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
|
Firestone Capital Management
|
SELL
|
- |
-23- 0.42% |
$4.48K - $5.17K
|
5.49K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-23- 1.01% |
$4.48K - $5.17K
|
2.25K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-23- 2.2% |
$4.48K - $5.17K
|
1.02K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-23- 0.7% |
$4.48K - $5.17K
|
3.26K
$904K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23- 1.26% |
$4.48K - $5.17K
|
1.8K
$498K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-23- 0.16% |
$4.48K - $5.17K
|
14.1K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-22- 1.93% |
$4.29K - $4.95K
|
1.12K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-21- 0.96% |
$4.09K - $4.72K
|
2.17K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-20- 1.0% |
$3.9K - $4.5K
|
1.98K
$548K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 0.28% |
$3.9K - $4.5K
|
7.18K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-19- 0.42% |
$3.7K - $4.27K
|
4.46K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-19- 0.6% |
$3.7K - $4.27K
|
3.15K
$871K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-17- 0.99% |
$3.31K - $3.82K
|
1.7K
$472K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-17- 0.1% |
$3.31K - $3.82K
|
16.5K
$4.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-16- 1.35% |
$3.12K - $3.6K
|
1.17K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-15- 1.31% |
$2.92K - $3.37K
|
1.13K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-15- 0.14% |
$2.92K - $3.37K
|
10.4K
$2.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-15- 1.13% |
$2.92K - $3.37K
|
1.32K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-15- 0.05% |
$2.92K - $3.37K
|
27.6K
$7.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-13- 1.31% |
$2.53K - $2.92K
|
983
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 2.47% |
$2.34K - $2.7K
|
474
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 0.09% |
$2.14K - $2.47K
|
12.2K
$3.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11- 0.51% |
$2.14K - $2.47K
|
2.14K
$592K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-11- 0.51% |
$2.14K - $2.47K
|
2.13K
$590K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-10- 0.21% |
$1.95K - $2.25K
|
4.85K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-10- 1.06% |
$1.95K - $2.25K
|
932
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-10- 1.06% |
$1.95K - $2.25K
|
932
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-10- 0.1% |
$1.95K - $2.25K
|
9.65K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-10- 0.88% |
$1.95K - $2.25K
|
1.13K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-8- 0.01% |
$1.56K - $1.8K
|
66.5K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-8- 0.17% |
$1.56K - $1.8K
|
4.67K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-7- 0.05% |
$1.36K - $1.57K
|
15.3K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7- 0.01% |
$1.36K - $1.57K
|
84.5K
$23.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.01% |
$1.36K - $1.57K
|
66.8K
$18.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-7- 0.02% |
$1.36K - $1.57K
|
36.6K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-6- 0.5% |
$1.17K - $1.35K
|
1.2K
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6- 0.59% |
$1.17K - $1.35K
|
1.01K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5- 0.02% |
$975 - $1.12K
|
22.8K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-5- 0.03% |
$975 - $1.12K
|
17.4K
$4.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-5- 0.06% |
$975 - $1.12K
|
8.54K
$2.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-5- 0.16% |
$975 - $1.12K
|
3.13K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-4- 0.05% |
$780 - $899
|
7.88K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-4- 0.18% |
$780 - $899
|
2.18K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4- 0.34% |
$780 - $899
|
1.19K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-4- 0.06% |
$780 - $899
|
6.98K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4- 0.37% |
$780 - $899
|
1.08K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-3- 0.12% |
$585 - $674
|
2.58K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2- -0.0% |
$390 - $450
|
88.5K
$24.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.46% |
$390 - $450
|
431
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1- -0.0% |
$195 - $225
|
31K
$8.58M
|