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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-5.72K- 26.95% |
$729K - $832K
|
15.5K
$4.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.38K- 15.28% |
$686K - $782K
|
29.8K
$8.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-2.94K- 24.75% |
$375K - $428K
|
8.94K
$2.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-2K- 37.74% |
$255K - $291K
|
3.3K
$914K
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.94K- 19.12% |
$247K - $282K
|
8.2K
$2.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.66K- 50.73% |
$212K - $242K
|
1.61K
$447K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 25.79% |
$199K - $227K
|
4.49K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.52K- 48.33% |
$193K - $220K
|
1.62K
$449K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.45K- 43.05% |
$185K - $211K
|
1.92K
$532K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.4K- 40.0% |
$178K - $204K
|
2.1K
$581K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-887- 2.18% |
$113K - $129K
|
39.8K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-542- 4.56% |
$69.1K - $78.8K
|
11.4K
$3.14M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-542- 4.95% |
$69.1K - $78.8K
|
10.4K
$2.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-403- 10.38% |
$51.4K - $58.6K
|
3.48K
$963K
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-400- 16.22% |
$51K - $58.2K
|
2.07K
$572K
|
|
|
Jul 26, 2023
Q2 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-375- 8.17% |
$47.8K - $54.5K
|
4.22K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-335- 0.08% |
$42.7K - $48.7K
|
401K
$111M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-301- 1.76% |
$38.4K - $43.8K
|
16.8K
$4.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-275- 13.05% |
$35.1K - $40K
|
1.83K
$507K
|
|
|
Aug 02, 2023
Q2 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
PUT |
-200- 16.67% |
$25.5K - $29.1K
|
1K
$277K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-189- 83.63% |
$24.1K - $27.5K
|
37
$10.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-180- 1.52% |
$22.9K - $26.2K
|
11.6K
$3.22M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-65- 0.42% |
$8.29K - $9.45K
|
15.6K
$4.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-53- 0.06% |
$6.76K - $7.71K
|
91.6K
$25.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-47- 0.7% |
$5.99K - $6.84K
|
6.67K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-30- 0.84% |
$3.82K - $4.36K
|
3.56K
$986K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-21- 0.36% |
$2.68K - $3.05K
|
5.81K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-10- 0.41% |
$1.27K - $1.45K
|
2.45K
$677K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
CALL |
-217K- 59.09% |
$27.1M - $31.2M
|
150K
$41.5M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-79.3K- 22.7% |
$9.9M - $11.4M
|
270K
$74.7M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-69.6K- 99.68% |
$8.69M - $10M
|
222
$61.5K
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-40.3K- 78.22% |
$5.03M - $5.79M
|
11.2K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-39K- 35.14% |
$4.87M - $5.61M
|
72K
$19.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-36.8K- 40.7% |
$4.6M - $5.29M
|
53.6K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-27.4K- 91.93% |
$3.42M - $3.94M
|
2.4K
$665K
|
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-23.5K- 39.97% |
$2.94M - $3.38M
|
35.3K
$9.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-19.8K- 99.87% |
$2.48M - $2.85M
|
25
$6.92K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-18.4K- 4.74% |
$2.3M - $2.65M
|
370K
$103M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-15.9K- 9.57% |
$1.99M - $2.29M
|
150K
$41.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-11.8K- 75.7% |
$1.47M - $1.69M
|
3.78K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-9.9K- 99.0% |
$1.24M - $1.42M
|
100
$27.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.4K- 3.26% |
$1.05M - $1.21M
|
249K
$68.9M
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-6.95K- 6.88% |
$869K - $1M
|
94.2K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-6.83K- 27.56% |
$853K - $982K
|
17.9K
$4.97M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-5.63K- 9.14% |
$703K - $809K
|
55.9K
$15.5M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.76K- 7.45% |
$594K - $684K
|
59.1K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
PUT |
-4.4K- 88.0% |
$550K - $633K
|
600
$166K
|
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-2.55K- 36.43% |
$319K - $367K
|
4.45K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-2.5K- 27.47% |
$312K - $360K
|
6.6K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Harbor Advisors LLC
|
SELL
|
- |
-2K- 7.65% |
$250K - $288K
|
24.1K
$6.69M
|
|