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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.61K- 52.43% |
$314K - $362K
|
1.46K
$405K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.59K- 14.3% |
$309K - $357K
|
9.51K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.58K- 2.06% |
$308K - $356K
|
75.2K
$20.8M
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.5K- 0.61% |
$293K - $337K
|
246K
$68.2M
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 6.0% |
$292K - $337K
|
23.5K
$6.51M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.5K- 1.6% |
$291K - $336K
|
91.8K
$25.4M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.49K- 20.0% |
$290K - $335K
|
5.96K
$1.65M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.49K- 23.67% |
$290K - $335K
|
4.8K
$1.33M
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.47K- 14.15% |
$287K - $331K
|
8.93K
$2.47M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.47K- 5.78% |
$287K - $330K
|
23.9K
$6.63M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.46K- 2.09% |
$284K - $327K
|
68.1K
$18.9M
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.45K- 0.94% |
$283K - $326K
|
154K
$42.5M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.44K- 24.17% |
$281K - $324K
|
4.53K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.43K- 0.09% |
$278K - $321K
|
1.66M
$461M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-1.4K- 25.0% |
$273K - $315K
|
4.2K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.4K- 0.13% |
$273K - $315K
|
1.08M
$299M
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.39K- 9.17% |
$272K - $313K
|
13.8K
$3.82M
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.38K- 0.32% |
$269K - $310K
|
429K
$119M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.35K- 6.39% |
$264K - $304K
|
19.8K
$5.49M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.35K- 0.69% |
$263K - $303K
|
194K
$53.8M
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.35K- 11.79% |
$263K - $303K
|
10.1K
$2.79M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.33K- 3.56% |
$259K - $299K
|
36K
$9.98M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.33K- 2.18% |
$259K - $298K
|
59.5K
$16.5M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.31K- 5.22% |
$255K - $294K
|
23.8K
$6.58M
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.31K- 6.08% |
$255K - $294K
|
20.2K
$5.58M
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-1.31K- 23.27% |
$254K - $293K
|
4.3K
$1.19M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 0.65% |
$253K - $292K
|
198K
$54.7M
|
|
Nov 13, 2024
Q3 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 2.2% |
$252K - $291K
|
57.5K
$15.9M
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.28K- 2.32% |
$250K - $288K
|
54.1K
$15M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 7.0% |
$250K - $288K
|
17K
$4.71M
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.28K- 1.55% |
$249K - $287K
|
81.2K
$22.5M
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 26.04% |
$249K - $287K
|
3.63K
$1M
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.27K- 0.26% |
$247K - $284K
|
479K
$133M
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.25K- 1.22% |
$244K - $281K
|
102K
$28.1M
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
SELL
|
PUT |
-1.25K- 18.99% |
$244K - $281K
|
5.33K
$1.48M
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 46.43% |
$243K - $281K
|
1.44K
$399K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.24K- 0.66% |
$242K - $279K
|
187K
$51.9M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.23K- 25.91% |
$239K - $276K
|
3.51K
$971K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.22K- 0.96% |
$238K - $274K
|
125K
$34.7M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.22K- 1.33% |
$237K - $273K
|
90.2K
$25M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.21K- 5.74% |
$236K - $272K
|
19.9K
$5.51M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.21K- 7.76% |
$235K - $271K
|
14.3K
$3.97M
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.19K- 0.2% |
$231K - $267K
|
578K
$160M
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.17K- 27.88% |
$227K - $262K
|
3.02K
$835K
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.16K- 3.89% |
$226K - $260K
|
28.6K
$7.92M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.15K- 1.29% |
$224K - $258K
|
87.8K
$24.3M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.14K- 5.65% |
$222K - $256K
|
19K
$5.27M
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.14K- 1.63% |
$222K - $256K
|
68.8K
$19M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.13K- 9.03% |
$220K - $253K
|
11.4K
$3.14M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.11K- 1.41% |
$216K - $250K
|
77.5K
$21.5M
|