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
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.02K- 1.03% |
$199K - $230K
|
98.3K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1K- 9.69% |
$195K - $225K
|
9.32K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-998- 1.62% |
$195K - $224K
|
60.7K
$16.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-982- 1.72% |
$191K - $221K
|
56.2K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-981- 18.68% |
$191K - $221K
|
4.27K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-979- 19.96% |
$191K - $220K
|
3.93K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-958- 0.96% |
$187K - $215K
|
98.6K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-933- 0.8% |
$182K - $210K
|
115K
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-930- 3.08% |
$181K - $209K
|
29.3K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-886- 5.7% |
$173K - $199K
|
14.6K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-880- 30.56% |
$172K - $198K
|
2K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-875- 3.28% |
$171K - $197K
|
25.8K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-860- 1.63% |
$168K - $193K
|
51.9K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-847- 58.37% |
$165K - $190K
|
604
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-815- 7.26% |
$159K - $183K
|
10.4K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-779- 7.7% |
$152K - $175K
|
9.34K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-777- 0.48% |
$151K - $175K
|
160K
$44M
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-771- 2.26% |
$150K - $173K
|
33.3K
$9.17M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-737- 2.0% |
$144K - $166K
|
36.1K
$9.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Granger Management LLC
|
SELL
|
- |
-702- 7.12% |
$137K - $158K
|
9.16K
$2.52M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-700- 33.46% |
$136K - $157K
|
1.39K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-700- 88.61% |
$136K - $157K
|
90
$24.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-690- 20.55% |
$134K - $155K
|
2.67K
$734K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-688- 2.37% |
$134K - $155K
|
28.3K
$7.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-684- 2.25% |
$133K - $154K
|
29.7K
$8.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-677- 2.82% |
$132K - $152K
|
23.3K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-654- 2.14% |
$127K - $147K
|
29.9K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-643- 39.89% |
$125K - $145K
|
969
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-631- 0.94% |
$123K - $142K
|
66.8K
$18.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-622- 6.64% |
$121K - $140K
|
8.74K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-620- 9.46% |
$121K - $139K
|
5.93K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-613- 2.9% |
$119K - $138K
|
20.5K
$5.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-609- 1.84% |
$119K - $137K
|
32.4K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-606- 5.77% |
$118K - $136K
|
9.89K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-605- 0.49% |
$118K - $136K
|
123K
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-603- 0.8% |
$118K - $136K
|
75K
$20.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-579- 6.73% |
$113K - $130K
|
8.02K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-572- 25.77% |
$111K - $129K
|
1.65K
$453K
|
|
|
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 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-562- 25.7% |
$110K - $126K
|
1.63K
$447K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-561- 1.42% |
$109K - $126K
|
38.8K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-547- 1.71% |
$107K - $123K
|
31.4K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-546- 4.61% |
$106K - $123K
|
11.3K
$3.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-540- 7.27% |
$105K - $121K
|
6.89K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-528- 1.46% |
$103K - $119K
|
35.7K
$9.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-526- 10.85% |
$103K - $118K
|
4.32K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-522- 11.54% |
$102K - $117K
|
4K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-518- 1.49% |
$101K - $116K
|
34.2K
$9.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-513- 8.83% |
$100K - $115K
|
5.3K
$1.46M
|