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 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-89- 1.74% |
$17.3K - $20K
|
5.03K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-88- 0.36% |
$17.2K - $19.8K
|
24.4K
$6.76M
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-85- 6.66% |
$16.6K - $19.1K
|
1.19K
$330K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-82- 0.69% |
$16K - $18.4K
|
11.7K
$3.25M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-81- 0.05% |
$15.8K - $18.2K
|
152K
$42.2M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-81- 1.23% |
$15.8K - $18.2K
|
6.49K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-80- 0.92% |
$15.6K - $18K
|
8.66K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-80- 1.39% |
$15.6K - $18K
|
5.69K
$1.58M
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-80- 1.35% |
$15.6K - $18K
|
5.83K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-78- 1.85% |
$15.2K - $17.5K
|
4.13K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-76- 6.76% |
$14.8K - $17.1K
|
1.05K
$290K
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-76- 0.3% |
$14.8K - $17.1K
|
25.6K
$7.09M
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-75- 0.3% |
$14.6K - $16.9K
|
24.9K
$6.91M
|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-75- 1.4% |
$14.6K - $16.9K
|
5.27K
$1.46M
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-75- 0.46% |
$14.6K - $16.9K
|
16.2K
$4.49M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 0.09% |
$14K - $16.2K
|
76.6K
$21.2M
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-71- 0.37% |
$13.8K - $16K
|
18.9K
$5.23M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71- 64.55% |
$13.8K - $16K
|
39
$10.8K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-71- 3.51% |
$13.8K - $16K
|
1.95K
$541K
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-70- 2.21% |
$13.6K - $15.7K
|
3.1K
$859K
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-70- 5.77% |
$13.6K - $15.7K
|
1.14K
$316K
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-70- 1.36% |
$13.6K - $15.7K
|
5.07K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-69- 1.23% |
$13.4K - $15.5K
|
5.54K
$1.53M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-69- 1.36% |
$13.4K - $15.5K
|
5.01K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-68- 0.88% |
$13.3K - $15.3K
|
7.66K
$2.12M
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-68- 2.72% |
$13.3K - $15.3K
|
2.43K
$673K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-67- 3.09% |
$13.1K - $15.1K
|
2.1K
$581K
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-67- 2.25% |
$13.1K - $15.1K
|
2.91K
$807K
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-66- 0.83% |
$12.9K - $14.8K
|
7.91K
$2.19M
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-66- 0.03% |
$12.9K - $14.8K
|
212K
$58.8M
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-65- 0.5% |
$12.7K - $14.6K
|
13K
$3.61M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-65- 0.29% |
$12.7K - $14.6K
|
22.1K
$6.11M
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-65- 2.67% |
$12.7K - $14.6K
|
2.37K
$657K
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.55% |
$12.5K - $14.4K
|
11.5K
$3.18M
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-62- 2.05% |
$12.1K - $13.9K
|
2.96K
$819K
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-62- 5.52% |
$12.1K - $13.9K
|
1.06K
$294K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-61- 3.14% |
$11.9K - $13.7K
|
1.88K
$521K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-60- 1.11% |
$11.7K - $13.5K
|
5.35K
$1.48M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-58- 4.57% |
$11.3K - $13K
|
1.21K
$335K
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-58- 0.54% |
$11.3K - $13K
|
10.7K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-55- 0.18% |
$10.7K - $12.4K
|
31.3K
$8.68M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-54- 2.59% |
$10.5K - $12.1K
|
2.03K
$561K
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-54- 1.7% |
$10.5K - $12.1K
|
3.12K
$863K
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-53- 0.72% |
$10.3K - $11.9K
|
7.27K
$2.01M
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-53- 0.55% |
$10.3K - $11.9K
|
9.53K
$2.64M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53- 3.0% |
$10.3K - $11.9K
|
1.72K
$475K
|
|
Nov 14, 2024
Q3 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-50- 0.56% |
$9.75K - $11.2K
|
8.8K
$2.44M
|
|
Nov 13, 2024
Q3 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-50- 1.03% |
$9.75K - $11.2K
|
4.8K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-50- 1.61% |
$9.75K - $11.2K
|
3.05K
$845K
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-50- 1.33% |
$9.75K - $11.2K
|
3.7K
$1.02M
|