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 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.4K- 0.77% |
$491K - $599K
|
309K
$82.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.37K- 13.33% |
$487K - $594K
|
15.4K
$4.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.35K- 7.92% |
$482K - $588K
|
27.3K
$7.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.21K- 10.24% |
$453K - $553K
|
19.4K
$5.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 4.58% |
$451K - $551K
|
45.8K
$12.2M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.15K- 18.72% |
$442K - $539K
|
9.35K
$2.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.14K- 38.36% |
$439K - $535K
|
3.44K
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.13K- 1.67% |
$437K - $533K
|
126K
$33.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.11K- 19.67% |
$433K - $528K
|
8.62K
$2.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.09K- 87.06% |
$429K - $524K
|
311
$83K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.08K- 36.74% |
$426K - $519K
|
3.57K
$953K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.07K- 8.0% |
$425K - $518K
|
23.8K
$6.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.03K- 5.4% |
$416K - $507K
|
35.5K
$9.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.95K- 6.86% |
$401K - $489K
|
26.5K
$7.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.95K- 15.71% |
$399K - $487K
|
10.4K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.94K- 5.49% |
$397K - $485K
|
33.4K
$8.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.91K- 4.48% |
$392K - $478K
|
40.8K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 5.71% |
$392K - $478K
|
31.5K
$8.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.88K- 3.47% |
$385K - $470K
|
52.2K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.88K- 1.57% |
$385K - $469K
|
118K
$31.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-1.86K- 5.66% |
$382K - $466K
|
31K
$8.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 6.75% |
$378K - $462K
|
25.5K
$6.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.83K- 4.11% |
$376K - $458K
|
42.7K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.82K- 2.37% |
$372K - $454K
|
74.6K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.8K- 0.88% |
$370K - $451K
|
202K
$53.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.8K- 30.41% |
$369K - $451K
|
4.12K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.8K- 0.24% |
$369K - $451K
|
740K
$197M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.8K- 35.32% |
$369K - $450K
|
3.29K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.79K- 14.25% |
$367K - $447K
|
10.8K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.78K- 3.51% |
$365K - $446K
|
48.9K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.77K- 4.88% |
$363K - $443K
|
34.5K
$9.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.75K- 3.73% |
$359K - $439K
|
45.3K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.73K- 1.32% |
$355K - $434K
|
130K
$34.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.72K- 5.95% |
$353K - $431K
|
27.2K
$7.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.71K- 3.62% |
$351K - $428K
|
45.5K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.71K- 2.13% |
$350K - $427K
|
78.7K
$21M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.7K- 4.95% |
$349K - $426K
|
32.7K
$8.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 18.77% |
$349K - $425K
|
7.36K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.7K- 3.13% |
$348K - $425K
|
52.5K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.69K- 2.03% |
$347K - $423K
|
81.4K
$21.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.67K- 1.65% |
$343K - $418K
|
99.4K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.66K- 3.92% |
$340K - $415K
|
40.6K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 0.61% |
$339K - $413K
|
268K
$71.5M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.65K- 2.06% |
$338K - $412K
|
78.3K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.62K- 5.26% |
$333K - $406K
|
29.2K
$7.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.61K- 5.89% |
$331K - $403K
|
25.8K
$6.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.6K- 1.05% |
$328K - $400K
|
151K
$40.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.6K- 10.87% |
$328K - $400K
|
13.1K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.59K- 8.54% |
$325K - $397K
|
17K
$4.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.59K- 5.58% |
$325K - $397K
|
26.8K
$7.15M
|