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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-22.1K- 38.58% |
$3M - $3.76M
|
35.2K
$9.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-17.7K- 86.19% |
$2.4M - $3.02M
|
2.84K
$787K
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-11.9K- 37.4% |
$1.62M - $2.03M
|
20K
$5.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-11.1K- 24.23% |
$1.5M - $1.89M
|
34.6K
$9.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-10.8K- 90.17% |
$1.47M - $1.84M
|
1.18K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-10K- 55.56% |
$1.36M - $1.7M
|
8K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9.36K- 9.3% |
$1.27M - $1.59M
|
91.3K
$25.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-8K- 12.46% |
$1.09M - $1.36M
|
56.2K
$15.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-7.62K- 24.38% |
$1.03M - $1.3M
|
23.6K
$6.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.28K- 49.87% |
$852K - $1.07M
|
6.31K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.89K- 22.96% |
$799K - $1M
|
19.8K
$5.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-3.96K- 55.96% |
$537K - $675K
|
3.12K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.23K- 5.24% |
$438K - $549K
|
58.4K
$16.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.48K- 13.4% |
$201K - $252K
|
9.58K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.46K- 33.82% |
$198K - $248K
|
2.86K
$791K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.41K- 8.63% |
$191K - $240K
|
14.9K
$4.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.05K- 37.02% |
$142K - $178K
|
1.78K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 3.13% |
$136K - $170K
|
31K
$8.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-820- 3.55% |
$111K - $140K
|
22.3K
$6.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-600- 32.1% |
$81.4K - $102K
|
1.27K
$351K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 22.73% |
$67.8K - $85.2K
|
1.7K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 20.0% |
$67.8K - $85.2K
|
2K
$554K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
CALL |
-500- 10.0% |
$67.8K - $85.2K
|
4.5K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-387- 2.17% |
$52.5K - $65.9K
|
17.5K
$4.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-370- 18.8% |
$50.2K - $63K
|
1.6K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-360- 16.59% |
$48.8K - $61.3K
|
1.81K
$501K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-308- 17.79% |
$41.8K - $52.5K
|
1.42K
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-242- 2.48% |
$32.8K - $41.2K
|
9.5K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-126- 4.18% |
$17.1K - $21.5K
|
2.89K
$800K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-115- 5.09% |
$15.6K - $19.6K
|
2.15K
$594K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$12.9K - $16.2K
|
1.2K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-77- 0.48% |
$10.4K - $13.1K
|
15.8K
$4.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-55- 20.83% |
$7.46K - $9.37K
|
209
$57.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-39- 0.2% |
$5.29K - $6.64K
|
19.3K
$5.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-39- 2.04% |
$5.29K - $6.64K
|
1.87K
$518K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-30- 1.26% |
$4.07K - $5.11K
|
2.34K
$649K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 1.93% |
$1.63K - $2.04K
|
610
$169K
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-8- 0.43% |
$1.09K - $1.36K
|
1.85K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-6- 0.17% |
$814 - $1.02K
|
3.53K
$977K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-111K- 69.65% |
$16M - $17.6M
|
48.6K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-100K- 30.3% |
$14.3M - $15.8M
|
230K
$63.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Pm Capital LTD
|
SELL
|
- |
-60.2K- 22.38% |
$8.62M - $9.52M
|
209K
$57.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-29.3K- 35.12% |
$4.19M - $4.63M
|
54.1K
$15M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.7K- 65.46% |
$3.25M - $3.59M
|
12K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-18K- 31.79% |
$2.58M - $2.84M
|
38.6K
$10.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15.6K- 96.6% |
$2.23M - $2.46M
|
548
$152K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.5K- 13.81% |
$2.21M - $2.44M
|
96.5K
$26.7M
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-13K- 56.52% |
$1.86M - $2.05M
|
10K
$2.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-10.7K- 44.29% |
$1.53M - $1.69M
|
13.4K
$3.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-10.4K- 39.41% |
$1.48M - $1.64M
|
15.9K
$4.41M
|
|