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 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-49- 0.23% |
$9.55K - $11K
|
20.8K
$5.76M
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-48- 3.85% |
$9.36K - $10.8K
|
1.2K
$332K
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-48- 3.99% |
$9.36K - $10.8K
|
1.15K
$320K
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-48- 3.39% |
$9.36K - $10.8K
|
1.37K
$379K
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-47- 0.43% |
$9.16K - $10.6K
|
10.8K
$2.98M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-46- 0.25% |
$8.97K - $10.3K
|
18K
$4.99M
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-45- 0.62% |
$8.77K - $10.1K
|
7.23K
$2M
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-45- 1.94% |
$8.77K - $10.1K
|
2.28K
$630K
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-45- 0.01% |
$8.77K - $10.1K
|
402K
$111M
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-45- 3.71% |
$8.77K - $10.1K
|
1.17K
$323K
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-45- 2.17% |
$8.77K - $10.1K
|
2.03K
$561K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-45- 1.13% |
$8.77K - $10.1K
|
3.94K
$1.09M
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-43- 0.03% |
$8.38K - $9.67K
|
170K
$47.2M
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42- 2.37% |
$8.19K - $9.44K
|
1.73K
$480K
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-42- 1.7% |
$8.19K - $9.44K
|
2.43K
$672K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-42- 1.16% |
$8.19K - $9.44K
|
3.59K
$993K
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-42- 3.25% |
$8.19K - $9.44K
|
1.25K
$346K
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-41- 0.94% |
$7.99K - $9.22K
|
4.3K
$1.19M
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-41- 0.21% |
$7.99K - $9.22K
|
19.2K
$5.31M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-40- 0.41% |
$7.8K - $8.99K
|
9.66K
$2.67M
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-40- 0.26% |
$7.8K - $8.99K
|
15.5K
$4.28M
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39- 3.79% |
$7.6K - $8.77K
|
990
$274K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-37- 1.76% |
$7.21K - $8.32K
|
2.06K
$571K
|
|
Nov 14, 2024
Q3 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-37- 0.18% |
$7.21K - $8.32K
|
21.1K
$5.84M
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-36- 0.5% |
$7.02K - $8.09K
|
7.15K
$1.98M
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-36- 0.49% |
$7.02K - $8.09K
|
7.28K
$2.02M
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-35- 5.86% |
$6.82K - $7.87K
|
562
$156K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-34- 3.05% |
$6.63K - $7.64K
|
1.08K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-33- 0.24% |
$6.43K - $7.42K
|
13.8K
$3.81M
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-33- 3.27% |
$6.43K - $7.42K
|
976
$270K
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-33- 0.3% |
$6.43K - $7.42K
|
10.9K
$3.02M
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-32- 0.53% |
$6.24K - $7.19K
|
5.99K
$1.66M
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-32- 2.79% |
$6.24K - $7.19K
|
1.11K
$308K
|
|
Nov 15, 2024
Q3 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-31- 10.54% |
$6.04K - $6.97K
|
263
$72.8K
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-31- 0.7% |
$6.04K - $6.97K
|
4.43K
$1.23M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31- 2.62% |
$6.04K - $6.97K
|
1.15K
$318K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-29- 1.0% |
$5.65K - $6.52K
|
2.87K
$794K
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-29- 2.26% |
$5.65K - $6.52K
|
1.25K
$347K
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-29- 1.42% |
$5.65K - $6.52K
|
2.02K
$558K
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-28- 0.88% |
$5.46K - $6.29K
|
3.17K
$878K
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-28- 1.65% |
$5.46K - $6.29K
|
1.67K
$461K
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-26- 0.26% |
$5.07K - $5.84K
|
9.89K
$2.74M
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-26- 0.17% |
$5.07K - $5.84K
|
14.8K
$4.11M
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-26- 0.66% |
$5.07K - $5.84K
|
3.89K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-25- 0.05% |
$4.87K - $5.62K
|
48.9K
$13.5M
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-25- 1.47% |
$4.87K - $5.62K
|
1.68K
$465K
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-25- 0.06% |
$4.87K - $5.62K
|
40.3K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-24- 0.33% |
$4.68K - $5.4K
|
7.35K
$2.04M
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-24- 1.66% |
$4.68K - $5.4K
|
1.42K
$394K
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-23- 0.24% |
$4.48K - $5.17K
|
9.76K
$2.7M
|