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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.67K- 23.49% |
$325K - $375K
|
5.43K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.66K- 5.97% |
$323K - $372K
|
26.1K
$7.17M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.65K- 29.26% |
$322K - $371K
|
3.99K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.61K- 52.43% |
$314K - $362K
|
1.46K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.58K- 2.06% |
$308K - $356K
|
75.2K
$20.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.5K- 0.61% |
$293K - $337K
|
246K
$67.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 6.0% |
$292K - $337K
|
23.5K
$6.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.5K- 1.6% |
$291K - $336K
|
91.8K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.49K- 20.0% |
$290K - $335K
|
5.96K
$1.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.49K- 23.67% |
$290K - $335K
|
4.8K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.47K- 14.15% |
$287K - $331K
|
8.93K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.47K- 5.78% |
$287K - $330K
|
23.9K
$6.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.46K- 2.09% |
$284K - $327K
|
68.1K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.45K- 0.94% |
$283K - $326K
|
154K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.43K- 0.09% |
$278K - $321K
|
1.66M
$458M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-1.4K- 25.0% |
$273K - $315K
|
4.2K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.4K- 0.13% |
$273K - $315K
|
1.08M
$297M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.39K- 9.17% |
$272K - $313K
|
13.8K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.38K- 0.32% |
$269K - $310K
|
429K
$118M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.35K- 6.39% |
$264K - $304K
|
19.8K
$5.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.33K- 3.56% |
$259K - $299K
|
36K
$9.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.31K- 5.22% |
$255K - $294K
|
23.8K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.31K- 6.08% |
$255K - $294K
|
20.2K
$5.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 0.65% |
$253K - $292K
|
198K
$54.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 2.2% |
$252K - $291K
|
57.5K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 7.0% |
$250K - $288K
|
17K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 26.04% |
$249K - $287K
|
3.63K
$997K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.25K- 1.22% |
$244K - $281K
|
102K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
SELL
|
PUT |
-1.25K- 18.99% |
$244K - $281K
|
5.33K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 46.43% |
$243K - $281K
|
1.44K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.24K- 0.66% |
$242K - $279K
|
187K
$51.5M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.23K- 25.91% |
$239K - $276K
|
3.51K
$964K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.22K- 0.96% |
$238K - $274K
|
125K
$34.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.21K- 7.76% |
$235K - $271K
|
14.3K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.19K- 0.2% |
$231K - $267K
|
578K
$159M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.16K- 3.89% |
$226K - $260K
|
28.6K
$7.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.15K- 1.29% |
$224K - $258K
|
87.8K
$24.2M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.14K- 5.65% |
$222K - $256K
|
19K
$5.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.14K- 1.63% |
$222K - $256K
|
68.8K
$18.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.13K- 9.03% |
$220K - $253K
|
11.4K
$3.12M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.1KClosed |
$214K - $247K
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.09K- 37.04% |
$212K - $244K
|
1.85K
$508K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.07K- 3.7% |
$208K - $240K
|
27.8K
$7.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.06K- 23.17% |
$206K - $238K
|
3.51K
$965K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-1.06K- 13.25% |
$206K - $238K
|
6.92K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.05K- 1.3% |
$205K - $236K
|
80.2K
$22M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-1.05K- 13.44% |
$204K - $235K
|
6.73K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.04K- 14.69% |
$203K - $234K
|
6.03K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.03K- 0.81% |
$200K - $230K
|
125K
$34.4M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.02K- 34.55% |
$199K - $230K
|
1.94K
$533K
|