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 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-167- 0.64% |
$34.3K - $41.8K
|
26K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-159- 0.83% |
$32.6K - $39.8K
|
18.9K
$5.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-158- 8.72% |
$32.4K - $39.5K
|
1.65K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-158- 3.49% |
$32.4K - $39.5K
|
4.37K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-158- 2.2% |
$32.4K - $39.5K
|
7.03K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-157- 0.94% |
$32.2K - $39.3K
|
16.6K
$4.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-157- 3.82% |
$32.2K - $39.3K
|
3.96K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-155- 0.62% |
$31.8K - $38.8K
|
24.9K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-154- 0.73% |
$31.6K - $38.5K
|
20.9K
$5.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-154- 9.14% |
$31.6K - $38.5K
|
1.53K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-153- 2.0% |
$31.4K - $38.3K
|
7.5K
$1.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-153- 12.69% |
$31.4K - $38.3K
|
1.05K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-152- 1.2% |
$31.2K - $38K
|
12.5K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-151- 0.83% |
$31K - $37.8K
|
18.1K
$4.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-148- 0.19% |
$30.4K - $37K
|
76.6K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-148- 10.3% |
$30.4K - $37K
|
1.29K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-143- 0.34% |
$29.3K - $35.8K
|
42.2K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-143- 6.1% |
$29.3K - $35.8K
|
2.2K
$583K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-143- 13.28% |
$29.3K - $35.8K
|
934
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-141- 3.93% |
$28.9K - $35.3K
|
3.45K
$912K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-141- 1.61% |
$28.9K - $35.3K
|
8.62K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-139- 1.03% |
$28.5K - $34.8K
|
13.4K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-139- 2.13% |
$28.5K - $34.8K
|
6.4K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-138- 0.73% |
$28.3K - $34.5K
|
18.7K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-135- 0.84% |
$27.7K - $33.8K
|
16K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-133- 5.5% |
$27.3K - $33.3K
|
2.29K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-127- 0.72% |
$26.1K - $31.8K
|
17.4K
$4.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-127- 0.56% |
$26.1K - $31.8K
|
22.5K
$5.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-127- 2.32% |
$26.1K - $31.8K
|
5.34K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-125- 1.32% |
$25.6K - $31.3K
|
9.34K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-124- 0.18% |
$25.4K - $31K
|
70K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-123- 1.6% |
$25.2K - $30.8K
|
7.57K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 1.23% |
$24.8K - $30.3K
|
9.73K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-120- 13.75% |
$24.6K - $30K
|
753
$199K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-118- 4.33% |
$24.2K - $29.5K
|
2.61K
$691K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-118- 9.06% |
$24.2K - $29.5K
|
1.18K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-117- 1.05% |
$24K - $29.3K
|
11K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-117- 2.03% |
$24K - $29.3K
|
5.64K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-114- 0.62% |
$23.4K - $28.5K
|
18.2K
$4.82M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-113- 2.96% |
$23.2K - $28.3K
|
3.7K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-112- 6.98% |
$23K - $28K
|
1.49K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-112- 0.22% |
$23K - $28K
|
51.9K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-110- 5.34% |
$22.6K - $27.5K
|
1.95K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-107- 3.85% |
$22K - $26.8K
|
2.68K
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.41% |
$21.5K - $26.3K
|
7.35K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-104- 0.64% |
$21.3K - $26K
|
16.2K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 0.46% |
$21.3K - $26K
|
22.7K
$6.02M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-104- 0.61% |
$21.3K - $26K
|
16.8K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-103- 0.36% |
$21.1K - $25.8K
|
28.7K
$7.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-103- 0.4% |
$21.1K - $25.8K
|
25.7K
$6.8M
|