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
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-686- 0.51% |
$134K - $154K
|
134K
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-684- 2.25% |
$133K - $154K
|
29.7K
$8.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-677- 2.82% |
$132K - $152K
|
23.3K
$6.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-668- 1.04% |
$130K - $150K
|
63.8K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-654- 2.14% |
$127K - $147K
|
29.9K
$8.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-654- 15.91% |
$127K - $147K
|
3.46K
$957K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-653- 5.66% |
$127K - $147K
|
10.9K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-650- 3.3% |
$127K - $146K
|
19.1K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-643- 39.89% |
$125K - $145K
|
969
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-631- 0.94% |
$123K - $142K
|
66.8K
$18.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-624- 0.74% |
$122K - $140K
|
83.5K
$23.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-622- 6.64% |
$121K - $140K
|
8.74K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-620- 9.46% |
$121K - $139K
|
5.93K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-620- 30.68% |
$121K - $139K
|
1.4K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-613- 2.9% |
$119K - $138K
|
20.5K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-609- 1.84% |
$119K - $137K
|
32.4K
$8.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-606- 5.77% |
$118K - $136K
|
9.89K
$2.74M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-605- 0.49% |
$118K - $136K
|
123K
$33.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-603- 0.8% |
$118K - $136K
|
75K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-579- 6.73% |
$113K - $130K
|
8.02K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-578- 2.23% |
$113K - $130K
|
25.4K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-572- 25.77% |
$111K - $129K
|
1.65K
$456K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-568- 13.1% |
$111K - $128K
|
3.77K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-565- 1.33% |
$110K - $127K
|
42K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-565- 13.41% |
$110K - $127K
|
3.65K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-562- 25.7% |
$110K - $126K
|
1.63K
$450K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-561- 1.42% |
$109K - $126K
|
38.8K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-547- 1.71% |
$107K - $123K
|
31.4K
$8.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-546- 4.61% |
$106K - $123K
|
11.3K
$3.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-546- 12.45% |
$106K - $123K
|
3.84K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-540- 4.21% |
$105K - $121K
|
12.3K
$3.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-540- 7.27% |
$105K - $121K
|
6.89K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-537- 0.32% |
$105K - $121K
|
165K
$45.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-533- 5.4% |
$104K - $120K
|
9.34K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-528- 1.46% |
$103K - $119K
|
35.7K
$9.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-526- 10.85% |
$103K - $118K
|
4.32K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-522- 11.54% |
$102K - $117K
|
4K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-520- 0.33% |
$101K - $117K
|
159K
$43.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-518- 1.49% |
$101K - $116K
|
34.2K
$9.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-513- 8.83% |
$100K - $115K
|
5.3K
$1.47M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-502- 23.84% |
$97.8K - $113K
|
1.6K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-500- 1.47% |
$97.5K - $112K
|
33.4K
$9.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-500- 8.68% |
$97.5K - $112K
|
5.26K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-500- 11.2% |
$97.5K - $112K
|
3.97K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-490- 2.15% |
$95.5K - $110K
|
22.3K
$6.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-489- 1.56% |
$95.3K - $110K
|
30.8K
$8.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-480- 0.21% |
$93.6K - $108K
|
233K
$64.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-477- 4.9% |
$93K - $107K
|
9.26K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-468- 1.03% |
$91.2K - $105K
|
45.1K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-468- 7.82% |
$91.2K - $105K
|
5.52K
$1.53M
|