239K
|
6.96K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-945- 5.25% |
$194K - $237K
|
17.1K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-886- 0.47% |
$182K - $222K
|
188K
$49.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-881- 7.69% |
$181K - $221K
|
10.6K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-880- 4.35% |
$181K - $220K
|
19.4K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-877- 2.2% |
$180K - $220K
|
39K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-873- 0.82% |
$179K - $219K
|
106K
$28M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-829- 1.01% |
$170K - $207K
|
81.2K
$21.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-825- 0.55% |
$169K - $206K
|
150K
$39.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-812- 2.51% |
$167K - $203K
|
31.5K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-808- 10.27% |
$166K - $202K
|
7.06K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-807- 2.9% |
$166K - $202K
|
27K
$7.14M
|