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
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-141- 0.46% |
$27.5K - $31.7K
|
30.7K
$8.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-140- 75.68% |
$27.3K - $31.5K
|
45
$12.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-135- 81.82% |
$26.3K - $30.3K
|
30
$8.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-131- 7.48% |
$25.5K - $29.4K
|
1.62K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-131- 0.59% |
$25.5K - $29.4K
|
22.2K
$6.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-127- 1.68% |
$24.8K - $28.5K
|
7.42K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-125- 4.76% |
$24.4K - $28.1K
|
2.5K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-125- 5.66% |
$24.4K - $28.1K
|
2.08K
$577K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-124- 0.8% |
$24.2K - $27.9K
|
15.5K
$4.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-124- 0.38% |
$24.2K - $27.9K
|
32.1K
$8.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-123- 17.08% |
$24K - $27.7K
|
597
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-123- 1.4% |
$24K - $27.7K
|
8.69K
$2.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-123- 7.45% |
$24K - $27.7K
|
1.53K
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-121- 0.65% |
$23.6K - $27.2K
|
18.4K
$5.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 12.21% |
$23.4K - $27K
|
863
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-120- 9.02% |
$23.4K - $27K
|
1.21K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-119- 6.44% |
$23.2K - $26.8K
|
1.73K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-116- 1.59% |
$22.6K - $26.1K
|
7.16K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-114- 4.31% |
$22.2K - $25.6K
|
2.53K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-113- 0.07% |
$22K - $25.4K
|
160K
$44.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-111- 0.23% |
$21.6K - $25K
|
48.5K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-110- 0.73% |
$21.4K - $24.7K
|
14.9K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-110- 6.33% |
$21.4K - $24.7K
|
1.63K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-106- 8.98% |
$20.7K - $23.8K
|
1.08K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-104- 0.56% |
$20.3K - $23.4K
|
18.5K
$5.13M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-103- 2.76% |
$20.1K - $23.2K
|
3.63K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-103- 0.34% |
$20.1K - $23.2K
|
29.9K
$8.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-103- 3.06% |
$20.1K - $23.2K
|
3.26K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-102- 13.33% |
$19.9K - $22.9K
|
663
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-102- 1.51% |
$19.9K - $22.9K
|
6.66K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.31% |
$19.5K - $22.5K
|
32.3K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-100- 29.94% |
$19.5K - $22.5K
|
234
$64.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-100- 7.76% |
$19.5K - $22.5K
|
1.19K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-100- 2.36% |
$19.5K - $22.5K
|
4.14K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-100- 3.94% |
$19.5K - $22.5K
|
2.44K
$674K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-100- 1.07% |
$19.5K - $22.5K
|
9.21K
$2.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 33.11% |
$19.5K - $22.5K
|
202
$55.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 8.33% |
$19.5K - $22.5K
|
1.1K
$305K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-98- 0.17% |
$19.1K - $22K
|
55.9K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-98- 2.57% |
$19.1K - $22K
|
3.71K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-97- 7.11% |
$18.9K - $21.8K
|
1.27K
$351K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.49% |
$18.7K - $21.6K
|
19.6K
$5.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 4.21% |
$18.5K - $21.4K
|
2.16K
$599K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-95- 4.53% |
$18.5K - $21.4K
|
2K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-94- 0.69% |
$18.3K - $21.1K
|
13.5K
$3.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-93- 7.99% |
$18.1K - $20.9K
|
1.07K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-93- 3.32% |
$18.1K - $20.9K
|
2.71K
$750K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-92- 1.45% |
$17.9K - $20.7K
|
6.25K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-89- 1.01% |
$17.3K - $20K
|
8.68K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-89- 1.43% |
$17.3K - $20K
|
6.13K
$1.7M
|