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
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-578- 0.72% |
$119K - $145K
|
79.8K
$21.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-575- 15.6% |
$118K - $144K
|
3.11K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-574- 1.88% |
$118K - $144K
|
29.9K
$7.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-572- 1.77% |
$117K - $143K
|
31.7K
$8.4M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-564- 53.26% |
$116K - $141K
|
495
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-558- 0.69% |
$114K - $140K
|
80.9K
$21.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-540- 10.49% |
$111K - $135K
|
4.61K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-538- 2.81% |
$110K - $135K
|
18.6K
$4.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-537- 2.96% |
$110K - $134K
|
17.6K
$4.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-536- 2.11% |
$110K - $134K
|
24.9K
$6.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-530- 1.05% |
$109K - $133K
|
49.8K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-528- 1.79% |
$108K - $132K
|
28.9K
$7.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-528- 1.01% |
$108K - $132K
|
52K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-523- 5.16% |
$107K - $131K
|
9.62K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-516- 9.65% |
$106K - $129K
|
4.83K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-516- 2.27% |
$106K - $129K
|
22.2K
$5.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-512- 0.85% |
$105K - $128K
|
59.6K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-510- 2.49% |
$105K - $128K
|
20K
$5.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-508- 9.93% |
$104K - $127K
|
4.61K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-505- 0.74% |
$104K - $126K
|
68K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-500- 32.43% |
$103K - $125K
|
1.04K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 11.6% |
$103K - $125K
|
3.81K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-500- 2.54% |
$103K - $125K
|
19.1K
$5.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-499- 4.43% |
$102K - $125K
|
10.8K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-497- 4.18% |
$102K - $124K
|
11.4K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-495- 3.85% |
$102K - $124K
|
12.4K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-491- 4.57% |
$101K - $123K
|
10.3K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 2.4% |
$101K - $123K
|
20K
$5.29M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-490- 4.65% |
$101K - $123K
|
10.1K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-487- 12.14% |
$99.9K - $122K
|
3.53K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-485- 14.49% |
$99.5K - $121K
|
2.86K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-484- 3.88% |
$99.3K - $121K
|
12K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-482- 2.29% |
$98.9K - $121K
|
20.6K
$5.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-479- 1.7% |
$98.3K - $120K
|
27.7K
$7.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-475- 2.6% |
$97.5K - $119K
|
17.8K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-475- 1.91% |
$97.5K - $119K
|
24.3K
$6.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-473- 4.73% |
$97.1K - $118K
|
9.52K
$2.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-472- 0.64% |
$96.8K - $118K
|
72.9K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-454- 31.51% |
$93.2K - $114K
|
987
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-449- 2.58% |
$92.1K - $112K
|
17K
$4.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-447- 3.7% |
$91.7K - $112K
|
11.6K
$3.08M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-443- 24.87% |
$90.9K - $111K
|
1.34K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-442- 13.87% |
$90.7K - $111K
|
2.74K
$727K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-435- 1.6% |
$89.3K - $109K
|
26.8K
$7.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-434- 3.01% |
$89K - $109K
|
14K
$3.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-430- 8.84% |
$88.2K - $108K
|
4.44K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-429- 4.78% |
$88K - $107K
|
8.55K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-414- 15.4% |
$84.9K - $104K
|
2.27K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-411- 1.55% |
$84.3K - $103K
|
26K
$6.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-408- 6.07% |
$83.7K - $102K
|
6.32K
$1.67M
|