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 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-467- 5.6% |
$91K - $105K
|
7.87K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-464- 5.04% |
$90.4K - $104K
|
8.74K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-463- 0.88% |
$90.2K - $104K
|
52.1K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-459- 4.19% |
$89.5K - $103K
|
10.5K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-457- 0.46% |
$89.1K - $103K
|
97.9K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-453- 14.83% |
$88.3K - $102K
|
2.6K
$720K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-452- 0.68% |
$88.1K - $102K
|
66K
$18.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-451- 0.43% |
$87.9K - $101K
|
104K
$28.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-448- 1.14% |
$87.3K - $101K
|
38.7K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-446- 1.17% |
$86.9K - $100K
|
37.8K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-430- 23.61% |
$83.8K - $96.7K
|
1.39K
$385K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-422- 1.05% |
$82.2K - $94.9K
|
39.7K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-421- 0.23% |
$82.1K - $94.6K
|
185K
$51.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-419- 11.51% |
$81.7K - $94.2K
|
3.22K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-418- 0.46% |
$81.5K - $94K
|
89.8K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-413- 7.2% |
$80.5K - $92.8K
|
5.32K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-412- 2.62% |
$80.3K - $92.6K
|
15.3K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-411- 2.52% |
$80.1K - $92.4K
|
15.9K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-408- 0.79% |
$79.5K - $91.7K
|
51K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-405- 1.5% |
$78.9K - $91K
|
26.6K
$7.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-405- 4.91% |
$78.9K - $91K
|
7.85K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-400- 2.84% |
$78K - $89.9K
|
13.7K
$3.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-399- 4.56% |
$77.8K - $89.7K
|
8.35K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-391- 3.76% |
$76.2K - $87.9K
|
10K
$2.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-388- 13.18% |
$75.6K - $87.2K
|
2.56K
$708K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-386- 1.59% |
$75.2K - $86.8K
|
23.8K
$6.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-383- 2.26% |
$74.6K - $86.1K
|
16.6K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-375- 6.02% |
$73.1K - $84.3K
|
5.85K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-370- 4.02% |
$72.1K - $83.2K
|
8.84K
$2.45M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-369- 5.91% |
$71.9K - $83K
|
5.88K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-369- 1.42% |
$71.9K - $83K
|
25.6K
$7.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-365- 1.82% |
$71.1K - $82.1K
|
19.7K
$5.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-363- 0.17% |
$70.7K - $81.6K
|
213K
$58.9M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-357- 0.49% |
$69.6K - $80.3K
|
72.3K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-354- 2.93% |
$69K - $79.6K
|
11.7K
$3.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-347- 2.23% |
$67.6K - $78K
|
15.2K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-346- 3.95% |
$67.4K - $77.8K
|
8.42K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-345- 0.17% |
$67.2K - $77.6K
|
208K
$57.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-344- 1.84% |
$67K - $77.3K
|
18.4K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-343- 1.67% |
$66.9K - $77.1K
|
20.1K
$5.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-341- 1.27% |
$66.5K - $76.7K
|
26.5K
$7.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-341- 6.38% |
$66.5K - $76.7K
|
5.01K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-336- 0.27% |
$65.5K - $75.5K
|
123K
$34.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-327- 15.91% |
$63.7K - $73.5K
|
1.73K
$478K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-326- 4.18% |
$63.5K - $73.3K
|
7.48K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-323- 1.24% |
$63K - $72.6K
|
25.7K
$7.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-322- 0.03% |
$62.8K - $72.4K
|
1.26M
$349M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-316- 2.91% |
$61.6K - $71K
|
10.5K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-312- 1.54% |
$60.8K - $70.1K
|
19.9K
$5.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-312- 0.41% |
$60.8K - $70.1K
|
75.9K
$21M
|