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 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-210- 10.03% |
$40.9K - $47.2K
|
1.88K
$522K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-209- 5.84% |
$40.7K - $47K
|
3.37K
$933K
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-208- 4.06% |
$40.5K - $46.8K
|
4.91K
$1.36M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-206- 1.54% |
$40.1K - $46.3K
|
13.1K
$3.64M
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-205- 10.76% |
$40K - $46.1K
|
1.7K
$471K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-204- 0.43% |
$39.8K - $45.9K
|
47.5K
$13.1M
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-203- 6.84% |
$39.6K - $45.6K
|
2.76K
$765K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-201- 2.28% |
$39.2K - $45.2K
|
8.6K
$2.38M
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.9% |
$39K - $45K
|
10.3K
$2.86M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-200- 0.95% |
$39K - $45K
|
20.8K
$5.76M
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-200- 11.72% |
$39K - $45K
|
1.51K
$417K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-200- 3.25% |
$39K - $45K
|
5.96K
$1.65M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-195- 2.43% |
$38K - $43.8K
|
7.82K
$2.17M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-195- 27.39% |
$38K - $43.8K
|
517
$143K
|
|
Oct 04, 2024
Q3 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-195- 13.46% |
$38K - $43.8K
|
1.25K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-190- 7.29% |
$37K - $42.7K
|
2.42K
$669K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-188- 0.63% |
$36.6K - $42.3K
|
29.8K
$8.26M
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-188- 0.12% |
$36.6K - $42.3K
|
157K
$43.4M
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-187- 0.82% |
$36.4K - $42K
|
22.7K
$6.28M
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-184- 5.68% |
$35.9K - $41.4K
|
3.06K
$846K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-180- 2.8% |
$35.1K - $40.5K
|
6.25K
$1.73M
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-180- 0.33% |
$35.1K - $40.5K
|
54.7K
$15.2M
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-178- 8.92% |
$34.7K - $40K
|
1.82K
$503K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-178- 2.61% |
$34.7K - $40K
|
6.64K
$1.84M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-177- 1.3% |
$34.5K - $39.8K
|
13.4K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-176- 0.9% |
$34.3K - $39.6K
|
19.4K
$5.38M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-176- 9.57% |
$34.3K - $39.6K
|
1.66K
$461K
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-176- 8.55% |
$34.3K - $39.6K
|
1.88K
$521K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-175- 5.67% |
$34.1K - $39.3K
|
2.91K
$807K
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-173- 1.23% |
$33.7K - $38.9K
|
13.9K
$3.85M
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-171- 0.59% |
$33.3K - $38.4K
|
28.9K
$8M
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-171- 5.55% |
$33.3K - $38.4K
|
2.91K
$806K
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-170- 0.36% |
$33.1K - $38.2K
|
47.5K
$13.2M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-169- 4.58% |
$32.9K - $38K
|
3.52K
$974K
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
SELL
|
- |
-164- 7.37% |
$32K - $36.9K
|
2.06K
$571K
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-162- 7.71% |
$31.6K - $36.4K
|
1.94K
$537K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-160- 0.33% |
$31.2K - $36K
|
47.9K
$13.3M
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-160- 10.6% |
$31.2K - $36K
|
1.35K
$374K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-159- 1.28% |
$31K - $35.7K
|
12.2K
$3.39M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-156- 2.09% |
$30.4K - $35.1K
|
7.31K
$2.03M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-154- 0.7% |
$30K - $34.6K
|
21.8K
$6.03M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-152- 4.69% |
$29.6K - $34.2K
|
3.09K
$855K
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-150- 1.09% |
$29.2K - $33.7K
|
13.6K
$3.77M
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 1.08% |
$29.2K - $33.7K
|
13.8K
$3.81M
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-150- 0.39% |
$29.2K - $33.7K
|
38.6K
$10.7M
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-150- 2.42% |
$29.2K - $33.7K
|
6.04K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-146- 0.3% |
$28.5K - $32.8K
|
49.2K
$13.6M
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-144- 4.36% |
$28.1K - $32.4K
|
3.16K
$875K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-142- 4.66% |
$27.7K - $31.9K
|
2.9K
$804K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-142- 0.42% |
$27.7K - $31.9K
|
34K
$9.41M
|